[OPEN-ILS-GENERAL] End of fiscal year fund propagation question

[Sally Fortin]

Hi Mary,

You are correct.  You could, if you wanted to, configure funding sources each year, such as "Federal Funding 2011", "Federal Funding 2012",etc..., but that is not required. As you say, you could have a "Federal Funding" source and simply apply credits each year to the funding source.  You could then apply the added monies to funds each year.

Hope that helps!

Thanks,
Sally



On 6/11/2012 4:48 PM, Mary Llewellyn wrote:
>
> Hi all,
>
> I'm preparing instructions for our libraries on the end of the year 
> fund propagation process, and I wanted to verify something about the 
> funding source. It's my understanding that you do not create a new 
> funding source for the new fiscal year, but continue to use the 
> established source year after year, adding new credits each fiscal 
> year and allocating from the source to the new year's funds. Is this 
> correct?
>
> Thank you,
>
> Mary
>


-- 
Sally Fortin
Director of Education
Equinox Software Inc. / Your Library's Guide to Open Source
Tel:    770-709-5572
Email:  sfortin at esilibrary.com
Fax:    1-866-497-6390

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://libmail.georgialibraries.org/pipermail/open-ils-general/attachments/20120612/f9f204c4/attachment-0001.htm>