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

[Mary Llewellyn]

Hi Sally,

Thank you. So it sounds like our libraries could choose either path. 
That's good to know.

Mary


At 11:16 AM 6/12/2012, Sally Fortin wrote:

>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:  <mailto:sfortin at esilibrary.com>sfortin at esilibrary.com
>Fax:    1-866-497-6390

Mary Llewellyn
Database Manager
Bibliomation, Inc.
Middlebury, CT
mllewell at biblio.org 
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