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OCLC Wise Support EN

Register amounts on budget

Learn how to add funds to your budget in the Wise staff client.

​Use the Register budget amounts function to enter budgets for each branch annually.

 Note: Budgets can be opened, closed, and updated in the Wise configuration manager at Budget entries.

Register amounts on budget screen

To add budgets:

  1. Go to Titles > Budgets > Register amounts on budget. The Register amounts on budget window opens.
  2. Choose a Budget year and Branch from the drop-down list.
  3. Add budget lines:
    1. Select a Budget category.
    2. Enter the Amount to be added or subtracted in dollars and cents. To subtract funds, use a negative amount.
    3. (Optional) Provide a description of the budget line.
  4. Click Add this line. The line is added to the budget.

     Note: The added lines do not appear in the table, but are added to the budget.

  5. (Optional) Repeat steps 3 and 4 to add additional lines to the budget.
  6. Click Save Lines to save the budget. A confirmation message appears.
  7. Click OK. The amount is registered on the selected budget.

 

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