View budgets
Library staff can view budgets in the Console by navigating to Acquisitions > Budgets. This feature allows staff to view current and closed fiscal years, search for funds and filter results, view transactions against the fund, and access information for the transaction.
View budgets in the Console dashboard
- The current open fiscal year displays by default. The fiscal year date range displays, and the transaction totals for the fiscal year are displayed with a progress bar and percentage amounts. Library staff may select a different fiscal year to view by accessing the drop-down menu in the upper right corner of the Budget display.
- Library staff can select an assigned branch to view.
- Library staff can select the fiscal year to view. Both open and closed fiscal year information will display.
- Search and select a fund to view detailed information about the fund in the General tab and Transaction tabs.
- The General tab includes the total allocation, total used, fund name, fund code, and beginning allocation for the selected fund. A progress bar will show the fund’s total spent, encumbered, available and pending amounts.
- The Transactions tab will display a list of transactions against the selected fund. The transactions are organized by date and display the link to the order for the transaction.