72f98b94d6
This patch updates help files in the admin folder. It removes two files that aren't used anymore and adds links to the manual for all files that weren't edit in patches for bug 6942.
36 lines
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1.9 KiB
Text
36 lines
No EOL
1.9 KiB
Text
[% INCLUDE 'help-top.inc' %]
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<h1>Funds</h1>
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<p>Budgets are broken into funds.</p>
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<h2>Add a Fund</h2>
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<p>A fund is added to a budget.</p>
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<p style="color: #990000;">Important: A budget must be defined before a fund can be created.</p>
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<p>To add a new fund click the New button and then choose which Budget you would like to add the fund to.</p>
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<p>In the form that appears you wan to enter the basics about your fund.</p>
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<p>The three first fields are required, the rest are optional</p>
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<ul>
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<li>Fund Code is a unique identifier for your fund</li>
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<li>The Fund Name should be something that librarians will understand</li>
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<li>Amount should be entered with only numbers and decimals, no other characters</li>
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<li>You can choose to assign this fund to a librarian. Doing so will make it so that only that librarian can make changes to the Fund</li>
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<li>Choose which library will be using this fund</li>
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<li>You can restrict who can order from this fund by choosing either the owner or the library from the 'Restrict access to' menu</li>
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<li>Notes are simply for any descriptive notes you might want to add so that librarians know when to use this fund</li>
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<li>Planning categories are used for statistical purposes. To learn more about planning categories, check out the Planning Category FAQ.</li>
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</ul>
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<p>When complete, click 'Submit' and you will be brought to a list of all of the funds for the budget.</p>
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<p>To the right of each fund you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options. A child fund simply a sub-fund of the fund listed. An example would be to have a fund for 'Fiction' and under that have a fund for 'New Releases' and a fund for 'Science Fiction.' It is an optional way to further organize your finances.</p>
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<p><strong>See the full documentation for Funds in the <a href="http://manual.koha-community.org/3.6/en/acqadmin.html#funds">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %] |