6c1092396a
As we don't have a fix yet to link to the right translated manual, this adds /en to the links from the help files to the manual to make them work again. Check with both patches applied, that the links work. You will have to change 17.11 to 18.05. Signed-off-by: Mark Tompsett <mtompset@hotmail.com> Signed-off-by: Nick Clemens <nick@bywatersolutions.com> Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
42 lines
2.5 KiB
Text
42 lines
2.5 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 want 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>Warning at (%) or Warning at (amount) can be filled in to make Koha warn you before you spend a certain percentage or amount of your budget. This will prevent you from overspending.</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', 'owner and users' or 'owner, users and library' from the 'Restrict access to' menu</li>
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<ul><li style="color: #990000;">Important: Without an owner, the access restriction will be ignored, be sure to enter an owner as well as choose a restriction</li></ul>
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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 'Actions' button under which you will find the 'Edit,' 'Delete,' and 'Add Child Fund' options.</p>
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<p>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>Funds with children will show with a small arrow to the left. Clicking that will show you the children funds.</p>
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<p><strong>See the full documentation for Funds in the <a href="http://koha-community.org/manual/[% helpVersion %]/en/html/administration.html#funds">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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