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Jennifer Koerber (Unlicensed): can you please add in any answers to questions you got from the Finance group on this page – thanks, Jaime
Definitions
Ledger: the highest level of the fund structure hierarchy. Ledgers represent campus and funding source (as defined by library business offices). They combine a large number of summary funds and allocated funds under a single umbrella. Ledgers will be created for each tub.
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Allocated fund: the lowest level of the fund structure hierarchy. Allocated funds have dollars allocated to them, can have orders placed against them, and can be used to pay invoices. Allocated funds are generally dedicated to a specific subject area and purchase type, or to a specific endowment or foundation fund.
Finding Budgets
All funds are associated with a Ledger. To find a ledger you can search via 2 ways.
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Scroll to find the ledger you want to review and for our example we will review Divinity School. Click on the name to go to the Ledger Summary page:
Reviewing Ledger Details
Click on the Ledger name and you will be brought to the Ledger’s summary details.
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In our example of Divinity, you can see that the Divinity Ledger has only 1 Summary Fund.
Reviewing Summary Funds
By clicking on the Summary name: Div^Library-Summary you will be brought to the Summary Fund details page.
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You are now brought to the lowest level: the Allocated Fund details.
Reviewing Allocated Funds
Click on the fund name you want to review and you will be brought to the Allocated Fund Detail Summary
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