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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. Summary Fund: the middle level(s) of the fund structure hierarchy. Summary funds exist purely for reporting purposes. They do not have money allocated to them and cannot be used to place orders or pay invoices. 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 may be dedicated to a specific subject area and purchase type, or to a specific endowment or foundation fund. |
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All funds are associated with a Ledger. To find a ledger you can search 2 ways.
(Note that all searches filters searches filter for “Status: Active” and “Fiscal Period: [Current FY]” automatically when you start a search.)
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You may perform a general search without including any key words or tub codes and results displayed will be all Active Funds in the current fiscal period. In the left hand bar you can narrow down to all Ledgers (aka Tubs).
Search all Searching All funds with no key words keywords or tub # will display results for all active funds and ledgers and summary funds for the current fiscal year. You can use Facets in the left side bar to narrow down your search.
By searching clicking on Type>Ledgers on the left side Facets bar, the search results will narrow down to list all active ledgers in the fiscal period and you can scroll through the list of ledgers find the ledger you want to review.
Scroll to find the ledger you want to review and for our example we will review Divinity School. Click on the name or click on the View button 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. Continue On the Ledger Summary Details page, continue navigating through each of the Ledger’s tabs to view information.
Click on the Funds tab and the results will show all Summary Funds and Funds under that Ledger
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