[Koha] Fiscal roll over in Koha?

[Nicole Engard]

One thing to note, it's not the perfect solution, but in 3.8 there is
an option to duplicate a budget. So you can copy your budgets from one
year to another and then make changes to the ones you need to edit. It
saves you some data entry, but is not a "roll over" function.

Nicole C. Engard

On Tue, May 8, 2012 at 6:31 AM, Jonathan Field
<jonathan.field at ptfs-europe.com> wrote:
> There is no formal rollover as such in Koha. The way forward is to create
> your new budgets and funds and then make the old ones inactive.
> Any orders which you want to come out of the new funds (rooled over) need to
> be edited to update the fund code in the orderline. The money will then be
> encumbered against the new funds rather than the old. Hopefully you won't
> have too many!
> Thanks
> Jonatahn
>
>
> On 07/05/2012 23:47, McElroy, Maureen wrote:
>>
>> Does anyone out there have any experience completing a fiscal roll over
>> in Koha? I'm referring to rolling or moving vendors, funds and orders
>> from the previous fiscal year, to a new fiscal year.
>>
>> I don't see any information out there about this, especially regarding
>> rolling encumbrances and orders not yet received, intact.
>>
>> If this is not possible, how do library systems in Koha segue into a new
>> fiscal year?
>>
>> We are currently using Koha 3.6.
>>
>> Thanks in advance.....
>>
>>
>>
>> Maureen McElroy
>> Manager Technical Services Dept.
>> Washoe County Library
>> 301 S Center St.
>> Reno, NV 89501
>> 775 327-8330
>> mailto:mmcelroy at washoecounty.us<mailto:mmcelroy at washoecounty.us>
>>
>> www.washoecountylibrary.us
>>
>> "Most important of all, perhaps, a library within a community stands as
>> a testimonial to its values, its belief in universal access to
>> literature and knowledge." Scott Turow
>>
>>
>>
>> _______________________________________________
>> Koha mailing list  http://koha-community.org
>> Koha at lists.katipo.co.nz
>> http://lists.katipo.co.nz/mailman/listinfo/koha
>>
>
> --
>
> Jonathan Field
> Technical Director, PTFS Europe Limited
> Content Management and Library Solutions
>
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