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Manage funds in OLIB
- About funds management
- Discover the fundamentals of the OLIB accounts system to monitor your budgets, commitments, and expenditures.
- Funds set up procedure
- Obtain an overview of Funds set up
- Accounts
- Discover how to create hierarchical accounts
- Financial periods
- Discover how to define the dates for the financial period of your library funds.
- Account instances
- Discover how to create an account instance over a specific financial period.
- Allocate money
- Discover how to allocate money to your fund.
- Manage funds
- Discover how to monitor and manage funds.
- Account discrepancy alerts
- Create alerts to inform when account discrepancies are found by OLIB.
- Permissions on funds
- Set permissions on funds to authorise the staff who need to use them.
- Financial period close
- Discover how to run the financial year end.