Administering Funds/Fiscal Years

Do the following tasks in Polaris Administration before setting up your organization’s fund structure in Polaris Acquisitions:

• Allow the appropriate staff members to manage fiscal years and funds, transfer money between funds, and modify fund categories.
• Create and maintain the Fund Categories table, which lists the fund categories an organization can use to designate donation funds. The fund categories are the same for all branches and libraries in the system.
• Specify which funds display in invoices, purchase orders, and selection lists—all funds for all branches linked to the same parent library as the branch selected in the workform, or only the selected branch’s funds. For selection lists, an additional option lets you select specific branches and funds to display in selection list line item segments for specific selectors.

See also:

• Set up donation fund categories
• Specify How Funds are Displayed in Acquisitions