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Budgets

Discover how to create, manage, and choose budgets and funds in WorldShare Acquisitions.

 Learn more in a training course: Manage budgets and vendors

  • Choose a fund on an order or invoice
    Discover how to choose a fund on an order, order item, or invoice in WorldShare Acquisitions.
  • Close a budget
    Discover how to close an open budget and transfer any open encumbrances in WorldShare Acquisitions.
  • Create a budget for the first time
    Discover how to create a budget for the first time in WorldShare Acquisitions.
  • Create a budget for the next fiscal period
    Discover how to create and configure a budget for the next fiscal period in WorldShare Acquisitions.
  • Create funds
    Discover how to create and download funds for your budget in WorldShare Acquisitions.
  • Delete funds
    Discover how to delete funds from your budget in WorldShare Acquisitions.
  • Download a budget
    Discover how to select and download a budget in WorldShare Acquisitions.
  • Edit budget
    Discover how to edit a budget and configure the columns displayed in WorldShare Acquisitions.
  • Edit funds
    Discover how to edit funds, including the Fund Name, Fund Code, and Budgeted Amount, in WorldShare Acquisitions.
  • Notes for funds
    Discover how to add, edit, view, and delete notes for funds in WorldShare Acquisitions.

 

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