Budgets
Discover how to create, manage, and choose budgets and funds in WorldShare Acquisitions.
- 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.
- Disable funds
- Discover how to disable funds for new transactions 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.
- Enable future budget period for use
- Discover how to enable a future budget for use in WorldShare Acquisitions.
- Notes for funds
- Discover how to add, edit, view, and delete notes for funds in WorldShare Acquisitions.
- Set a default budget period
- Discover how to set a default budget period for use in ordering and invoicing in WorldShare Acquisitions.
- Transfer funds
- Discover how to transfer money from one fund to one or more other funds on a budget in WorldShare Acquisitions.