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.