One thing to note, it's not the perfect solution, but in 3.8 there is an option to duplicate a budget. So you can copy your budgets from one year to another and then make changes to the ones you need to edit. It saves you some data entry, but is not a "roll over" function.
Nicole C. Engard On Tue, May 8, 2012 at 6:31 AM, Jonathan Field <[email protected]> wrote: > There is no formal rollover as such in Koha. The way forward is to create > your new budgets and funds and then make the old ones inactive. > Any orders which you want to come out of the new funds (rooled over) need to > be edited to update the fund code in the orderline. The money will then be > encumbered against the new funds rather than the old. Hopefully you won't > have too many! > Thanks > Jonatahn > > > On 07/05/2012 23:47, McElroy, Maureen wrote: >> >> Does anyone out there have any experience completing a fiscal roll over >> in Koha? I'm referring to rolling or moving vendors, funds and orders >> from the previous fiscal year, to a new fiscal year. >> >> I don't see any information out there about this, especially regarding >> rolling encumbrances and orders not yet received, intact. >> >> If this is not possible, how do library systems in Koha segue into a new >> fiscal year? >> >> We are currently using Koha 3.6. >> >> Thanks in advance..... >> >> >> >> Maureen McElroy >> Manager Technical Services Dept. >> Washoe County Library >> 301 S Center St. >> Reno, NV 89501 >> 775 327-8330 >> mailto:[email protected]<mailto:[email protected]> >> >> www.washoecountylibrary.us >> >> "Most important of all, perhaps, a library within a community stands as >> a testimonial to its values, its belief in universal access to >> literature and knowledge." Scott Turow >> >> >> >> _______________________________________________ >> Koha mailing list http://koha-community.org >> [email protected] >> http://lists.katipo.co.nz/mailman/listinfo/koha >> > > -- > > Jonathan Field > Technical Director, PTFS Europe Limited > Content Management and Library Solutions > > _______________________________________________ > Koha mailing list http://koha-community.org > [email protected] > http://lists.katipo.co.nz/mailman/listinfo/koha _______________________________________________ Koha mailing list http://koha-community.org [email protected] http://lists.katipo.co.nz/mailman/listinfo/koha
