Koha-Library-Software/C2/Allocate-Funds/English

Title of the Script: Allocate Funds

Author: Vaibhavi Satardekar and Maya Hans

Keywords: Koha, Koha 24.05, Koha budget allocation, Library fund allocation, Koha acquisitions module, Budget setup koha 24.05, Library fund management, Creating funds in koha, Koha financial management, Fund code and fund name, Acquisition module setup, Video tutorial.

Prerequisite tutorial : Add a Budget

Visual Cue	Narration
Slide Number 1 Title Slide	Welcome to this Spoken Tutorial on Allocate Funds in Koha.
Slide Number 2 Learning Objectives We will learn how to: Allocate Funds	In this tutorial, we will learn how to: Allocate Funds
Slide Number 3 System Requirements To record this tutorial, I am using Ubuntu Linux OS v22.04 Koha v24.05 Firefox v131.0.3 A working internet connection.	To record this tutorial, I am using Ubuntu Linux OS version 22 point 04 Koha version 24 point 05 Firefox version 131 point 0 point 3 I also have a working internet connection.
Slide Number 4 Pre-requisites https://spoken-tutorial.org/	To follow this tutorial, you should have Koha installed on your system and Admin access in Koha. If not, refer to the Koha Installation tutorial on this site. Also, you should have knowledge of Library Science.
Show Koha login interface	Let us switch to the Koha interface.
Login to Koha with Username as Bella and Password as Library@1.	For login, I will type username as Bella and the password as Library@1. If you had given a different username and password, then type that. To choose the Library from the drop down select Spoken Tutorial Library. Click on Login
Show Koha staff Interface	The Koha staff interface opens.
Narration only	Now, let’s go ahead to Allocate Budget.
Show Koha interface >> Koha administration	For that click on the Koha administration module.
Koha administration page	Koha administration page opens.
Go to the section Acquisition parameters click on Budgets	Now scroll down and go to the Acquisition parameters section. Click on Budgets.
Cursor on Budgets page	This opens the Budgets page with the list of budget names listed.
Click on Spoken Tutorial Library 2023-2024 Phase I.	Here, we will click on Spoken Tutorial Library 2023-2024 Phase I. Recall that we had created this budget in an earlier tutorial of this series.
Funds for budget Spoken Tutorial Library 2023-2024 Phase I’ page	This will bring us to Funds for budget Spoken Tutorial Library 2023-2024 Phase I page. Message Highlighted in blue says No fund found.
Click on +New	To add funds click on the New button on the top.
From drop-down select New fund for Spoken Tutorial Library 2023-2024 Phase I.	From the dropdown, select New fund for Spoken Tutorial Library 2023-2024 Phase I.
New fund page	A page New fund opens.
Point to the fields marked in red.	Notice that all the fields marked in red are mandatory.
Fill in the details such as: Fund code: Books Fund name: Books Fund Amount: 25000 Warning at (%): 10 Warning at (amount): Blank Owner: Blank Users: Blank Library: From dropdown select Spoken Tutorial Restrict access to: None Notes: Blank Statistic 1 done on: Blank Statistic 2 done on: Blank	Here, you can pause the video and fill in the details as shown.
Click on the Submit button	After all the details are filled, scroll down. Click on the Submit button at the bottom of the page.
Funds for budget ‘Spoken Tutorial Library 2023-2024 Phase I’ page	This will bring us to Funds for budget Spoken Tutorial Library 2023-2024 Phase I page.
Highlight the table	All the Fund allocation details about the Spoken Tutorial Library 2023-2024 Phase I now appear in a tabular form.
Narration only	With this, we come to the end of this tutorial.
Slide Number 5 Summary In this tutorial, we learned to Allocate Funds	Let’s quickly recap. Today we learned how to: Allocate Funds
Slide Number 6 Assignment Allocate funds of Rs 20 Lakhs for Non-print material under ICP Library.	As an assignment Allocate funds of Rs 20 Lakh for Non-print material under ICP Library.
Slide Number 7 About Spoken Tutorial project Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial It summarizes the Spoken Tutorial project. If you do not have good bandwidth, you can download and watch it.	The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
Slide Number 8 Spoken Tutorial workshops The Spoken Tutorial Project Team Conducts workshops using spoken tutorials Gives certificates for those who pass an online test For more details, please write to [about:blank http://contact@spoken-tutorial.org]	The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
Slide Number 9 Forum for specific questions	We will be happy to answer your specific questions regarding this tutorial. Post your questions in the forum and our team will get back to you.
Slide Number 10 Acknowledgment The Spoken Tutorial project was established at IIT Bombay by the Ministry of Education Govt of India. Thank you	Thank you for joining.

Contributors and Content Editors

Madhurig