Koha-Library-Software/C2/Close-a-Budget/English
Title of the Script: Close a Budget
Author: Vaibhavi Satardekar and Maya Hans
Keywords: Koha, Koha 24.05, Koha Budget Management, Close Budget in Koha, Move Unspent Funds Koha, Video Tutorial.
| Visual Cue | Narration |
| Slide Number 1
Title Slide |
Welcome to this Spoken Tutorial on Close a Budget in Koha. |
| Slide Number 2
Learning Objectives Close a Budget |
In this tutorial, we will learn how to -
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| Slide Number 3
System Requirements To record this tutorial, I am using
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To record this tutorial, I am using
I also have a working internet connection. |
| Slide Number 4
Pre-requisites https://spoken-tutorial.org/ |
To follow this tutorial, you should have
If not, refer to the Koha Installation tutorial on this site. Also, you should have knowledge of Library Science. |
| Narration only | Let’s learn how to close a Budget |
| Slide Number 5
Closing of a Budget is done to move-
from an old Budget to a new Budget |
Before we start, please note:
Closing of a Budget is done to move-
from an old Budget to a new Budget |
| Slide Number 6
Please Note- Before closing a Budget, it is advisable to duplicate the immediate previous year's Budget. To do so, the same fund structures of the previous Budget must exist in the new Budget. |
Please Note-
Before closing a Budget, it is advisable to duplicate the immediate previous year's Budget. To do so, the same fund structures of the previous Budget must exist in the new Budget. |
| Show Koha login interface | Let us switch to the Koha interface. |
| Username as Bella and Password as Library@1.
Click on Log in |
To close a budget, we have to login as superlibrarian.
So, I will type the username as Bella and the password as Library@1. For the library field, from the drop down select Spoken Tutorial Library. Now click on the Login button. If you had given a different username and password, then type that. |
| On the Koha Home page>> Acquisitions module | On the Koha home page click on Acquisitions module |
| Acquisitions page | Acquisitions page opens. |
| On the left side, click on Budgets | From the options on the left side, under Administration click on Budgets. |
| Budgets page | Budgets, page opens. |
| Under the tab Active budgets
Go to Actions>> drop down select Close. |
On this page under the tab Active budgets locate the Budget.
In my case, Spoken Tutorial Library 2023-2024 Phase I. In the Actions column click on Actions and from the drop-down select the option Close. |
| Cursor on New form
Close budget Spoken Tutorial Library 2023-2024 Phase I page opens. It says - The unreceived orders from the following funds will be moved |
When Close is selected.
Close budget Spoken Tutorial Library 2023-2024 Phase I page opens. It says - The unreceived orders from the following funds will be moved. |
| Cursor on
Select a budget>>Spoken Tutorial Library 2024-2025 Phase II |
On the same page, we have Select a budget option.
The same Fund details need to be created in the Duplicate Budget. This will enable us to move the unspent Budget there. |
| Cursor on:
Move remaining unspent funds to move the unspent amounts I will leave this box blank |
Next is Move remaining unspent funds.
Clicking on this will move the unspent amounts to the new Budget. Do so if you wish to add the unspent amount of the immediate previous year to the new Budget. I will leave this box blank. |
| Click on the Move unreceived orders button. | After all details are filled, click on Move unreceived orders button at the bottom of the page. |
| Cursor on the dialog box. | A dialog box appears with the following message:
You have chosen to move all unreceived orders from Spoken Tutorial Library 2023-2024 Phase I to Spoken Tutorial Library 2024-2025 Phase II. This action cannot be reversed. Do you wish to continue? |
| Narration only | It is important to remember that once completed, you cannot undo this process. |
| Click on OK | Click on OK under the dialog box. |
| Cursor on
Report after moving unreceived orders from budget Spoken Tutorial Library 2023-2024 Phase I (04/01/2023 - 03/31/2024) to Spoken Tutorial Library 2024-2025 Phase II (04/01/2024 - 03/31/2025) |
A new page Budget Spoken Tutorial Library 2023-2024 Phase I closed opens.
Read the details on this page. |
| Cursor on
Order number with Details Cursor on Moved |
This page will display the Order number with Details having Moved |
| Narration Only | With this, we have closed the financial year's Budget.
And we can now move on to create the next year's Budget. |
| Narration only | With this, we come to the end of this tutorial. |
|
To continue with the next tutorial, go to the top left corner of the page.
Click on the home icon and stay logged in. To logout from the current session, go to the top right corner of the page. Click on Bella, Spoken Tutorial Library. From the drop down select Logout. |
| Slide Number 7
Summary
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Let’s quickly recap.
Today we learned how to -
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| Slide Number 8
Assignment
2024 Phase I.
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As an assignment-
2023-2024 Phase I.
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| Slide Number 9:
About Spoken Tutorial project
tutorial.org/What_is_a_Spoken_Tutorial]
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The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
| Slide Number 10
Spoken Tutorial workshops The Spoken Tutorial Project Team
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The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us. |
| Slide Number 11
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 12
Acknowledgment The Spoken Tutorial project was established at IIT Bombay by the Ministry of Education Govt of India. Thank you |
Thank you for joining. |
