Alma
Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.
We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
11 results found
-
How to List a token or coin on LBank Crypto Exchange
To list a token or coin on LBank Crypto Exchange, submit an application on their official website, including detailed information about your project, team, and tokenomics. Ensure compliance with their requirements and pass the evaluation process. For comprehensive guidance and support, consider visiting an MLM software company for additional resources and expertise.
For more information, visit: www.mlmsoftwarecompany.in1 vote -
rename "Draft" status during ledger rollover
When you run the "Rollover Ledgers" job, you can choose either "Draft" or "Active":
• If you choose "Draft," Alma creates a ledger with status "Inactive"
• If you choose "Active," Alma creates a ledger with status "Active""Draft" should be renamed "Inactive" in the ledger rollover menu because it creates an inactive ledger, not a draft ledger.
This is a problem because many staff mistakenly think choosing "Draft" will roll over the ledger in report mode. This is a reasonable assumption since report mode is available for PO line rollover.
2 votes -
Sorting the linked data records in the Fund transactions
In the Funds and Ledger Transactions area, it is completely illogical that the related records cannot be sorted, but can be sorted by Type, Date and Amount. A classic use case:
I would like to know whether a particular pole has been assigned Encumberance, Disencubrance and Expenditure. As it is not clear whether the date is the invoice date or the current date of the respective action, this sorting method does not help at all.4 votes -
Make it possible to update Funds by job
Being able to apply changes such as fund rules in batch would be tremendously helpful when you are a library with numerous ledgers and funds.
1 vote -
Allow for recurring monthly allocation
We have restricted funds where we get a monthly endowment. It would be nice to have a recurring entry feature where the allocation would be set up at the beginning of the year to apply an allocation once a month. Alternatively, the ability to process a monthly allocation and then duplicate it for the following 11 months would be an improvement. Many accounting platforms have "recurring journals"- we'd like something similar.
6 votes -
Functionality to support rolling over POLs by Fund.
Rollover all POLs associated with fund SERIAL and have the ability to add FPC to just that fund. Without having to roll line by line.
1 vote -
There should be a separate category for Transfers - along with Allocations and Expenditures.
At the Fund level, there should be a separate category for Transfers. Right now, if a transfer is made, the allocation changes. There should be Original Allocation (the original amount, doesn't change), Transfers, Current Allocation (original plus Transfers) and Expenditures. It's important for me to know what the original allocation is. If the Transfers are not reflected, what is shown with only the Allocations and Expenditures gives a distorted picture of the money for that fund. You can get a break down of Allocations, Transfers and Expenditures in Analytics - why can't it be shown in the ledger?
24 votes -
Incoherent date in the “Date” column when the transaction type is “Expenditure”
According to the developer, the expenditure date comes from the invoice date and always comes from it (see documentation at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/030Invoicing/020Creating_Invoices).
As you can see there, the calculation of the exchange rate is also done according to this date: "By default, Alma calculates the value of the transaction based on the exchange rate on the date specified in Invoice Date."
Now we know where the date comes from when the type of transaction is “Expenditure”. However, in other types of transactions (transfer, allocation, encumbrance, etc.) the date that appears corresponds to the moment in which the transaction occurs. For…
29 votes -
Option to set over encumbrance or over expenditure as either an absolute amount or a percentage
This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.
We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.
14 votes -
Fiscal Period Rollover - Move Cash Balance forward to new period
The latest release of Alma added functionality to the Fiscal period rollover that offers an option to Allocate new funds based on the Cash Balance of the same fund in the closing Fiscal period. We’ve been testing this out and it seems while the cash balance is indeed allocated to the new period, it is also left on the old period!
This means the same money is being reported and allocated twice on Alma, which leaves great scope for confusion and I believe is contrary to good accounting practice.
I believe this enhancement needs a further tweak, to allocate the…
71 votes -
Initial Allocated Amount
Currently in Alma, the Initial Allocated Amount for an allocated fund is e.g. 1,000.00 ZAR. When an amount from this Initial Allocation e.g. 100.00 ZAR is transferred to another fund,
the 100.00 ZAR gets deducted from the Initial Allocated Amount of 1,000.00 ZAR and is now 900.00 ZAR.In Aleph, the amount was transferred, yet the Allocated Amount remained the same, which is correct.
When running reports on the Initial Allocated Amount in Alma, the adjusted 900.00 ZAR for the Initial Allocated Amount does not give a correct indication of the amount originally allocated from the institutional budget.
18 votes
- Don't see your idea?