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2 results found

  1. Add functionality to fund summary pages to view encumbered orders

    There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.

    304 votes
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    Completed  ·  7 comments  ·  Acquisition - Funds  ·  Admin →
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  2. Add fund rules fields to Tools>Excel export in Funds and Ledgers search results screen

    Support have confirmed that it's not possible for an Alma user to access reporting on the fund rules fields e.g. over expenditure allowed, over-expenditure limit etc.

    They suggest the quickest way to achieve this would be to add these fields as columns to the Tools>Excel export function in the fund and ledger search results screen.

    2 votes
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    Completed  ·  2 comments  ·  Acquisition - Funds  ·  Admin →
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