Fund Management

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Add to My Features Feature Description
Add  Year End selective fund rollover There is support for year-end fiscal turnover process that closes out funds and transfers encumbered amounts into a new fiscal year. This includes the ability to selectively roll certain funds over, while not rolling over others.
Add  Apply tags to funds Staff can create tags and apply them to funds to group them. A fund may have multiple tags. A tag can be applied multiple funds.
Add  Fund transfer disallowed to inactive funds Disallow transfers to an inactive fund.
Add  Fund transfer tracking Ability to track funds, amount, dates/time, user, and notes for transfers between funds
Add  Multiple funds per PO Multiple funds can be used in a single order.