Finance and orders
Find information about finance and orders in Amlib.
- Add new accounts to budget
- Learn how to create new accounts and adjust the budget in Amlib.
- Archive orders and invoices
- Learn how to archive old orders and invoices in Amlib.
- Budget adjustments
- Learn how to modify and view an existing budget, add a new account to an existing budget, and adjust a budget amount in Amlib.
- Budget rollover: new accounts for commitments
- Learn how to check commitments from the budget totals, add new accounts, create the budget, and transfer the budget in Amlib.
- Change from single line accounting to double line accounting
- Learn how to change from single line accounting to double line accounting in Amlib.
- Check commitments
- Learn how to run the Check Commitment facility to ensure financial transactions are up to date prior to starting a new budget in Amlib.
- Circulation financial types
- Find information about the circulation financial types and learn how to create a new circulation financial type in Amlib.
- Create a new standing order
- Learn how to create a standing order in Amlib.
- Set tax for budgeting: inclusive or exclusive
- Learn how to create a tax account for the budget, create a a specific tax code to set the tax rate, ensure the supplier is set correctly and set the tax defaults in order defaults to be exclusive or inclusive for Stockitems in Amlib.
- Use percent to update budget
- Learn how to transfer a budget amount for a previous year in Amlib.