Funds
Manage funds in OLIB
About funds management
Discover the fundamentals of the OLIB accounts system to monitor your budgets, commitments, and expenditures.
Funds set up procedure
Obtain an overview of Funds set up
Accounts
Discover how to create hierarchical accounts
Financial periods
Discover how to define the dates for the financial period of your library funds.
Account instances
Discover how to create an account instance over a specific financial period.
Allocate money
Discover how to allocate money to your fund.
Manage funds
Discover how to monitor and manage funds.
Account discrepancy alerts
Create alerts to inform when account discrepancies are found by OLIB.
Permissions on funds
Set permissions on funds to authorise the staff who need to use them.
Financial period close
Discover how to run the financial year end.