Transfer credits between funds

The credits that you allocate to funds can be transferred between funds if desired. In the following example, you can transfer $500.00 from the Young Adult Fiction fund to the Children’s DVD fund.

  1. To access funds, click Admin → Server Administration → Acquisitions → Funds.
  2. Click the hyperlinked name of the originating fund.
  3. The Fund Details screen appears. Click Transfer Money.
  4. Enter the amount that you would like to transfer.
  5. From the drop-down menu, select the destination fund.
  6. Add a note. This field is optional.
  7. Click Transfer.