Summary: This procedure provides and an overview for library selectors in the use of the FOLIO Finance App to check funds, view and submit orders, and tips on searching.
Finance App
Checking funds
- Once logged into FOLIO, select the Finance App from the black bar at the top of the page.
- To check a fund, find the "Search & Filter column (left-hand side of the page) and click on "Fund." It will turn blue when selected (see image below)
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- Key in the wanted fund name or code. Your search results will display to the right of the "Search & Filter" column.
- Click on the line of the wanted fund. This will open a third column pane on the right side of the screen . You may resize this panel to make it bigger(you can resize the panels to make them larger, if you like).
- The top section of the new column column panel displays the selected fund information, including the name, code, and the group to which it belongs (see example in image below).
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Step 2
Substep a
- Substep b
- Substep c
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Step 3
- Substep a
- Substep b
- Substep c
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Step 4
- Substep a
- Substep b
- Substep c
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