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Summary: This procedure provides an overview for library selectors in the use of the FOLIO Finance App to check funds, view and submit orders, and tips on searching.

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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 on the left-hand side of the screen and click on the "Fund" filter. It will turn blue when selected (see image below).

Image Removed FOLIO Finance app search screen with fund filter selected and circled in red for clarification

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Key in the wanted fund name or code in the search box. 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 panel on the right side of the screen (you can resize the panels to make them larger, if you like).
The top section of the new column panel displays the selected fund admin information including, the name, code, and the group to which it belongs (see example in image below).

FOLIO Finance app search page with results from a search on the afrbl fund code

Scrolling down, under the “Fund information” collapsible accordion is the “Current budget” accordion. This shows the fund details.

Current budget accordion display listing name of fund, dollars allocated, net transfers, unavailable, and available

Clicking on the grey budget line, will open a “Budget summary” screen with more detailed information on the fund including allocations, transfers, encumbrances, and expenditures. Clicking the x in the upper-right hand corner will close the budget summary.

Budget summary record open displaying detailed information about funds including allocations, transfers, encumbrances, and expenditures.

To view transactions, click the blue “Actions” button in the upper-right hand corner and select “View transactions for current budget” from the dropdown.

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You can click on each transactions, to see an “Information” pane. Clicking on the hot-linked “Source” in the information section will open the PO Line details in the FOLIO Orders App.