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.
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).
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).
Scrolling down, under the “Fund information” collapsible accordion is the “Current budget” accordion. This shows the fund details.
Clicking on the grey budget line, will open a “Budget summary” 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.
To view transactions, click the blue “Actions” button in the upper-right hand corner and select “View transactions for current budget” from the dropdown.
Step 2
Substep a
Substep b
Substep c
Step 3
Substep a
Substep b
Substep c
Step 4
Substep a
Substep b
Substep c