A PDF of these instructions is available along with a two minute recording.
Occasionally, some locations will transfer part of their budget to another location. You can transfer these funds in Alma to reflect this change.
1. You will first click on the Acquisitions tab and then click on Funds and Ledgers in the Acquisitions Infrastructure section.
2. In the Funds and Ledgers screen, scroll down to your location’s budget and click the Edit button.
3. Click the Transactions tab.
4. On the right hand side of the screen, click the Transfer Funds option. A pop up box will display. Click the select list icon in the To fund field, locate and select the appropriate fund, then enter in the transferred amount in the Amount box. Scroll to the bottom of the box and click on Add transfer transaction.
5. Click Confirm in the Confirmation Message box that displays.
6. The transfer is now set.
