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The Art of the Deal: The Financial Side of Alma

Drabek, Hilda and Christopher, Janice (2016) The Art of the Deal: The Financial Side of Alma. In: ExLibris Northeast User Group meeting for 2016, October 27-28, 2016, SUNY New Paltz.

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Abstract

This presentation covers the financial aspects of Alma: vendor records, ledgers and funds, invoices, and Fiscal Period Closure. We will discuss vendor record migration from a legacy system, and post-migration cleanup; provide recommendations about ledger and fund setup, including how to fix your ledgers or funds if you make bad choices; provide helpful hints about processing invoices; and discuss Fiscal Period Closure from preparation to post-FPC tidying up. Discussion is encouraged. Attendees need not be live on Alma; those in Alma implementation and those who are just curious are all welcome.

Item Type:Conference or Workshop Item (Speech)
Event Title:ExLibris Northeast User Group meeting for 2016
Subjects:Alma
Divisions:Regional User Groups (RUGs) > Ex Libris Northeast User Group (ENUG)
ID Code:1428
Deposited By: Al Cornish
Deposited On:10 Nov 2016 17:28
Last Modified:10 Nov 2016 17:28

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