Budget: closing out a budget

The financial year is almost over and you are currently planning the next year budget. Before closing a previous year budget, there are few things to consider, such as: what to do with unreceived orders and unspent funds, and if you need to mark a budget as inactive....

Acquisition workflow: How to manage order

After creating a budget and a vendor’s profile, you may proceed with these steps: Create baskets Go to AcquisitionsSearch for your vendorClick on “New basket”Give your basket a nameSave your basketClick on “Add to basket” to order an...

Marking an item as “withdrawn” and collection weeding.

Marking an item as “Withdrawn” 1 Access the item record 2. In the “Withdrawn status” field, select “Withdrawn” 3 Click on “Set status” to save. Items with withdrawn status are still displayed on the catalog, but you may...

How to open a (.csv) file

CSV stand for Comma Separated Values. A (.csv) file has simple data structure, it is basically a list of data entries surrounded by data separators. These files are mainly used for data transfer. Unfortunately, data separators may vary depending on what symbol was...

How to check the item status (without a checkin)?

Someone has left a book on a table, and you are not sure if it is check-out or not. In doubts, try a simple “catalog search” to obtain the item status and/or the borrower’s name.   Item status check 1 In Koha homepage, click on “Search the...