1. Home
  2. Acquisitions and Finance
  3. Setting and Updating Annual Budget Allowances

Setting and Updating Annual Budget Allowances


This help topic explains how you can set annual budget allowances, for both subscriptions and one-off orders, against specific budget codes. Note that you will need to set up any required account years and budget codes first.


  • Log in as a Library Admin user. Note that you will need to have the Finance Admin role, specifically.
  • Click on Library Admin, then Finance.
  • Under Budgeting, click Annual Budget Allowances to open the Annual Budget Allowances screen, as below.
  • Select the required financial year from the Account Year drop-down menu.
  • To edit the allowance for a particular budget code, click the Edit (pencil) icon at the end of the relevant row. This opens the Edit Budget Allowance window, as below.
  • The Previous Year Amount provides an at-a-glance overview of how much was spent on orders with this budget code in the previous financial year.
  • If you have estimated this year’s totals for subscriptions and one-offs for this budget code, the figures will appear in Subs. Estimate and One-Offs Estimate, respectively. See [Link] for more information about how to estimate your forthcoming budget allowances from previous expenditure you recorded in the system.
    • Click Update Allowances to copy the estimated figures into the actual allowance amount fields below.
  • OR
  • If you don’t use the estimate feature in the system, you can enter the required amounts for subscriptions and one-offs into the Subs. Amount and One-Offs Amount fields, respectively.
  • Use the Notes field to record any useful information for your reference.
  • Click Save to finish.
Updated on February 10, 2021

Was this article helpful?

Related Articles

Leave a Reply