Fund Explorer

You can access the Fund Explorer from the Fund Workform by selecting Links, Fund Explorer. Or, select the fund in the Find Tool results list, right-click and select Explore. Use the Fund Explorer to see a graphical view of the hierarchical structure of the fund and all its subfunds.

The General tab displays the following information:

• Full fund name
• External name
• Donor Name (Organization) if the money in the fund was donated by a organization. The donor information comes from the Donor view of the Fund workform.
• Donor Name (Last, First, Middle) if the money in the fund was donated by an individual. The donor information comes from the Donor view of the Fund workform.
• Library - the library that owns the fund
• Status 
• Transfers allowed - Yes indicates transfers are allowed, No indicates no transfers are allowed.
• Amount currently encumbered - Displays the total amount encumbered in purchase orders that are have been ordered but not paid for yet.
• Amount currently Expended/Debited - Display the total amount expended from the fund (or debited if its a debit fund).
• Free balance amount - Displays the total amount left in the free balance.

The About tab displays the following information:

• Record ID number - The identification number for this fund record.
• Creator - The staff person who created this record.