[Wactclc-alma] Thursday's call

Thu Feb 11 09:22:02 PST 2021

CB,

To allow running a deficit in a fund, you need to allow overenumbrance and overexpenditure in a fund, from the Summary tab when editing a fund.

The easiest way to handle VAT (aka Sales Tax) in invoices is to simply not set a VAT percentage in creating invoices.

In your vendors, uncheck 'liable for tax'.

And instead, when creating an invoice, simply add an invoice line item of type 'tax', so that you can add a tax amount that exactly matches the tax from the vendor, rather than having Alma try to calculate it for you.

The 'tax' invoice line type doesn't show by default, but I will create it for you.

The auto-calculated VAT can be useful in higher volume environments where more vendors are in use and more automation is happening between Alma and vendors or accounting systems.

But for simpler environments, manually adding tax to invoices is the easy way to go.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Cara Beth Stevenson
Sent: Wednesday, February 10, 2021 1:21 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Thursday's call

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

Wow! ... so NOT obvious. Maybe it would make sense to an accountant? To call an allocation a transaction? Oh, well ...

Thanks for your help, George.

Next question: If I don't enter an allocation, but I'm placing orders (encumbrances) and paying invoices (expenditures), then my balance shows  more and more "red ink"?

And regarding VAT: For now, I have ticked the check box in the vendor records defined as "material suppliers" (except for newspapers) and left unchecked for "access provider" vendors.

CB

________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> on behalf of Babcock, George <George.Babcock at Seattlecolleges.edu<mailto:George.Babcock at Seattlecolleges.edu>>
Sent: Wednesday, February 10, 2021 12:08:47 PM
To: WACTCLC Alma Discussion
Subject: Re: [Wactclc-alma] Thursday's call

Hi Cara Beth,

All allocations are done at the "Allocated Fund" level. When editing an allocated fund, go to the "Transactions" tab and then you should be able to "Allocate Funds" and then "Transfer Funds." VAT is not as easy a topic and could take up most of the hour...

George

[cid:image001.jpg at 01D70056.1C6B71F0]

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Cara Beth Stevenson
Sent: Wednesday, February 10, 2021 11:55 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Thursday's call

It's likely too late to add a topic to Thursday's agenda. Could I add it to a future call?

I am viewing the Acquisitions infrastructure videos & training materials in the Knowledge Center, and I cannot find information on how to add an allocation to a ledger or fund. My balances are all zero. Shouldn't it be more obvious how to add or edit? I see instructions for transferring money between allocated funds, but I have no allocations to move.

I have other questions about VAT, but this is the one that is really stumping me.

Cara Beth Stevenson

(pronouns: she/her/hers)

Library Paraprofessional

John Spellman Library

Grays Harbor College

________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> on behalf of Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Tuesday, February 9, 2021 7:30:50 PM
To: WACTCLC Alma Discussion; WACTCLC Primo discussions
Subject: [Wactclc-alma] Thursday's call

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I've got a couple of topics on the agenda for Thursday's call... IPEDS Dashboard and local collection for BibliU<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fbibliu.com%2F&data=04%7C01%7C%7C8904c31fc7784b6e309408d8cdfdc722%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637485837142973019%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=1nnXN7EAi8UuZI%2BQCUvwwIRlovJIqFw9QJOY41e9MvQ%3D&reserved=0>.

The BibliU question comes from Lower Columbia.

The IPEDS Dashboard question comes from a couple of sources, perhaps because people are working on ACRL stats, which basically just say "submit your IPEDS stats". (I'm not sure why they don't just go to the IPEDS site and download the data themselves, it's all public, but no matter.)

So, that's what I have for Thursday so far.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wactclc.org%2F&data=04%7C01%7C%7C8904c31fc7784b6e309408d8cdfdc722%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637485837142973019%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=UntTdHgEz4px6LO1qehpcOorM0GD%2BWyvsL297DZLYBs%3D&reserved=0>

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