Purpose: Currently, when a staff member allocates to a fund or transfers to/from a fund, they needs to enter the fund name. For libraries with hundreds of similarly named funds, or those that use fund code more than name, it would be a great enhancement to be able to search by fund code in the allocation/transfer modal.
User story statement(s):
As a staff member working in finance,
I want to be able to search by fund code
so that I can more quickly and accurately allocate/transfer funds to the approriate budget.
- Given user is Allocating or transferring money between Funds
- When the appropriate modal is displayed
- Then the select list(s) for Fund include both name and code as they do when selecting a Fund distribution on order or invoice
Additional info: see screenshot
Suggested as an enhancement by MIchigan State University.