- Use Microsoft Access to open the Foundation Fund Database at: I:\ACQ\AcqStatistics/FoundationAccounts.mdb
- Click on “Main Interface.” If you don’t see “Main Interface,” use the drop-down at the top of the left panel to change to “Forms,” which is where the Main Interface is located.
- Click “Calculate Foundation Balances.”
- Report opens. Right click on it and select print.
- For each budget:
- Use the money cup to locate the budgets in the Aleph Acquisitions/Serials module
- Click on Budget Info if you're not already on it
- Ensure that only the “annual budget” box is checked.
- Enter the amount of money available in both boxes.
- Click update
If new money is transferred later in the year, follow these same steps, but add the amount of new money available to the amounts in the boxes.