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titleAutomatic and Manual Generation of Fines and Fees

Alma supports both automatically generated charges and manually added charges.

Automatic fines and fees include:

  • Lost Item Replacement Fee

  • Lost Item Process Fee

  • Recall Overdue Fee

  • Overdue Fines (for short loans)

Manual fines, fees, and credits can also be assigned for the above categories, as well as a Damaged Item Fee or a Credit. Manual fines and fees should always be associated with an item barcode.

Note

Remember that a scanned barcode includes the automatic “enter/return” function, which will trigger the “Add” button on a manually added fine or fee. If you need to add a Comment, make sure to do so before scanning the item barcode.

For each fine or fee, Alma records information including Creation Date, Status (Active, Closed, In Dispute), Status Date, Comment (if added), Fee Owner, Title, Barcode, Original Amount, and Remaining Balance.

  • Click Remaining Balance to see the Fee/Fine Transaction List

Note that manual fines or credits do not require an Item Barcode, but it should always be included. The barcode can also be added later. Click : click the Row Action Items […] and choose Link to Item, then enter the item’s barcode.

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