Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleTransaction IDs

When registering online payments manually in Alma, the Transaction ID field is mandatory, and not auto-generated. Whenever possible, this should match the identifer attached when a patron submits the credit card payment through the DUL site.

A Transaction ID is not mandatory for payments by check.

Fines/Fees/Credits transferred to the Bursar will automatically be given a Bursar Transaction ID. Ensure this column is turned on in your view, using the Gear icon.

Expand
titleFines and Fees Report

The Fines and Fees Report is of limited use. It is a downloadable Excel file that includes a report of the fines and fees transactions that have been performed over the previous 1- to 7-day period.

alma fees fines report.png

Instead, we expect to use an Alma Analytics custom-built report for increased functionality for reporting on Fines and Fees. More to come.

...