Transferring fines to the bursar
As with Alma, we will continue to transfer fines to the Bursar’s office for undergraduates and graduate students.
Both debits and credits will transfer once a week on Sunday evenings.
We will transfer any fine charges that are $5.00 or more, and are at least 7 days old.
We will transfer all credits that are $5.00 or more, and are at least 1 day old.
We recommend adding the “Bursar Transaction ID” to your list of active columns on the patron fee/fine page. See Suggested customizations for Alma interface for Circulation and Fulfillment staff
When a debit is transferred to the bursar:
The associated loan (if there is one) will remain open, with a status of “Lost”.
The fine will have a status of ‘Closed’ - meaning it will not show on the list of active fines.
When a credit is transferred to the bursar:
If the credit was given because a lost item was returned, the associated loan will be closed.
The credit will have a status of ‘Closed’ - meaning it will not show on the list of active fines.
To view fines and credits that have been transferred to the Bursar:
On the Fines/Fees tab, change the status filter from ‘Active’ to ‘Closed’.
On the closed list, add the Bursar Transaction ID column to your view if it’s not already enabled.
If a fine or credit has been transferred to the Bursar, there will be a value in the Bursar Transaction ID column for that fine/credit.
We don’t use the ‘Transferred’ status for fees/fines because the design of that workflow in Alma assumes we are waiting for the Bursar to confirm if the fee/fine was paid before resolving the loan. We consider the fine paid once we’ve sent it to the bursar, so we use ‘Closed’ instead.