Transferring fines to the bursar
- Erin Nettifee
This document is a draft - the bursar transfer process will not be fully implemented until after we migrate to Alma. Information on this page may change.
As with Alma, we will continue to transfer fines to the Bursar’s office for undergraduates and graduate students.
Fines will transfer once a week on an automated schedule controlled by Alma.
We will transfer any fine charges that are $5.00 or more.
We will transfer all credits, even for $1.00
We recommend adding the “Bursar Transaction ID” to your list of active columns on the patron fee/fine page.
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.