[OPEN-ILS-GENERAL] Billing / Pay Bills UI

Thu Jul 27 09:11:05 EDT 2017

Good morning –

We tried this for a few days. Staff wasn’t happy. We can’t just select the line of the bill to be paid. We have to put a check in a very small box. Is it possible to make the action of selecting the line of the bill also check the box? (We have changed the setting back to Check All Bills By Default. I am driving Blake crazy.)

Thank you.

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO     63084

636-583-3224

 <mailto:ddisbro at scenicregional.org> ddisbro at scenicregional.org

www.scenicregional.org

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Kathy Lussier
Sent: Friday, July 21, 2017 6:27 AM
To: open-ils-general at list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

Hi,

We do NOT like the fact that the default is for all bills to be selected so you have to deselect everything on the list that isn't getting paid.. And the blue highlighting makes it nearly impossible to see the check marks used to select items.

There's a setting for that. If you go to the Library Settings Editor, you can enable the "Uncheck bills by default in the patron billing interface" setting to have everything deselected when the bill is first retrieved.

Kathy

On 07/20/2017 09:43 PM, Diane Disbro wrote:

The only problem we have had with payment type is staff forgetting to change from the default (cash) to check. I have told them never to use Forgive since it causes all kinds of problems.

We do NOT like the fact that the default is for all bills to be selected so you have to deselect everything on the list that isn't getting paid.. And the blue highlighting makes it nearly impossible to see the check marks used to select items.

Diane Disbro 

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO     63084

(636) 583-3224

On Thu, Jul 20, 2017 at 3:54 PM, Walz, Jennifer <jlwalz at asbury.edu> wrote:

Josh,

Oh yes!    You are so right.  The bill paying screen is a DISASTER!   We hate it.   Our student workers are always having trouble.   And for the LONGEST time we could not figure out even how to SELECT the items to be paid.  

  And along with this, I would really like to see MORE options for payment type.  And to be able to create new payment types.  

  Please fix it in whatever clients you can.   We would be most grateful!

  Thanks!

Jennifer

-------------------------------------------------- 
Jennifer Walz, MLS - Head of ILS Services 
Kinlaw Library -  Asbury University 
One Macklem Drive, Wilmore, KY 40390 
859-858-3511 ext. 2269 <tel:%28859%29%20858-3511>  
jlwalz at asbury.edu

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Josh Stompro
Sent: Thursday, July 20, 2017 2:47 PM
To: open-ils-general at list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

We see enough errors with applying payments that I'm wondering if a different interface would work better.  We are on 2.10 and are using the XUL staff client.  The problem seems to be with the payment type dropdown.  For some reason the wrong options gets selected occasionally, and the payment is submitted with the wrong type.  I think the drop down is just hard for some staff to see, and the level of accuracy required to select the correct option is high.  Also, I suspect that the interface just has too much going on when you first look at it, and sometimes staff are at a loss on where to start the process.

Also, there is no confirmation step before the payment is applied.  I think a summary of the payment about to be applied would be useful for staff to double check the options that they have selected.  Another error we see is having the wrong items selected to pay the bills on, or more specifically not selecting a specific item when that is wanted, and going with the default we have set of all bills being selected.  This also might be helped if there was a confirmation process.

I've seen the interfaces that some POS(Point of sale) systems use and one style that I've seen used is to show all the payment options as a grid of buttons, with unique icons for each method.  I think this would be more touch screen friendly also, which isn't something that we use now, but with the web staff client there is more of a possibility of staff using devices with touch screens  to help customers.

So what if instead of the pay bill ui being on the bills page, there is a “Pay Bill” button at the bottom of the screen that brings up a separate interface for selecting the payment type, annotation, amount, etc, along with showing which items were selected and the distribution of payment on those items, and then a final confirmation screen?

Example screenshots of other POS interfaces:

https://help.shopify.com/assets/images/pos/operating/checkout/checkout-screen-fixed.png?1438282125

https://s-media-cache-ak0.pinimg.com/originals/4f/ec/8f/4fec8f6c1cb803e614f0dd0994972f11.jpg

http://blog.ignify.com/wp-content/uploads/2014/06/customizable-pos-interface-b.jpg

I would also like to hear if others don’t have a problem with how it currently works.  Maybe we just need more training, or just a font size change for the drop down.

Thanks

Josh

Lake Agassiz Regional Library - Moorhead MN larl.org

Josh Stompro     | Office 218.233.3757 EXT-139 <tel:%28218%29%20233-3757> 

LARL IT Director | Cell 218.790.2110 <tel:%28218%29%20790-2110>   

-- 
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier
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