[OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Elizabeth Davis]

Hi Scott and Mike

I have been testing the Payments: Brick-and-mortar source and comparing it to the Cash Reports and the cash totals do not seem to be matching.  Is anyone familiar with this?


Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
570-348-3000 ext. 3050
edavis at albright.org



From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Mike Rylander
Sent: Tuesday, August 28, 2018 9:59 AM
To: Evergreen Discussion Group <open-ils-general at list.georgialibraries.org>
Subject: Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

Hi Scott,

In addition to what Bill mentions, the Accepting Staff Member field of the "Payments: Brick-and-mortar" links to the staff user that was logged in at the workstation where the payment was accepted.  That can be used to report exactly on how much money a staff member took in.

HTH,

--
Mike Rylander
 | Executive Director
 | Equinox Open Library Initiative
 | phone:  1-877-OPEN-ILS (673-6457)
 | email:  miker at equinoxinitiative.org<mailto:miker at equinoxinitiative.org>
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich <jkranich at cwmars.org<mailto:jkranich at cwmars.org>> wrote:
Hi Scott,

CW MARS has a few Payment report sources we use and one of our reports is by login.

Joan

On Tue, Aug 28, 2018 at 7:52 AM, Bill Ott <bott at grpl.org<mailto:bott at grpl.org>> wrote:

Check out: Administration > Local Administration > Cash Reports

That will give you daily summaries (or whatever days you select). If you're looking for more detail, then a custom report may be in order.


On 8/27/18 3:14 PM, scott.thomas at sparkpa.org<mailto:scott.thomas at sparkpa.org> wrote:
We just migrated a library that is very strict about reporting out revenue collected by individual staff members at the Circulation Desk. Their previous ILS was able to output bill payments by staff login, but there is apparently no reporting source for this in Evergreen. First of all, is there a reporting source for this in Evergreen that we just haven’t found? If not, has anyone found a workaround for this?

Thank you,
Scott

Scott Thomas
Executive Director
PaILS / SPARK
(717) 873-9461
scott.thomas at sparkpa.org<mailto:scott.thomas at sparkpa.org>
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Joan Kranich | Member Services Supervisor

CW MARS

jkranich at cwmars.org<mailto:jkranich at cwmars.org>

508-755-3323 x321 or x1<tel:(508)%20755-3323>

http://www.cwmars.org<http://www.cwmars.org/>


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