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

[Mike Rylander]

Hi Elizabeth,

The cash reports are focused on the workstation, not the staff member, and
they include only cash, check and credit card payments made at a
workstation.  The Brick-and-mortar source includes account adjustments, as
well as forgive, credit (not credit card, but patron credit), work, and
goods payments.  You may want to consider using the Payment: Desk source,
which includes only the same payment types as the cash reports.

HTH,

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


On Tue, Aug 28, 2018 at 4:03 PM Elizabeth Davis <edavis at albright.org> wrote:

> 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
>  | web:  http://equinoxinitiative.org
>
>
>
>
>
> On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich <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> 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 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
>
> Stay informed! Join the SPARK-User Email List:
>
> https://mail.palibrary.org/mailman/listinfo/spark-users
>
> [image: Description: Description: Training | SPARK – Pennsylvania's
> Statewide Library System] <http://www.palibrary.org/pails/>
>
>
>
>
>
>
>
> --
>
> ​​
>
> Joan Kranich | Member Services Supervisor
>
> CW MARS
>
> jkranich at cwmars.org
>
> 508-755-3323 x321 or x1 <(508)%20755-3323>
>
> http://www.cwmars.org
>
>
>
>
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