Skip to content

Alma

Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.

We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.

For more information please review our FAQ and guidelines. Thank you.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

189 results found

  1. Option for whether or not to carry forward Funds and Ledgers in a rollover

    This concerns the Financial Year Rollover rules for rolling over the Funds and Ledgers.

    It has become evident after each annual rollover we perform that these rules are carried forward to the new Fiscal Period in their entirety, without any option not to.

    This is frustrating for us, because as an institution we set our expenditure limits on a fund by fund basis. However, we appreciate that this may not be the case for other institutions.

    As such, would it please be possible to press for an additional option applied to the rollover job for Funds and Ledgers, whereby we…

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Sort option required for Vendor Account in Vendor Details > Invoice tab

    When navigating to a Vendor record and clicking on the Invoice tab, it's immediately apparent that one can sort several columns in ascending/descending alphabetic or numeric order:

    • Invoice
    • Date
    • Creation From
    • Creation Date
    • Last Updated Date
    • # of Lines
    • Total Price

    The one column that seems to be missing the up/down arrows that would facilitate sorting is Vendor Account. Why is this?

    We'd like to request that sorting is applied to this column as well. Staff find it odd to have to download all invoices into a spreadsheet and then sort according to this criterion, but not have to do…

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices

    We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Add the Amount Paid in Current FP field to invoicing

    Presently there is a field which displays in the PO Line Summary for continuous orders which details how much has been spent on that PO line in the current financial year - useful for items which are subscriptions but paid for individually, such as Law looseleaf subscriptions. If this field could appear when entering an invoice on the Invoice Line Details that would be a great help in deciding whether to disencumber these orders, particulary towards the end of the financial year.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Add 'View' action and maybe hover functionality to Note fields

    Add “View” action (and maybe also a hover action) to:

    1. Activation Task List ? Task Note
    2. Invoice Line Note
    3. PO’s Invoice Line Note

    This way – no need to “Edit”, reassign,

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

  6. Add a new privilege to the "Purchasing Operator" role which will prevent users with this role from being able to delete items

    This Idea was submitted by ExLibris to check the community support for the following enhancemnet:
    Currently, users with "Purchasing Operator" role can delete items, the existing logic behind this is, when a PO line is created (even before it is received), there is a need for the Purchasing Operator to be able to delete the item in case of an error on the order.

    This Idea suggest to add a new privilege to the Purchasing Operator role which will prevent this user from being able to delete items - the new privilege should be enabled by default to maintain existing…

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. SUSHI Account filter and a new filter under the Usage Data tab of the Vendor Details page

    Can the SUSHI Account filter under the Usage Data tab of the Vendor Details page list only the SUSHI Accounts that have been used to harvest usage that particular vendor?

    Also, I think it would be great if we could filter the usage reports under the Usage Data tab of the Vendor Details page by COUNTER release version (4 vs 5).

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Allow a default setting for "Assign Inventory Manually".

    When several orders for items with existing holdings are being created it would be helpful to be able to have "Assign inventory manually" automatically checked.
    This most often occurs with serials when new orders are being created because of a vendor change. We close the old PO in order to preserve the history and create a new one with the new vendor.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Trials - table & report for Purchase Decision field

    For the Purchase Decision field in a Trial we would like to have -
    1/ Ability to add new Purchase Decisions via a table similar to other areas of Alma. At the moment only options are Yes or No
    2/ Be able to run a report (or filter) on this field so we can take to collection development meetings if Purchase Decision was, for example, Future Purchase
    See attached.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
1 2 6 7 8 10 Next →
  • Don't see your idea?

Feedback and Knowledge Base