Fines Transfer Indication in Fines and Fees Details Screen
We would like to see some form of indication when our patrons' fines/fees transfer from their Alma patron record to their SIS financial account. Currently, in our system, after 32 days outstanding fines are automatically transferred from the patron's library account to our Financial Services office. We have discovered that Alma does not provide any indication of this happening in the Fines and Fees Details screen. The fine simply shows a status of "closed" and a status date presumably when the fine transferred. There is no status of "transfer" or other indication that this happened. This creates confusion when staff look at a patron Fines and Fees Details screen and try to determine what happened with the fine.
We would like to suggest that a status of "transfer" or some other indication be applied when this occurs.
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The June 2018 Release includes a new option: You can now import files from a bursar system to update Alma on the transactions that were exported from Alma to the bursar system.
See here for more details https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/07_June_2018/Alma_June_2018_Release_Notes/04Fulfillment_-_June_2018_Enhancements#Import_Data_from_a_Bursar_System
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Kun Lin commented