Further define credits for patron fines
Fines often get exported through Bursar before a patron disputes them. Our lost item replacement fees and overdue fines get funneled into different accounts. The vague description for "credit" does not give our system any way to determine which account the credit should be adjusted from. (For example: A lost item replacement fee charge ends up in our materials budget once sent to the Bursar. The majority of credits are for materials returned after they were billed, so this is our default credit account. Since all credits are just defined as a "credit" when exported to the Bursar, credits for fines created in error or that were from a different budget still end up coming out of the materials budget.)
This could be greatly improved by adding additional Credit types rather than just "Credit" (such as "Credit Overdue Fine" and "Credit Replacement Fee")
Melissa Gevaert
shared this idea
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Kerry Bouchard
commented
We converted from Aleph to Alma in June 2024, and have the exact same need.
-Kerry
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Jeff Karlsen commented
This idea was posted nearly 7 years ago but it remains a very good one for aiding with bursar integration. We have a particular use case for a custom credit to account for certain actions that take place independently at the bursar, but we want represented within Alma. We would need a separate credit type to avoid the ones we add being sent to the bursar.