Sion Romaine
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An error occurred while saving the comment Sion Romaine commentedI believe maintaining DocLine is entirely manual. Staff check holdings in Alma, then go into DocLine to manually key enter and update coverage. That's why having any kind of integration from Alma or RapidILL to DocLine would be so magical.
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I agree that it's entirely illogical that the Expenditure date is pulled from the invoice date and not the date the invoice was a) created in Alma or b) actually expended.
By using the invoice date, rather than the invoice creation date, Analytics may report that an invoice was expended in the wrong fiscal year. E.g., if our fiscal year runs July 1-June 30, but we do not pay an invoice dated June 29 until July 2, then Alma will record the expenditure date as June 29 - the previous fiscal year - even though it was not created in Alma until July 2, the next fiscal year.
This is illogical and misleading for those trying to create expenditure reports in Analytics.