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James Coates

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  1. SIS Import/Synchronise: improve invalid character handling

    27 votes
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    0 comments  ·  Alma » APIs and Integrations  ·  Admin →
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    James Coates supported this idea  · 

  2. Display prompts in analytics widgets

    66 votes
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    0 comments  ·  Alma » Analytics  ·  Admin →
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    James Coates supported this idea  · 

  3. Stop the practice of showing funds for 'in review' invoices as expenditure.

    213 votes
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    13 comments  ·  Alma » Acquisition - Invoices  ·  Admin →
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    AdminTamar Fuches (Alma product manager, Ex Libris) responded

    Dear colleagues,

    Thanks you for suggesting this idea.

    After reading it carefully, my understanding is that the need is for a new “entity” which will serve as a “bridge” between encumbrance and expenditure. This bridge will be named “Pending invoices”.

    Any POL which is invoiced will be disencumbered and the amount will be added to the “pending invoices balance”. When an invoice is approved, the amount should be reduced from the “pending invoices balance” and added as an expenditure.

    1. Is this understanding correct?
    2. Do you think that the definition of using this "bridge" should be in institution level, or might be different from invoice to invoice?

    Please note that this is a complicated addition. We will need to define the behavior in rollover, and in any place that changes balances etc.

    Thanks for your collaboration,

    Tamar Fuches

    Alma product team

    An error occurred while saving the comment
    James Coates commented  · 

    I wouldn't agree with this change. For one time purchases, at the point when most of our invoices appear on the system in review state the goods/service has been received or is available. Our accountants agree that the money is considered as being expended at that point. At the month end I report to them what is sat in the Review task list so that they can 'accrue' for that expenditure. Subscriptions will never match between Alma and our Finance system (also Agresso) because our accountants prepay and accrue by month (i.e. split each sub into 12 payments). Using accrual accounting in Alma only splits between two fiscal periods.

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