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Karin Wikoff

← Have an idea for Ex Libris?

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  1. 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

    Karin Wikoff supported this idea  · 
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    Karin Wikoff commented  · 

    I totally agree -- now if I can just find my login so I can vote....

    I was recently called upon to give a report to the College administration on how much money we anticipate spending on subscriptions from now to the end of our fiscal year. Unbeknownst to me, our Business Coordinator had requested that we hold 2 e-resource invoices until after Jan 1 (OK-ed by the vendor). So our Acquisitions people entered the invoices and just left them unapproved until January. Well, that was almost $30K that LOOKED like expenditures already spent which had NOT been sent to the College. When we went over my report before I sent it on to the College, we fortunately found these two invoices and manually deducted them from already-spent tallies and manually added them to still-to-be-spent tallies. It would have been a significant problem if I had underestimated remaining costs by $30,000!

    I do NOT like having invoices which are just created but not approved be tallied right along with the approved invoices. Not. At. All.

  2. Ability to suppress licenses from discovery

    116 votes
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    1 comment  ·  Alma » Acquisition - PO & POLine  ·  Admin →
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    Karin Wikoff supported this idea  · 

  3. Colour/shade gradients to tell the different between license statuses (Active, Retired, Deleted)

    64 votes
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    5 comments  ·  Alma » Acquisitions - General  ·  Admin →
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    Karin Wikoff supported this idea  · 
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    Karin Wikoff commented  · 

    Even better to have the list of licenses visually show the relationship between them -- which are amendments to which others, NOT just alphabetical order.

    We are renaming our deleted licenses with XX at the front of the name to force them to the bottom of the list.

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