Fees/Fines (UXPROD-792)

[UXPROD-3064] Financial Transactions Detail Report (for balancing cash drawer) Created: 11/May/21  Updated: 12/Jan/22  Resolved: 13/Sep/21

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: Kiwi (R3 2021)
Parent: Fees/Fines

Type: New Feature Priority: P2
Reporter: Darcy Branchini Assignee: Holly Mistlebauer
Resolution: Done Votes: 0
Labels: PMP, appreport, feesfines, needs-testrail, r2-2021-split, resourceaccess, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-845 Fees/Fines in-app reports: Balance ca... Closed
Defines
is defined by MODFEE-179 Create endpoint to return data for Fi... Closed
is defined by UIU-1960 Add modal for 'Financial transactions... Closed
is defined by UIU-1962 Create 'Financial transactions detail... Closed
Relates
relates to MODFEE-201 Financial transactions report - due d... Closed
relates to MODFEE-206 "Error alert" appears when user want ... Closed
Epic Link: Fees/Fines
Front End Estimate: XL < 15 days
Front End Estimator: Anna Melnyk
Back End Estimate: XL < 15 days
Back End Estimator: Alexander Kurash
Development Team: Vega
Report ID (pre-May 2019): ID437; ID438; ID440; ID498 (partially covers ID483)
Report Contact(s):
David Larsen, Edd Merkel, Joanne Leary
Report Functional Area(s):
Resource Access
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R5
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R1
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R5
Rank: SHL (Dec 2021): R5
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R5

 Description   

SPLIT from UXPROD-845 Closed .

Purpose: This is the second of two reports that will allow a unit library to balance their cash drawer for money taken in for fees and fines. The term "cash" is actually used loosely--this includes checks, credit card transactions, department charges, and other forms of payment allowed by the unit (but not transfers). The fee/fine owner will be identified on the reports so that the appropriate unit is given the payment. Details are explained in the attached back-end and front-end stories.

Status as of May 11, 2021:

  • Cash drawer reconciliation report will be completed for R2 2021 ( UXPROD-845 Closed ).
  • Financial transactions detail report to be completed for R3 2021 (THIS FEATURE).

Status as of February 26, 2021:

We have defined two reports for this feature.  They are...

  • Cash drawer reconciliation report (for use by cash drawer assignee in balancing their drawer when their shift ends)
  • Financial Transactions Detail Report (for use by supervisor investigating issues related to fee/fines actions for the time period specified)

Status as of January 1, 2021:  In Fall 2019, a sub-group was created to define what is really needed to balance fees/fines. (See the sub-group's wiki page at https://folio-org.atlassian.net/wiki/x/3D0i.) On January 14, a kick-off meeting will be held for a new sub-group (not all of the same people were available) to start working with Holly on the user stories for this feature. We will use the previous sub-group's summary (available at https://folio-org.atlassian.net/wiki/x/E0Ei) as our starting point.


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