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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-3064] Financial Transactions Detail Report (for balancing cash drawer)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3064</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;font color=&quot;#d04437&quot;&gt;&lt;b&gt;SPLIT from 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-845&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-845&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Fees/Fines in-app reports: Balance cash drawer for fees/fines&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-845
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
.&lt;/b&gt;&lt;/font&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Purpose:&lt;/b&gt; 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 &quot;cash&quot; 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. &lt;/p&gt;

&lt;p&gt;&lt;b&gt;Status as of May 11, 2021:&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Cash drawer reconciliation report will be completed for R2 2021 (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-845&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-845&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Fees/Fines in-app reports: Balance cash drawer for fees/fines&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-845
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
).&lt;/li&gt;
	&lt;li&gt;Financial transactions detail report to be completed for R3 2021 (THIS FEATURE).&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Status as of February 26, 2021:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;We have defined two reports for this feature.&#160; They are...&lt;/p&gt;

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


&lt;p&gt;&lt;b&gt;Status as of January 1, 2021:&lt;/b&gt;&#160; In Fall 2019, a sub-group was created to define what is really needed to balance fees/fines. (See the sub-group&apos;s wiki page at &lt;a href=&quot;https://folio-org.atlassian.net/wiki/x/3D0i&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/x/3D0i&lt;/a&gt;.) 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&apos;s summary (available at &lt;a href=&quot;https://folio-org.atlassian.net/wiki/x/E0Ei&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/x/E0Ei&lt;/a&gt;) as our starting point.&lt;/p&gt;</description>
                <environment></environment>
        <key id="12146">UXPROD-3064</key>
            <summary>Financial Transactions Detail Report (for balancing cash drawer)</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13654">UXPROD-792</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</assignee>
                                                                <reporter accountid="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a">Darcy Branchini</reporter>
                                    <labels>
                            <label>PMP</label>
                            <label>appreport</label>
                            <label>feesfines</label>
                            <label>needs-testrail</label>
                            <label>r2-2021-split</label>
                            <label>resourceaccess</label>
                            <label>round_iv</label>
                    </labels>
                <created>Tue, 11 May 2021 14:25:43 +0000</created>
                <updated>Wed, 12 Jan 2022 15:55:26 +0000</updated>
                            <resolved>Mon, 13 Sep 2021 15:24:07 +0000</resolved>
                                                    <fixVersion>Kiwi (R3 2021)</fixVersion>
                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>6</watches>
                                                                    <issuelinks>
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                                                        </issuelinktype>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="69402">MODFEE-179</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="42526">UIU-1960</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="42529">UIU-1962</issuekey>
        </issuelink>
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                            <issuelinktype id="10003">
                    <name>Relates</name>
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                                        <issuelink>
            <issuekey id="69386">MODFEE-201</issuekey>
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            <issuekey id="69300">MODFEE-206</issuekey>
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