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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-839] Fees/Fines in-app report: Transferred fees/fines log</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-839</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;div class=&quot;panel&quot; style=&quot;border-width: 1px;&quot;&gt;&lt;div class=&quot;panelHeader&quot; style=&quot;border-bottom-width: 1px;&quot;&gt;&lt;b&gt;Merged on July 20, 2020&lt;/b&gt;&lt;/div&gt;&lt;div class=&quot;panelContent&quot;&gt;
&lt;p&gt;Holly decided to merge all of the automated transfer features to make it clear that they belong together.&lt;br/&gt;
The following features were merged with &lt;b&gt;UXPROD-105: Automated Transfer of fees/fines to bursar or other account&lt;/b&gt; - &lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;UXPROD-1127: Fees/Fines Settings for Transfers - Criteria&lt;/li&gt;
	&lt;li&gt;UXPROD-839: Fees/Fines in-app report: Transferred fees/fines log&lt;/li&gt;
	&lt;li&gt;UXPROD-394: Create extract file for transferred fees/fines&lt;/li&gt;
	&lt;li&gt;UXPROD-1879: Notify Bursar (and other transfer accounts) of refunded fees/fines&lt;/li&gt;
&lt;/ul&gt;
&lt;/div&gt;&lt;/div&gt;

&lt;p&gt;Purpose: To report what was sent to Bursar, Payroll, State Tax Office, etc.  Includes both debits and credits.  May include fees/fines transferred to a collection agency--we haven&apos;t discussed this enough yet.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;See report described by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;REP-25&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/REP-25&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Bursar Feed to Univ Bursar&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;
            REP-25
        &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;
 for more details!&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="10566">UXPROD-839</key>
            <summary>Fees/Fines in-app report: Transferred fees/fines log</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="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</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="10001">Duplicate</resolution>
                                                        <assignee accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</assignee>
                                                                <reporter accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</reporter>
                                    <labels>
                            <label>appreport</label>
                            <label>circ-log</label>
                            <label>feesfines</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Wed, 6 Jun 2018 15:20:11 +0000</created>
                <updated>Thu, 17 Mar 2022 18:36:51 +0000</updated>
                            <resolved>Mon, 20 Jul 2020 22:46:56 +0000</resolved>
                                                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="10628" author="5af5ed55244bc90a106063c7" created="Fri, 12 Oct 2018 10:31:05 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aa957226f-df85-4fc8-97f4-8b27a26029ed&quot; class=&quot;user-hover&quot; rel=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; data-account-id=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; accountid=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; rel=&quot;noreferrer&quot;&gt;Holly Mistlebauer&lt;/a&gt;, I see a story in here which suggests PO analysis has at least begun.  Should we switch the status to Draft?&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/COMMUNITY/Getting+Started+for+Product+Owners#GettingStartedforProductOwners-UXPRODEpicandFeatureWorkflow/Status&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/COMMUNITY/Getting+Started+for+Product+Owners#GettingStartedforProductOwners-UXPRODEpicandFeatureWorkflow/Status&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="10633" author="5d6eeadef989e00d8c7e897b" created="Fri, 29 Mar 2019 22:53:12 +0000"  >&lt;p&gt;Comment from March Meeting : need a csv but not needed as in-app&lt;/p&gt;</comment>
                                                            <comment id="10638" author="5c48911b54e1e6466b11f38c" created="Thu, 26 Sep 2019 20:08:11 +0000"  >&lt;p&gt;If the LDP is not going to store patron identifiable data (it sounds like that is what&apos;s being discussed right now,) then the workaround listed here is not going to be viable. &lt;/p&gt;</comment>
                                                            <comment id="10642" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Mon, 20 Jul 2020 22:46:56 +0000"  >&lt;p&gt;Now duplicated by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-105&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-105&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Future Fees/Fines: Update current automated transfer process for fees/fines to bursar or other account that works for all sites&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-105
        &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;/p&gt;</comment>
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                            <customfieldvalue>We haven&amp;#39;t done any canned reports yet so I have no idea what will be involved.</customfieldvalue>

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                            <customfieldvalue>Holly: The workaround would be for a library to run a query against the database (or data warehouse?) to produce this report. An alternative to including this in-app report in the MVP would be to plan it for Q1 2020, given it won&amp;#39;t require as much testing by the implementing institutions. If we end up not doing this report as an in-app report, the Reporting SIG needs to be notified ASAP so they can make other arrangements. </customfieldvalue>

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