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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>
    </build-info>

<item>
            <title>[UXPROD-845] Fees/Fines in-app reports: Balance cash drawer for fees/fines</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-845</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;font color=&quot;#de350b&quot;&gt;&lt;b&gt;SPLIT - see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-3064&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3064&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Financial Transactions Detail Report (for balancing cash drawer)&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-3064
        &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;Susan Bristol from Cornell is Reporting SIG contact for this report. Please confirm she agrees with final format of this report. See issue REP-### for details.&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Purpose:&lt;/b&gt; This report 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 report so that the appropriate unit is given the payment.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Other names used by institutions for this type of report:&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Financial Transactions Detail Report&lt;/li&gt;
	&lt;li&gt;Fine Fee Reconciliation&lt;/li&gt;
	&lt;li&gt;Monies paid/collected for fines/fees, privileges, purchases, or other reasons by payment method, date range, location, or operator&lt;/li&gt;
	&lt;li&gt;Cash Drawer Reconciliation Report&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="10510">UXPROD-845</key>
            <summary>Fees/Fines in-app reports: Balance cash drawer for fees/fines</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:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</reporter>
                                    <labels>
                            <label>PMP</label>
                            <label>appreport</label>
                            <label>feesfines</label>
                            <label>needs-testrail</label>
                            <label>resourceaccess</label>
                            <label>round_iv</label>
                    </labels>
                <created>Wed, 6 Jun 2018 16:06:38 +0000</created>
                <updated>Wed, 3 Jan 2024 17:00:17 +0000</updated>
                            <resolved>Thu, 27 May 2021 21:46:06 +0000</resolved>
                                                    <fixVersion>R2 2021</fixVersion>
                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>5</watches>
                                                                <comments>
                                                            <comment id="10690" author="5d6eeadef989e00d8c7e897b" created="Fri, 29 Mar 2019 22:45:19 +0000"  >&lt;p&gt;Comment from the March Meeting : If this means cash we do not need it &lt;/p&gt;</comment>
                                                            <comment id="10694" author="557058:acf63ab0-e50b-4848-8592-1c743d5addef" created="Fri, 26 Apr 2019 15:53:45 +0000"  >&lt;p&gt;At Cornell, we do accept cash, checks, and credit cards as payments for fines and fees, so we need this functionality.&lt;/p&gt;</comment>
                                                            <comment id="10699" author="557058:acf63ab0-e50b-4848-8592-1c743d5addef" created="Fri, 26 Apr 2019 16:00:25 +0000"  >&lt;p&gt;I am attaching 2 examples of reports that illustrate how we use this functionality at Cornell:&lt;br/&gt;
Fine Fee Reconciliation Detail for Library Units - used to balance cash drawer and allocate fees to correct owning libraries&lt;br/&gt;
Fine Fee Reconciliation Accounting Office Summary - used to reconcile individual deposits to pay fines and fees against quarterly summaries of fines and fees expenditures&lt;/p&gt;</comment>
                                                            <comment id="10704" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Fri, 26 Apr 2019 19:01:08 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aacf63ab0-e50b-4848-8592-1c743d5addef&quot; class=&quot;user-hover&quot; rel=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; data-account-id=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; accountid=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; rel=&quot;noreferrer&quot;&gt;Sharon Beltaine&lt;/a&gt;, Payment Methods are defined by the institution in Settings so Cornell should be all set.  Thanks for attaching the sample reports.  I will definitely need them!  &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/smile.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;&lt;/p&gt;</comment>
                                                            <comment id="10710" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 19 Sep 2019 18:02:10 +0000"  >
&lt;p&gt;From: Holly L. Mistlebauer &lt;br/&gt;
Sent: Thursday, September 19, 2019 1:25 PM&lt;br/&gt;
To: folio-ra@ole-lists.openlibraryfoundation.org&lt;br/&gt;
Cc: Sharon Beltaine (slm5@cornell.edu) &amp;lt;slm5@cornell.edu&amp;gt;&lt;br/&gt;
Subject: Balance cash drawer for fees/fines sub-group...&lt;/p&gt;

&lt;p&gt;Dear RA SIG,&lt;/p&gt;

&lt;p&gt;We have discussed the formation of a sub-group to addressed the requirement for 
    &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;
 (Fees/Fines in-app report: Balance cash drawer for fees/fines).  This feature actually covers the following Reporting SIG Master Spreadsheet reports&#8230;&lt;/p&gt;

&lt;p&gt;ID437: Cash Drawer Reconciliation Report (Contact is Ed Merkel)&lt;br/&gt;
ID438: Financial Transactions Detail Report (Contact is Ed Merkel)&lt;br/&gt;
ID440: Fine Fee Reconciliation (Contacts are  Joanne Leary &amp;amp; Ed Merkel)&lt;br/&gt;
ID498: Fee Fine Reconciliation Accounting Office Summary Report (Contact is Susan Bristol at Cornell, but Joanne can probably coordinate)&lt;br/&gt;
ID483 (partially covered):  Monies paid/collected for fines/fees, privileges, purchases, or other reasons by payment method, date range, location, or operator (Contact is David Larson)&lt;/p&gt;

&lt;p&gt;The people who have identified themselves as contacts should be informed about the new sub-group that will be covering a report they are the contact for, and invited to participate in the sub-group. We have already discussed Ed and Joanne joining the sub-group.  Perhaps Joanne can represent Susan and Ed can represent David?  Lehigh has also expressed an interest in several of these reports, but did not list a contact on the Reporting SIG Master Spreadsheet.&lt;/p&gt;

&lt;p&gt;Thanks,&lt;br/&gt;
Holly&lt;/p&gt;</comment>
                                                            <comment id="10718" author="5c48911b54e1e6466b11f38c" created="Tue, 22 Oct 2019 19:50:59 +0000"  >&lt;p&gt;A small group from the RA SIG spec&apos;d out requirements for this feature - they are summarized here:&lt;br/&gt;
&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RA/RA+-+Fine+Reports+Small+Group+Fall+2019+-+Summary&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RA/RA+-+Fine+Reports+Small+Group+Fall+2019+-+Summary&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="10723" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 22 Oct 2019 20:12:34 +0000"  >&lt;p&gt;There will be 2 in-app reports as shown 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;&lt;/p&gt;</comment>
                                                            <comment id="10728" author="5d6eeadef989e00d8c7e897b" created="Mon, 28 Sep 2020 17:42:23 +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; is the comment in the workaround - still viable? &lt;/p&gt;</comment>
                                                            <comment id="10732" author="557058:1f093336-57f7-4359-9b28-6e72640645af" created="Tue, 29 Sep 2020 14:40:25 +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; Requesting an update on this feature as it is important to us for Go Live. It looks like the Workaround field contains a comment rather than a workaround and indicates that this feature needs to be done. Perhaps the comment in the Workaround field could be moved to this Comment section and this feature could be prioritized?&lt;/p&gt;</comment>
                                                            <comment id="10737" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 20 Oct 2020 15:03:27 +0000"  >&lt;p&gt;UPDATE:  A sub-group of the RA SIG worked on this a year ago.  They were to come up with what is needed and then I would write the user story.  The group did come up with a nice summary (see &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/RA/RA+-+Fine+Reports+Small+Group+Fall+2019+-+Summary&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/RA/RA+-+Fine+Reports+Small+Group+Fall+2019+-+Summary&lt;/a&gt;), but at the time I didn&apos;t think it was enough to write a user story from.  I just took another look and I am changing my mind. I am not an accountant so I need help with this one. I&apos;ll report back with the status.&lt;/p&gt;</comment>
                                                            <comment id="10740" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 20 Oct 2020 17:43:56 +0000"  >&lt;p&gt;I have created 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UX-406&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UX-406&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add two new fee/fine in-app reports to USERS&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UX-406
        &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 Kimie to add the two new reports (&lt;em&gt;Cash Drawer Reconciliation Report&lt;/em&gt; and &lt;em&gt;Financial Transactions Detail Report&lt;/em&gt;) to the list of available &quot;reports&quot; on this page...&lt;br/&gt;
 &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;10459_thumb&quot; href=&quot;/rest/api/3/attachment/content/10459&quot; title=&quot;screenshot-1.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;10459&quot; file-preview-title=&quot;screenshot-1.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10459?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10459&quot; filename=&quot;screenshot-1.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10459&quot; data-attachment-name=&quot;screenshot-1.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;0c0073ce-7f83-4e78-9b92-d786976e6421&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;br/&gt;
When one of the two reports is selected, a modal will appear for the user to select a date range (required), fee/fine owner (required) and payment method.&lt;br/&gt;
I will create a layout of both new CSV reports.&lt;br/&gt;
When Kimie had her designs done and I have the report layouts completed, I will present this feature to the RA SIG.  Hopefully next week...&lt;/p&gt;</comment>
                                                            <comment id="10745" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 20 Oct 2020 17:45:32 +0000"  >&lt;p&gt;P.S.  I remember now what held this up.  I was hoping the sub-group would do the spreadsheet mock-ups.  &lt;img class=&quot;emoticon&quot; src=&quot;/images/icons/emoticons/smile.png&quot; height=&quot;16&quot; width=&quot;16&quot; align=&quot;absmiddle&quot; alt=&quot;&quot; border=&quot;0&quot;/&gt;  &lt;/p&gt;</comment>
                                                            <comment id="10750" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Fri, 6 Nov 2020 20:33:34 +0000"  >&lt;p&gt;UPDATE:  Holly has created placeholder user stories (see DEFINED BY links).  Kimie has completed the report criteria mock-ups, which are attached to 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-1959&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-1959&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add modal for &amp;#39;Cash drawer reconciliation report&amp;#39;&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIU-1959
        &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;
 and 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-1960&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-1960&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add modal for &amp;#39;Financial transactions detail report&amp;#39;&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIU-1960
        &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;
.  The mock-ups may change after we start working on the reports in earnest.&lt;/p&gt;</comment>
                                                            <comment id="10756" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 9 Dec 2020 17:17:20 +0000"  >&lt;p&gt;UPDATE:  A sub-group of the RA SIG will start working with Holly on this in early January.  &lt;/p&gt;</comment>
                                                            <comment id="10761" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 19 Jan 2021 15:49:07 +0000"  >&lt;p&gt;UPDATE:  Notes from sub-group meeting on January 15 available at &lt;a href=&quot;https://docs.google.com/presentation/d/1BoFVTdcjfv1vOS9k8zxhvlZVRZUecD09TUDlKEMKLOM/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/presentation/d/1BoFVTdcjfv1vOS9k8zxhvlZVRZUecD09TUDlKEMKLOM/edit?usp=sharing&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="10765" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 19 Jan 2021 17:17:33 +0000"  >&lt;p&gt;UPDATE:  Draft version of &quot;Financial Transactions Report&quot; has been passed to the sub-group for review...&lt;br/&gt;
 &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/10461&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt; &lt;/p&gt;</comment>
                                                            <comment id="10771" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Fri, 12 Mar 2021 13:50:59 +0000"  >&lt;p&gt;BE stories need to be created and it needs to be re-estimated after grooming on 3/11.&lt;/p&gt;</comment>
                                                            <comment id="10775" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Fri, 30 Apr 2021 20:20:07 +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;, this feature is at-risk for completion in R2. At this point in time, it looks like we&apos;ll be able to complete the stories related to the Cash drawer reconciliation report but NOT the Financial transactions detail report. &lt;/p&gt;</comment>
                                                            <comment id="10779" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Mon, 10 May 2021 18:21:35 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; class=&quot;user-hover&quot; rel=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; data-account-id=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; accountid=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; rel=&quot;noreferrer&quot;&gt;Darcy Branchini&lt;/a&gt;:&#160; The Cash drawer reconciliation report is definitely the most important of the two, but the other report will need to be completed in Kiwi.&#160; We are giving the completion of Juniper features priority over those pointed for Kiwi.&#160; Thanks much!&lt;/p&gt;</comment>
                                                            <comment id="10784" author="557058:acf63ab0-e50b-4848-8592-1c743d5addef" created="Thu, 27 May 2021 18:25:42 +0000"  >&lt;p&gt;Sharon&apos;s notes from meeting with Michelle and Susan:&lt;br/&gt;
 Fine Fee Reconciliation Detail for Library Units - used by Michelle to reconcile deposits; as long as we can guarantee that we have this in-app report in August (Juniper) and Accounting is okay with waiting, we can wait until August; this is fine with Accounting as long as they can get back (retroactively) to fines fees data used in this report starting at FOLIO Go Live 7/1/21.&#160;&lt;/p&gt;

&lt;p&gt;Sharon will set up a meeting with Holly and Darcy to check on this.&#160;&lt;/p&gt;</comment>
                                                            <comment id="10791" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 27 May 2021 21:46:06 +0000"  >&lt;p&gt;The &apos;Financial transactions detail report&apos; has been split off as a separate feature (  
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-3064&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3064&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Financial Transactions Detail Report (for balancing cash drawer)&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-3064
        &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;
) to be completed as part of the KIWI (R3 2021) release.&lt;/p&gt;</comment>
                                                            <comment id="10796" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 27 May 2021 21:55:30 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aacf63ab0-e50b-4848-8592-1c743d5addef&quot; class=&quot;user-hover&quot; rel=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; data-account-id=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; accountid=&quot;557058:acf63ab0-e50b-4848-8592-1c743d5addef&quot; rel=&quot;noreferrer&quot;&gt;Sharon Beltaine&lt;/a&gt;:&#160; This feature covers two reports.&#160; The first report, the &quot;Cash drawer reconciliation report&quot; has been completed for the Juniper release.&#160; It is available for testing right now at &lt;a href=&quot;https://folio-snapshot.dev.folio.org/&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-snapshot.dev.folio.org/.&lt;/a&gt;&#160; The second report, the &quot;Financial transactions detail report&quot; will be in the Kiwi release.&#160; There is criteria for selecting dates when creating the report, so older data will be picked up the reports if you include those dates.&#160; For example, in August after Juniper is installed, Michelle could easily run the report for July 1 (or whenever we implement) to the current day to pick up everything.&#160; Nothing will be missed.&#160;&lt;/p&gt;</comment>
                                                            <comment id="10801" author="557058:acf63ab0-e50b-4848-8592-1c743d5addef" created="Fri, 28 May 2021 13:14:55 +0000"  >&lt;p&gt;Meeting with Susan, Michelle, Joanne, and Holly: Holly has confirmed that&#160;Accounting can get back (retroactively) to fines and fees data used in this report starting at FOLIO Go Live 7/1/21.&lt;/p&gt;</comment>
                    </comments>
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