Talis Forums

helenpaul

Is it possible to unpay fines and other charges and re-instate them to the borrower record? A few times lately charges have been paid on screen when in fact they haven't been paid and it's causing problems with the accounts!
Thanks, Helen

joneill · Joined: 02 Jul 2004 Posts: 6

We would also be very keen to link refunds to a borrower as we too sometimes have to refund charges. Leaving the charge as "paid" on Talis while taking the money out of the till throws out the income reconciliation and is not good practice. It is important that the user's finance record can correctly reflect a charge as "refunded".
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Jane O'Neill
Library Systems Manager
Queen's University Belfast

helenpaul · Posted: Fri Apr 03, 2009 12:55 pm Post subject:

Any answer from Talis on this one please? Even if it's "no" we would like to know.

Katharine Spellman · Joined: 15 Jun 2004 Posts: 107 Location: Talis

Hi Helen,

I'm not quite clear whether you are referring to refunding LMS charges within Income Manager or payments made through the part pay waive form.

There is a PER (IM23) to allow the refund of LMS charges within Income Manager (though this would be a complex PER to implement), but I can't see an equivalent PER for the Part/Pay waive form. I don't think it has been asked for before in this context.

Could you clarify which situation it is you are referring to here and if it is outside the context of income manager perhaps other customers could comment on this as well?

Thanks,
Katharine
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Katharine Spellman
Business Specialist
Talis Information Ltd
Email: katharine.spellman@talis.com

helenpaul · Posted: Wed Apr 08, 2009 12:23 pm Post subject:

Sorry for not making it clear. We don't have Income Manager (yet) so it's just on the ordinary pay screen when books are discharged. I think staff are automatically clicking on pay when the charges come up then the person says they don't have any money with them. Ideally we need to be able to unpay - so that the money/accounts are right at the end of the day, and that the charge stays on the borrower record till it is paid.
Thanks
Helen

Katharine Spellman · Joined: 15 Jun 2004 Posts: 107 Location: Talis

Hi Helen,

Once the Part/Pay waive form is displayed they commit the transaction by clicking on Save – but rather than do this staff can quit from here using the X in the right hand corner of the Part pay/Waive pop-up. Do you think they are aware of this?

Katharine
_________________
Katharine Spellman
Business Specialist
Talis Information Ltd
Email: katharine.spellman@talis.com

Lin Cartwright · Joined: 04 Nov 2008 Posts: 5 Location: Bradford

Hi
I am wondering if this would also help in Bradford where we are getting a number of accounts appearing in credit possibly because of staff errors when waiving and part paying. If we could 'unpay' that might provide a simpe way of undoing the credits.

Lin

helenpaul · Posted: Mon Apr 27, 2009 2:42 pm Post subject:

Thanks, Katharine. I will make sure they know! Though to be fair the problem seems to have stopped now.