Hi Elizabeth, The cash reports are focused on the workstation, not the staff member, and they include only cash, check and credit card payments made at a workstation. The Brick-and-mortar source includes account adjustments, as well as forgive, credit (not credit card, but patron credit), work, and goods payments. You may want to consider using the Payment: Desk source, which includes only the same payment types as the cash reports.
HTH, -- Mike Rylander | Executive Director | Equinox Open Library Initiative | phone: 1-877-OPEN-ILS (673-6457) | email: [email protected] | web: http://equinoxinitiative.org On Tue, Aug 28, 2018 at 4:03 PM Elizabeth Davis <[email protected]> wrote: > Hi Scott and Mike > > > > I have been testing the Payments: Brick-and-mortar source and comparing it > to the Cash Reports and the cash totals do not seem to be matching. Is > anyone familiar with this? > > > > > > Elizabeth Davis > > Head of Digital Services > > Scranton Public Library > > 500 Vine Street > > Scranton, PA 18509 > > 570-348-3000 ext. 3050 > > [email protected] > > > > > > > > *From:* Open-ils-general [mailto: > [email protected]] *On Behalf Of *Mike > Rylander > *Sent:* Tuesday, August 28, 2018 9:59 AM > *To:* Evergreen Discussion Group < > [email protected]> > *Subject:* Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login > > > > Hi Scott, > > > > In addition to what Bill mentions, the Accepting Staff Member field of the > "Payments: Brick-and-mortar" links to the staff user that was logged in at > the workstation where the payment was accepted. That can be used to report > exactly on how much money a staff member took in. > > > > HTH, > > > -- > Mike Rylander > | Executive Director > | Equinox Open Library Initiative > | phone: 1-877-OPEN-ILS (673-6457) > | email: [email protected] > | web: http://equinoxinitiative.org > > > > > > On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich <[email protected]> wrote: > > Hi Scott, > > > > CW MARS has a few Payment report sources we use and one of our reports is > by login. > > > > Joan > > > > On Tue, Aug 28, 2018 at 7:52 AM, Bill Ott <[email protected]> wrote: > > Check out: Administration > Local Administration > Cash Reports > > That will give you daily summaries (or whatever days you select). If > you're looking for more detail, then a custom report may be in order. > > > > On 8/27/18 3:14 PM, [email protected] wrote: > > We just migrated a library that is very strict about reporting out revenue > collected by individual staff members at the Circulation Desk. Their > previous ILS was able to output bill payments by staff login, but there is > apparently no reporting source for this in Evergreen. First of all, is > there a reporting source for this in Evergreen that we just haven’t found? > If not, has anyone found a workaround for this? > > > > Thank you, > > Scott > > > > Scott Thomas > > Executive Director > > *PaILS / SPARK* > > (717) 873-9461 > > [email protected] > > Stay informed! Join the SPARK-User Email List: > > https://mail.palibrary.org/mailman/listinfo/spark-users > > [image: Description: Description: Training | SPARK – Pennsylvania's > Statewide Library System] <http://www.palibrary.org/pails/> > > > > > > > > -- > > > > Joan Kranich | Member Services Supervisor > > CW MARS > > [email protected] > > 508-755-3323 x321 or x1 <(508)%20755-3323> > > http://www.cwmars.org > > > >
