Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Elizabeth Davis]

Hi Mike

Thank you. This is explanation is helpful and clarifies why outputs are not 
what I’m expecting them to be.I’m looking to report on specific staff 
member actions at specific workstations so I will have to some more testing.


Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Tuesday, August 28, 2018 4:23 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

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:  mi...@equinoxinitiative.org<mailto:mi...@equinoxinitiative.org>
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 4:03 PM Elizabeth Davis 
mailto:eda...@albright.org>> 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
eda...@albright.org<mailto:eda...@albright.org>



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Mike Rylander
Sent: Tuesday, August 28, 2018 9:59 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
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:  mi...@equinoxinitiative.org<mailto:mi...@equinoxinitiative.org>
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich 
mailto:jkran...@cwmars.org>> 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 mailto:b...@grpl.org>> 
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, scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org> 
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
scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org>
Stay informed! Join the SPARK-User Email List:
https://mail.palibrary.org/mailman/listinfo/spark-users
<http://www.palibrary.org/pails/>
 <http://www.palibrary.org/pails/>


<http://www.palibrary.org/pails/>
 <http://www.palibrary.org/pails/>
-- <http://www.palibrary.org/pails/>
​​<http://www.palibrary.org/pails/>
[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.palibrary.org/pails/>


Joan Kranich | Member Services Supervisor<http://www.palibrary.org/pails/>

CW MARS<http://www.palibrary.org/pails/>

jkran...@cwmars.org<http://www.palibrary.org/pails/>

508-755-3323 x321 or x1<http://www.palibrary.org/pails/>

http://www.cwmars.org<http://www.palibrary.org/pails/>

 <http://www.palibrary.org/pails/>

Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Mike Rylander]

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:  mi...@equinoxinitiative.org
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 4:03 PM Elizabeth Davis  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
>
> eda...@albright.org
>
>
>
>
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Mike
> Rylander
> *Sent:* Tuesday, August 28, 2018 9:59 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *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:  mi...@equinoxinitiative.org
>  | web:  http://equinoxinitiative.org
>
>
>
>
>
> On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich  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  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, scott.tho...@sparkpa.org 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
>
> scott.tho...@sparkpa.org
>
> 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
>
> jkran...@cwmars.org
>
> 508-755-3323 x321 or x1 <(508)%20755-3323>
>
> http://www.cwmars.org
>
>
>
>

Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Elizabeth Davis]

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
eda...@albright.org



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Mike 
Rylander
Sent: Tuesday, August 28, 2018 9:59 AM
To: Evergreen Discussion Group 
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:  mi...@equinoxinitiative.org<mailto:mi...@equinoxinitiative.org>
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich 
mailto:jkran...@cwmars.org>> 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 mailto:b...@grpl.org>> 
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, scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org> 
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
scott.tho...@sparkpa.org<mailto:scott.tho...@sparkpa.org>
Stay informed! Join the SPARK-User Email List:
https://mail.palibrary.org/mailman/listinfo/spark-users
[Description: Description: Training | SPARK –  Pennsylvania's 
Statewide Library System]<http://www.palibrary.org/pails/>




--
​​
[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]


Joan Kranich | Member Services Supervisor

CW MARS

jkran...@cwmars.org<mailto:jkran...@cwmars.org>

508-755-3323 x321 or x1

http://www.cwmars.org<http://www.cwmars.org/>

Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Mike Rylander]

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:  mi...@equinoxinitiative.org
 | web:  http://equinoxinitiative.org


On Tue, Aug 28, 2018 at 8:14 AM Joan Kranich  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  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, scott.tho...@sparkpa.org 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
>>
>> scott.tho...@sparkpa.org
>>
>> 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] 
>>
>>
>>
>>
>
>
> --
>
> ​​
>
> Joan Kranich | Member Services Supervisor
>
> CW MARS
>
> jkran...@cwmars.org
>
> 508-755-3323 x321 or x1 <(508)%20755-3323>
>
> http://www.cwmars.org
>
>

Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Joan Kranich]

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  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, scott.tho...@sparkpa.org 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
>
> scott.tho...@sparkpa.org
>
> 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] 
>
>
>
>


-- 

​​

Joan Kranich | Member Services Supervisor

CW MARS

jkran...@cwmars.org

508-755-3323 x321 or x1 <(508)%20755-3323>

http://www.cwmars.org

Re: [OPEN-ILS-GENERAL] Bills Paid by Staff Login

[Bill Ott]

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, scott.tho...@sparkpa.org 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

scott.tho...@sparkpa.org 

Stay informed! Join the SPARK-User Email List:

https://mail.palibrary.org/mailman/listinfo/spark-users

Description: Description: Training | SPARK – Pennsylvania's Statewide 
Library System