Hello
I am interested in this Subgroup please include me
Sincerely Mary
Mary E Yokubaitis
Billing Supervisor
W.E.B. Du Bois Library
Collection Access
154 Hicks Way
UMass Libraries , Amherst
Amherst, MA 01003
(413)-545-2420
From: folio-ra@ole-lists.openlibraryfoundation.org <folio-ra@ole-lists.openlibraryfoundation.org>
On Behalf Of David W. Bottorff
Sent: Thursday, September 19, 2019 4:50 PM
To: folio-ra@ole-lists.openlibraryfoundation.org
Cc: Sharon Marcus Beltaine <slm5@cornell.edu>
Subject: RE: Balance cash drawer for fees/fines sub-group...
Hi Holly,
We’ve discussed this at Chicago and rather than Edd Merkel, we’ll be asking Elizabeth Aubrey (my head of Regenstein Circulation) to join this sub-group. She’ll be able to represent both Edd and David, as ID483
is really about annual reports and doesn’t require live data or in-app functionality from Chicago’s perspective.
Best,
David
From:
folio-ra@ole-lists.openlibraryfoundation.org [mailto:folio-ra@ole-lists.openlibraryfoundation.org]
On Behalf Of Holly L. Mistlebauer
Sent: Thursday, September 19, 2019 12:25 PM
To: folio-ra@ole-lists.openlibraryfoundation.org
Cc: Sharon Marcus Beltaine <slm5@cornell.edu>
Subject: Balance cash drawer for fees/fines sub-group...
Dear RA SIG,
We have discussed the formation of a sub-group to addressed the requirement for
UXPROD-845 (Fees/Fines in-app report: Balance cash drawer for fees/fines). This feature actually covers the following
Reporting SIG Master Spreadsheet reports…
ID437: Cash Drawer Reconciliation Report (Contact is
Ed Merkel)
ID438: Financial Transactions Detail Report (Contact is
Ed Merkel)
ID440: Fine Fee Reconciliation (Contacts are Joanne Leary & Ed Merkel)
ID498: Fee Fine Reconciliation Accounting Office Summary Report (Contact is
Susan Bristol at Cornell, but Joanne can probably coordinate)
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)
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.
Thanks,
Holly
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