Cash Reports
Cash reports are useful for quickly getting information about money that your library has collected from patrons. This can be helpful in a few different scenarios, such as:
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Reconciling a cash drawer at the end of the day.
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Seeing how popular a specific payment type is (perhaps when evaluating a food-for-fines program).
To use the cash reports,
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Under the Administration menu, choose Local Administration.
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Click Cash reports.
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Select the time period and library you are interested in. This interface defaults to showing payments accepted during the current day.
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Click Submit.
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You can click on the names of columns to sort the reports. |
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You need the VIEW_TRANSACTION permission to view these reports. |
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These payments are divided into two different types: Desk payments — in which a staff member simply accepted a credit card, check, or cash payment — and User payments — in which a staff member had to make a specific decision about whether to accept a payment of goods or work; or forgave or granted credit to a particular patron. |