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  1. UX Product
  2. UXPROD-1879

Notify Bursar (and other transfer accounts) of refunded fees/fines

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    Details

    • Template:
    • Potential Workaround:
      Holly: This can be handled manually until the automated process is in place.
    • Epic Link:
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      XL < 15 days
    • Confidence factor:
      Medium
    • Development Team:
      UNAM
    • Calculated Total Rank:
      37
    • Kiwi Planning Points (DO NOT CHANGE):
      1
    • PO Rank:
      76
    • PO Ranking Note:
      This feature is only needed by libraries using the transfer feature, so I have set the PO Rank to a comparable number.
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R5
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: FLO (MVP Sum 2020):
      R2
    • Rank: GBV (MVP Sum 2020):
      R3
    • Rank: Lehigh (MVP Summer 2020):
      R4
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Reopened on December 15, 2020

      Holly re-opened this UXPROD feature because it is unlikely to be completed for R1 2021 as part of UXPROD-105: Automated Transfer of fees/fines to bursar or other account.

      Merged on July 20, 2020

      Holly decided to merge all of the automated transfer features to make it clear that they belong together.
      The following features were merged with UXPROD-105: Automated Transfer of fees/fines to bursar or other account -

      • UXPROD-1127: Fees/Fines Settings for Transfers - Criteria
      • UXPROD-839: Fees/Fines in-app report: Transferred fees/fines log
      • UXPROD-394: Create extract file for transferred fees/fines
      • UXPROD-1879: Notify Bursar (and other transfer accounts) of refunded fees/fines
      Changed on July 12, 2019

      This feature was removed from UXPROD-106 Refund paid fees/fines. Refunds to the Bursar (and other transfer accounts) will be reported on the Refunds to process manually in-app report, along with the other refunds.

      This will be handled manually via the refund report until the automated solution is implemented.

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                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                cboerema Cate Boerema
                Front End Estimator:
                Matt Connolly Matt Connolly
                Back End Estimator:
                Frances Webb Frances Webb
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                3 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

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