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  1. UX Product
  2. UXPROD-839

Fees/Fines in-app report: Transferred fees/fines log

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      Holly: The workaround would be for a library to run a query against the database (or data warehouse?) to produce this report. An alternative to including this in-app report in the MVP would be to plan it for Q1 2020, given it won't require as much testing by the implementing institutions. If we end up not doing this report as an in-app report, the Reporting SIG needs to be notified ASAP so they can make other arrangements.
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      Holly: The workaround would be for a library to run a query against the database (or data warehouse?) to produce this report. An alternative to including this in-app report in the MVP would be to plan it for Q1 2020, given it won't require as much testing by the implementing institutions. If we end up not doing this report as an in-app report, the Reporting SIG needs to be notified ASAP so they can make other arrangements.
    • Medium < 5 days
    • Low
    • We haven't done any canned reports yet so I have no idea what will be involved.
    • UNAM
    • 14.9
    • R4
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    • R4

    Description

      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

      Purpose: To report what was sent to Bursar, Payroll, State Tax Office, etc. Includes both debits and credits. May include fees/fines transferred to a collection agency--we haven't discussed this enough yet.

      See report described by REP-25 for more details!

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                hollyolepm Holly Mistlebauer
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
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