Accounting

Get there: More > Administration > Global system preferences > Acquisitions

Features

AutoCreditNumber

Asks: ___

Default: Do not automatically generate credit numbers

Values:

  • Do not automatically generate credit numbers

  • Automatically generate credit numbers in the form <year>-0001

  • Automatically generate credit numbers in the form <branchcode>yyyymm0001

  • Automatically generate credit numbers in the form 1, 2, 3

Description:

  • For auditing purposes, it might be necessary to attach a unique number to each credit (payments, writeoffs, refunds, etc.). This system preference allows you to choose the format of this unique number.

    Important

    Automatic generation also has to be enabled for each credit type.

EnablePointOfSale

Asks: ___ the point of sale feature to allow anonymous transactions with the accounting system.

Default: Disable

Values:

  • Disable

  • Enable

Description:

Important

If you enable this system preference, make sure to enable UseCashRegisters as well.

RequireCashRegister

Asks: When collecting payment, ___.

Default: require a cash register only when the CASH payment type is selected

Values:

  • require a cash register only when the CASH payment type is selected

  • always require a cash register

Description:

  • This system preference is only used if the UseCashRegisters system preference is enabled.

  • This system preference is used to determine if selecting a cash register is required when paying charges in a patron's account.

  • When using UseCashRegisters, selecting a cash register will always be required when the CASH payment type is chosen. This system preference determines if selecting a cash register is required when choosing another payment type.

UseCashRegisters

Asks: ___ cash registers with the accounting system to track payments.

Default: Don't use

Values:

  • Don't use

  • Use

Description:

  • This preference enables the cash registers feature in the administration module.

Policy

AccountAutoReconcile

Asks: ___ reconcile patron balances automatically on each transaction adding debits or credits.

Default: Do not

Values:

  • Do

  • Do not

Description:

  • This preference controls whether or not credits are automatically used to to reduce the owed amounts in a patron's account.

FinePaymentAutoPopup

Asks: ___ automatically display a print dialog for a payment receipt when making a payment.

Default: Don't

Values:

  • Do

  • Don't

Description:

  • If activated, when making a payment in a patron's account, a printing popup will be displayed automatically instead of having to click on the 'print' button.

RequirePaymentType

Asks: ___ staff to select a payment type when a payment is made.

Default: Do not require

Values:

  • Do not require

  • Require

Description:

  • This system preference is only used if the UseCashRegisters system preference disabled.

  • This system preference is used to make the 'Payment type' field mandatory when paying charges in a patron's account.

RoundFinesAtPayment

Asks: ___ round fines to the nearest cent when collecting payments.

Default: Don't

Values:

  • Don't

  • Do

Description:

  • Enabling this preference allows paying fines of partial cents which may not be visible in the interface.