.. include:: images.rst .. _accounting-system-preferences-label: Accounting ------------------------------------------------------------------------------- *Get there:* More > Administration > System preferences > Acquisitions .. _accounting-features-prefs-label: Features ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _autocreditnumber-label: AutoCreditNumber ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ Default: Do not automatically generate credit numbers Values: - Do not automatically generate credit numbers - Automatically generate credit numbers in the form -0001 - Automatically generate credit numbers in the form 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 :ref:`credit type `. .. _enablepointofsale-label: EnablePointOfSale ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ the point of sale feature to allow anonymous transactions with the accounting system. Default: Disable Values: - Disable - Enable Description: - This system preference controls the :ref:`point of sale module `. **Important** If you enable this system preference, make sure to enable :ref:`UseCashRegisters ` as well. .. _requirecashregister-label: 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 :ref:`UseCashRegisters ` system preference is enabled. - This system preference is used to determine if selecting a cash register is required when :ref:`paying charges ` in a patron's account. - When using :ref:`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-label: 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 :ref:`cash registers ` feature in the administration module. .. Warning:: Enabling this system preference makes the register a required field for all transactions with the payment type CASH. This includes the SIP00 transactions from self-checkout machines, so make sure that you update your SIP configurations to map a register to your SIP device. .. _cashupreconciliationnoterequired-label: CashupReconciliationNoteRequired ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. Admonition:: Version This system preference was added to Koha in version 26.11. Asks: \_\_\_ a reconciliation note when completing cashup with discrepancies between expected and actual amounts. Values: - Don't require - Require Default: Don't require Description: - This preference controls whether staff must enter a note when they :ref:`complete a cashup ` and the amount they counted is different from the amount Koha expected. - Koha only asks for a note when there is a difference. .. Note:: This preference requires the :ref:`UseCashRegisters ` system preference to be set to 'Use'. .. _cashupreconciliationnoteauthorisedvalue-label: CashupReconciliationNoteAuthorisedValue ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. Admonition:: Version This system preference was added to Koha in version 26.11. Asks: Use authorized value category \_\_\_ for reconciliation notes during cashup. Default: [Empty] Description: - Enter the name of an :ref:`authorized value category ` to make staff choose a reason from a list when they enter a reconciliation note. Koha does not accept any other note. - Leave this preference empty to allow staff to type a note. - Koha does not include a category for this. :ref:`Add a category ` first, and add the reasons you need as authorized values. .. _accounting-policy-label: Policy ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. _accountautoreconcile-label: AccountAutoReconcile ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Asks: \_\_\_ reconcile patron balances automatically on each transaction adding debits or credits. Values: - Do - Don't Default: Don't Description: - This preference controls whether or not credits are automatically used to reduce the owed amounts in a patron's account. .. _finepaymentautopopup-label: 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 :ref:`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-label: 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 :ref:`UseCashRegisters ` system preference disabled. - This system preference is used to make the 'Payment type' field mandatory when :ref:`paying charges ` in a patron's account. .. _roundfinesatpayment-label: 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.