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:
This system preference controls the point of sale module.
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.