What do I do to reconcile a charge in Alma when the patron pays in-house?
Answer
In the top navigation, go to: Fulfillment > Advanced Tools > Create Fines and Fees Report:
Once you click on Create Fines and Fees Report, there are many different options to select for your output:
For the “Received by library,” you can select which Library you would like to include in the report:
For the “Transaction types” dropdown, you can select Payment, Waive, or Payment and Waive:
Including Waive would be important if you used the recommended steps for noting that a payment was collected outside of the library. However, you would need to be careful in reading the notes to make sure that you separate truly waived fees, and fees that were marked as waived when money was collected outside of the library.
From the Fine Owner dropdown, you can select the Library or the Institution:
From the User text field, you can limit your search for specific users.