From: Jane Sandberg Date: Fri, 7 Jul 2017 12:39:14 +0000 (-0400) Subject: Docs: Add doc for Cash Reports feature X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=25027658d804152bb4ab47b5028918cf7bf99585;p=evergreen%2Fpines.git Docs: Add doc for Cash Reports feature Add basic documentation for the previously undocumented Cash Reports feature. Signed-off-by: Remington Steed --- diff --git a/docs/admin/desk_payments.adoc b/docs/admin/desk_payments.adoc new file mode 100644 index 0000000000..a2dfae4d76 --- /dev/null +++ b/docs/admin/desk_payments.adoc @@ -0,0 +1,37 @@ +Cash Reports +------------ + +Cash reports are useful for quickly getting information about money that +your library has collected from patrons. This can be helpful in a few +different scenarios, such as: + +. Reconciling a cash drawer at the end of the day. +. Seeing how popular a specific payment type is (perhaps when evaluating +a food-for-fines program). + +To use the cash reports, + +. Under the _Administration_ menu, choose _Local Administration_. +. Click _Cash reports_. +. Select the time period and library you are interested in. This +interface defaults to showing payments accepted during the current day. +. Click _Submit_. + +[TIP] +==== +You can click on the names of columns to sort the reports. +==== + +[TIP] +==== +You need the _VIEW_TRANSACTION_ permission to view these reports. +==== + +[NOTE] +==== +These payments are divided into two different types: _Desk payments_ -- +in which a staff member simply accepted a credit card, check, or cash +payment -- and _User payments_ -- in which a staff member had to make a +specific decision about whether to accept a payment of goods or work; or +forgave or granted credit to a particular patron. +==== diff --git a/docs/root.adoc b/docs/root.adoc index 7fe154ab2d..3134151b39 100644 --- a/docs/root.adoc +++ b/docs/root.adoc @@ -221,6 +221,8 @@ include::admin/booking-admin.adoc[] include::admin/cn_prefixes_and_suffixes.adoc[] +include::admin/desk_payments.adoc[] + include::admin/circulation_limit_groups.adoc[] include::admin/copy_statuses.adoc[]