Financial menu

Tab display 

On each tab, you will find the following information, if available, when Outstanding is selected in the blue bar at the bottom of the screen:

History

To view the customer's financial history on the selected tab, select History in the blue bar at the bottom of the screen. The following information will display:

Actions

At the bottom of the overview screen, you can perform a variety of actions, depending on the tab selected:

Fines tab 

Customer fines are available within the Fines tab. On the Fines tab, the cash expenditures are displayed in a different color. In the description, they are preceded by the text Cash Expenditure. This allows for sorting based on cash expenditures.

If the customer is the head of the family in a head of family/child relationship, the fines of children can be displayed on the Fines tab by clicking the Children button in the blue bar at the bottom of the screen. If there is not a Children button on the screen, the account has not been assigned as a head of family.

Registration Fee tab 

Some library account types have a cost associated. Payments for library accounts are made on the Registration fee tab. This screen displays information about open, invoiced, or paid membership fees.

Like the Fines tab, payment can be made from the Registration fee tab. The same payment methods described for Fines can be used for Registration fees.

Fines and Registration fees tab 

The Fines and Fees tab can only be accessed from the Customer > Financial > Fines and Registration fees. When this tab is accessed, you can see and manage both fines and registration fees in one transaction.

Deposit tab 

It is possible to add deposits to a customer account. The customer can pay fines and fees with credit added to the account. Deposits are configured in Wise configuration manager.

To add credit to an account:

1. Go to Financial > Point-of-sale > Enter other revenue.
2. Select Deposit from the Items table.
   • If a customer account is already active, a prompt will confirm that you want to book the deposit to that customer. Click Yes to continue or No to search another customer.
   • If no customer account is active, the Search customer window will appear. Search for and select the customer account to which you want to add a deposit.
3. Enter the amount to be deposited in the bottom right box and click OK.
4. Click Book at the bottom of the screen. A confirmation message appears.
5. Click Yes. The payment screen appears.
6. Complete the payment. The deposit amount is added to the customer account and appears in the customer information block at the top of the screen as a Credit.

The credited amount can also be viewed on the Deposit tab. Double-click the line to view details. To exit this screen, click Quit.

Punch card for loans tab 

Not for use in US libraries.

Theater 

Not for use in US libraries.

Vouchers tab 

Not for use in US libraries.

Other revenues 

The Other revenues option can be accessed from within the circulation screen at Customer > Financial > Other revenues. Other revenue point-of-sale transactions are typically library supplies and services such as copies or printing.

To process other revenue:

1. Navigate to Customer > Financial > Other revenues. The Other revenues window appears.
2. Double click on an item in the Items table to select the item being sold.
3. Enter an amount in the Amount field, if it is not already populated based on the item.
   • If a default price is entered for the receipt code, configured in Wise configuration, it will be automatically populated. If the price cannot be changed, it will be grey.
   • If the item is configured so that a price must be entered, the cost field is blank.
   • If the item is configured so that a customer number must be entered, the system will prompt you to enter a customer number.
   • A negative amount cannot be entered in the cost field.
4. (Optional) By default, the quantity of the item appears as 1, to change this, enter a different number in the Quantity field.
5. Click OK next to the amount field. If additional items are being sold, repeat steps 1-4.
   • To cancel an added item, select the line and click Cancel. The selected item will be removed from the list.
   • To add a brief note about the purchase, select the line and click Memo. A memo window appears. Type the note and click Ok. The memo is added and will display in the Cash drawer details overview.
6. Click Book at the bottom of the screen to book the items. A Confirmation window appears.
7. Click Yes to confirm and the payment screen opens.
8. Take the customer's payment and enter the amount paid.
   • If the customer is paying in cash, when you enter the amount tendered and press enter, Wise displays the amount of change owed back in the Back field.
9. Once the transaction is complete, press OK. The payment and point-of-sale screens are closed.

 Note:  A maximum of 999 booking codes can be defined per financial organization. For each code, a standard price can be specified and indicated whether a customer number must be specified when making a booking. Depending on the roles and the installed financial journals, when this function is used Wise will determine which financial journal the entry should be made in. 

Other expenses 

The Other expenses option can be opened from within the Circulation screen at Customer > Financial > Other expenses. Selecting this option opens the Enter service desk expenditures window. 

Store Sales 

Store sales typically involve merchandise sold by the library. This might include t-shirts, postcards, cups, and other goods. It is also possible to sell temporary items, like fundraising campaigns that are offered for limited periods of time.

To complete a store sale:

1. Go to Customer > Financial > Store sale. The Store sales window appears.
2. Double click on an item in the Items table to select an item to sell.
3. The price of the item appears in the Cost field in the lower right corner of the window.
   • If a default price is entered for the receipt code, configured in Wise configuration manager, it will be automatically populated. If the price cannot be changed, the box will be grey.
   • If the item is configured so that a price must be entered, the cost field is blank. Enter the cost.
   • If the item is configured so that a customer number must be entered, the system will prompt you to enter a customer number.
   • A negative amount cannot be entered in the cost field.
4. (Optional) By default, the item quantity appears as 1 in the Quantity field. If a different quantity is being purchased, change the number.
5. Click OK next to the amount field. If additional items are being sold, repeat steps 1-4.
   • To cancel an added item, select the line and click Cancel at the bottom of the screen. A confirmation message appears, click Yes. The selected item os removed from the list.
   • To add a brief note about the purchase, select the line and click Memo. A memo window appears. Type the note and click Ok. The memo is added and will display in the Cash drawer details overview.
6. Click Book at the bottom of the screen to book the items. A confirmation window appears.
7. Click Yes to confirm and the payment screen opens.
8. Take the customer's payment and enter the amount paid.
   • If the customer is paying in cash, when you enter the amount tendered and press enter, Wise displays the amount of change owed back in the Back field.
   • If the customer is paying an amount less than $1.00, the amount must be entered with a 0 dollar value.
     Example: The customer pays sixty-eight cents. Enter the amount as $0.68.
9. Once the transaction is complete, press OK. The payment and point-of-sale screens are closed.