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OCLC Wise Support EN

Outstanding fines, fees, and credit balances

Generate a report of outstanding fines, fees and credit balances in the Wise staff client.

The Outstanding fines, fees, and credit balances overview displays the total of outstanding fines, fees, and/or credit balances per customer. Outstanding library account fees are not included in this overview. A line will display for each customer, including customer account number, address and, based on the input, an outstanding amount for fines and/or credit balance.

To create this overview:

  1. Go to Financial > Overviews > Outstanding fines, fees, and credit balances. The Outstanding fines, fees, and credit balances screen opens.
  2. Provide overview information. Required fields are marked with an (*) asterisk. 
    Field Description
    Institution Choose the institution to display in the report. Only select when a specific institution must be displayed. If left blank, the report will display the customers of all institutions.
    Fines, fees, and credit balance*

    Select one of the options:

    • 0 - Fines and fees only
    • 1 - Combination of fines, fees, and credit balance
    • 2 - Credit balance only
    Only status deleted*

    Select one of the options:

    • 0 - No: All status values except status 9
    • 1 - Yes: Only customers with the status 9
  3. Click Create report. The report is generated in your web browser window.

View the report

The Outstanding fines, fees, and credit balances display customers sorted by institution and main branch of registration. Credits belong to the financial organization. In principle, the institution does not matter

 

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