[Bug 36029] New: Add the ability to backdate a transaction in POS
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Bug ID: 36029 Summary: Add the ability to backdate a transaction in POS Change sponsored?: --- Product: Koha Version: master Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Fines and fees Assignee: koha-bugs@lists.koha-community.org Reporter: barbara.johnson@bedfordtx.gov QA Contact: testopia@bugs.koha-community.org We've been using the POS (Point of sale) feature since August 2023. During that time we have encountered some issues that we believe could be solved by adding the ability to backdate a POS transaction. Here is our use case: Sometimes staff forget to enter the sale in POS. This usually happens for credit card sales when the staff member does the credit card transaction, the patron signs, a receipt is given and then the staff member is interrupted by someone/something else causing the sale to never be entered into Koha. We have a large number of funds because our library takes care of not only fees for copies, ILLs, faxes, etc. but also Friends & Foundation sales for earbuds, flash drives, tote bags, book sales, pumpkins, event tickets, to name a few. Each of these sales goes to a different account per our City Finance dept. Staff will sometimes select the wrong debit code which is especially bad when the funds collected should have gone to a different entity, such as the Friends. The Finance dept. wants an exact recording of sales on the day they happened. However, these issues are often not detected until staff reconciles the drawer each morning. At that time they have to enter the missed/incorrect sales into the POS. That can cause issues with reporting since these transactions are now being entered on the wrong date. Being able to enter a transaction and backdate it would help solve this problem for the library, keep our Finance staff happy and make our reports accurate. I think this would need to be covered by a permission since we would only want certain staff to be able to do this. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |martin.renvoize@ptfs-europe | |.com --- Comment #1 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- Hi Barbara, thanks for explaining the use case in detail! -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 koha-US bug tracker <bugzilla@koha-us.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |bugzilla@koha-us.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Mwoo <mary.woodward@bedfordtx.gov> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |mary.woodward@bedfordtx.gov --- Comment #2 from Mwoo <mary.woodward@bedfordtx.gov> --- This change would make the accounting process so much easier. Looking at Bug 28599 adding the ability to void a transaction would also be helpful and I think would solve some of reporting issues. However, if the error is not discovered until the next day, the reporting would still not reflect accurate information. Currently, we use the "refund" function for correcting mistakes which works but when the mistake is found the next day while reconciling the sales the reporting doesn't account for this change until the following day. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Depends on| |23354 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23354 [Bug 23354] Add a 'Point of sale' screen to allow anonymous payments -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 --- Comment #3 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- That's a really interesting development idea... Could you envisage where in the UI this might fit/how it should be exposed to the end user? I'd love to continue refining point of sale again. I can't promise to get to this any time soon however with all the funded work we have on the books already taking priority. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- QA Contact|testopia@bugs.koha-communit |martin.renvoize@ptfs-europe |y.org |.com Component|Fines and fees |Point of Sale -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC|martin.renvoize@ptfs-europe | |.com | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Jessie Zairo <jzairo@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |jzairo@bywatersolutions.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Jason Robb <jrobb@sekls.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |jrobb@sekls.org --- Comment #4 from Jason Robb <jrobb@sekls.org> --- We just started using POS and ran into this issue as well. As far as where it might fit in the interface, it would make sense to add it to the end of the "Collect payment" form at pos/pay.pl when making a sale, and the end of the form in the "Issue refund" modal at pos/register.pl. There could be value in hiding the date picker initially to avoid mistakes. So instead of loading it immediately, have a checkbox labeled "Backdate sale?" or "Backdate refund?" and only reveal the date picker if that box is deliberately checked. I'd agree this should be behind a permission as I'm sure some libraries would not want to allow this capability at all and others might only want a select few to be able to use it. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=36029 Lisette Scheer <lisette@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |lisette@bywatersolutions.co | |m -- You are receiving this mail because: You are watching all bug changes.
participants (1)
-
bugzilla-daemon＠bugs.koha-community.org