Values given to lost statuses should be numeric and not
alphabetical in order for statuses to appear properly
-- MANUAL\_INV
-
- - Values for manual invoicing types
-
- - **Important**
-
- The value set as the Authorized value for the MANUAL\_INV
- authorized value category will appear as the Description and
- the Authorized value description will be used as the amount.
- Enter monetary amounts in the description without currency
- symbols.
-
- OPAC\_SUG
- A list of reasons displayed in the suggestion form on the OPAC.
This will allow for easy entry of local cities into the patron record
without risking the potential for typos or mistaken zip/postal codes.
+.. _accounting-administration-label:
+
+Accounting
+---------------------------------------------------------------------
+
+- *Get there:* More > Administration > Accounting
+
+This section deals with the parameters used in managing the patron
+accounts.
+
+.. _debit-types-label:
+
+Debit types
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+- *Get there:* More > Administration > Accounting > Debit types
+
+This is where you define the manual fees you can charge patrons.
+
+|image1444|
+
+When you first get to the page, you will only see the manual fees that
+are already defined in your system.
+
+You can see the default system fees by clicking "Show all debit types".
+
+|image1445|
+
+You can go back to seeing only the manual fees by clicking "Filter
+system debit types".
+
+.. _system-debit-types-label:
+
+System debit types
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Several debit types come installed with Koha. Most of them are
+automatic fees that are added according to the policies you set up
+elsewhere in Koha.
+
+- ACCOUNT (Account creation fee): this is charged to the patron's
+ account upon registration. The fee can be changed in the
+ :ref:`patron category settings <adding-a-patron-category-label>`
+ under 'Enrollment fee'.
+
+- ACCOUNT\_RENEW (Account renewal fee): this is charged to the
+ patron's account when their account is renewed. Like the ACCOUNT
+ debit type above, this can be changed in the
+ :ref:`patron category settings <adding-a-patron-category-label>`
+ under 'Enrollment fee'.
+
+- LOST (Lost item): this is charged to the patron's account when an
+ item in their file is declared lost. The amount depends on the
+ :ref:`item's 'replacement cost' field <adding-items-label>` or on
+ the :ref:`item type's default replacement cost <adding-item-types-label>`.
+ It can also be added manually in the :ref:`manual invoices
+ <creating-manual-invoices-label>` tab.
+
+- MANUAL (Manual fee): this is the default manual fee installed with
+ Koha. This is not charged automatically by Koha, but can be added
+ to a patron's account manually in the :ref:`manual invoices
+ <creating-manual-invoices-label>` tab.
+
+- NEW\_CARD (New card fee): this is another default manual fee installed
+ with Koha. This will not be charged automatically by Koha, but can
+ be added to a patron's account manually in the :ref:`manual invoices
+ <creating-manual-invoices-label>` tab.
+
+- OVERDUE (Overdue fine): this is charged automatically to the patron's
+ account when they have overdue items. The amount for overdue fines are
+ set in the :ref:`circulation and fines rules <circulation-and-fines-rules-label>`.
+
+- PROCESSING (Lost item processing fee): this is charged automatically
+ to the patron's account when an item in their file is declared lost.
+ The amount is set by :ref:`item type <adding-item-types-label>` under
+ 'Processing fee (when lost)'.
+
+- RENT (Rental fee): this is charged automatically to the patron's
+ account upon checkout if the :ref:`item type <adding-item-types-label>`
+ has a rental charge.
+
+- RENT\_DAILY (Daily rental fee): this is charged automatically to the
+ patron's account upon checkout if the :ref:`item type <adding-item-types-label>`
+ has a daily rental charge.
+
+- RENT\_DAILY\_RENEW (Renewal of daily rental item): this is charged
+ automatically to the patron's account upon renewal if the
+ :ref:`item type <adding-item-types-label>` has a daily rental charge.
+
+- RENT\_RENEW (Renewal of rental item): this is charged automatically
+ to the patron's account upon renewal if the :ref:`item type
+ <adding-item-types-label>` has a rental charge.
+
+- RESERVE (Hold fee): this is charged automatically to the patron's
+ account upon placing a hold. The amount depends on the 'Hold fee'
+ amount in the :ref:`patron's category <adding-a-patron-category-label>`
+ settings.
+
+- RESERVE\_EXPIRED (Hold waiting too long): this is charged automatically
+ to the patron's account if they haven't picked up their hold after the
+ number of days defined in the :ref:`ExpireReservesMaxPickUpDelay`
+ system preference. The amount is set in the :ref:`ExpireReservesMaxPickUpDelayCharge`
+ system preference.
+
+.. _add-debit-type-label:
+
+Adding a new debit type
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+To add a new debit type:
+
+- Click 'New debit type'
+
+ |image1446|
+
+ - Enter a code (limited to 64 letters)
+
+ - Enter the default amount
+
+ **Note**
+
+ Staff will be able to change this amount when adding the charge
+ to the patron's account, if necessary
+
+ **Note**
+
+ Do not enter currency symbols. Only write the amount with a decimal
+ point (for example, 5 or 5.00 instead of $5)
+
+ - Write a description
+
+ This description will be used in the drop-down menu when adding
+ a new charge to a patron's account as well as in their transaction
+ history
+
+ - If this debit type can be added manually by staff to a patron's
+ account via the :ref:`manual invoices <creating-manual-invoices-label>`,
+ check the 'Can be added manually?' check box
+
+ - If this debit type is only to be used in specific branches, you can
+ select the libraries in 'Libraries limitation'
+
+ **Note**
+
+ You can select more than one library by pressing the 'Ctrl' key
+ while selecting.
+
+ - Click 'Save'
+
+.. _edit-debit-type-label:
+
+Editing an existing debit type
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+You can only modify the debit types you have added, as well as the
+'Manual fee'.
+
+To edit a debit type:
+
+- Click the 'Edit' button to the right of the debit type
+
+- Modify any field
+
+- Click 'Save'
+
+.. _archive-debit-type-label:
+
+Archiving a debit type
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If there is a debit type you don't need anymore, you can archive it.
+
+ **Note**
+
+ There is no way to delete a debit type since they are used in the
+ patron's accounting section.
+
+To archive a debit type, simply click the 'Archive' button to the
+right of the debit type.
+
+.. _restore-debit-type-label:
+
+Restoring an archived debit type
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+If you need to use an archived debit type again, simply click on the
+'Restore' button to the right of the debit type.
+
+This will make it available again.
+
.. _catalog-administration-label:
Catalog administration
projects / kohadocs.git / commitdiff
