|Aaron Neslin||Kimberly Smith||Robert Heaton|
|Ann Crowley||Kimberly Wiljanen||Scott Perry|
|Catherine Tuohy||Lisa Maybury||Susanne Gill|
|Dennis Bridges||Lisa Smith||Susie Skowronek|
|Dung-Lan Chen||Lucinda Williams||Sylvia Hamann|
|Dwayne Swigert||Masayo Uchiyama||Victoria Anderson|
|Emily Robertson||Nina Stellmann||Winter White|
|Heather McMillan||Okay Okonkwo|
|Julie Brannon||Owen Stephens|
|Kimberly Pamplin||Paivi Rentz|
- Next meeting, Tuesday, 6/27, at 1 pm Eastern
PC Update (Kristin Martin ) - No PC meeting June 22
- PC Approved Browser support statement: clarifies that while testing is done in Chrome, bugs in other browsers will be investigated
- Call for members: Workflow SIG charge (Martina Schildt to introduce)
- If discussing Implementers Topics, #91 & #92 are the topics coming up to be discussed.
|:08||Implementers Topic # 92|
Implementers Topic # 92
Finance: Expended amount minus credits
We would like to see an amount in Finance that shows what has been expended without the inclusion of credits. For e.g.: We had a fund where we had a large credit of ($161,359.41). We processed a number of payments to spend down this amount. At the end of it, you cannot tell that this even happened from the Budget Summary screen. It only looks like we’ve spent $1,532.10. You must click into “View transactions” to see the individual transaction list. If you wanted to get the total amount of what has been spent (without credits) from there, you would then have to add up all those transactions manually.
Okay: Here we have a $30,000 missing expenditure problem. For those of us that rely on Budget Summaries for putting our ARL statistics together or to answer selectors’ simple question like “how much have I spent on this account”, I’m afraid we cannot get our answers from this area.
Ann Crowley 8:14 AM
Owen Stephens 8:17 AM
Okay: This is only a problem if credit is received from a previous year.
Dennis: We will seperate the expended # into two. Expended will be a summary of all expended. And a 2nd line that will be a summary of all the credits. All the other values will be unchanged.
Paivi Rentz 8:30 AM
Lisa Smith, Mich State 8:31 AM
Robert Heaton 8:32 AM
Pamplin, Kimberly B 8:32 AM
Dennis Bridges 8:33 AM
Lisa Smith, Mich State 8:33 AM
|:35||Implementers Topic #94|
Discussion on on the vendor account #. This one may be harder to make editable. Discussion on use cases for why libraries need to edit this feild.
Lisa Smith, Mich State 8:39 AM
Lisa Smith, Mich State 8:58 AM
Scott Perry (UChicago) 8:59 AM
Dennis: We will continue the converstaion when more are here. Please add comments here or in the Jira.