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    Fine and Fee Behavior when a Bursar system is integrated into Alma

    • Product: Alma

    Description

    Many institutions handle patron-related charges in a dedicated bursar system. This can be the institution’s ERP system or a system that is in charge of patron-related finance. You can export fine and fee information from Alma to your bursar system as an XML file. If desired, once the exported fines and fees are handled in the bursar system, they can be re-imported into Alma using the Import job.

    When only Export is Active

    When the Export to Bursar Using Profile <integration profile> job is run:

    • Fine/Fee Status: Closed
    • Fine/Fee Transaction Type: Export

    The Remaining Balance for all exported fines/fees will be set to 0.00, and their totals will be subtracted from the Active balance. All further interactions and payments will only occur in the bursar system.

    When both Export and Import are Active

    When the Export to Bursar Using Profile <integration profile> job is run:

    • Fine/Fee Status: Transferred
    • Fine/Fee Transaction Type: Exported and paid

    The Remaining Balance for all exported fines/fees will be set to 0.00, and their totals will be subtracted from the Active balance and added to the Transferred balance. The fines/fees are still considered active.

    When the Import from Bursar Using Profile <integration profile> Fines and Fees job is run:

    • Fine/Fee Status: Transferred
    • Fine/Fee Transaction Type: Payment received

    A credit will appear on the user's account for each fine/fee that has been paid in the bursar system. This credit will be applied to the Transferred balance. These credits will have a Comment of "Bursar." The fines/fees will be considered closed. 

    Additional Information

    More information about Bursar systems, as well as instructions on how to configure a Bursar integration profile, can be found in the documentation: Bursar Systems


    • Article last edited: 26-Apr-2019
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