Bug 27641 - Action buttons on borraccount.pl should allow notes
Summary: Action buttons on borraccount.pl should allow notes
Status: RESOLVED DUPLICATE of bug 24597
Alias: None
Product: Koha
Classification: Unclassified
Component: Fines and fees (show other bugs)
Version: unspecified
Hardware: All All
: P5 - low enhancement (vote)
Assignee: Bugs List
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2021-02-05 17:24 UTC by George Williams (NEKLS)
Modified: 2024-03-22 21:55 UTC (History)
5 users (show)

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Description George Williams (NEKLS) 2021-02-05 17:24:53 UTC
The following action buttons on boraccount.pl should allow staff the ability to add notes:

Pay
Void
Issue refund
Issue payout
Apply discount

And any other action buttons I'm not thinking of.  Essentially, if a staff member can modify an accountline from boraccount.pl, there should be a way for them to make a note about that modification.  The ability to add notes exists on pay.pl, maninvoice.pl, and mancredit.pl, so it should be available on boraccount.pl.
Comment 1 Lisette Scheer 2021-02-10 17:35:49 UTC
Agreed, that would be very helpful. 
Lisette
Comment 2 Barbara Johnson 2021-02-10 20:48:16 UTC
+1. This would be very useful.
Comment 3 Andrew Fuerste-Henry 2022-02-18 17:14:19 UTC
Bug 23674 asks for the ability to click on any accountlines entry and edit its note. Am I correct that what you're suggesting is to add an editable notes field into the interface as part of each of these processes?
Comment 4 George Williams (NEKLS) 2022-02-21 22:13:51 UTC
(In reply to Andrew Fuerste-Henry from comment #3)
> Bug 23674 asks for the ability to click on any accountlines entry and edit
> its note. Am I correct that what you're suggesting is to add an editable
> notes field into the interface as part of each of these processes?

Yes.  pay.pl, maninvoice.pl, and mancredit.pl allow staff to add a note field when they create or modify accountlines but none of the buttons on boraccount.pl that have been added in the last several upgrades offer this same ability.

We have libraries that ask staff to put their initials in the note field when they write off fees or accept payments.  Staff can't do that from boraccount.pl which makes it harder for those libraries to track problems/issues with payments, writeoffs or other adjustments to accountlines.
Comment 5 Katrin Fischer 2023-01-23 22:44:56 UTC
Marking this as a duplicate of bug 24597 to consolidate. This has been wished for several times!

*** This bug has been marked as a duplicate of bug 24597 ***