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Let's Talk Billing: avoiding common billing mistakes

Helen shares common missteps when billing patrons, and waiving bills. Understanding how billing is reconciled between item owning library and patron library will help outline best practices and avoid surprises come quarterly billing.

Q&A from session:

Q: Can you explain again the benefits of x billing (bill reasons that end in "X")?

A: X-bills do not require item association. This allows an item to be discarded immediately instead of having to wait until after the bill is paid.

Q: Is there a BcAnalycis report we could run to catch any NON_SWAN anomalies?

A: The Patron Library- Wrong Library/User Profile reports found at the bottom of this page (Delivered and Helpful Reports) will identify NON_SWAN patrons that have been associated with your library rather than ILL_LIBS. Our quarterly reconciliation process tends to identify those with missing home library associations. And, we do more aggressively remove these patron records when expired and having no activity. This is necessary to avoid losses that are challenged by the home library.

Q: Can you explain again how checking out an item with a duplicate LOST bill to LOSS RB ILL fixes the problem?

A: LOST bill payment(s) will not be processed if the item status changes. Checking the item out to LOSS_RB_ILL means the status is CHECKEDOUT instead of LOST and will affect a charge, once, in the amount of the item price.

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