4 results found

1. Manual tax correction in Leap

   This is about a manual adjustment of the Sales Tax amount. Before we pay our invoices, charges (processing, shipping etc.) are added, then as a last step the Sales Tax according to the paper invoice. When the tax entry is saved, suddenly the Client shows a different amount, which is either a little over or under. According to the help section this is fixed by going into an Invoice Line Item Segment and manually adjust the shown Sales Tax, which fixes the Total Sales Tax shown in the Charges. Leap does not allow Invoice Line Item Segment tax adjustments, so we are forced to use the Client. It would be appreciated, if Leap allows a segment tax change as well.

   This is about a manual adjustment of the Sales Tax amount. Before we pay our invoices, charges (processing, shipping etc.) are added, then as a last step the Sales Tax according to the paper invoice. When the tax entry is saved, suddenly the Client shows a different amount, which is either a little over or under. According to the help section this is fixed by going into an Invoice Line Item Segment and manually adjust the shown Sales Tax, which fixes the Total Sales Tax shown in the Charges. Leap does not allow Invoice Line Item Segment tax adjustments, so… more

   3 votes

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   ALREADY SUPPORTED  ·  1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →

2. Allow editing of Processing Workslips

   The Processing Workslip is very useful - but it is missing some options and has others that we don't use or need. Our collection development and cataloging/processing staff have suggested the following:

   -Have the title be in larger or bold font so it is easier to see, and have it at the very top of the page
   -Show the number of items at the top of the page near the title/author details so you don't have to go the bottom of the page (or the second page) to count - this would be very helpful for large numbers of items
   -The Processing area should be customizable - every library uses different terminology and procedures

   Overall, we really like the workslip - we would just like to make it even more useful.

   The Processing Workslip is very useful - but it is missing some options and has others that we don't use or need. Our collection development and cataloging/processing staff have suggested the following:

   -Have the title be in larger or bold font so it is easier to see, and have it at the very top of the page
   -Show the number of items at the top of the page near the title/author details so you don't have to go the bottom of the page (or the second page) to count - this would be very helpful for large numbers of items… more

   4 votes

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   ALREADY SUPPORTED  ·  2 comments  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →

3. Create and pay an invoice without attaching it to a purchase order

   Many of our vendors consolidate processing and cataloging charges and put them on separate invoices from materials. In order to enter and pay these invoices in Leap, our acquisitions staff have to create a purchase order first, and then create a "fake" bib record in order to have something to receive. We would like to keep entering processing and cataloging charges in Leap to help us keep track of the funds, but it would be much simpler if we could directly create and pay an invoice just for processing or cataloging charges without any materials.

   13 votes

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   ALREADY SUPPORTED  ·  1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →

4. Additional check-in statuses for serials

   Currently, when checking in serial issues in the Polaris client, there are only three options under the drop-down menu for status: "Expected," "Never Published," and "Not available." It would be helpful to add the statuses "Claimed" and "Pending Claimed" as additional options.

   10 votes

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   ALREADY SUPPORTED  ·  3 comments  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →