Add "Reason", "Additional Info", and "Charging Library/Branch" Merge Tags to Manual Bills
Please add essential merge tags—"Reason", "Additional Information", and "Charging Library/Branch"—to the Manual Bill feature in LX Starter for Polaris libraries. These tags are fundamental to our billing processes and are conspicuously absent, impeding our ability to relay comprehensive billing details to patrons as is standard in Polaris' Manual Bill, as per the documentation in Polaris Staff Client Help - Bill a charge manually to a patron account (https://documentation.iii.com/polaris/7.5/Default.htm#PolarisStaffHelp/Patron_Services/PPuseacct/BillChargeManu.htm)
It's also come to our attention that Sierra libraries are encountering similar issues with missing merge tags, as highlighted in the idea titled "Library Name, Library Address, Branch Name, Branch Address" (https://ideas.iii.com/forums/951985-lx-starter/suggestions/47430899-library-name-library-address-branch-name-branc). The inclusion of these merge tags is not merely an enhancement but a necessity for the feature to be considered complete and functional.
The impact of these omissions is significant, we advocate for the prompt integration of these merge tags into LX Starter's Manual Bill feature for Polaris libraries and encourage addressing similar needs for Sierra libraries.
Your vote in favor of this enhancement on the Idea Exchange would demonstrate the community's collective need for these improvements and is greatly appreciated.
Gerald Rezes commented
Critical need. This is the type of issue that should be considered a bug and addressed immediately. This is not an enhancement request.
Julie Haase commented
We need to have a way to communicate the charges our customers are being billed for and what items are involved.
Carl Ratz commented
Our customers will expect a certain number of details about charges to their account. Why are they being charged? when did they have the item? where did they get the item? when was the charge applied? what was the item title?