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Instructions for using Accounts Receivable
In JWALK
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***** Note: When a student loses or damages a
book you will need to charge them for the cost of the book or the damage before
it shows up as lost or damaged in Meriwether or on their record. *****
Charging a Patron
| 1. Go to LM346 - Accounts Receivable, usually this is one
of the choices on your circulation screen so your would just go to LM430
and click on "Accounts Receivable" the icon is picture of a
money bag; or you can type 346 at the
Main menu and get there. |
| 2. Once you are in LM346 you can either type or scan the
patron's barcode, or click on the binoculars next to the patron barcode
box that say list.
If you use the "binoculars list" you will click on "patrons by last
name" and type in the patron's last name on the next screen double
click on it to select it. |
| 3. You will now go back to the original screen and click
on the "charge" tab, and on the next screen you will click
on the "card and pencil" icon on the left of the screen. Next you will get a pop-up and
here you will click on the "binoculars" the
next pop-up gives you a list of the titles checked out to the patron,
double click on the title you want to charge to the patron. You will go
back to the original pop-up and click on the box next to
"lost" if the book is lost, or type damaged in the reason box
to charge a patron for book damage. If you are charging for damage you
will need to fill in the amount in the "initial charge" box,
if the book is just lost clicking on the lost box will automatically
supply the amount on the next page. Once you have selected the correct
title and options click on the "ok" button and you will go
back to the next screen. Now this screen will reflect a charge. |
Entering a Payment or Forgiving a Charge
| 1. To enter a payment you will go to the same menu option
as above and click on the "Payment" tab once you have the
correct patron selected (use the same instructions as listed above to
find the patron). |
| 2. The next screen will list the charges for the patron,
you simply click on the charge and enter a # 1 to pay the amount, or 2
to forgive the amount and type in the amount in the next box using a
decimal to designate dollars and cents and press enter. The amount is
now marked either paid or forgiven. You can also enter a partial payment
and the remainder of the amount due would then be reflected on the
screen. That is all there is to it, if you have any problems please just
call me! |
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