Display Completed Account Transactions

Polaris automatically moves all completed transactions from the Account Transaction list to the Transaction Summary dialog box, where they are archived for a period set in Polaris Administration. See Setting Patron Accounting Options.

Note:
The following transactions remain in the transaction summary, regardless of the Administration setting for deleting transactions: payments that have been refunded or credited; deposits that have been credited; any transaction associated with a credit; any transactions that occur for patrons currently in collection.

You can view the Transaction Summary if you have the permission Access patron account: transaction summary for the patron’s registered branch.

To view the archive of a patron’s completed monetary transactions:

1. Open the patron’s record in the Patron Status workform. See Find patron services and related records.
2. Select View > Account or click to display the Account view.
3. Click  above the Account list view, or press CTRL+T.

The Transaction Summary dialog box appears. All reconciled transactions are listed in the dialog box for the period set in Polaris Administration.

4. To sort the line items, click the appropriate column header.

You may find it helpful to sort the Transaction Summary by title or barcode to group the charges, payments, and waivers for a particular item.

You can open a linked item record from the Transaction Summary. Right-click the line item in the Transaction Summary dialog box, select Links from the context menu, and select Item Record.