Display a Collection Summary and History

To view the total amount submitted to collection for a patron by each reporting library, and to view specifics about each reporting library’s collection submission:

1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
2. Click  or press CTRL+A to display the Collection Summary dialog box.

The patron’s collection summary appears. The line item for each library includes the patron’s collection status, amount due, balance, and date submitted to collection.

3. To view details about a transaction, right-click the transaction, and select History from the context menu.

The Transaction History dialog box appears.

Related Information

Collection agency set-up and processing - See Managing Collection Agency Services.