Accessing Cash Transaction Statistics

Horizon tracks cash transactions performed in Circulation, such as fine payments and refunds, and stores them in a view. You can extract information from the view using a third-party report generator and then print reports.

Horizon tracks this information in the fee payment transaction log:

Who performed the transaction. Determined by the user ID and password of the person who logged in to Circulation. (For information about setting up user IDs, see “Securing Horizon” in the “Security and Preferences” chapter of the System Administration Guide.)
What kind of transaction was performed (fine payment, refund, waiver, fee amount change). Determined by the fee type block chosen when the transaction occurred. (For information about fee block types, see “Setting Up or Editing a Block Type” in the “Setting Up Blocks” section of the Circulation Setup Guide.)
When the transaction occurred. Determined by the computer’s operating system date and time.
Which cash drawer, workstation, department, and location that the transaction took place at. Determined by the workstation parameters and location ID specified at the workstation. (For information about identifying where the transaction took place, see Setting Workstation Parameters to Track Payments.)
When the block was incurred, in what amount, and against which borrower. Determined by the computer’s operating system date and user entry, and the borrower record.
Whatever information you want to include about any payment made, including a description of the transaction, the form of payment, check number (if applicable), and amount. Determined by user entry.

You can view the information in the log, but Horizon recommends that you use a third‑party report generator to create more detailed reports. (For instructions, see your third-party reporting tool’s user’s guide.)

To access cash transaction statistics

Open the fee_payment_log (Fee Log for Cash Mgmt.) view in the Table Editor. (For instructions, see Opening a View in the Table Editor Process.)

Here is an example of the Payment History list window:

You can display these fields as columns in the list window:

Date that the fee transaction occurred.
Department where the transaction occurred.
Payment type made, such as credit adjustment, refund, payment, and additional types that you have set up.
Fee type block that the transaction is for (fine, fee, lost, and so forth).
Total amount of block.
Description of the transaction.
Borrower number for which the transaction was made (taken from the borrower record).
Payment number that Horizon assigns to the transaction.
Location at which the transaction occurred.
Time that the transaction was made.
Cash Drawer ID from which the transaction was made.
Workstation ID (workstation at which the transaction was made).
User who conducted the transaction (determined by logon ID).
Check number, if paid by check.
Amount paid, refunded, waived, adjusted, and so forth.
Reference number Horizon assigns to the block.
Order number Horizon assigns to the block.
Date the fee type block was incurred.

 


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