Use the following procedure to create a new financial transaction for a patron:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.

4.  In the Financial Transaction grid, click the  Transaction drop-down menu, and select New Payment. The New Transaction page is displayed.

5.  By default, the current patron’s ID number and name will be entered in the Patron ID and Patron Name fields, respectively. To select a different patron to associate with the payment, enter all or part of the patron’s last name or ID number in the Patron ID field and click  Search. 

6.  From the Account Name drop-down menu, select an account to associate with the transaction.

7.  From the Transaction Code drop-down menu, select a Transaction Code to associate with the transaction.

8.  Enter the amount of the transaction in the Amount field.

9.  From the Post drop-down menu, select one of the following options:

•     Immediately – This option posts the transaction immediately the transaction is saved. Once a transaction is posted, it may not be modified or deleted.

•     Specified Date – This option posts the transaction on a specified date, which can be a past date.

Select a date from the Post Date drop-down menu.

•     Unspecified Date – This option leaves the transaction unposted. Use this option if it is unclear whether the transaction is complete or correct. After the transaction is completed, the Post value can then be set to Immediately or Specified Date. At that point, the transaction will then be posted.

10. If necessary, use the Term drop-down menu to select a term to associate with the transaction. There are a few ways associating a term with a financial transaction can benefit users:

•     When applying payments through the Apply Financial Transaction batch function or task, the function only applies payments to charges which occurred in the same term. 

•     Using Advanced Find, transactions can be filtered by housing term. 

•     Some reports, such as the Totals by Transaction Type, Totals by Transaction Type-Detail, and Account Transaction List by Patron Name allow a user to select report information by term. 

11. If necessary, enter any other details about the transaction in the Comments field.

12. Click  Save. After saving, the transaction’s Transaction ID and Transaction Source fields will be auto-filled.

13. To exit the New Transaction page, click Cancel.

Alternatively, click  New to add a New Transaction , New Transfer, or New Payment.