Allow more fields in cash reports

[Steve Callender]

This is a wishlist item to add more fields to the Cash Reports.

Administration > Local Administration > Cash Reports currently only has the fields,

Cash Payment
Check Payment
Credit Card Payment
Debit Card Payment
Workstation

It would be helpful if this also included,
Billing Type
Billing Note

In general, there may even be some other fields that could be added to make the Cash Reports more useful so I wanted to at least open a request for those two.

[Millissa (millissam)]

This would be extremely helpful for us. So many steps would be saved for our reconciliation process.

[Terran McCanna (tmccanna)]

I rarely use the Cash Reports interface so I may not understand the request, but isn't the table shown in that interface only showing totals, not individual payment details? It's not clear to me how adding billing types and billing notes would be feasible, particularly when payments do not always have a 1:1 relationship to bills. (Ie, a single payment can be applied to multiple bills at once, or even multiple partial bills at once.)

I've always viewed Cash Reports as an easy way to make sure that the cash register's cash & check amounts match the cash register at the end of the day, but for anything more than that I use reports.

[Millissa (millissam)]

That makes sense that it is just totaling amounts.

Would love to have this outside of reports though to make it easier for front desk staff. At our library we don't need to just reconcile amounts but we also need to show what the money was taken in for. A lot of the staff doesn't have access (or doesn't have the desire) to run the full report.

Maybe it could just be the totals categorized by billing type? I'd be okay if it didn't show the individual amounts.

Just some thoughts.

[Jeff Godin (jgodin)]

I think that much of the work that's required to make this happen depends on (at least) bug 1174498, which I intend to take another look at.