Sara Juel
Articles
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Generating Billing Invoices
To generate invoices, log on to the Billing Manager and choose the module for which you wish to generate invoices. If you are not already on the Non-Invoiced tab, select that tab at the top of the...
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Adding User Billing Accounts
You can add billing accounts for a customer from their User form. This will enable charges to be added to any requests for that customer if you bill for Borrowing or Document Delivery requests. Thi...
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Tracking Invoice of Received Items
You can use the Invoice tab on the Request form to record details of the paper invoice you receive from the lending institution for the requested item. This invoice tab serves as a storage/reminde...
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Billing Manager Reports
The Reports tab on the main Billing Manager form displays the available Billing Manager reports for the selected module. From here, you can run the various reports available to you as a part of th...
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Going Live with the Billing Manager
When you have sufficiently tested the Billing Manger and you feel confident enough with it to go live with Billing Manager billing, you can do so using the Database Manager tool. Open the Database...
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Adding Lending Requests Manually
You can add Lending requests manually for any borrowing library by opening their address record and clicking Add Request. From the ILLiad main screen, search for the address you want to add a requ...
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Adding Delivery Locations
Within ILLiad, you have the option to add delivery locations in addition to your main processing location. These locations may include other libraries or buildings within your library system that ...
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ILLiad Server Installation for a Multiple Server System
These instructions are intended for those institutions that wish to install the ILLiad SQL Server, the ILLiad Web Server, and the File/Print server separately. Unless you wish to set up your syst...
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Responding to Renewal Requests
Upon importing, ILLiad will attempt to match any downloaded Renewal Request records with transactions already in the system. Once in ILLiad, Renewal requests are automatically set to a status of A...
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Recalling Checked Out Materials
Items lent through ILL may at times need to be recalled by the lending institution. These recalls may come in several ways. Some possible means of receiving recall notices are as follows: The ite...