Use PAPI to exclude student accounts from collections and overdue/billing notices

Hello All!

My library is using PAPI to load student data. Students within our system are never billed, so when new students are loaded we need to exclude them from overdue/billing notices and also exclude from collections.

Here is link to a screenshot of how each student’s preferences should be set:
LINK

I am hoping I am overlooking how to set these in the API documentation. There doesn’t seem to be an endpoint to set this.

Any input would be helpful! Very much hoping to use the API. Thank you!

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I had our developer @mfields confirm that “behind” the code PAPI uses there are no “hidden” PAPI options regarding updating those parts of the patron record.

I’d suggesting heading over to: https://ideas.iii.com/forums/951742-ils-polaris to request additional features be added to those PAPI patron create/update methods.

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Just a reminder for anyone else who excludes patrons from overdues/billing, that does mean you’ll need to find other ways to make their “long overdue” items lost in the system.

Another option might be setting these patrons to have a print notification method and then posting those notices withOUT printing them on a regular basis.

In your collection agency set up, you can exclude entire patron codes from being submitted to the collection agency, which would prevent the need to select that option on every patron record.

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I forgot, there is a new option regarding student import coming in Q2 2025 for Leap. I would suggest you make a comment here: https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/877-student-record-import to highlight the need for setting options like these on the patron account when importing.

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Thank you so much for your replies Wes!