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Introduction This wizard steps you through creation of Notices of Arrears. Since most tax collectors send out more forceful letters as the arrears get older, you can create separate letter for each Arrears level and you must print them each separately. If you only want to send out notices to rolls with third year arrears, this will save you time. You can also change the report title at will. While this page breaks the
wizard down into 5 steps, if you have already selected your options, are happy with the existing letters, and have assigned letters to their proper Arrears level, then you can skip Steps 2 and 3. No matter what, you
will always begin at Step 1.
To get to step 2, you have to click on the Options button. Step 3 is accessible via the Notices button; however, if your options and notices have already been set up, you could just select an arrears level and click the Next button to go directly to Step 4.
It is important to note that if you select the third year arrears level, then the notices available will only contain rolls with third year Arrears. The second year arrears level will produce notices for
only rolls that have second year arrears, but not third year arrears. It follows that the first year option will generate a report with roll with first year arrears but not second or third. finally, the
Current option will make notices for rolls without Arrears.
The second option will determine whether or not you want registered properties to get a notice. If you select Yes, only registered properties that are in the range of roll numbers that you select in Step 3 and that match the arrears level chosen in step 1 will be printed. The third option will allow you to include rolls that have signed up for your Pre-Authorized Payment Plan. If you do not allow PAP, ignore this option.
The final option is there for your convenience. If you do not want property owners calling you or their Ward Councilor for receiving a letter reporting an outstanding amount of $0.82, then you
can put a limit here. If you choose a limit of 4, a rolls that owe exactly 4 dollars or less will not receive a letter. A. Adding, Editing, and Deleting Letters
This is the letter editor. You can add in as many different letters as you wish, but you can only assign one letter to each arrears level. To edit an existing letter, choose that letter by clicking on its name in the left pane then edit the body of that letter in the right pane. You can add a new letter by clicking the New button then typing in a name for the new letter; the Delete button will delete the letter currently selected in the left pane. Clicking the Assign button will open the window discussed in Section B for the currently selected letter.
Note: If no letters are selected in the left pane, as in the picture above, the first letter is showing and is the currently selected letter. B. Assigning Letter Arrears Level
Once on this screen, just choose the desired arrears level for which you want to send a Notices of Arrears with this currently selected letter at the bottom. You can also stop it from being put onto any Notice of Arrears by choosing Unassigned. You can only assign one letter to each Notice Assignment level. To set the Notice Assignment for another notice, you will have to go back to the Notice editor, select another letter from the list on the left, and click the Assign button again.
Clicking the Assign button always sends you back to the Notice Letter Editor. Once all letters have been entered and assigned, you can close the Notice Letter Editor using its Close button or
the x in the top right corner and proceed to Step 4.
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[Setup] [Billings] [Interest] [Notice] [Year End] [SAS Update] |
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