MSI Parking Tickets Version 4.0

Size: px
Start display at page:

Download "MSI Parking Tickets Version 4.0"

Transcription

1 MSI Parking Tickets Version 4.0 User s Guide Municipal Software, Inc W. Winchester Road, Ste 209 Libertyville, IL Phone: (847) Fax: (847) Contents are the exclusive property of Municipal Software, Inc. Copyright All Rights Reserved.

2 TABLE OF CONTENTS PARKING TICKETS LOGON SCREEN PARKING TICKETS SYSTEM MAIN MENU TICKETS TICKET ENTRY NOTICE PROCESSING RECEIPTS ENTER CASH RECEIPTS LIST CASH RECEIPTS PRINT DISTRIBUTION JOURNAL POST TO GENERAL LEDGER UPDATE CASH RECEIPTS INQUIRY REPORTS PARKING TICKETS REPORT AGED RECEIVABLES REPORT MAINTENANCE LICENSE PLATE MAINTENANCE VIOLATION CODES VEHICLE TYPE CODES LOCATION CODES STATUS CODES VEHICLE MAKE CODES VEHICLE MODEL CODES VEHICLE COLOR CODES OFFICER CODES USER DEFINED CODES FEE SCHEDULE CODES SUPPORT SYSTEM DEFAULTS PARKING TICKET PURGE CREATE ASCLL FILE HELP MENU...54 APPENDIX A REPORTS...55 AGED RECEIVABLE REPORT WITH AN ISSUE DATE RANGE AND VIOLATION CODES...55 AGED RECEIVABLE REPORT WITH A TICKET NUMBER RANGE...56 PARKING TICKET REPORT WITH AN ISSUE DATE RANGE AND VIOLATION CODES...57 PARKING TICKET REPORT WITH A TICKET NUMBER RANGE

3 PARKING TICKETS LOGON SCREEN Enter your assigned password and click OK. Note: Based on the access rights attached to your password, different menu levels will be made available to you. This icon denotes that the information following the phrase The idea is... provides the user with an explanation of the logic the system uses during processing. If there are parameters that need to be met for the system to function appropriately, they will be stated in this explanation. It is designed as a supplement to the instructional information contained in this user guide in order to give the user greater insight into the operations that are running in the background while they are performing specific operations. 3

4 0.00 PARKING TICKETS SYSTEM MAIN MENU This is the main menu for the MSI Parking Tickets System. You can access each option in the system here and all processing begins with this toolbar. The following options are available: File This option exits processing from the MSI-Parking Tickets System and returns you to your desktop. Tickets This option is used to enter Ticket information, including License Plate Information, Violation Information, Vehicle & Owner Information, Ticket Status, Notice Information, Court Information and Financial Information. Receipts 4

5 This option is used to process all cash receipt entries. It allows you to make cash receipt entries, print a listing of those entries, post the receipts to the General Ledger and update the receipts to the Parking Tickets balance(s). Inquiry This menu is used to make inquiries into the parking ticket data. It allows you to view the ticket information, but no changes can be made to it within the inquiry screen. Reports This menu option lists the printed reports available in the MSI Parking Ticket system. Maintenance All codes used throughout the MSI Parking Ticket System are entered and maintained here. Support This option is used to set system defaults, purge obsolete parking ticket information, and create an ASCll File to send output to a collection company. Help This section offers different methods of contacting Municipal Software, Inc. and contains important program information. System Icons This icon will save the information that currently displays on screen. This icon will allow the user to enter a new record. It cancels the current changes and brings the screen back to its original appearance. This icon will allow the user to delete the current entry. This icon will allow the user to exit the screen in which they are currently working, and return to the previous program or the main menu. This icon provides the user with information needed to contact the MSI support staff. It also provides a form that can be printed and faxed to MSI customer support. This icon appears in the toolbar when a printed report of the on-screen information is available to the user. Clicking on the icon brings up the user s print dialog box. This icon appears on the screen to the right of those fields that allow look up access to valid entries. Refer to page 10 for an explanation of a look up box. By selecting the multi page icon located on the toolbar at the top of Ticket Entry Screen 1, the user will be taken to Ticket Entry Screen 2. 5

6 1.00 TICKETS WHAT ARE TICKETS? From the Tickets menu, you can enter parking ticket information and print notices for overdue parking tickets. HOW DO I ENTER A TICKET? From the MSI Parking Tickets System Main Menu click Tickets, then select Ticket Entry from the drop down list. This will take you to the Ticket Entry Screen TICKET ENTRY TICKET ENTRY SCREEN 1 The following fields are used in Ticket Entry Screen 1. After each field is input, press tab to accept the information and proceed to the next field. 6

7 ENTRY Ticket # Enter the ticket number from the hard copy of the parking ticket, or use the binocular icon to the right of the field to look up a previously entered parking ticket. Plate # This field identifies the license plate number of the vehicle for which the violation has been issued, and is entered from the hard copy of the parking ticket. Plate State This field identifies the license plate state of the vehicle for which the violation has been issued, and is entered from the hard copy of the parking ticket. If the license plate number has already been set up in license plate maintenance, this information will automatically populate. Plate Mo/Yr This field identifies the license plate month and year of the vehicle for which the violation has been issued, and is manually entered from the hard copy of the parking ticket. If the license plate number has already been set up in license plate maintenance, this information will automatically populate. Sticker # This field identifies the sticker number of the vehicle for which the violation has been issued, and is manually entered from the hard copy of the parking ticket. If the license plate number has already been set up in license plate maintenance, this information will automatically populate. Sticker Year This field identifies the sticker year of the vehicle for which the violation has been issued, and is manually entered from the hard copy of the parking ticket. If the license plate number has already been set up in license plate maintenance, this information will automatically populate. In City? This field identifies whether the vehicle for which the parking ticket was issued is registered with the municipality in which the ticket was issued. This information is manually entered from the hard copy of the parking ticket. VIOLATION INFORMATION Issue Date From the hard copy of the parking ticket, enter the issue date of the ticket. Time From the hard copy of the parking ticket, enter the time the ticket was issued. Officer From the hard copy of the parking ticket, enter the name of the officer who issued the ticket. Clicking on the binocular icon to the right of the field will provide a look up of available officer codes. Location Enter the location where the violation listed on the parking ticket occurred. Clicking on the binocular icon to the right of the field will provide a look up of available location codes. 7

8 Violation(s) Enter a description of the violation for which the parking ticket was issued. The binocular icon to the right of the violation code field will provide a look-up of predefined violations that have been set up in the system. Violation Fee(s) The fee associated with the parking violation will populate from the violation codes entered above. Due Date From the hard copy of the parking ticket, enter the date on which the fee is due. VEHICLE DESCRIPTION & OWNER INFORMATION If the MSI Vehicle Licensing system is installed, any plate number entered in the MSI Parking Tickets system will search for a match in the MSI Vehicle License system and the following fields will automatically populate. Type Enter the type of vehicle for which the ticket was issued. A look up is available by clicking on the binocular icon to the right of the field. Make Enter the make of the vehicle for which the ticket was issued. A look up is available by clicking on the binocular icon to the right of the field. Model Enter the model of the vehicle for which the ticket was issued. A look up is available by clicking on the binocular icon to the right of the field. Color Enter the color of the vehicle for which the ticket was issued. A look up is available by clicking on the binocular icon to the right of the field. Additional Use this field to enter additional information concerning the vehicle and/or owner to whom the ticket was issued. This field is limited to 30 characters. DL # Enter the Driver s License Number of the person to whom the vehicle receiving the parking ticket is licensed. Name (L) Enter the last name of the person to whom the vehicle receiving the parking ticket is registered. Name (F) Enter the first name of the person to whom the vehicle receiving the parking ticket is registered. Address Enter the address of the person to whom the vehicle receiving the parking ticket is registered. 8

9 City Enter the city in which the person receiving the parking ticket resides. State Enter the state in which the person receiving the parking ticket resides. Zip Code Enter the zip code of the person receiving the parking ticket. Birth Enter the date of birth of the person receiving the parking ticket. When the user wishes to save what has been entered or modified, simply click the OK button. This will save the information and allow entry of the next ticket. If all tickets have been entered, the user can click the Exit button to exit the Ticket Entry screen. OK will save the ticket information that has been entered & refresh the screen. Cancel will clear what has been entered and allow re-entry. Delete will delete the displayed parking ticket. Exit will exit the user from the program option and save the data entered. 9

10 Parking Ticket Entry Field Properties Field Name Required? Default Look Up Source Available ENTRY Ticket # Yes No Yes Screen Entry Plate # Yes No Yes Screen Entry Plate State No No No Screen Entry Plate Mo/Yr No No No Screen Entry Sticker # No No No Screen Entry Sticker Yr No No No Screen Entry In City? No No No Screen Entry VIOLATION INFO Issue Dt No No No Screen Entry Time No No No Screen Entry Officer No No Yes Officer Codes Location No No Yes Location Code Table Violation No No Yes Violation Code Table Violation Fee No No No Screen Entry Due Date No No No Screen Entry VEHICLE/OWNER INFORMATION Type No No Yes Type Code Table Make No No Yes Make Code Table Model No No Yes Model Code Table Color No No Yes Color Code Table Additional No No No Screen Entry DL # No No No Screen Entry Name (L) No No No Screen Entry Name (F) No No No Screen Entry Address No No No Screen Entry City No No No Screen Entry State No No No Screen Entry Zip Code No No No Screen Entry Birth No No No Screen Entry 10

11 Look up Boxes If the binocular icon appears to the right of any field, clicking on it will allow the user look up access to valid entries. The look up box that appears once the user clicks the binocular icon also allows the user to click on any of the non-italicized headings to sort the entries by that field. 11

12 TICKET ENTRY SCREEN 2 The following fields are used in Ticket Entry Screen 2. After each field is input, press tab to accept the information and proceed to the next field. ENTRY Ticket # Enter the ticket number that is located on the hard copy of the parking ticket. Plate # Enter the plate number from the hard copy of the parking ticket. Issue Date Enter the issue date of the parking ticket. Owner Name Enter the owner name of the vehicle to which the parking ticket was issued. Ticket Status Enter the status of the parking ticket, typically Open or Closed, based on whether the fine associated with the violation has been paid. 12

13 Ticket Comments This field provides the user an option to enter free form comments of up to 40 characters per line regarding this particular parking ticket. 1 st Notice Date This date automatically populates once a first notice is generated via the Notice Processing function under the Tickets submenu. 2 nd Notice Date This date automatically populates once a second notice is generated via the Notice Processing function under the Tickets submenu. 3 rd Notice Date This date automatically populates once a third notice is generated via the Notice Processing function under the Tickets submenu. Sent to Collection This is the date this ticket was sent to a collection agency for collection. Court Date Enter the court date from the parking ticket. Court Time Enter the court time from the parking ticket. FINANCIAL DATA Violation Fee(s) This field will automatically populate based on the violation codes entered on screen 1 of parking ticket entry. Penalty Amount This field will automatically populate based on your predetermined fee schedules, which are defined under the maintenance menu. However, this field can also be manually adjusted. Court Fees Enter any additional court fees associated with the parking ticket. Balance Paid This field automatically populates as payments are applied in the cash receipts menu of the system. Last Payment Date This field automatically populates as payments are applied in the cash receipts menu of the system. Balance Due This field will automatically populate based on the payments entered against this particular parking ticket. 13

14 1.20 NOTICE PROCESSING WHAT IS A NOTICE? A notice can be generated for those parking tickets that have not been paid and are considered past due. A penalty can be added at the creation of either the first, second, or third notice. HOW DO I PROCESS A NOTICE? From the MSI Parking Tickets System Main Menu click Tickets, then select Notice Processing from the drop down list. Doing so will provide you with the following drop down menu: 14

15 CREATE NOTICE WORKFILE From the choices listed, select the Type of Notice being created. The choices are 1 st Notices, 2 nd Notices, or 3 rd Notices. Enter the date of the notice run in the Notice Date and then click OK. The idea is... in order for a ticket to be included in the notice run 1. The balance on the ticket cannot be zero. 2. The due date on the ticket cannot be greater than the notice date entered on the screen. 3. If running 1 st notices, the 1 st notice date on the ticket has to be blank. 4. If running 2 nd notices, the 2 nd notice date on the ticket has to be blank or the 1 st notice date on the ticket cannot be blank. 5. If running 3 rd notices, the 3 rd notice date on the ticket has to be blank or the 2 nd notice date on the ticket cannot be blank. 6. The program then calculates the number of days it is between the due date on the ticket and the notice date entered on the screen. 7. If running 1 st notices, when the number of days between the due date on the ticket and the notice date entered on the screen is less than the number of days for 1 st notices stored on the 15

16 fee schedule for the fee code on the ticket, then the penalty amount is applied and the ticket is added to the notice file. 8. If running 2 nd notices, when the number of days between the due date on the ticket and the notice date entered on the screen is less than the number of days for 2 nd notices stored on the fee schedule for the fee code on the ticket, then the penalty amount is applied and the ticket is added to the notice file.. 9. If running 3 rd notices, when the number of days between the due date on the ticket and the notice date entered on the screen is less than the number of days for 3 rd notices stored on the fee schedule for the fee code on the ticket, then the penalty amount is applied and the ticket is added to the notice file. PRINT TICKETS TO RECEIVE NOTICES Selecting this option from the Notice Processing drop down menu will bring you to the following screen: Select OK to print a report of overdue tickets and the penalties they will receive. 16

17 REMOVE TICKETS FROM NOTICE FILE Selecting this option from the Notice Processing drop down menu will bring you to the following screen: In the Ticket field, enter the number assigned to the ticket you wish to remove from the Notice Workfile. The balance of the information on this screen will populate based on the ticket number entered. Click OK to remove the ticket from the notice run. PRINT NOTICES The Print Notices menu provides you with three choices for which you can print notices: 17

18 When First Notices are printed, the notice will read LATE NOTICE. When Second Notices are printed, the notice will read SECOND NOTICE. When Third Notices are printed the notice will read THIRD NOTICE. Select the appropriate option to print notices for mailing to late paying offenders. The screens for Printing 1 st, 2 nd, and 3 rd Notices are identical to the below screen, except the Title Bar will read differently: The Heading and Message fields are user definable. The Heading will print at the top of the notice; the Message will print in the footer. Both fields are entered once and thereafter will automatically populate unless the user chooses to enter a new heading and/or message. Click OK to print the notices. 18

19 UPDATE NOTICES Selecting the Update Notices option allows the user to add the penalties to the outstanding tickets and update the ticket status. Selecting the Update Notices option brings the user to the following screen: If the tickets in this notice run should be updated with a new status code, enter the appropriate code in the designated field. This code will be applied to all the tickets in the workfile once the update process is completed. Click OK to add the penalties to the outstanding tickets and update the ticket status 19

20 2.00 RECEIPTS This option is used to process all cash receipt entries. It allows the user to make cash receipt entries, print a listing of those entries, post the receipts to the General Ledger, and update cash receipts to reflect payments to the Parking Ticket system. The following menu options are available: Cash Receipts Entry This program allows the user to manually enter payments received for parking ticket violations. These payments are entered in a batch to identify the grouping of receipts. List Cash Receipts This option prints a batch of payments that have been entered but not yet updated to the customer accounts. This print out can be requested for all open batches or for a specific batch. Print Distribution Journal This option prints a distribution journal of payment activity based on batch numbers as it relates to the MSI-General Ledger. Post to General Ledger This option posts the contents of the Distribution Journal to the MSI-General Ledger. Update Cash Receipts This option applies the payments (by batch number) to the parking ticket account balances. Until this option is selected, the payment amounts entered will not appear in the Ticket Inquiry or Ticket Entry screens, or on the printed reports. 20

21 2.10 ENTER CASH RECEIPTS WHAT IS CASH RECEIPT ENTRY? This program is used to enter cash receipts to record the payments made against parking tickets. HOW DO I ENTER A CASH RECEIPT? From the Parking Tickets System Main Menu click Receipts then select Cash Receipt Entry. The following fields are used to enter a cash receipt. After each field is input press tab to accept the information and proceed to the next field for entry. CASH RECEIPTS SUMMARY Batch # This is a unique number used to identify a batch of payments. The suggested format of the number is in the date format YYMMDD. This format allows for an easier look up on a batch using the binoculars. 21

22 Paid Date This is the date the cash is received. This date defaults to the PC s system date, but can be modified. Control Total This is a reference total of all receipts in the batch. The control total must match the total receipts in the batch or the following error message will display. CASH RECEIPTS DETAIL Entry # The entry number is a numeric listing of the receipt detail. Ticket # Enter the Ticket Number of the violation for which payment is being made. Click the binoculars for a look up box. Plate # This field lists Plate Number of the vehicle to which the parking ticket was issued. This field will automatically populate once the ticket number is entered. State Once the Ticket Number is entered, the state will automatically populate into the State field. Name Once the Ticket Number is entered, the Name will automatically populate into the Name field. Amount Once the Plate Number is entered, the amount owed will populate into this field. The payment amount can be modified by highlighting the field and keying in the new dollar amount. If the cash amount entered is less than the fee for the parking ticket, a warning message will display notifying the user that the amount tendered is less than the balance due : 22

23 When the user clicks OK, the screen will ask if the user wishes to write off the remainder of the balance: Selecting Yes will change the status code that displays on Ticket Entry screen 2 to the Write Off ticket status code specified in System Defaults. This notifies the parking ticket system that the dollar balance remaining on the parking ticket will be written off. Click to add receipt detail to a batch. Click to remove receipt detail from a batch. Total The total is the sum of the receipts entered. The Total must match the Control Total before processing can continue. 23

24 2.20 LIST CASH RECEIPTS WHAT IS LIST CASH RECEIPTS? This program is used to print a listing of cash receipts entered into a batch of receipts. HOW DO I LIST CASH RECEIPTS? From the Parking Ticket System Main Menu click Receipts then select List Cash Receipts. The following fields are used to print an open cash receipt batches detail. After each field is input press tab to accept the information and proceed to the next field for entry. All Open Cash Receipts Batches Select this radio button with a mouse click to print a report of all open batches. Cash Receipts for a specific Batch Select this radio button with a mouse click and enter in the specific batch number to print a report reflecting the receipt detail of the specified batch. 24

25 2.30 PRINT DISTRIBUTION JOURNAL WHAT IS PRINT DISTRIBUTION JOURNAL? This program is used to print the cash receipt activity to be posted to the General Ledger. It also creates the work file that is used in the next step, Post to the General Ledger. HOW DO I PRINT THE DISTRIBUTION JOURNAL? From the Parking Ticket System Main Menu click Receipts and select Print Distribution Journal. The following fields are used to print a Distribution Journal. After each field is input press tab to accept the information and proceed to the next field for entry. Batch Number Enter the number of the cash batch to print the distribution journal. A cash batch number is required. Click the binoculars for a list of the cash batches. Entry Date The entry date of the cash batch defaults into this field. It can not be changed. It is the date when the receipts were entered into the cash batch. 25

26 Journal Number This is the name of the journal that will post to the General Ledger. The Parking Ticket journal will always begin with PK. The suggested date format for the journal name is YYMMDD. Journal Date: Defaults to the current computer calendar date. It is the date that the journal is created. Accounting Period Identifies the General Ledger accounting period to which the journal will be posted. Fiscal Year: Identifies the General Ledger fiscal year to which the journal will be posted POST TO GENERAL LEDGER WHAT IS POST TO GENERAL LEDGER? This program is used to post the distribution journal to the General Ledger. HOW DO I POST TO GENERAL LEDGER? From the Parking Ticket System Main Menu click Receipts and select Post to General Ledger. 26

27 Note: The first 6 fields will populate with the data that was keyed in when printing the Distribution Journal. Post Summary Information? Enter a Y to post a summary journal (one entry for the net amount posted to a given General Ledger account number). If you want to post a detail journal (a line for each cash receipt), then enter a N in this box. Print the Posted Journal? This option will print a report which shows how the data posted to the General Ledger. MSI recommends that this option is always taken and compared to the Distribution Journal to insure that there were no issues encountered during the Post. To print the posted journal enter a Y, otherwise enter a N. 27

28 2.50 UPDATE CASH RECEIPTS WHAT IS UPDATE CASH RECEIPTS? This program is used to update the cash receipts to reflect the payments collected against parking tickets. HOW DO I UPDATE CASH RECEIPTS? From the MSI Parking Ticket System Main Menu click Receipts and select Update Cash Receipts. The following options are available: All Open Cash Receipt Batches This option will update all receipts in all batches that have not previously been updated. Cash Receipts for a specific Batch This option allows you to enter the specific batch that you want to update. Click the binoculars for a list of all open batches in the database. 28

29 3.00 INQUIRY WHAT IS INQUIRY? Inquiry allows you to display the parking ticket detail, but does not allow you to edit the information. HOW DO I ENTER AN INQUIRY? From the Parking Ticket System Main Menu click Inquiry, then select Ticket Inquiry. The following fields are available in Parking Ticket Inquiry: Select the parameters of your inquiry from the options provided, and then click the OK button at the bottom of the screen to display the results of your inquiry. 29

30 Selection The upper portion of the Selection box enables the user to select the order in which they would like the inquiry to display. The sort order choices are: Ticket Number, Plate Number, Name, or Address. There is also a check box that will allow the user to narrow the range of his/her order selection by entering a range for the selected order. Once that box is checked, two fields will appear for the user to narrow the range of his/her order by entering specific range criteria. The bottom portion of the Selection box enables the user to enter additional criteria for the inquiry. The options are: range of dates, by specified codes, or only tickets with a balance due. If inquiring by specified codes, the user can enter up to 10 codes per checkbox. Once the criteria are selected and the user clicks OK, a Currently Processing box will appear at the bottom of the screen. This box displays the sequential processing of ticket numbers as the system completes the inquiry. INQUIRY DISPLAY (RESULTS): When results are displayed, simply double-click on any ticket line to view the details of the ticket. 30

31 4.00 REPORTS WHAT ARE REPORTS? The Reports menu allows you to print reports within the Parking Ticket system. HOW DO I CREATE REPORTS? From the MSI Parking Ticket System Main Menu click Reports, then select from one of the available options: 31

32 4.10 PARKING TICKETS REPORT WHAT IS THE PARKING TICKETS REPORT? This option prints a listing of the Parking Ticket detail. HOW DO I PRINT A PARKING TICKETS REPORT? From the Parking Ticket System Main Menu click Reports, and then select Parking Tickets. Selection The upper portion of the Selection box enables the user to select the order in which they would like the report to display. The sort order choices are: Ticket Number, Plate Number, Owner s Last Name, or Owner Address. There is also a check box that will allow the user to narrow the range of his/her order selection by entering a range for the selected order. Once that box is checked, two fields will appear for the user to narrow the range of his/her order by entering specific range criteria. The bottom portion of the Selection box enables the user to enter additional criteria for the report. The options are: range of issued dates, range of notice dates, or by specified codes. If running the report by specified codes, the user can enter up to 10 codes per checkbox. Refer to Appendix A for samples of parking ticket reports. 32

33 4.20 AGED RECEIVABLES REPORT WHAT IS THE AGED RECEIVABLES REPORT? This option prints a report of all outstanding receivables that fall outside of the due date specified on ticket entry screen 1. This report reflects the number of days past due for each ticket in 30 day increments. HOW DO I PRINT AN AGED RECEIVABLES REPORT? From the Parking Ticket System Main Menu click Reports and select Aged Receivables. Selection The upper portion of the Selection box enables the user to select the order in which they would like the report to display. The sort order choices are: Ticket Number, Plate Number, or Owner s Last Name. There is also a check box that will allow the user to narrow the range of his/her order selection by entering a range for the selected order. Once that box is checked, two fields will appear for the user to narrow the range of his/her order by entering specific range criteria. The bottom portion of the Selection box enables the user to enter additional criteria for the report. The options are: range of issued dates, or by specified codes. If running the report by specified codes, the user can enter up to 10 codes per checkbox. Refer to Appendix A for samples of aged receivables reports. 33

34 5.00 MAINTENANCE WHAT IS MAINTENANCE? The Maintenance menu allows the user to define codes used by the MSI Parking Ticket system. HOW DO I ENTER MAINTENANCE? From the Parking Ticket System Main Menu, click Maintenance. 34

35 5.01 LICENSE PLATE MAINTENANCE WHAT IS LICENSE PLATE MAINTENANCE? This option allows you to maintain owner and vehicle information associated with a particular license plate number within the parking ticket system. HOW DO I ENTER LICENSE PLATE MAINTENANCE? From the MSI Parking Tickets System Main Menu click Maintenance and select License Plate Maintenance. LICENSE PLATE MAINTENANCE The following fields are used to maintain license plate information. After each field is input, press tab to accept the information and proceed to the next field. ENTRY Number Enter the vehicle s license plate number 35

36 Plate Month/Year Enter the month and year in which the license plate sticker expires. Sticker Year Enter the year the municipality s issued sticker expires, which is listed on the sticker in the front window. State Enter the State in which the license plate was issued. Sticker Number Enter the sticker number of the vehicle. Sticker in City Enter Y (Y)es or N (N)o to flag whether the vehicle owner resides within the municipality in which the ticket was issued. Owner Last Name Enter the last name of the vehicle s owner. Owner First Name Enter the first name of the vehicle s owner. Owner Address Enter the address of the vehicle s owner. City Enter the city in which the vehicle s owner resides. 36

37 5.02 VIOLATION CODES WHAT ARE VIOLATION CODES? A violation code is a code assigned to a violation of a municipal parking ordinance. HOW DO I ENTER VIOLATION CODES? From the MSI Parking Tickets System Main Menu click Maintenance, then select Violation Codes from the drop down menu. This selection will bring the user to the Violation Code Maintenance screen. VIOLATION CODE MAINTENANCE Code Enter the violation code which the user would like to maintain, or use the binocular icon to look up an existing violation code. 37

38 Description Enter a written description of the code violation. Ordinance Number Enter the ordinance number associated with this particular violation code. Ordinance Section Enter the ordinance section number associated with this particular violation code. Fee Schedule Code Enter the fee assigned to this particular violation code. Fee Revenue Acct Enter the general ledger revenue account number that is assigned to this particular violation code. Penalty Revenue Acct Enter the general ledger penalty revenue account number that is assigned to this particular violation code. This account number may be the same as the fee revenue account number above. 38

39 5.03 VEHICLE TYPE CODES WHAT ARE VEHICLE TYPE CODES? Vehicle Type Codes are assigned to a vehicle and designate the type of vehicle it is. HOW DO I ENTER VEHICLE TYPE CODES? From the MSI Parking Tickets System Main Menu click Maintenance, then select Vehicle Type Codes from the drop down menu. This selection will bring the user to the Vehicle Type Code Maintenance screen. VEHICLE TYPE CODE MAINTENANCE Type Code- The type code is a 3-position alpha/numeric code assigned to a particular type of vehicle. Description- This field is a written description of the specified type code. 39

40 5.04 LOCATION CODES WHAT IS A LOCATION CODE? The location code specifies the location where the parking violation occurred. HOW DO I ENTER A LOCATION CODE? From the MSI Parking Ticket System Main Menu click Maintenance and select Location Codes from the drop down menu. LOCATION CODES Location Code- The location code is a 3 position alpha/numeric code that designates the location at which the parking ticket violation occurred. Description- This field is a written description of the specified location code. 40

41 5.05 STATUS CODES WHAT IS A STATUS CODE? A status code is a code assigned to designate the status of a parking ticket violation. Typically, this code is O for Open or C for Closed or a code for Sent to Collection, based on whether the fine associated with the violation has been paid. HOW DO I ENTER A STATUS CODE? From the MSI Parking Ticket System Main Menu click Maintenance and select Status Codes from the drop down menu. STATUS CODES Status Code- The status code is a code assigned to reflect the status of a particular parking ticket based on whether the fine associated with the violation has been paid. Typically, O indicates a status of Open and C indicates a status of Closed. This field is user defined and accommodates up to a 3 digit alpha/numeric code. Description- This field is a written description of the specified status code. Open Status?- Enter Y (Yes) or N (No) if the status code is affiliated with a status of open. This is important for notice processing and applying late fees. 41

42 5.06 VEHICLE MAKE CODES WHAT IS A VEHICLE MAKE CODE? A vehicle make code is a code that specifies the make of a vehicle. HOW DO I ENTER VEHICLE MAKE CODES? From the MSI Parking Ticket System Main Menu click Maintenance and select Vehicle Make Codes. VEHICLE MAKE CODES Make Code- The make code is a code that specifies the make of a vehicle. This field is user defined and accommodates up to a 4 position alpha/numeric code. Description- A written description of the specified make code. 42

43 5.07 VEHICLE MODEL CODES WHAT IS A VEHICLE MODEL CODE? A vehicle model code is a code which specifies the model of a vehicle. HOW DO I ENTER VEHICLE MODEL CODES? From the MSI Parking Ticket System Main Menu click Maintenance and select Vehicle Model Codes. VEHICLE MODEL CODES Model Code- The model codes is a code that specifies the model of a vehicle. This field is user defined and accommodates up to a 4 position alpha/numeric code. Description- A written description of the specified model code. 43

44 5.08 VEHICLE COLOR CODES WHAT IS A VEHICLE COLOR CODE? A vehicle color code is a code that specifies the color of a vehicle. HOW DO I ENTER VEHICLE COLOR CODES? From the MSI Parking Ticket System Main Menu click Maintenance and select Vehicle Color Codes. VEHICLE COLOR CODES Model Code- The color code is a code that specifies the color of a vehicle. This field is user defined and accommodates up to a 4 position alpha/numeric code. Description- A written description of the specified color code. 44

45 5.09 OFFICER CODES WHAT IS AN OFFICER CODE? An officer code is a code that specifies the officer that issued the parking ticket. HOW DO I ENTER OFFICER CODES? From the MSI Parking Ticket System Main Menu click Maintenance and select Officer Codes. OFFICER CODES Officer Code- The officer code specifies the officer who issued the parking ticket. This field is user defined and accommodates up to a 3 position alpha/numeric code. Description- A written description of the specified officer code. Star Number- This is the star number of the officer who issued the ticket. This field accommodates up to an 8 position alpha/numeric code. 45

46 5.10 USER DEFINED CODES WHAT IS A USER DEFINED CODE? A user defined code is a code which is set up by the user. This code can be used to identify any miscellaneous information the user wants to apply to a ticket, which can then be used to generate a report or inquiry. HOW DO I ENTER USER DEFINED CODES? From the Parking Ticket System Main Menu click Maintenance and select User Defined Codes. USER DEFINED CODES User Defined Code- A user defined code is any code that has been defined by the user. Description- A written description of the specified user defined code. 46

47 5.11 FEE SCHEDULE CODES WHAT IS A FEE SCHEDULE CODE? A fee schedule code is a code that corresponds to the fee schedule assigned to a particular parking ticket violation. A fee schedule defines the fees for a parking ticket violation as well as the late notice penalties. HOW DO I ENTER FEE SCHEDULE CODES? From the MSI Parking Ticket System Main Menu click Maintenance and select Fee Schedule Codes. FEE SCHEDULE CODES ENTRY Fee Schedule Code- A fee schedule code is a 3 position alpha/numeric code that corresponds to the fee schedule assigned to a specific parking ticket violation. Description- A written description of the specified fee schedule code. 47

48 Fee Amount- The fee amount is the fee associated with a specific parking ticket violation. This amount will populate the violation fee field on screen 1 of parking ticket entry. PENALTY SCHEDULE 1 st Notice- The user defines the number of days past due upon which the 1 st notice is sent out, as well as the penalty amount assigned to the first notice for late payments. 2 nd Notice- The user defines the number of days past due upon which the 2 nd notice is sent out, as well as the penalty amount assigned to the second notice for late payments. 3 rd Notice- The user defines the number of days past due upon which the 3 rd notice is sent out, as well as the penalty amount assigned to the third notice for late payments SUPPORT WHAT IS SUPPORT? The Support menu allows the user to perform operations that are used infrequently or at the initial set up of the system for instance System Defaults or Parking Ticket Purge. HOW DO I ENTER SUPPORT? From the Parking Ticket System Main Menu, click Support. 48

49 6.10 SYSTEM DEFAULTS WHAT ARE SYSTEM DEFAULTS? System defaults are used to identify and define the fields within the parking ticket system that will automatically default if no information is entered. This data is entered during the installation of the system, and typically will not require any further modifications. NOTE: Modifying this data will directly affect the processing of the system. Consult your MSI representative if you have any questions regarding the ways in which changing your system defaults may affect the processing of your system. ENTRY City- Enter in the Municipality s City or Village name. When keying in a new parking ticket, the City field in Parking Ticket Maintenance will populate with the value from this field. State- Enter the Municipality s State abbreviation (i.e. IL, WI, or MN). When keying in a new parking ticket, the State field in Parking Ticket Maintenance will populate with the value from this field. 49

50 Zip Code- Enter the Municipality s Zip Code. When keying in a new parking ticket, the Zip Code field in Parking Ticket Maintenance will populate with the value from this field. New Ticket Status- When keying in a new parking ticket, the Ticket Status field in Parking Ticket Entry, Screen 2 will populate with the value from this field. Paid Ticket Status- When a payment is updated for a parking ticket violation, the Ticket Status field will default to the value from this field. Write Off Ticket Status- When a payment is made against a parking ticket that is less than the fee amount, the ticket is given a Write Off status. See Cash Receipt Entry on page 31 of this manual for additional information on write off ticket status. Court Fee Acct #- This defines the General Ledger account number to which the fee collected for court fees will be applied. Process Notices in Enter T for Ticket Order or P for Plate Order to define the order in which notices will be processed. 50

51 6.20 PARKING TICKET PURGE WHAT IS PARKING TICKET PURGE? The Parking Ticket Purge option allows the user to remove parking ticket records from the system based upon user defined selection criteria. HOW DO I PERFORM A PARKING TICKET PURGE? From the MSI Parking Ticket System Main Menu click Support and select Parking Ticket Purge. PARKING TICKET PURGE SELECTION Radio Buttons- The radio buttons at the top of the Selection box allow the user to choose one of the following purge options: Purge by Issue Date Purge by Last Paid Purge by Sort-to-Collection Date Purge by Court Date 51

52 Enter Date Range to Use- The middle section of the Selection box asks the user to enter a date range (mm/dd/yy) to use for the purge. The system will scan the database for all records that fall between the Beginning Date and Ending Date entered by the user. The system will purge all records between the beginning and ending dates specified as long as they meet all other criteria entered on this screen. Status Codes- The user can enter up to ten status codes as criteria for the purge. If the records do not bear the status codes entered by the user, they will not be included in the purge. Purge Only if Balance Equals Zero- The user checks this box if they would like the system to purge only those records showing a zero balance. If the user leaves this box unchecked, the system will purge all records meeting the criteria outlined on this screen regardless of their balance. 52

53 6.30 CREATE ASCll FILE WHAT IS CREATE ASCll FILE? This program allows you to select records that fall within a specified collection date range and apply a penalty to their balance due. This option puts them in an ASCll file format so they can be sent to a collection agency electronically. HOW DO I CREATE AN ASCll FILE? From the MSI Parking Ticket System Main Menu click Support and select Create ASCll File. CREATE ASCll FILE AND REPORT ENTRY Enter Collection Date Range to Use- Enter a Beginning Date (mm/dd/yy) and an Ending Date (mm/dd/yy) for the collection date range to which you would like to apply a penalty. Apply penalty to Balance Due- Enter the percentage penalty amount (numeric between 1 and 99) to be added to the balance due of all records that fall within the specified collection date range. 53

54 7.00 HELP MENU This menu provides information about the software currently installed, including the version, program ID, runtime, and serial number information. This help menu provides important information to the MSI support team should an issue arise which requires their assistance. Help This option is non-functional, and simply reiterates the fact that the user is in the Help menu. Customer Service This option provides pertinent information about the MSI software currently being run by the user. This information includes the contact information, including phone, fax, web, and address necessary to reach the MSI support team. It also lists the program ID number, the compiler and runtime versions, and the serial number of the software. About This option offers a condensed version of the information found in the Customer Service option listed above. In addition it lists address information for Municipal Software, Inc. Version This option lists the version of the Parking Ticket module that the user is currently running. This information is often requested by the MSI customer support team should an issue arise which requires their assistance. 54

55 APPENDIX A REPORTS AGED RECEIVABLE REPORT WITH AN ISSUE DATE RANGE AND VIOLATION CODES 55

56 AGED RECEIVABLE REPORT WITH A TICKET NUMBER RANGE 56

57 PARKING TICKET REPORT WITH AN ISSUE DATE RANGE AND VIOLATION CODES 57

58 PARKING TICKET REPORT WITH A TICKET NUMBER RANGE 58

MSI Accounts Receivable Version 4.0

MSI Accounts Receivable Version 4.0 MSI Accounts Receivable Version 4.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property

More information

MSI Accounts Payable Version 3.0

MSI Accounts Payable Version 3.0 MSI Accounts Payable Version 3.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property

More information

Claims Manager. Accident Claim Tracking Made Easy

Claims Manager. Accident Claim Tracking Made Easy Claims Manager Accident Claim Tracking Made Easy RentWorks Version 4 Claims Manager (Loss Control & Subrogation Module) User Guide Table of Contents Overview... 1 Installation... 2 Claims Setup... 3 Claims

More information

Welcome to ComputerEase 10.0

Welcome to ComputerEase 10.0 Welcome to ComputerEase 10.0 This manual is designed to walk you through basic functions by ComputerEase Software, Inc. This manual will be a useful tool as you explore ComputerEase. If you have upgraded

More information

Bank Reconciliation: Improvements for the Shelby v5 Spring 2006 Release

Bank Reconciliation: Improvements for the Shelby v5 Spring 2006 Release Bank Reconciliation: Improvements for the Shelby v5 Spring 2006 Release After loading the spring 2006 release, you will notice a few major improvements to the Bank Reconciliation module that will assist

More information

Accounts Receivable Reference Guide

Accounts Receivable Reference Guide Last Updated: March 7, 2009 About this Guide This Guide is for use by SedonaOffice customers only. This guide is not meant to serve as an operating or training manual, its purpose is to provide an overview

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information

Solar Eclipse Accounts Receivable. Release 8.7.2

Solar Eclipse Accounts Receivable. Release 8.7.2 Solar Eclipse Accounts Receivable Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo

More information

Database Program Instructions

Database Program Instructions Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading

More information

Campaign Finance Reporter. Software User Guide

Campaign Finance Reporter. Software User Guide Campaign Finance Reporter Software User Guide Minnesota Campaign Finance Record Keeping and Reporting Software For compliance with Minn. Stat. Chapter 10A Provided by the Minnesota Campaign Finance and

More information

Contact Manager and Document Tracking. CampusVue Student User Guide

Contact Manager and Document Tracking. CampusVue Student User Guide Contact Manager and Document Tracking CampusVue Student User Guide Campus Management Corporation Web Site http://www.campusmanagement.com/ E-mail Information: Support: E-mail form on Web site support@campusmgmt.com

More information

NEWSTAR Training Guide. Banking, Consolidations and Tax Systems

NEWSTAR Training Guide. Banking, Consolidations and Tax Systems NEWSTAR Training Guide Banking, Consolidations and Tax Systems Document A11 / A12 / A19-0.1 November 2005 NEWSTAR Training Guide: Banking, Consolidations and Tax Systems 2005 Constellation HomeBuilder

More information

Adagio Checks. Version 8.1B First Edition. All product names mentioned are trademarks or service marks of their respective owners.

Adagio Checks. Version 8.1B First Edition. All product names mentioned are trademarks or service marks of their respective owners. Adagio Checks Version 8.1B First Edition Trademark Adagio is a registered trademark of Softrak Systems Inc. All product names mentioned are trademarks or service marks of their respective owners. Copyright

More information

Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE

Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE Blackbaud FundWare Accounts Receivable Guide VOLUME 1 SETTING UP ACCOUNTS RECEIVABLE VERSION 7.50, JULY 2008 Blackbaud FundWare Accounts Receivable Guide Volume 1 USER GUIDE HISTORY Date Changes June 2000

More information

1.4.27 RECURRING CREDIT CARDS POLICY

1.4.27 RECURRING CREDIT CARDS POLICY 1.4.27 RECURRING CREDIT CARDS POLICY Effective 06/01/04 Revised 04/11/11 OBJECTIVE Standardize the processing of automatic charges to a donor s credit card as a payment option. The donor must submit a

More information

1. Invoice Maintenance

1. Invoice Maintenance 1. Invoice Maintenance Table of Contents Invoice Maintenance... 2 The Invoice tab... 3 The General Ledger Reference Accounts tab... 6 Click on 1. Invoice Maintenance from the Main Menu and the following

More information

for Sage 100 ERP Accounts Payable Overview Document

for Sage 100 ERP Accounts Payable Overview Document for Sage 100 ERP Accounts Payable Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

TheFinancialEdge. Records Guide for Accounts Receivable

TheFinancialEdge. Records Guide for Accounts Receivable TheFinancialEdge Records Guide for Accounts Receivable 102511 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

Authorized Signature Options Quick Reference

Authorized Signature Options Quick Reference The Pentagon 2000 system provides several options in relation to signatures and the way they are treated. 1. Force Physical Signatures The system may be set up to require that the approver of certain documents

More information

NEXTGEN BUDGETARY ACCOUNTING TRAINING

NEXTGEN BUDGETARY ACCOUNTING TRAINING NEXTGEN BUDGETARY ACCOUNTING TRAINING TRANSACTIONS I. Vendor Maintenance II. III. IV. Requisition Entry - Routing Purchase Order Entry Accounts Payable - Invoice Entry V. Accounts Payable - Cash Disbursements

More information

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month.

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. End of Month Closing The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. Closing the month involves up to five steps:

More information

Accounts Receivable User Manual

Accounts Receivable User Manual Accounts Receivable User Manual Confidential Information This document contains proprietary and valuable, confidential trade secret information of APPX Software, Inc., Richmond, Virginia Notice of Authorship

More information

MSI Payroll Version 6.0

MSI Payroll Version 6.0 MSI Payroll Version 6.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property of Municipal

More information

Recording Receipts & Adjustments

Recording Receipts & Adjustments CHAPTER 9 Recording Receipts & Adjustments In this chapter: For more information on receipts and adjustments, see the OSSU 311 Ledger, Receipts, & Adjustments itrain and the OSSU 311, Ledgers, Receipts,

More information

Deltek First GovCon Essentials

Deltek First GovCon Essentials Deltek First GovCon Essentials Time & Expense 9.0 Service Pack 1 for the Deltek First Cloud Release Notes February 4, 2013 While Deltek has attempted to verify that the information in this document is

More information

How MSI Payroll posts to the General Ledger Version 6.0

How MSI Payroll posts to the General Ledger Version 6.0 How MSI Payroll posts to the General Ledger Version 6.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents

More information

Accounts Receivable System Administration Manual

Accounts Receivable System Administration Manual Accounts Receivable System Administration Manual Confidential Information This document contains proprietary and valuable, confidential trade secret information of APPX Software, Inc., Richmond, Virginia

More information

AFN-SchoolStoreManagerGuide-032703

AFN-SchoolStoreManagerGuide-032703 032703 2003 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

WINDOWS POINT OF SALE (WinPOS) Property Tax Entry Module

WINDOWS POINT OF SALE (WinPOS) Property Tax Entry Module WINDOWS POINT OF SALE (WinPOS) Property Tax Entry Module WinPOS - Property Tax Entry Module INSTALLATION Follow the installation instructions you received with your CD. It s a simple and easy installation

More information

End User Training Guide

End User Training Guide End User Training Guide October 2013 2005-2013 ExpenseWire LLC. All rights reserved. 1 expensewire.com Use of this user documentation is subject to the terms and conditions of the applicable End- User

More information

for Sage 100 ERP Purchase Order Overview Document

for Sage 100 ERP Purchase Order Overview Document for Sage 100 ERP Purchase Order Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

TimeValue Software Due Date Tracking and Task Management Software

TimeValue Software Due Date Tracking and Task Management Software User s Guide TM TimeValue Software Due Date Tracking and Task Management Software File In Time Software User s Guide Copyright TimeValue Software, Inc. (a California Corporation) 1992-2010. All rights

More information

Course Code AR/BI3. Accounts Receivable Advanced

Course Code AR/BI3. Accounts Receivable Advanced Course Code AR/BI3 Accounts Receivable Advanced User Guide February 3, 2015 Version # 4 Minnesota Management & Budget Copyright 2015 All Rights Reserved AR/BI3 Accounts Receivables Advanced To jump to

More information

TOPS PROFESSIONAL ACCOUNTS PAYABLE MANUAL. By TOPS Software, LLC Clearwater, FL

TOPS PROFESSIONAL ACCOUNTS PAYABLE MANUAL. By TOPS Software, LLC Clearwater, FL TOPS PROFESSIONAL ACCOUNTS PAYABLE MANUAL By TOPS Software, LLC Clearwater, FL Document History Version Edition Date Document Software Version 1 10-2011 TOPS-AP 10-10-11 Professional Version 4 Trademark

More information

Fax and Email. Fax & Email Monitor Application

Fax and Email. Fax & Email Monitor Application 22 You can fax and email statements and invoices directly from FTD Mercury. Additionally, you can email delivery confirmations. The FTD Document Center allows you create custom email templates you can

More information

Web Intelligence User Guide

Web Intelligence User Guide Web Intelligence User Guide Office of Financial Management - Enterprise Reporting Services 4/11/2011 Table of Contents Chapter 1 - Overview... 1 Purpose... 1 Chapter 2 Logon Procedure... 3 Web Intelligence

More information

Pay.It. Run.It! Retail Software Pay.It! 1

Pay.It. Run.It! Retail Software Pay.It! 1 Pay.It Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced

More information

BUSINESS/COLLEGE USER GUIDE

BUSINESS/COLLEGE USER GUIDE BUSINESS/COLLEGE USER GUIDE Table of Contents: 2 1 2 2-3 4-8 9-12 13-17 18 19-22 22-24 25-27 28 29-32 32-33 34-45 Setting Properties Logging in Navigating the Administrative Program District Information

More information

PCLaw 11.0. Administration Guide

PCLaw 11.0. Administration Guide PCLaw 11.0 Administration Guide About this guide This guide provides a list of tasks for installing PCLaw Practice Management Software. If you need additional information, refer to the PCLaw Support Center.

More information

Tabs3, PracticeMaster, and the pinwheel symbol ( trademarks of Software Technology, Inc. Portions copyright Microsoft Corporation

Tabs3, PracticeMaster, and the pinwheel symbol ( trademarks of Software Technology, Inc. Portions copyright Microsoft Corporation Tabs3 Trust Accounting Software Reseller/User Tutorial Version 16 for November 2011 Sample Data Copyright 1983-2013 Software Technology, Inc. 1621 Cushman Drive Lincoln, NE 68512 (402) 423-1440 http://www.tabs3.com

More information

OSP User Guide. 1 P a g e

OSP User Guide. 1 P a g e Online School Payments (OSP) User Guide February, 2014 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7

More information

Solar Financials ONLINE BUDGET TRANSFER REFERENCE GUIDE

Solar Financials ONLINE BUDGET TRANSFER REFERENCE GUIDE Solar Financials University Hall 360 Phone: (818) 677-6685 Mail Code: 8337 ONLINE BUDGET TRANSFER REFERENCE GUIDE This guide is designed to provide you with the information you need to successfully use

More information

Solar Eclipse Trackers, Logs and Queues. Release 8.7.2

Solar Eclipse Trackers, Logs and Queues. Release 8.7.2 Solar Eclipse Trackers, Logs and Queues Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor

More information

Accounts Receivable Module Customer Invoice

Accounts Receivable Module Customer Invoice Accounts Receivable Module Customer Invoice Contents Overview... 1 Document Layout... 2 Organization Tab... 3 Recurrence Details Tab... 3 General Tab... 4 Customer Information Section... 4 Detail Information

More information

How to Change Your Schedule for Holidays

How to Change Your Schedule for Holidays How to Change Your Schedule for Holidays Note: All of these functions are accomplished in the GuestBridge Administrator Application. Closing the Restaurant If you are closing the restaurant for an entire

More information

TheFinancialEdge. Records Guide for Fixed Assets

TheFinancialEdge. Records Guide for Fixed Assets TheFinancialEdge Records Guide for Fixed Assets 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Multicurrency Bank Reconciliation 9.0

Multicurrency Bank Reconciliation 9.0 Multicurrency Bank Reconciliation 9.0 An application for Microsoft Dynamics ΤΜ GP 9.0 Furthering your success through innovative business solutions Copyright Manual copyright 2006 Encore Business Solutions,

More information

Invoice Entry. Field Descriptions. A number used to identify the batch. This number must be unique for each user. Batch

Invoice Entry. Field Descriptions. A number used to identify the batch. This number must be unique for each user. Batch Invoice Entry Objective The Invoice Entry screen allows the entry of invoices, credit memos, wire transfers, and direct disbursements in batch mode. When batches are complete, they are proofed, posted,

More information

TheFinancialEdge. Configuration Guide for Accounts Payable

TheFinancialEdge. Configuration Guide for Accounts Payable TheFinancialEdge Configuration Guide for Accounts Payable 102312 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Your Training Administration tools are hosted in MI HR Self-Service and can be accessed:

Your Training Administration tools are hosted in MI HR Self-Service and can be accessed: State of Michigan Human Resources Management Network Division for Human Resource Training & Development Instructions for Session Registration Registering employees online for Civil Service training courses

More information

ACHieve Access 4.3 User Guide for Corporate Customers

ACHieve Access 4.3 User Guide for Corporate Customers ACHieve Access 4.3 User Guide for Corporate Customers January 2015 Citizens Bank 1 February 2015 Table of Contents SECTION 1: OVERVIEW... 4 Chapter 1: Introduction... 5 How to Use This Manual... 5 Overview

More information

Please distribute to all Spectra users in your company.

Please distribute to all Spectra users in your company. Release 7.2 General Release January 2015 Please distribute to all Spectra users in your company. Support Email: support@spectra.ca Visit us online at: www.spectra.ca Support Telephone: (866) 718-2345 Support

More information

Brokerage Payment System (BPS) User Manual

Brokerage Payment System (BPS) User Manual Brokerage Payment System (BPS) User Manual December 2011 Global Operations Education 1 Table of Contents 1.0 ACCESSING BPS...5 2.0 LOGGING INTO BPS...6 3.0 BPS HOME PAGE...7 4.0 FIRMS...8 5.0 BROKERS...10

More information

TheFinancialEdge. Reports Guide for Accounts Payable

TheFinancialEdge. Reports Guide for Accounts Payable TheFinancialEdge Reports Guide for Accounts Payable 041813 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Welcome to the Online Training for. the Colorado Medical Assistance Program Web Portal

Welcome to the Online Training for. the Colorado Medical Assistance Program Web Portal Welcome to the Online Training for Playback controls are located here should you need to interrupt the demonstration. the Colorado Medical Assistance Program Web Portal Colorado Medical Assistance Program

More information

Business Online. Quick Reference Guide

Business Online. Quick Reference Guide Business Online Quick Reference Guide . All rights reserved. This work is confidential and its use is strictly limited. Use is permitted only in accordance with the terms of the agreement under which it

More information

Managing Company Credit Cards

Managing Company Credit Cards Managing Company Credit Cards Contents About Managing Company Credit Cards Managing Credit Cards as Vendors Managing Credit Cards as Short Term Liabilities Paying by General Check Without Posting the Statement

More information

Bank Account 1 September 2015

Bank Account 1 September 2015 Chapter 8 Training Notes Bank Account 1 September 2015 BANK ACCOUNTS Bank Accounts, or Bank Records, are typically setup in PrintBoss after the application is installed and provide options to work with

More information

State of North Dakota. Module 5 Accounts Receivable PeopleSoft Financials 9.0

State of North Dakota. Module 5 Accounts Receivable PeopleSoft Financials 9.0 State of North Dakota Module 5 Accounts Receivable PeopleSoft Financials 9.0 Office of Management & Budget - Fiscal Management 01/01/2011 Introduction The PeopleSoft Financials Training Guide was produced

More information

NEXTGEN TRAINING TRANSACTIONS. I. Vendor Maintenance. Purchase Order Entry. Invoice Entry. Cash Disbursements. V. Journal Entry Cash Receipts

NEXTGEN TRAINING TRANSACTIONS. I. Vendor Maintenance. Purchase Order Entry. Invoice Entry. Cash Disbursements. V. Journal Entry Cash Receipts TRANSACTIONS I. Vendor Maintenance II. Purchase Order Entry III. Invoice Entry NEXTGEN TRAINING IV. Cash Disbursements V. Journal Entry Cash Receipts Janet Cowart VI. VII. Queries/Reports Bank Statement

More information

Version 4.1 USER S MANUAL Technical Support (800) 870-1101

Version 4.1 USER S MANUAL Technical Support (800) 870-1101 ESSENTIAL FORMS Version 4.1 USER S MANUAL Technical Support (800) 870-1101 401 Francisco St., San Francisco, CA 94133 (800) 286-0111 www.essentialpublishers.com (c) Copyright 2004 Essential Publishers,

More information

ASSET TRACKING SYSTEM

ASSET TRACKING SYSTEM ASSET TRACKING SYSTEM AUTOPACK PTE LTD Tel No: 62882112 Fax: 62883113 Autopack Pte Ltd Page 1 of 58 ASSET TRACKING SYSTEM... 1 AUTOPACK PTE LTD... 1 1. START UP... 3 2. MASTER ENTRY... 6 2.1. ADD/EDIT

More information

Rent Magic Documentation

Rent Magic Documentation Rent Magic Documentation Copyright 2004-2006 Rent Magic Software Inc. All Rights Reserved. Page 1 of 87 Table of Contents Rent Magic Documentation 1 Table of Contents 2 Getting Started 6 Quick Installation

More information

Accounts Payable Workflow Guide. Version 11.2

Accounts Payable Workflow Guide. Version 11.2 Accounts Payable Workflow Guide Version 11.2 Copyright Information Copyright 2013 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

AFN-AccountsPayableGuide-111506

AFN-AccountsPayableGuide-111506 111506 2006 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

UW- Green Bay QuickBooks Accounts Receivable User Manual

UW- Green Bay QuickBooks Accounts Receivable User Manual UW- Green Bay QuickBooks Accounts Receivable User Manual Table of Contents Topic Page Number Logging into QuickBooks 2 Changing your password. 3 Creating Invoices. 4 Customer Entry/Search. 5-7 Entering

More information

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...

More information

Microsoft Dynamics GP. Payables Management

Microsoft Dynamics GP. Payables Management Microsoft Dynamics GP Payables Management Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

AFN-AccountsPayableEFTGuide-120506

AFN-AccountsPayableEFTGuide-120506 120506 2006 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

Resource Online User Guide JUNE 2013

Resource Online User Guide JUNE 2013 Resource Online User Guide JUNE 2013 CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES

More information

Memorized Transactions

Memorized Transactions CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE Memorized Transactions version 2007.x.x TL 18206 (05/20/09) Copyright Information Text copyright 1997-2009 by Thomson Reuters/Tax & Accounting. All rights

More information

Billing - Recurring Bills

Billing - Recurring Bills Billing - Recurring Bills Table of Contents Steps for Recurring Bills... 3 Process... 3 Creating a Recurring Bill Template and Defining a Schedule... 4 Overview... 4 Steps... 4 Verifying and Generating

More information

TheFinancialEdge. Reports Guide for General Ledger

TheFinancialEdge. Reports Guide for General Ledger TheFinancialEdge Reports Guide for General Ledger 101514 2014 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Employee Setup: Contact Info

Employee Setup: Contact Info Employee Setup Employee Setup: Contact Info Purpose You will enter information for each employee on the 7 tabs in Employee Setup. The Contact tab contains the employee contact information. While much of

More information

Team Approach 5.0.1 Managing Planned Gifts

Team Approach 5.0.1 Managing Planned Gifts Team Approach 5.0.1 Managing Planned Gifts Team Approach 5.0.1 Managing Planned Gifts ii Team Approach Managing Planned Giving Contents Setting Up a Planned Gift Record...4 Creating a New Planned Giving

More information

Microsoft Access 2010 Part 1: Introduction to Access

Microsoft Access 2010 Part 1: Introduction to Access CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Access 2010 Part 1: Introduction to Access Fall 2014, Version 1.2 Table of Contents Introduction...3 Starting Access...3

More information

TheFinancialEdge. Allocation Management Guide

TheFinancialEdge. Allocation Management Guide TheFinancialEdge Allocation Management Guide 011515 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Microsoft Dynamics GP. Bank Reconciliation

Microsoft Dynamics GP. Bank Reconciliation Microsoft Dynamics GP Bank Reconciliation Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without limiting

More information

Colorado Medical Assistance Program Web Portal Dental Claims User Guide

Colorado Medical Assistance Program Web Portal Dental Claims User Guide Colorado Medical Assistance Program Web Portal Dental Claims User Guide The Dental Claim Lookup screen (Figure 1) is the main screen from which to manage Dental claims. It consists of different sections

More information

6 Managing Bank Accounts

6 Managing Bank Accounts 6 Managing Bank Accounts The Bank Account Screen allows you to add and maintain information for WinCruise bank accounts, including bank contact and account information, General Ledger accounts, checks,

More information

Preparing for Bank Reconciliations

Preparing for Bank Reconciliations Contents About Preparing for Bank Reconciliations What is Reconciled Preparing for the Reconciliation Selecting the Bank Account and Period About Preparing for Bank Reconciliations Bank Reconciliation

More information

CPSM MEDITECH 5.67. Inventory Inquiries

CPSM MEDITECH 5.67. Inventory Inquiries CPSM MEDITECH 5.67 Inventory Inquiries Contents CPSM Inventory Inquires... 2 Stock Inquiry... 2 Select... 11 Item Inquiry... 16 Purchase Order Inquiry... 32 Check Purchase Order Number... 38 View Vendor

More information

Concur Expense System. User Reference Guide

Concur Expense System. User Reference Guide Concur Expense System User Reference Guide February, 2009 Table of Contents HOW TO GET SETUP IN THE CONCUR EXPENSE SYSTEM... 1 LOG IN... 1 CHANGE YOUR PASSWORD... 1 VIEW AND EDIT YOUR PROFILE INFORMATION...

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

Amicus Small Firm Accounting: Frequently Asked Questions

Amicus Small Firm Accounting: Frequently Asked Questions Amicus Small Firm Accounting: Frequently Asked Questions Questions Administration... 3 1 How do I add another user account? 3 2 How are passwords set up and how are they used? 3 3 What does "Reset User

More information

Washington University in St. Louis HRMS / FIS User Security Certification Procedures

Washington University in St. Louis HRMS / FIS User Security Certification Procedures Washington University in St. Louis HRMS / FIS User Security Certification Procedures The HRMS and FIS User Security Certification process is located within the HRMS system. To begin the certification process,

More information

Quick Start Program Advanced Manual ContactWise 9.0

Quick Start Program Advanced Manual ContactWise 9.0 Quick Start Program Advanced Manual ContactWise 9.0 Copyright 2010 GroupLink Corporation. All Rights Reserved. ContactWise is a registered trademark of GroupLink Corporation. All other trademarks are the

More information

Microsoft Dynamics GP. Cash Flow Management

Microsoft Dynamics GP. Cash Flow Management Microsoft Dynamics GP Cash Flow Management Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Rochester Institute of Technology. Oracle Training: Advanced Financial Application Training

Rochester Institute of Technology. Oracle Training: Advanced Financial Application Training Rochester Institute of Technology Oracle Training: Advanced Financial Application Training Table of Contents Introduction Lesson 1: Lesson 2: Lesson 3: Lesson 4: Creating Journal Entries using Excel Account

More information

ithenticate User Manual

ithenticate User Manual ithenticate User Manual Updated November 20, 2009 Contents Introduction 4 New Users 4 Logging In 4 Resetting Your Password 5 Changing Your Password or Username 6 The ithenticate Account Homepage 7 Main

More information

Blackbaud FundWare General Ledger Project/Grant Guide

Blackbaud FundWare General Ledger Project/Grant Guide Blackbaud FundWare General Ledger Project/Grant Guide VERSION 7.60, SEPTEMBER 2009 Blackbaud FundWare General Ledger Project/Grant Guide USER GUIDE HISTORY Date August 2000 May 2003 May 2004 December 2004

More information

10.3.1.6 Lab - Data Backup and Recovery in Windows XP

10.3.1.6 Lab - Data Backup and Recovery in Windows XP 5.0 10.3.1.6 Lab - Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment

More information

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick)

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...

More information

LRFP AND PROJECT APPLICATION TRACKING SYSTEM District Administrator Instructions. Accessing the Administrator Section of the Website

LRFP AND PROJECT APPLICATION TRACKING SYSTEM District Administrator Instructions. Accessing the Administrator Section of the Website LRFP AND PROJECT APPLICATION TRACKING SYSTEM District Administrator Instructions Each school district is responsible for creating and assigning user accounts to access the district s data on the LRFP and

More information

2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or 041902 2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

Installation Windows Next Linux Mac Navigator Navigator Help Show Navigator at Startup PR Wizard New PR Campaign PR Manager

Installation Windows Next Linux Mac Navigator Navigator Help Show Navigator at Startup PR Wizard New PR Campaign PR Manager bluevizia PR Manager is a modern, easy-to-use software tool for the successful development and management of the internal and external communications of the company. Installation Windows Double-click with

More information

WinRater Comparative Auto Rating Quick Reference Guide

WinRater Comparative Auto Rating Quick Reference Guide WinRater Comparative Auto Rating Quick Reference Guide Updating an existing WinRater version on your PC/Network: To update your WinRater, you need to run our SoftSync online updating system. You can access

More information

User Support Manual KIDS IEP AND DATA MANAGEMENT SOFTWARE PROGRAM. Customized Relational Technology, Inc.

User Support Manual KIDS IEP AND DATA MANAGEMENT SOFTWARE PROGRAM. Customized Relational Technology, Inc. Customized Relational Technology, Inc. 17726-J Oak Park Ave., Tinley Park, IL 60477 Phone: (708) 532-7022 Fax: (708) 532-7028 Toll Free: (866) 640-KIDS (5437) Email: support@iep-crt.com User Support Manual

More information

Sage 300 ERP 2014. Tax Services User's Guide

Sage 300 ERP 2014. Tax Services User's Guide Sage 300 ERP 2014 Tax Services User's Guide This is a publication of Sage Software, Inc. Copyright 2014. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service

More information

Banner Document Management Suite (BDMS) Web Access Help

Banner Document Management Suite (BDMS) Web Access Help May 10 th, 2011 Banner Document Management Suite (BDMS) Web Access Help Division of Information Technology AppXtender Web Access Help: For questions regarding AppXtender Web Access, please contact the

More information