Functions, Features, and FAQs Dawn and Lissa

Not Sure Where You Were? Show Last Accounts

Then hit the F8 key to call it back up on the screen. Check the Box by the Account # Then hit the F8 key to call it back up on the screen.

Need to See What the CAD Actually Sent? Go to Inquiry then choose the type of file you are receiving by the vendor name

Just the way they sent it to you! All Fields Display What Was Received from the CAD

BMI 24 !!!!

BMI 667 Mobile Home Liens

Manage Deposits by Date

The Colors Show the Setting for that Date. Click the Day or the Month to Change

Basic TIF/TIRZ Calculation Current taxable value 100,000 - base value 5,000 TIF/TIRZ Captured Value 95,000 Percentage Contribution 80% Rate contributing .8762 TIF/TIRZ Amount 665.91

TIF/TIRZ Report with Freeze Adjustment BMI 1421

Terminology Select list, Statement list and Trigger Table are all the same thing. An electronic list of account numbers. Often the parameter will ask you for the request sequence number

You may see a batch number added when trying to separate the list into separate parts. You may also see a status added to the table, this just helps identify a list and is not used by the program.

Place your screenshot here Searching Place your screenshot here

Restricting Search to Unpaid …Or delinquent

Move to Statement List - Select

Move to Statement List - Store

Move to Statement List - Save

Search and Select Additional Accounts

Add to Saved List

Another Way to Create a Select List

Click on Generate Request Sequence No. Go to the Statement Table Click on Generate Request Sequence No.

Enter Ctrl Q to get into insert mode Then click on ‘Add to Request’ Next! Enter Ctrl Q to get into insert mode Then click on ‘Add to Request’

Then… Enter the year, batch seq, status and account number You will only need to enter the account numbers in the subsequent rows.

A Third Way to Create a Select List

Upload a File of Accounts in .txt Format Then Run BMI 1057 The Results will give you a new sequence number.

Upload a File of Accounts in .txt Format File for Upload

Browse to the file you wish to upload Upload File Browse to the file you wish to upload

Run BMI 1057

Report of Number Loaded

What Can I Do With My Select List of Accounts?

Statement BMIs Ask for a Request Sequence Number Use Select List to Create Statements Statement BMIs Ask for a Request Sequence Number

Enter Select List Number (Request Seq No.) Use Select List to Create Delinquent Post Cards or Delinquent Statements Enter Select List Number (Request Seq No.)

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 27 Attorney Fees Paid Detail Report 29 Remove Tax Ledge Date 32 Attorney Fees Paid Detail Report w/accounts with balance due 33 Extract Trigger Table Accounts from TA245 46 TC502 Report - Oracle 47 Account Summary Report 49 Tax Collection Analysis Report 61 Split TA245A File by Tax Unit 105 Jaguar Lockbox File (Prosperity Lockbox Process) 124 Post Mortgage Payement File - 6 Digit Fidos & 8 Digit Deposits 126 Post Mortgage Payment File - 8 Digit Fidos & 12 Digit Deposits 146 Harris County CC Posting 153 Harris County Internet Payment Posting 156 Transfer Levy Paid On Non Half Pay Units to Half Pay Units 165 Distributions by Receipt Date 175 Dallas Mortgage Payment File Posting 204 Postcard Receipts 4 per page 208 Mortgage Company Receipt File 266 Composite Receipts for Accounts in Trigger Table

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 303 Refund Postback Process (Non-TaxLedge) 328 Refund Report Sort Options 333 Transfer Refunds from One Escrow Unit to Another by Receipt Date 335 Transfer Refund - TN536/Refund Work Table 339 Reset Refunds In Transit 347 Unprocessed Check Letter 509 Apply Escrow to Levy - Check Levy Balance 604 Delinquent/Unpaid Detail Report 605 Update Bad Address Flag 631 Set 33.07 Dates 632 Set/Remove 33.08 Dates 634 Set/Remove 33.11 Dates 636 Process LGBS Lawsuit File - Bexar County 638 Process LGBS Lawsuit File 646 Set/Remove 33.07 Dates 658 Delinquent/Unpaid Summary with Penalty, Interest & Atty Fees 659 Delinquent/Unpaid Detail with Penalty, Interest & Atty Fees 676 Create Delinquent Name and Address file 677 Extract 245 Accounts from Trigger Table

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 682 Process Lawsuit CSV File 690 Load Top Ten Linked Ownership 710 Change Multiple Dates 725 Move TSG Files from Staging to CAD Tables 729 New Accounts for Certified Load 730 Copy CAD to Production (Certified Files Only) 763 Move Certified Data 781 CAD/Real Table Record Counts Report 791 Receivable Change Report - Kaufman County 952 Create New Groups from Statements Table - Dallas 953 Create Data File for Current Statements - Dallas County 958 Create Data File for 33.07 and/or 33.11 Accounts - Dallas 963 Create Mailing Labels - Dallas County 964 Delete Statement Log Records - Dallas 966 Load Deed Transfer Accounts in Statement Accounts - Dallas 995 Delinquent Tax Reminders/Notices - 33.07 Notices (temp) 1002 Current Statement Format 6 1003 Current Statement Format 7 1004 Current Statement Format 4 1005 Current Statement Format 9

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 1006 Current Statement Format 11 1007 Current Statement Format 8 (Fort Bend ISD) 1009 Current Statement Format 2 1010 Current Statement Format 14 1011 Current Statement Format 10 (Supplements) 1012 Current Statement Format 5 1013 Delinquent Reminder Postcard - 4 per Page 1020 Current Statement Format 12 1021 Current Statement Format 13 1023 Current Statement Format 3 1024 Current Statement Format 16 1026 Sort Accounts in Trigger Table 1027 Create Omitted/Ag Rollback 33.07 Notice Data 1029 Batch Delinquent Expanded Statements 1030 Batch Delinquent Summary Statements Pearland 1031 Batch Delinquent Summary Statements 1032 Batch Delinquent Detail Statements 1033 Create Delinquent Reminder/Notice Data 1034 Delinquent Tax Reminders/Notices 1037 Notice Of Tax Lien - Law Firm

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 1038 Populate Mail List 1040 Delinquent Tax Reminders - Harris County 1042 Batch Current Tax Notice - Layout 01 1044 Delinquent Quarter Pay Account Totals Statements 1046 Create Data File for Current Statements - Bexar Data 1049 HB3496 School District Savings Insert 1050 Create Data File for Current Statements By Tax Unit - Bexar 1052 Load Accounts for Delinquent Tax Reminders 1059 Statement Trigger Table Audit Report 1066 Batch Large Print Files 1073 Update Delinquency Dates for File of Accounts 1076 Combine Account No. Batches 1090 Delinquent Tax Reminders/Notices - Harris County 1091 Batch Delinquent Summary Statements - Harris County 1092 Batch Delinquent Summary Statements - Philadelphia 1094 Current Statement Format 17 1095 Current Statement Format 18 1096 Current Statement Format 19 1097 Current Statement Format 313 (Chapter 313) 1109 Payment Agreement 33.07 Notices

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 1114 Payment Agreement Notices - Philadelphia 1116 Philadelphia Payment Plan Update 1128 Payment Agreement Default Letters 1130 Payment Agreement Default Letters - Format2 1131 Load & Process Payment Agreement Status Change 1132 Payment Agreement Default Letters(HCTO) 1134 OBSOLETE _ USE BMI 1130 format2 instead 1206 Quarter Pay/Half Pay/Disaster Delinquent Reminder Notices 1219 Quarter Pay Coupons 1226 Quarter Pay Coupons - Dallas County 1230 Disaster Pay Coupons 1232 Quarter Pay Letters - Dallas County 1358 Update Agent Accounts Batch Seq. in Trigger Table 1419 TIF Totals Comparison Report 1502 Process Write Off Levy 1503 Write Off Levy Post-Process Report 1507 Write Off All Accounts in a Tax Unit 1537 Load Lien Accounts to Trigger Table 1538 Create Data File for Lien Statements 1605 Update Delinquency Date for Accounts in BILLSML File Other Menu Items that Generate Results from a Select List

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 1620 Set 33.07/33.11 Dates in CAD Tables with Certified Load 1627 Split the Trigger Table Accounts for Mailing Batches 1631 TC502 Files and Jurisdiction Totals 1644 Block Payments for Accounts in Trigger Table 1646 PDF Statements for E-mailing 1647 Certified Tax Roll 1648 Certified Tax Roll Totals Report 1649 PDF Statements for E-mailing to Me 1710 Partial Pay Recap Report 1928 Payment Agreement Default Letters 1931 Pro-rated Exemption / Ceiling Transfer Report 10006 Open Records - Select Accounts 10028 Create Change Control History CSV File 10040 Update Account Status Code 10099 Load Data for Supplemental Change Balancing Comparison 10103 Move accounts from real to cad 10234 Delinquent Tax Reminder Statements 10801 Process Bill Control Categories 10988 PDF Statements for E-mailing - Correction 10989

Other Menu Items that Generate Results from a Select List BMI # DESCRIPTION 10990 Brazoria County Half Pay Reminder 12115 Monthly Penalties Disbursement 14009 Change CAD Account Numbers 14300 Split Statement Tables for ISD with Homestead Exemption 14303 SB1 Freeze Adjustments 16008 Regression - Create Answer Set 99990 Batch Delinquent Summary Statements

Use the Select List to Create a Payment Agreement

Importing Accounts to Make Payments

Imported Accounts

Wait for it…… Wait for it….. Wait for it….. Pay Imported Accounts Wait for it…… Wait for it….. Wait for it…..

Portfolios – What, Why, When, Where and How A group of accounts payable with one check or credit card/eCheck Why: Users can leave & return without losing their list of accounts Fiduciaries can create and maintain their own portfolios Lock (freeze) accounts and amounts due as of a given date Pay by credit card or eCheck

Portfolios – What, Why, When, Where and How Batch Payments from within ACT 7 Scan or key in account numbers (as many as you want) Search by several criteria Change As Of Date Create Excel spreadsheet Lock the portfolio Post with Portfolio ‘wizard’

Portfolios – What, Why, When, Where and How Mortgage Companies or Individuals on Tax Office Web Site Search by name, account number, location, fiduciary number, add or delete accounts Change As Of Date Lock the portfolio and pay online by credit card or eCheck Tax office can post with Portfolio ‘wizard’ Create Excel spreadsheet

Portfolios – Tasks/Jobs Help URL Manage Internet Payments Job (ACT created) Head Cashier Online Help Link: http://www.acttax.com/tcs/Batch_Payment_Entry_-_Portfolios.htm

Excel Spreadsheet The .csv file name is auto-generated but can be changed.

Portfolio Payment Wizard On the Main Menu, select Portfolio Lockbox from the Payment drop-down list

Any Questions?