NextGen Business License

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Presentation transcript:

NextGen Business License

On one screen the customer will be able to maneuver from tab to tab for all their daily processes with ease. Don’t forget mention this is still in the development phase and the database is being rewritten and redesigned to add some features we have asked to be added.

Bringing together the best from both FlexGen and Zortec

You have many ways to search in NGBL The search box on the right will allow you to search for any name, address, number, or even any description of business. The filter options above each column. These search options will allow you to search for a more specific item.

Changing your grid display You can also change you search layout within the grid. By clicking the on the name of the column your display will changed to fit that order, either latest to newest or vice versa. In this sample we are looking at the Class type.

When either in Maintenance or Inquiry on an individual account. Mention the breadcrumbs being clickable. Print Options Prints Previous License Prints Selected License Distress Letters

The top portion of the screen will display the business information: name, address, local and state numbers, FEIN, email, etc.

The bottom portion displays the owner information, license grid, notes and audit records.

Owner Grid, License Grid, Additional License Grid, and Notes You can add Licenses and choose your license type by clicking Add New beside Licenses You can add Notes by clicking on the (+) Plus sign beside Add New Record You can add New Owners by clicking Add New beside Owner/Contact Information.

Multiple owners can be added by clicking Save & Add Another Multiple owners can be added by clicking Save & Add Another. There is no limit to the number of owners. Also, owner’s SSN can be full view, partial view, or completely blocked.

By clicking Add New beside Licenses you can choose your License type from the drop down menu.

Receipting payments will also be easier Receipting payments will also be easier. The payment tab will allow you to receipt, Initial License, Minimal Activity, or create Transient fee.

There are multiple report options

By entering your search criteria, you will be able to view the report in the grid below before sending to a printer, Excel or PDF.

You can run for a range of business types and/or classes for a particular period. You can select businesses to send notices by checking the boxes to the left of the Business Number. You can review the notices when clicking printer button before selecting the printer.

By leaving the Class field blank it will return all Minimal accounts By leaving the Class field blank it will return all Minimal accounts. You can choose the ones you wish to print.