Rolls Transfer XML Notice Letter Instructions

Use the Rolls Transfer XML Notice Letter Instructions to print Roll Notices to alert customers that their balances will be rolled to taxes if they do not pay the delinquent amounts soon.  Roll Notices can be sent out 30-45 days in advance of actually rolling the customer balances to alert customers of the impending action.

Tips:  

• The Rolls process allows you to print three types of letters that correspond to the different phases of the process:

• Use the Rolls Transfer XML Notice to alert customers that you will be rolling their delinquent balances soon.

• Use the Rolls Transfer XML Letter to alert customers that you are rolling their delinquent balances now.

• Use the Roll Outstanding Letter to alert customers that you have rolled their balances and are transferring them to the town's tax roll for collection purposes.

• To include a notice cost in the notice, maintain the Letter Cost amount, Flat Cost amount or the Cost Percentage during Roll Parameter Maintenance.

• For more information about running reports, see Print View.

Directions:

To see directions for...

• Opening the Rolls Transfer XML Notice Letter Instructions, click More.

   

  1.  Click Processes from the Menu Bar.

  2.  Click Rolls.

  3.  Click Transfer.

  3.  Click XML Notice Letter.
  
  Or, use the keyboard shortcut:  [ALT] [p] [r] [t] [x].

   

  Rolls Transfer XML Notice Letter Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Rolls Transfer XML Roll Notice Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Services	To select the services to print, click to check the appropriate services listed. Tip:  To quickly select or de-select all services listed, click Check All . Note:  The Roll Parameter record can limit the services that print.
  Message Lines 1 - 5	Enter up to five lines of text to print on the roll notices, if applicable. (up to 42 characters each line)
  	To begin printing to the Windows™ default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p] Important:  Be sure to select the printer (job site file) that is set up for printing the roll notices.
  	To print to the Print View screen, click here.
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Rolls Transfer XML Notice Letter Sample.