Tax Receipt History Maintenance

Use Tax Receipt History Maintenance to view the history of a Tax Receipt and to print Tax Receipts for transactions that were already posted.

Note:  The Post Receipts process creates the history records from the data entered during Tax Receipt Entry and Group Mortgage Payment Entry.

Tip:  For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Tax Receipt History Maintenance, click More.

   

  • Click History from the Menu Bar, and next click Tax Receipt History Maintenance.

  • Or, use the keyboard shortcut:  [ALT] [t] [a].

   

• Creating a new Tax Receipt History record, click More.

   

  • To create a new history record for a new Receipt Number:

  • Enter the new Receipt Number.

  • Click Retrieve or press [ENTER] if the button is in focus.
    Keyboard shortcut:  [ALT + t]
     

  • To create a new history record for an existing Receipt Number:

  • Enter the existing Receipt Number.

  • Click File from the Menu Bar, and next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Receipt Number history record, displays above the Receipt Number.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Tax Receipt History Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Receipt Information Area
  Receipt Number	Enter a new or existing Receipt Number and click Retrieve.  (6.0)  Required. Tip:  If you do not know the Receipt Number, click Search.
  Type	Displays the Receipt Type, which is always 1 for Tax Receipt History.  (1.0)
  	You can use Search to view all of the existing Treasurer's Receipt history transactions that have been posted.  From the Search List you can select a history record to maintain. Keyboard shortcut: [ALT + r]
  	To update the new or changed information click Save or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed history records.
  	To delete an existing history record, enter the Receipt Number and click Delete.
  	To display an existing history record or to enter a new history record for a new Receipt Number, enter the Receipt Number and click Retrieve or press [ENTER] if the button is in focus. Keyboard shortcut: [ALT + t]
  	If there is more than one history record with the same Receipt Number, click Prev or Next to see the other records. Note:  Usually, there is only one Receipt Number per history record.  However, if you do not purge the receipt history, it is possible that the system will reuse existing Receipt Numbers.
  Account Information Area
  Account Number	Enter the Tax Account Number.  (up to 6 characters)  Required.
  Owner Name 1	Enter the primary owner's name.  (up to 35 characters)
  Owner Name 2	Enter the co-owner's name.  (up to 35 characters)
  Property ID	Enter the Map, Lot, Sub, and Type for the Property ID.  (up to 12 characters)
  Transaction Detail Area
  Previous Balance	Enter the Previous Balance.  (7.2)
  Transaction Date	Enter the Received Date.  (MM/DD/YYYY)
  Received From	Enter the name of the person or business from which you received the payment.  (up to 20 characters)
  Clerk Initials	Enter the initials for the clerk who received the payment. Consistently use the same initials for each clerk to provide an accurate audit trail, and because some reports are sorted by the clerk initials.  (up to 3 characters)
  Tender Detail Area
  Check 1 Number	If payment was made by check, enter the Check Number for the first check.  (6.0)
  Check 1 Amount	If payment was made by check, enter the Check Amount for the first check.  (7.2)
  Check 2 Number	If payment was made by check, enter the Check Number for the second check, if applicable.  (6.0)
  Check 2 Amount	If payment was made by check, enter the Check Amount for the second check, if applicable.  (7.2)
  Credit Card Number	If payment was made by credit card or debit card, enter the credit or debit card number.  (up to 19 characters) Note:  Spaces are allowed.
  Credit Card Amount	If payment was made by credit card or debit card, enter the payment amount.  (7.2)
  Cash Received	If payment was made by cash, enter the Cash Amount.  (7.2)
  Amount Tendered	Enter the Tendered Amount, which is the total amount of the payment made by cash, check(s), and credit card.  (7.2)
  Change Returned	Enter the change that was due to the payor.  (7.2) Note:  Usually this applies only to cash payments.
  Due Date Information Note:  You can enter transactions for up to seven Due Dates.
  Due Date	Enter the Due Date.  (4 digits)
  Type	The payment type categorizes the detail transactions and specifies how the amount updates the account balance.  Click the appropriate type in the drop-down list.  (predefined)
  Amount	Enter the Transaction Amount.  (7.2) Note:  The transaction amounts should add up to the Amount Tendered above.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To generate the Tax Receipt, click Print or press [ENTER] if the button is in focus. Keyboard shortcut: [ALT + p]

• Viewing or Editing an existing Tax Receipt History record, click More.

  CAUTION:  To avoid losing data, you must save new or changed Tax Receipt history records.

  1. To display the record to be changed, enter the Receipt Number and click Retrieve or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + t]
     
     Tips:

  2. If you do not know the Receipt Number, print the Tax Receipt History Report.

  3. If there is more than one history record for the Receipt Number, click Next or Prev to display the record that you want to maintain.

  4. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  5. Enter the data changes.

  6. To complete the edit process, click Save or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + s]

   

• Deleting a Tax Receipt History record, click More.

  1. To display the record to be deleted, enter the Receipt Number and click Retrieve or press [ENTER] if the button is in focus.
     Keyboard shortcut:  [ALT + t]
     
     Tips:

  2. If you do not know the Receipt Number, click Search.

  3. If there is more than one history record for the Receipt Number, click Next or Prev to display the record that you want to delete.

  4. Use one of the following methods to delete the history record.

  5. Click Delete.
     Keyboard shortcut: [ALT + d]

  6. Or, click File from the Menu Bar, and next click Delete.
     Keyboard shortcut:  [ALT] [f] [d]

  7. At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
     
     Example:
     
     
     
     Note: After you click Proceed, you will see the following message on the Status Bar.
     
     

   

• Displaying the Tax Receipt sample, click More.

   

  To see descriptions of the Tax Receipt fields and to see a report sample, refer to Tax Receipt Entry.

   

• Descriptions of the report fields, click More.

   

  Field Descriptions are not available at this time.