Opal Data Technologies, Inc. Sewer Utility Billing System Created On: 3/16/2005 Last Revision: 3/16/2005 Adding Sewer Assessment Accounts & Sewer Assessment Bills This document will review adding sewer assessment accounts in the Utility Billing system, creating sewer assessment bills, and updating ownership in the Collection system. I. Adding Sewer Assessment Accounts II. Adding Sewer Assessment Bills III. Updating Ownership in Collection I. Adding Sewer Assessment Accounts Once a sewer assessment account is added to the Utility Billing system, a sewer assessment balance is created in the Collection system. This balance reflects the original loan amount. As sewer assessment bills are created and rolled over, the principal on the sewer assessment balance is adjusted downward to reflect the remaining unbilled balance. 1. Open the Utility Billing Accounts screen. Go to Data > Maintain Utility Accounts.
2. Click on the Add Utility Account button. To add a new account, click on the Add Utility Account button 3. The Create A New Account screen will open. Enter the Account number, and check off This Account is for Sewer Assessment option. Enter the full Sewer Assessment amount. Enter the Plat/Lot for the account. Select OK to create the new account.
4. The new account will appear in the Utility Billing Accounts grid. 5. Edit the new account. If the Utility Billing system is properly linked to Opal s Tax Administration system, the new account will link the property address by plat/lot. The system will carry over the property address from Tax Administration
6. If you need to edit the address, you have the option to select the Override Tax Administration Link checkbox. Click on the Change button. The Utility Billing Address will open for modification. To enter an address manually, select the Override Tax Administration Link checkbox
II. Adding Sewer Assessment Bills After you add a new Sewer Assessment account in Utility Billing, you can add a Sewer Assessment Bill to the account. 7. Locate your new account and select Edit. 8. Click on Sewer Assessment. Select the New Bill button at the top of the screen.
9. Select the appropriate billing roll from the list and click OK. The new bill will appear below the Sewer Assessment heading on the treeview. New Bill appears on treeview. 10. Enter the Assessment, Loan Period, Year, Start, and Int. Rate. These fields will determine the bill amount. The Status field indicates OK if the account properly matches your Collection system.
11. If you need to add additional fees to the bill, select the New button at the bottom of the screen. The New button will allow you to add additional fees 12. Now that you have added this Sewer Assessment bill, the system will automatically generate a new bill for this account each year/quarter/month, depending on you billing cycle for Sewer Assessment accounts.
III. Updating Ownership in Collection 13. After adding a new Sewer Assessment accounts and Sewer Assessment bills in the Utility Billing system, you must update the ownership in your Collection system. Go to Tools > Update Ownership in Tax Collection. 14. Click on the Update button. After the process is finished, you will get a message that the update completed successfully, select OK.
15. Creating Sewer Assessment accounts in the Utility Billing system with a sewer assessment amount will automatically create a Sewer Assessment Balance in the Collection system. Open your Collection system and search for a new account. 16. Click on the Receivables button. A Sewer Assessment Balance has been added to the account.
17. As you bill the account, in the Utility Billing system, each year billed for Sewer Assessment will deduct from the Sewer Assessment balance. The unbilled balance that appears in Utility Billing is determined by the Collection system. The Principal Due is the remaining unbilled balance.