Transaction History - Business

Navigate:Info Center > Business Detail > Records Search > Records Search Results > Business Detail Information > [Common Action > View Transaction History > Transaction History - Business

Description

View the transaction details of the business selected on the Business Information screen. Multiple PINs and PIN sub types can be displayed. Details display for the transaction you choose, such as charge or payment details.

The information you see in the lower panels depends upon the type of transaction you choose. For some transactions types there are even more choices of detail available to view, and you can toggle back and forth to see all of the information.

The transactions are displayed in the Transactions panel, according to your filter request.

NOTE: Financial information is highly confidential. Access to financial and payment information is security controlled.

IMPORTANT: The Business Revenue Unified License Roll Typeapplication setting defines the roll type for unified license roll types and displays payments for only that roll type when selected for viewing on the Info Center Transaction History - Business screen. See Business Detail for setup information.

Jurisdiction Specific Information

 

The identifying codes and informative fields are displayed in the top section, with several links to more detailed information. If your user role does not have permission to use a link in the heading section at the top, the link underline will not be displayed.

NOTE: See Business Detail Information for details about the business information area at the top of the screen and the navigation elements common to the Business Detail screens, including:

• Links

• Buttons

• Common Actions

Steps

1. Use one or more Filters to shorten the list of transactions and click Go. Using more filter options speeds the search.

• Select the Location of the business. All locations that have transactions associated with this business are available to choose from the dropdown list.

• Use date range options Date from and Date to by selecting dates from the date picker or typing the dates, using the format mm/dd/yyyy. For a single day, use the same date for both fields.

• Select a single PIN or all. Transactions can be filtered by all available PINs, including Business Account Number, License Revenue Objects Pins, and Trust Tax Pins.

• Select a PIN sub type, such as business license, or all.

• Select the transaction Type, such as bills, payments, transactions, or all types.

• Select the Tax year; the current tax year is the default.

• Select a single Bill number to view, or view all.

• Select a single Receipt number to view, or view all.

(CVB only) Clicking on a reallocate/reapply transaction row in transaction history displays an additional panel/grid called Payment Management where the Charge Allocations panel would normally display. The Payment Management panel displays the From/To pin, From/To bill and associated information for the reallocate/reapply transaction. Clicking on various charges in the grid toggles the Payment Management panel to the Charge Allocations panel. Click GO. Only those transactions matching your filter request are displayed. You can redo the filtering as needed by changing the selections and clicking GO again.

2. View the transactions of the Transactions grid. The transactions are those that matched the filter specifications. Information is listed by Tax year, then business date of the transaction. Also displayed is the location id (LIN), PIN, PIN sub type (such as Business License or Trust Tax), Tax year, Bill number, Receipt number, and Net amount (gross minus credits.)
   
   NOTE: The bill number format under the Bill No dropdown includes suffix indicators of S for Supplement or A for all others.

• Receipt number is displayed for payment transactions and adjustments to payments, such as reapplies, cancellations, reallocations. The receipt number extension also displays, so that you can easily see a payment that is part of a larger payment.

• The default order is by the most recent tax year (descending), then by business date (ascending).
  
  You can click on the column headers to change the way the transactions are sorted. The Refresh  restores the default sorting scheme.

• Transaction types that can display, when available, are:

• Original charge

• Charge adjustment

• Penalty and interest

• Payment

• Reversal

• Reallocate

• Reapply

• Cancel

• Cancel - no surplus

• Bad checks panel to see the charge allocation details in the lower part of the screen.
  
  NOTE: The information that shows depends on the type of transaction that you select.

3. View the details of charges or payments in the Charge Allocations panel.

• Use the links of Common Actions or buttons to navigate to another Info Center screen.

View Charge Allocations

View allocation of the charges and any charge adjustments.

• Click on + (plus) in the tree view to see the breakdown of charges of the tax bill by:

• TAG

• Tax Authority

• Tax Authority Fund

• Charge Code

• Sub-Code

• Columns information is filled when available, depending on the charge you are viewing:

• Tax

• Fees

• Penalty

• Interest

• Miscellaneous charges

• Amount

• View more information about a charge adjustment by clicking a button on the grid header:

• • Adj Detail - Adjustment detail shows the source, reason code, adjustment number, user id, and effective date.

  • Values - Both old and new values are displayed for the tax authority and fund, including assessed value, exempt value, and taxable value.
    
    NOTE: If an adjustment was made without changing the cadastre, then you will not see a difference in the old versus new values.

View Payment Details

View receipt/tender information, payment allocations, or surplus information. You can also print a receipt, using the button on the grid header.

IMPORTANT: You cannot use a small journal printer to print a receipt from Transaction History. You can print receipts from Transaction History only if you are using a laser printer for an 8.5" x 11" receipt. If using a small journal printer, you can only print a receipt from receipt management (Cashiering > General > Receipt Management) or from Mass Receipts (Cashiering > General > Mass Receipts).   

NOTE: A payment transaction must exist before you can see payment tender and allocation information. Likewise, a surplus transaction must exist to see any surplus information.

• Payment Detail is the default view of the lower grid, when a payment transaction was selected in the Transactions grid.

• • It shows when and where the payment was made, including the user id and till that took the payment, the allocation rule, and the name and address of the person who was responsible for making  the payment. If there is a surplus, the identification number shows.

  • It also shows the tender information, including method of payment, amount, identifying number, and name of the person who handed over the payment.

  • Buttons are activated on the grid header when appropriate:

  • Print Receipt - Click to reprint the receipt.

  • Surplus - Click to toggle to the Surplus grid, if a surplus was generated from this payment.

  • Allocations - Click to toggle to the Allocations grid.

• Surplus is the view displayed when you click the SURPLUS button, if a surplus resulted from the payment.
  
  IMPORTANT: Depending on your jurisdiction setup, if the type of account is a business revenue trust tax account, the Type column header changes to Trust Tax Type.  An Accounts Receivable SRS report called Business Revenue Surplus Report is available via Tax > Accounts Receivable > Reports > SRS Accounts Receivable Reports that shows all surplus from Business Revenue accounts.

• • The date, process, type, reason, and identifying number are shown.

  • The original amount, refund amount, other amount taken out, and the balance are displayed.

  • Buttons are activated on the grid header when appropriate:

  • Print Receipt - Click to reprint the receipt.

  • Tender - Click to toggle to the Payment Details grid, which includes the payment information.

  • Allocations - Click to toggle to the Allocations grid.

• Payment Allocations is the view displayed when you click the Allocations button.

• • It shows a tree view with this hierarchy: installment, TAG, Tax authority, fund, change code, and subcode. Click on the + (plus) to expand the tree, or - (minus) to fold it.

  • Tax, fees, penalty, interest, and miscellaneous amounts are displayed as appropriate, with the payment and totals.

  • Buttons are activated on the grid header when appropriate:

  • Print - Click to reprint the receipt.

  • Tender - Click to toggle to the Payment Details grid, which includes the payment information.

  • Surplus - Click to toggle to the Surplus grid, if a surplus was generated from this payment.

Valuable Vocabulary

Unified Business License >

Tips

Click on a column header to sort the list of transactions by that item. Click again on the same column to reverse the list. Click refresh to restore the default sort order.

Payments that have been reversed are identified as Rev in the Id Type column.

An icon displays if there is a surplus on a payment.

Click on the + (plus) within a tree view to expand the information that you see.

An icon appears when a note has been attached to a parcel. Click on the yellow note icon to read the note.

Click the work list tab of the sidebar to select the next revenue object, if you chose multiple items on the Records Search Results screen.