Notices

Navigate: Tax > Accounts Receivable > Correspondence > Notices

Description

Generate Accounts Receivable notices, such as the 10-Day Notice.

NOTE: The 10-Day Notice applies to Riverside, California only.

IMPORTANT: See Correspondence for AR for prerequisite and setup information for correspondence and for information about generating the 10-Day Notice en masse.

Steps

1. On the Search for Payments/Surplus screen, enter your search criteria and click Search.

2. On the Payment Search Results screen, select the checkbox for one or more items in the Search Results panel and click Next.

3. On the Print AR Notices screen, make a selection from the Report Setup and GRM Event for drop-down lists.

4. In the Payment Details panel, click Edit for an item in the grid.

   • On the Refund Correspondent Name/Address screen, click Create Correspondent to save your edits.
5. Click Print.

• On the Manage Outbound Document Queue screen, select the correspondence job for processing and click Process Selected to process the correspondence.

• On the View the Correspondence Process screen:

• Select the Steps and History tabs to view the steps and historical data of the process.

• Select the Log tab to download a log file of the process.

• Select the File tab to download the process file.

• Click Close to return to this screen.

6. In the Payment Details panel, click Edit for an item in the grid.

7. Click Restart to return to the Search for Payments/Surplus so that you can initiate a new search.

• Click Previous to return to the Search for Payments/Surplus screen.

• Click Close to end the task.