Correspondence Contacts

Navigate: Tax > Accounts Receivable > Manage Payments > Correspondence Contact

Description

Manage correspondence contact information for the various manage payments tasks correspondence and for claim maintenance.

Steps

1. On the Enter Surplus Number for Contact screen, enter the surplus number and click Next.

2. On the Add Contact screen, click New in the Command Item bar, or enter you search criteria in the Surplus Number, PIN, and/or Name fields and click Search.

   • Select an item in the Search Results panel.

3. Maintain existing contact or create new contacts on the Contact Name/Address screen.

   • Enter or select the effective date.

   • Make a selection from the Address Type drop-down list and enter a recipient (required fields are marked with an asterisk).

   • Define the additional address information.

   • Click Create Claimant to return to the Maintain Claim screen.

Setup and Prerequisites

A surplus must exist for the revenue object.