Delinquent Billing

Navigate: Closed Tax > Delinquent > Delinquent Billing

Description

Tax bills for delinquent charges are printed for individual revenue objects found in a search or by delinquent group.

Steps

On the Delinquent Search screen, enter your search criteria and click Search.
Common Actions from the Delinquent Search screen.
- Search by Delinquent Bill
- View Searches
- View Batch Processes
In the Search Results panel, click to open an item in the grid.
On the Print Delinquent Bills screen, make a selection from the Report type drop-down list.

NOTE: Report types are set up in Tax > Billing > Setup > Report Setup. The Report must be associated with the Delinquent Module.

Enter or select the Good Through Date.
Make a selection from the Process drop-down list.

Print Report – Sends the process to batch and creates a PDF file of the bills you selected.
Export Data – Sends the process to batch and creates text file exports for the bills you selected.

NOTE: Export rules are defined for each report type in Tax > Billing > Setup > Report Setup.

Select the checkbox for one or more items in the Bill Detail panel.

Select the checkbox in the panel title bar to select all of the items in the grid.
Or, click Summary and select the checkbox for one or more property types.

Click Queue Process in the Command Item bar.
On the Monitor Batch Processes screen, click to open an item in the grid.

NOTE: A Selection Criteria Report that shows your selections is output as part of the batch process.

Select by roll type or select the individual tax bills on the Print Delinquent Bills screen.

Search by Delinquent Bill

On the Delinquent Search screen, click Common Actions in the sidebar and select Search by Delinquent Bill.
On the Search for Bills for Delinquent Billing screen, enter your search criteria and click Search.

NOTE: You can use any combination of the fields to find the bills that you want to group.

In the header area

Tax year – (Header area; required field) Enter a single tax year, or a range of years.
Make a selection from the Date type drop-down list, which is used when considering the due date. Date types represent different events of the billing cycle.

NOTE: The date type and the following drop-down list work together in selecting the delinquent bills, and both should be used. If a date type is not used, the due date looks for the maximum value of all bill dates. If the date you enter is on or after the date stored on the bill for selected date type and there is a balance due on the bill, then the bill is included in the results.

Example 1
Enter 09/30/2009 and select Billing Date as the date type. If there is a balance due, the search returns any bills created after 9/30/2009 with an outstanding balance, regardless of their ‘delinquent’ status.

Example 2
Enter 9/30/2009 and select Interest Start Date as the date type. If there is a balance due, the search returns any bills that still had a balance due and were past the latest interest start date out of all interest start dates on the bill installments.
Make a selection from the Include assigned drop-down list.
Make a selection from the Document received type drop-down list, which filters official documents associated with the bill.
- Enter or select a From doc recording date and a To doc recording date to further filter your results.
Make a selection from the Tax Sale Options drop-down list.

In the Bill/RevObj Details panel

Bill numbers – Enter the range of bill numbers of the unpaid charges, from lowest to highest. For a single bill, type the bill number in the first field. The To bill number field can be left blank or filled with the same single bill.

NOTE: When searching for a single bill, the search is immediate and is not a batch process. When searching all bill numbers or a range of bill numbers, it is done as a batch process.
PIN – Enter a beginning and ending PIN. For a single PIN, type the PIN in the first field. The To PIN field can be left blank or filled with the same single bill.

NOTE: When searching for a single PIN, the search is immediate and is not a batch process. When searching all PINs or a range of PINs, it is done as a batch process.
Zip Code – (Situs Zip code). Enter a single Zip Code, a beginning and ending range of Zip Codes, or leave blank for all.
Make a selection from the Tax type drop-down list.
Tax roll excluded – Specify a tax year to exclude the revenue objects of the tax roll within this tax year from the results list. For example, if the revenue object you are looking for is not included on the current year's tax roll, but there are old delinquent charges still outstanding, you can type the current year.

In the Roll Type panel, select the tax roll type. If blank, delinquents of all roll types will be selected.

In the Advanced Criteria panel

Make a selection from the Select criteria group drop-down list, which consists of the attributes you want for the group.
Click Details to open the Criteria Group Selection Detail pop-up. Click Cancel to close the pop-up.

NOTE: When setting up a delinquent group for redemption processing, you must first set up a criteria group.

Click here to learn how to set up a criteria group.

Click Configuration > Criteria Groups.
On the Set Up Criteria Groups screen, select Search for delinquent bills from the Criteria process code drop-down list.
In the Criteria panel, click Add.
Make a selection from the drop-down lists and enter information as needed.
Click Save in the Command Item bar.

When using Search for Delinquent Bills, select that criteria group, and its attributes are compared to those on the tax bill charges for posted bills.

Click Setup Value Criteria if you want to select a particular value type for the search. The selection is made on the Set Up Value Type Criteria screen, and you return to this search screen after your selection is made. PINs not matching the value criteria are eliminated from the search results.

In the Tax Authority Group panel, select the checkbox for one or more items in the grid.

In the Installment panel

Enter minimum and maximum amounts for installment 1, 2, and balance due.

Minimum amount due – Eliminate the low end by entering the least dollar amount due. For example, if you are creating the group for delinquent advertising, set the minimum delinquent amount that you would advertise.
Maximum amount due – Set the greatest delinquent amount due. If there is no maximum, leave blank.
In the Rule column, select And so that minimums and maximums must be met in order for a record to be returned. Select Or so that, if any one of the conditions are met, the record is returned.

In the Description Detail panel

You see the description as it was billed in the tax year.

Make a selection from the Description drop-down list.

Description are of the systype Descr Detail Type. Availability of recording district requires activation of an application setting for recording district.)

Select the Related checkbox, if applicable.
Enter a value for the description. For example, if the description is lot, then the value would be the lot number.
Make a selection from the Rule drop-down list to set a condition.
Click Apply.

In the Flags to Includepanel

Determine which cases will be included in the search results.

PIN	Flags Applied to PIN	Flags to Include Grid Settings	Will PIN be returned in the search?
101	Bankruptcy - Chapter 7 NSF	Match All: Bankruptcy - Chapter 7, NSF	Yes, matches the criteria for inclusion
102	Bankruptcy - Chapter 7	Match All: Bankruptcy - Chapter 7, NSF	No, does not meet criteria for inclusion
103	Bankruptcy - Chapter 7	Match Any: Bankruptcy - Chapter 7, NSF	Yes, matches the criteria for inclusion
104	none	Match Any: Bankruptcy - Chapter 7, NSF	No, does not meet criteria for inclusion

Select flags in the Flags to Exclude panel to determine which revenue objects will be excluded from the search results.

Follow the same steps as for the Flags to Include panel to add flags until the list is complete.
Select Match all or Match any. This specifies whether or not an object has to have all the flags or any of the flags attached to it to be excluded from the search.

If all, then the search will exclude from the results bills that match all flags in the grid.
If any, then the search will exclude any bills that have any one of the flags in the grid.

PIN	Flags Applied to PIN	Flags to Exclude Grid Settings	Will PIN be returned in the search?
101	Bankruptcy - Chapter 7 NSF	Match All: Bankruptcy - Chapter 7, NSF	No, it meets the criteria for exclusion
102	Bankruptcy - Chapter 7	Match All: Bankruptcy - Chapter 7, NSF	Yes, does not meet criteria for exclusion
103	Bankruptcy - Chapter 7	Match Any: Bankruptcy - Chapter 7, NSF	No, it meets the criteria for exclusion
104	none	Match Any: Bankruptcy - Chapter 7, NSF	Yes, does not meet criteria for exclusion

In the Delinquent Document panel

Specify information for the search, including:

Document type
Start and end document dates
Expiration start and end dates

Click Search in the Command Item bar. The Print Delinquent Bills screen opens to display all search results.

Your search is sent to the batch processor and the Monitor Batch Processes screen opens. Once the process is complete, you return to this screen. Click Common Actions in the sidebar and select View Searches to open the Select Batch of Delinquent Bills screen.

Select Batch of Delinquent Bills

On the Delinquent Search screen, click Common Actions in the sidebar and select View Searches.
On the Select Batch of Delinquent Bills screen, confirm the end date of the batch is displayed.

If blank, the batch has not yet completed processing.
If an end date is displayed, the batch is complete.

Click Select for an item in the grid. The next screen that opens depends on your actions up to this point.

If creating a group, the Select Delinquents to Group screen opens, on which you can view the contents of the batch process listed for each selection for the new group.
If writing off delinquent charges, the Process Write-Offs by Detail screen open, on whichyou can initiate the tax write-off process.
If printing delinquent bills, the Print Delinquent Bills screen opens, on which you can print the bills for the selected batch of delinquents.

Click New Search to return to the Search for Delinquent Bills screen. You can begin a new search even as the previous search is still processing.

Prerequisites

Delinquent

Create Group - Create a group of delinquent tax bills to process.

Assessment Administration

Assessment Roll Processing - Cadastre roll must be available.

Billing

Report type - Define the (bill) report type to use for delinquent bills.
Tax bills must exist and be delinquent.