Book and Page Information

Navigate: Tax > Delinquent > Groups > Book and Page Information

Description

Assign the lien book and page information by delinquent group. The numbers are automatically assigned during batch processing.

NOTE: You must already have the information about the County Recorder's book and page assignments.

NOTE: This task is used for Georgia customers only.

Steps

1. On the Delinquent Search screen, enter your search criteria and click Search.

   If you select Search for Group from the Search type drop-down list

   1. On the Delinquent Search screen, enter your search criteria and click Search.

   2. In the Search Results panel, click to select an item in the grid.
   3. On the Apply or Remove Delinquent Fees screen, select the View only non-posted fees checkbox to display only those fees where the charges have not yet been applied. This includes both calculated and non-calculated fees.

   4. Make a selection from the Apply to tax year drop-down list. Select the tax year for the bill you want to apply the delinquent fee to. If you select a tax year, you are also able to select:

      • If tax year not present for PIN – apply the fee to the Next oldest delinquent bill year, the Oldest delinquent bill year, or the Most recent delinquent bill year.

      • Installment – select the bill installment to apply the fee to.

      The Newest/Oldest Year on PIN selections refer to the newest/oldest year on the PIN with a balance due:

   • Property Sale (group of revenue objects) – fee is applied to the newest/oldest bill with a balance greater than 0.

   • Property Sale (group of tax bills) – fee is applied to the newest/oldest balance which is greater than 0, from the Financial Detail.

   • Lien Sale and Delinquent Bills (group of tax bills) – fee is applied to the newest/oldest bill in the group with a balance greater than 0.

   • Lien Sale and Delinquent (group of revenue objects) – fee is applied to the newest/oldest bill in Financial Detail with a balance greater than 0.

   5. In the Fees panel, click Add to insert another fee, or click Edit for an item in the grid.

      NOTE: You can only edit fees that have not been calculated.

   • Make a selection from the Fee drop-down list.

   • Enter or select the Due Date and End Date for the fee. The End Date for the fee to exclude the fee from the group after a certain date has passed.

   NOTE: End Date only affects fees that have not been posted as a charge in Financial Detail. The date should be set to after all Tax Sale Posting is completed, otherwise the fee may not be included in the amount being paid by the Buyer.

   • Click Apply to save your changes, or click Cancel to cancel your changes without saving.

   6. Select an existing fee and click View Detail in the header area to open the View Detail of Delinquent Group Fee screen. Click Previous to return to this screen.

      • If you are working with a group, the View Detail of Delinquent Group Fee screen appears displaying the details of the fee and the calculated or applied information for the individual group members.

      • If you are working with a single bill, the View Detail of Delinquent Bill Fee screen appears with the details of the fee and the calculated or applied information for the bill.

   7. Make a selection from the Process drop-down list. All processes run as a batch process.

      • Select Calculate as Fees to open the Monitor Batch Processes screen. When the process is finished, you can view the report and error log, if applicable.

      • Select Calc fees and apply charges and click OK in the pop-up. The fees, interest, and penalties are calculated then applied as charges. On the Monitor Batch Processes screen, you can select a finished process to view the report and any error log, if applicable.

      • Select Apply charges and click OK in the pop-up. The fees, interest, and penalties that were previously calculated are now applied as charges. They become receivables in financial detail. The Monitor Batch Processes screen opens automatically.

      • Select Reverse fee and click OK in the pop-up. This option is used only for an erroneous fee that was previously applied. The reversed fees are added as adjustments that cancel the wrong charges; these adjustments appear on each affected tax bill. The Monitor Batch Processes screen opens automatically.

   NOTE: You can select another fee to calculate or apply while the batch process runs.

   8. In the Tax Bills panel, click Edit for an item in the grid.

      • In the Fee Override Amountcolumn, enter the amount to be applied on a fee.
      • Click Apply.

   9. Click List to search for another group to apply fees to.

   • Click Close to end the task.

2. Check the Is lien book and page checkbox if this is a lien book and page. Select this option if you are applying a lien to a group or bill. The lien documents display in Info Center only if this checkbox is selected.

3. Select the Document source, Document type, and document sub type.
   
   NOTE: The Document Source is controlled by the Doc Source systype (Configuration > Systype > Select or Add a Systype). Documents initiated with a source office of Tax Collector will not initiate into the Records workflow and are not made available in the Transfer process and screens. Selecting County Lien as the Document type is used for creation of lien documents.

4. Select the Book and Page options

   • Beginning book number

   • Beginning page number

   • Last page number - After assigning the last page number of a book, the next assignment increments the book number and begins with page 1.

5. Select Include paid only if you want to also assign book and page numbers to paid as well as unpaid bills within the group.

6. Click Apply, then OK on the confirmation message. The batch process starts and you advance to the Monitor Batch Processes screen. Return to this screen once the batch process is complete. The Book and Page numbers are displayed in the Last Book Page Application panel.
   
   NOTE: When selecting the Document type of County Lien, clicking Apply updates the book page to set the Record Date and Amount Due. This information is displayed in Document History of Revenue Object.

7. Select the checkbox for the Book and Page Application you want to view the details for in the Last Book Page Application panel and clickView Detail on the title bar of the panel to view the details of the group bills or single delinquent bill. You advance to the View Detail for Book and Page screen.

   NOTE: This option is only available if you are applying book and page numbers by group.

   • Click List to return to Delinquent Search to search for a different group or bill to apply Book and Page numbers to or click Close to end the task.

   • Click Close to end the task.

Tips

When a gap occurs in the information, the group must be split into two book and page items.

If the wrong book and page information was entered and processed, it can be removed by clicking Clear.

The default value for FiFa documents is set up as an application setting.

Click View Batch Processes in Common Actions to view the batch process on the monitor batch process screen.

You can add more than one document, but each must have a unique combination of document source, type and sub type. Validation that the assigned numbers are unique is performed in the order of subtype, book number, and page number.