Search for Bills for Delinquent Billing

Navigate:Tax > Delinquent > Delinquent Billing

Description

Search for more delinquent bills to add to the list you already created. The search options are the same as you used to create the original list.

Steps

1. On the Delinquent Search screen, click the Common Actions icon in the sidebar and select Search by Delinquent Bill.

2. On the Search for Bills for Delinquent Billing screen, enter your search criteria and click Search.

Type in or select the fields on the screen to define the delinquent bills that you want to find.

NOTE: You can use any combination of the available fields to find the bills that you want to group. These choices offer ranges, where you can indicate a beginning number and an ending number.

• Tax year – Enter a single tax year, a range of years, or leave blank for all. Default is the current tax year. For a single tax year, type the Tax year, then To tax year is automatically filled. You must specify the tax year.

• 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, the processing is done as a batch process. Enter the first and last of the range to include.

• PIN – Select by identification number: type in 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, the processing is done as a batch process. Enter the first and last of the range to include.

3. Select other options as desired.

• Roll type – Select the tax roll type. If blank, delinquents of all roll types will be selected.

• Include assigned – If you also want to see delinquent bills that are already included in a different group, select this checkbox.

• Date type – Select the date type to use when considering the due date. Date types represent different events of the billing cycle.

  NOTE: The date type and the following field (Before, After, etc.) 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.

• Zip Code – The situs Zip Code. Enter a single Zip Code, a beginning and ending range of Zip Codes, or leave blank for all.

• 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.

• Criteria group – Select a criteria group that has been set up with the attributes you want for the group.

  Click the Details button to see the complete description of the criteria group; Cancel on the pop-up window returns you to the search screen.

  When setting up a delinquent group for redemption processing, first you must set up a criteria group (Configuration menu) using the option "Search for delinquent bills". Add for the criteria group the attributes to include or exclude when searching for delinquent bills. Then 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.

• Tax type – Select a single tax type for the group, such as real property, or leave blank for all.

• Click 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.

• Document received type – Select to filter by the Official Document associated with the bill. Then, select a From doc recording date and a To doc recording date to further filter your results. Selecting the Official Doc Type and Doc Recording Date range will limit the group to include only those properties which have that event type with the date range along with the other selected criteria.
  

• Include Unsold Items – Check this checkbox to include unsold items in the bill.

4. Select the checkbox of one or more tax authority groups (TAG) in the grid.

   • To select or deselect all TAGs, select the checkbox at the top of the grid.

5. Indicate in the Installment panel the combination of minimum amount and maximum amount for installment 1, 2, and balance due.

   The rule lets you set the conditions and/or.
   And means that all of the minimums and maximums must be met for a record to be returned.
   Or means that if any one of the conditions is met, the record will be returned.

• 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.

• Rule – To set a condition that one of the min/max amounts must be true and also another min/max amount must be true, select And for the rule.

  To set a condition that either one of the min/max amounts must be true or else the other min/max amounts are true, select Or for the rule.

  Use any combination: installment 1 and/or installment 2 and/or balance due.

6. You can use the description for the delinquent bill search by adding it in the Description Detail panel. This is the description as it was billed in the tax year.

   • Description –The revenue object description as it was billed in the tax year of the billing. Descriptions can be section, township, range, recording district, plat number, plat suffix, subdivision name, lot, block, tract, and meridian.

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

   • Value – The choice within the description. For example, if the description is lot, then the value would be the lot number.

   • Rule – To set a condition that one of the descriptions must be true and also another description must be true, select And for the rule.

     To set a condition that either one of the descriptions must be true or else the other descriptions are true, select Or for the rule.

7. Select flags in the Flags to Include grid to 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

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

• Follow the same steps as for the Flags to Include grid 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

9. Optionally, define any Delinquent Document information for the search, including:

   • Document type

   • Start and end document dates

   • Expiration start and end dates

10. Click Search. The Print Delinquent Bills screen appears showing all search results.

    OR

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

Common Actions

Search by Group – opens the Delinquent Search screen.

View Searches

View Batch Processes

Tips

Click Clear to clear all entries and start over with the default settings.

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

Actions performed on a delinquent group are recorded as historical events of the individual revenue objects.

When you have selected the Apply Flag checkbox, use the vertical scroll bar on the right to scroll down to view the results.

When the flag is for a tax bill:

• Tax bill must fall within the specified tax year.

• Include assigned must be selected in case the bill also belongs to another group.

• Tax bill must satisfy balance due range specified.

• You must select taxbill as the entity type in the flag control if searching for flags applied to bills.
  Likewise, select revobj as the entity type in the flag control if searching for flags applied to the revenue object.

• If no date range is selected then flags are not excluded on the basis of date.

• If flag value is specified, then flag and flag value must be applied to the taxbill. For example:

  • Entity type = RevObj
  • Flag type = Bankruptcy
  • Flag value = Chapter 11.