tax_coll:settings_form

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
tax_coll:settings_form [2020/05/20 19:08 UTC] – matttax_coll:settings_form [2020/05/27 21:04 UTC] (current) – matt
Line 1: Line 1:
 =====Settings===== =====Settings=====
  
-{{:tax_coll:settings.png?direct&200|}} +{{map>:tax_coll:settings.png?direct&400|Bild1590178741305}} 
 +   * [[tax_coll:settings_form#import_drive|Import Drive@ 31,106,271,129]] 
 +   * [[tax_coll:settings_form#export_drive|Export Drive@ 32,135,274,158]] 
 +   * [[tax_coll:settings_form#backup_location|Backup Location@ 31,162,276,190]] 
 +   * [[tax_coll:settings_form#refund_level|Refund Level@ 31,194,217,220]] 
 +   * [[tax_coll:settings_form#fast_entry|Fast Entry@ 245,193,338,216]] 
 +   * [[tax_coll:settings_form#default_tax_type|Default Tax Type@ 31,224,240,248]] 
 +   * [[tax_coll:settings_form#shading|Shading@ 245,221,346,245]] 
 +   * [[tax_coll:settings_form#copy_previous_payer_name_on_multi-bill_checks|Copy Previous Payer Name on Multi-Bill Checks@ 30,255,345,275]] 
 +   * [[tax_coll:settings_form#tax_coll_info|Tax Coll Info@ 23,363,117,412]] 
 +   * [[tax_coll:settings_form#customize_messages|Customize Messages@ 140,363,236,412]] 
 +   * [[tax_coll:settings_form#municipal_info|Municipal Info@ 23,431,120,481]] 
 +   * [[tax_coll:settings_form#school_info|School Info@ 140,431,235,482]] 
 +   * [[tax_coll:settings_form#change_bill_dates|Change Bill Dates@ 258,429,354,481]] 
 +{{<map}} 
 ====Import Drive==== ====Import Drive====
 The Import Drive setting tells the program where to look to find files that are sent to you such as Transfer listings and Exonerations. The Import Drive setting tells the program where to look to find files that are sent to you such as Transfer listings and Exonerations.
 +
 +  * Tax Year Folder
 +  * C
  
 ====Export Drive==== ====Export Drive====
 The Export Drive determines where the program creates the files that you send to other offices such as the Disbursement, Change and Tax Claim reports. The Tax Year Folder exists in the TaxCollection folder. Otherwise, it uses the root of whatever drive you designate. The Tax Year Folder is the most convenient if you are sending and receiving files by email. The program cannot write files directly to a CD or DVD so do not set your Export Drive to one of those types. The Export Drive determines where the program creates the files that you send to other offices such as the Disbursement, Change and Tax Claim reports. The Tax Year Folder exists in the TaxCollection folder. Otherwise, it uses the root of whatever drive you designate. The Tax Year Folder is the most convenient if you are sending and receiving files by email. The program cannot write files directly to a CD or DVD so do not set your Export Drive to one of those types.
 +
 +  * Tax Year Folder
 +  * C
  
 ====Backup Location==== ====Backup Location====
Line 16: Line 36:
 ====Fast Entry==== ====Fast Entry====
 FastEntry is set off by default. If you check this box, when you enter payments the program will skip the check number and paid by fields. If in doubt, leave this box unchecked. FastEntry is set off by default. If you check this box, when you enter payments the program will skip the check number and paid by fields. If in doubt, leave this box unchecked.
 +
 +====Default Tax Type====
 +[[:todo]]
 +  * Municipal
 +  * School
  
 ====Shading==== ====Shading====
 Shading provides shading on some of the reports that makes them easier to read. If you do not want the shading on your reports, then uncheck this box. Shading provides shading on some of the reports that makes them easier to read. If you do not want the shading on your reports, then uncheck this box.
  
-====Copy previous payer name on multi-bill checks====+====Copy Previous Payer Name on Multi-Bill Checks====
 This is a feature that saves typing when entering a check that pays for multiple bills. This feature was introduced in 2018 and is turned on by default. Uncheck this box to return to the pre-2018 behavior when posting such payments. Refer to the section, “Recording Payments – Receipt Form,” for more information. This is a feature that saves typing when entering a check that pays for multiple bills. This feature was introduced in 2018 and is turned on by default. Uncheck this box to return to the pre-2018 behavior when posting such payments. Refer to the section, “Recording Payments – Receipt Form,” for more information.
  
Line 32: Line 57:
 Opens a form where you can enter optional text that will appear on certain forms and reports. Opens a form where you can enter optional text that will appear on certain forms and reports.
  
-  * Receipt tab: (optional) This text will appear centered at the end of the tax receipt. Non- installment receipts fit on one half of a page so if you add any additional text the length of the receipt will probably exceed one half of a page. +  * **Receipt tab:** (optional) This text will appear centered at the end of the tax receipt. Non- installment receipts fit on one half of a page so if you add any additional text the length of the receipt will probably exceed one half of a page. 
-  * Tax Cert tab: Enter information to appear on the tax certifications. The fields are laid out as they appear on the report. The “Notes” and header fields are optional; the payable to and cert fee fields should be completed. +  * **Tax Cert tab:** Enter information to appear on the tax certifications. The fields are laid out as they appear on the report. The “Notes” and header fields are optional; the payable to and cert fee fields should be completed. 
-  * Late Notice tab: (optional) This text will appear on the late notice below the state-required language.+  * **Late Notice tab:** (optional) This text will appear on the late notice below the state-required language.
  
 {{:tax_coll:settings-municipalinfo.png?direct&200 |}} {{:tax_coll:settings-municipalinfo.png?direct&200 |}}
  • tax_coll/settings_form.1590001720.txt.gz
  • Last modified: 2020/05/20 19:08 UTC
  • by matt