Businesses
How do I change properties assigned to a business?
Watch a video
Learn how to use the Setup/Modify Existing Business screens and set up default options (5m3s)
See an example of how to set up a new business (12m44s)
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linking to a master contact; working with fields that interface with Business Tax Collection; adding a property to a business; adding an owner; adding a manager, license, and taxes.
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entering manual billings, creating manual billing, and showing billing in inquiry
Learn how to enter default field values (1m50s)
Explore different options for Search grids (3m16s)
Show related accounts and transfer a payment to another application (7m22s) (enter payment adjustment using the reverse payment option, and verifying it in inquiry)
Watch how to update license information (2m5s)
See how to print a business license (3m3s)
Learn how to print renewal licenses (2m41s)
Learn how to calculate billings and use reports to verify billings (6m49s)
Learn how to update the General Ledger and understanding the General Ledger Update Report (7m31s)
Learn how to import business licenses from a third-party application (1m31s)
View an overview of the tools and features in Inquiry (2m16s)
Updated 25Jun2018
Businesses
How do I add a warning message?
How do I change a license status?
How do I change an email address?
How do I change a mailing address?
How do I change the business classification?
How do I change the Federal or State ID?
How do I change the physical address?
How do I change the sales tax ID?
How do I change the tax status?
How do I link a business to a master contact?
How do I set up email notifications?
Warning: Account number must be unique
Properties assigned to businesses
How do I add a property to a business?
How do I remove a property from a business?
Why can't I add a unit address to a property?
Refresher Training
Business License Refresher Training
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