How do I set up a single account?
Accounts
You can use batch accounts to set up multiple accounts at the same time, or you can use this routine to set up accounts one-by-one.
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Setting up a single account
Create a record for an account.
Do this...
1. Open Connect Property Improvements > Accounts > Setup Single Accounts.
2. Enter a District.
Assign the account to a district. To set up a new district, see Adding a District.
3. Enter a Property.
Assign the account to a property. To set up a new property, see How do I set up a new property?
4. Enter a Primary Owner.
Assign the account to a primary owner.
If the primary owner is not correct, you'll need to select a different property record or edit the primary owner saved in the property record.
5. Enter an Account Number.
Assign the account to an account number.
6. Enter the account information.
7. Click Save (CTRL+S).
The account is saved.
Updated 30Jul2018
Changing an account
Edit the properties assigned to an account.
Do this...
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Use the Lookup bar to enter the account number. Press Enter.
3. Now, you can edit the account properties.
4. Click Save (CTRL+S).
The account is saved.
Deleting single accounts
You cannot delete an account when an unpaid balance exists.
Do this...
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Use the Lookup bar to enter the account number. Press Enter.
3. Click Delete (CTRL+D).
The account is deleted.
Options
Account number
This is a number you assign to the account to identify it.
Additional fields (options F12)
If some of the fields that you need are missing from the Inquiry screen, you can add the missing fields to the Additional Fields area on the Asset tab. You can also use the Additional Fields area to group together the fields that you use the most often.
Assessment begin date
This is the date when the account begins billing assessments.
Billing group
Billing group is a user-defined category. You can determine which billing groups you wish to use in the application and use the Billing Group field to set up and save the billing group names.
The Billing Group field is a self-validating field that you can type in anything you wish to enter. You can tell which fields are self-validating because they have a light-blue background. Clicking the drop-down list will display the values that have been entered during previous sessions, or click on the field and type in a new entry. The next time you use the self-validating field, you can find the entry that you just added in the drop-down list.
Billing options
The billing options refer to the assessment fees that can be included in the billed amount. You have three options: Principal, Interest, and Late Fee. Principal is the original assessment amount on which interest accrues. Interest is the amount charged by the organization to the borrower for the use of funds. A late fee is an additional amount billed when the payment due is received after the due date.
Select the checkbox next to a billing option to include it in the billed amount. Or, clear the checkbox to exclude it.
Billing override
The billing schedule for the account displays on the Billing Override tab. Use the options on this tab to create a new billing schedule. If you want to use a different billing schedule you will need to set up the override billing schedule BEFORE you activate the account.
New Billing Schedule button
To override the billing schedule...
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Look up the account. Press Enter.
3. Click Create a New Billing Schedule.
The current billing schedule displays in the Billing Override grid.
4. Click on the Interest Rate, Principal, or Interest to edit the value.
To delete an override billing schedule...
1. Open Connect Property Improvements > Accounts > Modify Existing Accounts.
2. Look up the account. Press Enter.
3. Click Delete a Billing Schedule.
Delinquent principal
The delinquent principal is the amount that is overdue.
District
A district is an area, region, or section for billing assessments. Use District to assign the account to an assessment district.
Interest rate override
Use this field if the account will bill an interest rate that is different from the default interest rate. The default interest rate is stored in the Annual Rate field in Organization > Districts on Interest tab.
Number of periods
This is the number of periods in the assessment period.
Original assessment
This is the assessment amount that is assigned to the account when the account is set up.
Owner
An owner legally owns the property.
To add an owner...
1. Open Connect Property Improvements > Accounts > Setup Single Accounts, Setup Batch Accounts, or Modify Existing Accounts.
2. Click Property/owner tab.
3. Click Add New Owner.
Add New Owner button
The Search form displays.
4. Select the owner's name.
5. Click OK.
6. Set up the Primary Owner checkbox.
If there's more than one owner, use this option to choose which owner is the primary owner.
To delete an owner...
1. Open Connect Property Improvements > Accounts > Setup Single Accounts, Setup Batch Accounts, or Modify Existing Accounts.
2. Click Property/owner tab.
Property/Owner tab
3. Click to select an owner.
4. Click Remove the Selected Owner.
Payment alert
An alert is a pop-up box that displays on the screen. You can set up alert messages for payments and payoffs. For example, City XYZ sets up an alert message on account 99 to display a warning when the amount received will pay off the account balance. When it is time to enter payments, the clerk for City XYZ enters a payment of $100. Since the unpaid principal is $100, the alert message displays the payoff alert on the screen.
To set up an alert message, click on the Alerts tab. Then, type in the text to display in the alert dialog. When a user enters the account number, the alert message will display on the screen.
To disable an alert message, click on the Alerts tab and delete the text that displays in the Payment/Payoff Alert field.
Payoff alert
An alert is a pop-up box that displays on the screen. You can set up alert messages for payments and payoffs. For example, City XYZ sets up an alert message on account 99 to display a warning when the amount received will pay off the account balance. When it is time to enter payments, the clerk for City XYZ enters a payment of $100. Since the unpaid principal is $100, the alert message displays the payoff alert on the screen.
To set up an alert message, click on the Alerts tab. Then, type in the text to display in the alert dialog. When a user enters the account number, the alert message will display on the screen.
To disable an alert message, click on the Alerts tab and delete the text that displays in the Payment/Payoff Alert field.
Period amount
This is the amount to bill each period. When the Period Amount Method is Calculated, the system will divide the remaining principal by the number of periods.
Period Amount = Remaining Principal / Number of Periods
If the Period Amount Method is Manual, you can enter the amount to bill each period. The system will divide the remaining principal by the period amount to determine the number of periods to bill.
Number of Periods = Remaining Principal / Period Amount
Period amount method
This is the amount to bill each period. When the Period Amount Method is Calculated, the system will divide the remaining principal by the number of periods.
Period Amount = Remaining Principal / Number of Periods
If the Period Amount Method is Manual, you can enter the amount to bill each period. The system will divide the remaining principal by the period amount to determine the number of periods to bill.
Number of Periods = Remaining Principal / Period Amount
Primary owner
When you select a property, the routine displays the property owner as the primary owner. If the primary owner is not correct, you'll need to select a different property record or edit the primary owner saved in the property record.
Property
Assign the property to assess to the account.
Remaining principal
When a new single account is set up, the full principal amount is the remaining principal. After a payment is made, the remaining principal is the full principal amount minus the payment amount.
Remaining Principal on New Account = Full Principal Amount
Then, when the first payment is received...
Remaining Principal = Full Principal - Payment
And when the remaining payments are received...
Remaining Principal = Remaining Principal - Payment
With each payment the amount in the remaining principal is updated.
For example, the full principal amount on account 100 is $100.00. When the account is set up, the clerk enters 100.00 in the Remaining Principal field. When a payment of $20.00 is received the system subtracts the $20.00 payment from the Remaining Principal of $100. The new remaining principal is $80.00 (100.00 - 20.00 = 80.00).
Setup amounts as of
This is the date to calculate the billed amount per billing period.
Status
The default status is Pending. A pending account is will not bill assessments. An active account will bill assessments. A completed account is paid off.
Unbilled principal
The unbilled principal is the remaining principal minus the delinquent principal. The amounts in this grid are read only.
Unbilled Principal = Remaining Principal – Delinquent Principal
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