MB – Creating New Accounts Receivables (101-mb-frm-001-fea-003)

Miscellaneous Billing (MB) – Creating New Accounts Receivables (AR)

Overview

Update Pending – Change of product code as the same controller will be used throughout the modules applications.

This action button is used to Create A/R to generate an Accounts / Receivable ID for new accounts, directly from the Account Maintenance form.

NOTE: You need to save the record to the database before you can create an A/R ID. This button is disabled once the ID is created.

Creating New Accounts

The Create A/R button is only available after the MB Account is created when there is no AR associated to the account
Click on the Create A/R to create an AR_MASTER record with the next AR_ID and populate it with the NA_ID and MB_ID from the MB Account.
Once the Create A/R has been done, the button becomes disabled.

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MB – Account

Miscellaneous Billing (MB) – Account

Overview

The Miscellaneous Billing (MB) Account form is used for creating MB accounts. These can be linked by name or address to existing records in your Govern database.

With the Miscellaneous Billing Account form, you can:

Create multiple MB accounts for any user or parcel.
Create MB accounts for users not currently in the system.
Link a new MB account to the Govern A/R directly from this form.
Add a default category to the account.
Set default sales tax exemptions.

Accessing the MB Account Form

To access the Miscellaneous Billing Account form:

Launch Govern.
Open a Profile that contains Miscellaneous Billing.
Open the Miscellaneous Billing form.
Select the Account tab.
Optionally, you can use the dynamic search to find a name or property record and load the results to the form.
Click New to create a new account.
Complete one of the following procedures to create a new account by name or by property:
Complete the other parameters on the form.
Click Save.
When you click Save:If the MB Account Number field is blank, a number is automatically generated and entered in this field. If the number is automatically generated, it contains the number of digits entered the GNA > System Parameters form. You can add a prefix or suffix to an automatically generated number.
Click New A/R to create an A/R ID for the current account.
The record must be saved before you can create an A/R ID. This button is disabled once the ID is created.

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Creating an MB Account

All Miscellaneous Billing accounts are created by name. They can be linked to a parcel.
To create an MB Account:

Select one of the following under
Name and Address:Create New to create an MB account for an individual or company without an existing record in the database.
Search for existing to create an MB account for an individual or company with an existing record in the database.
Current ID to create an MB account for the individual or company that is currently selected in the tree view.
The name and address information for the account is displayed under Name and Address. This information cannot be modified on this form.
Complete the other fields as described in the following section.
Click Save.

Linking an MB Account to a Parcel

To link an MB account to a Parcel:

Select Search for existing under Parcel.
This launches the Parcel search screen.
Enter your search criteria.
Load the results to the form.
The tax map number is displayed under Parcel and the name and address information for the account is displayed under Name and Address. This information cannot be modified on this form.
Complete the other fields as described in the following section.
Click Save.

Account Information

Account Number

The MB account number can be automatically generated or entered manually. If it is automatically generated, it contains the number of digits entered the GNA > System Parameters form. You can add a prefix or suffix to an automatically generated number. The number is generated when you click Save.

Otherwise, enter the new miscellaneous billing account number.

Sales Tax Exemptions

If the the name or property associated with the MB account is exempt from paying sales tax, select the applicable option.

Exemption 1:

Select this option to exempt the account from paying the first Sales Tax defined on the MB General Parameters form.

Exemption 2:

Select this option to exempt the account from paying the second Sales Tax defined on the MB General Parameters form.
These options are enabled if Activate Sales Tax is selected on the Miscellaneous Billings General Parameters form.

Notes

Enter any relevant notes and comments for the account.

Deleting an MB Account

Deleting a Miscellaneous Billing Account Record
Click Delete to remove a saved miscellaneous billing account record from the database. A confirmation message is displayed. Click OK to delete the record or Cancel to return to the Miscellaneous Billing Account form.

NOTE: The Delete button is enabled only if no invoices are created for the account, regardless of whether they are posted or not.

Miscellaneous Billing (MB) – Recurring Batch Codes Parameters

Overview

The Miscellaneous Billing Recurring Batch Codes form is used for defining the codes for miscellaneous billing items that are invoiced on a regular basis. The schedule for sending the codes is defined. The recurring invoice is then defined in Govern using the same category and item definitions as the standard invoices. Recurring invoices are sent to the invoices when the batch process is run.

Effective dates are defined by the recurring invoice in Govern. Therefore, the Miscellaneous Billing Batch Codes are not defined by year.

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Creating Miscellaneous Billing Recurring Batch Codes

To create the Miscellaneous Billing Recurring Codes:

Launch GNA.
Select Application Configurations > Miscellaneous Billing > Recurring Batch Codes.
Enter a code for Recurring Batch Code in the Code field. This is a required field.
Expand the description fields and enter descriptions in the English and French Short and Long Description fields.
Select one of the following under Months:
Every Month
The months that you want to schedule under Specific Months.
Select one of the following under Days.

Miscellaneous Billing Recurring Batch Codes Parameters

The days under Specific Days.
Select 31 if you want to send the code on the last days of every month or of the months selected in the left column.
One of the following from the drop-down list under Specific Days of the Week:
– Every Week
– First Week
– Second Week
– Third Week
– Fourth Week
– Select the day: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday.
Click Save.

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MB – Invoice Report

Miscellaneous Billing (MB) – Invoice Report

Overview

Follow the procedures in this section in order to add the ability to print the Miscellaneous Billing Invoice report directly from the Miscellaneous Billing Invoice entity in Govern. Any network printer can be used.

Documentation

to view the information in this page in a comprehensive document, open the following:

101-mb-rpt-003-MBInvoiceReport.pdf

Prerequisites

SAP Crystal Reports 1.3.0.12 or higher is required.

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General Settings Parameters for Reports

The Miscellaneous Billing Invoice report is available in Crystal Reports. For information on customizing this report, see Customizing a Report on page 4. Otherwise, the following setup is required.
To define the General Settings:

Launch GNA.
Select Parameters > General Settings Editor.
Select Report from the Registry Filter.
Select the Use Crystal Report option.
Enter the path to the Reports folder for your deployment in the Standard Reports Path parameter.
Enter the path to the Custom Reports folder if you have created one. For details, see Customizing a Report on this page.
Enter the path to the log file in the Standard Log Path folder.
Click Save.

For further details, refer to the GNA documentation.

Configuring the Report

The following report must be available in your deployment, before you can print invoices from the Miscellaneous Billing form:
101-rpt-003.rpt Miscellaneous Billing Invoice
This report is included with the FormReference.xml file and imported by the GNA > Import/Export Tool. The changes that you apply to the report in GNA, such as adding an alternative connection key and adding prompts, are not overwritten during the import process. If you want to create a new custom report in Crystal Report or SSRS, follow the procedure under Customizing a Report on page 4.
You can perform the following configuration to add a second datasoure connection key, prompts and criteria to the report. However, this is not a required step.
To configure the report:

Launch GNA.
Select Parameters > Report Parameters Editor.
Select 101_rpt_003.rpt – Miscellaneous Billing Invoice in the tree view.
This Report Editor reads the report and lists all the datasources referenced.
Click Report Criteria to add a prompt or other criteria to the report. This is an optional step.
Click Save.

Refer to the documentation on the Report Parameters Editor for further details.

Customizing a Report

You can create a custom report to use in place of the standard Miscellaneous Billing Invoice report. The custom report can be created in either Crystal Reports or SSRS. You can save this report to any network directory. You need to enter the path on the OpenForms General Settings > Report form Whenever you launch the report, it is executed from the Custom folder.
Use the following procedure:

Create a new network directory for all your custom reports.
Create the custom report in Crystal Reports or SSRS.
Save your custom cash collection receipt report to this folder.
Ensure that the custom report has the same name as the standard report:101-rpt-003.rpt Miscellaneous Billing Invoice.
Launch GNA.
Select Parameters > General Settings Editor.
Select Report from the Registry Filter.
Select one of the following:
Use Crystal Report
Use SSRS
Enter the path to the custom reports folder that you created in the Custom Report Path parameter.
Enter the path to the Reports folder for the standard reports.
Enter the path to the log file in the Standard Log Path folder.
Click Save.

Refer to the documentation on the Report Parameters Editor for further details.

Printing the Receipt

The receipt can be printed on any printer, either automatically or manually.
The information added to the receipt includes the following:

Account Details

Invoice Date
Due Date
Invoice No.
Account No.
Reference

Invoice Details

Description
Quantity
Amount / Qty
Sales Tax
Total per itm
Invoice Total

Configuring the Miscellaneous Billing Action Button

The following procedure describes how to add the Report Printing action button to the Miscellaneous Billing form. However, by default, this button is included on the form.
To add this action button:

Launch the Govern OpenForms Designer (OFD).
Open the Miscellaneous Billing (MB001) form.
Select the Invoice Posted entity.
Select the Action Button in the Controls explorer.
Drag it to the top of the form.
Click the ellipsis button beside Action text box.
This opens the Extension Selector.
Select Only show classes that implement the custom control interface.
MsGovernOpenForms.CustomControls.dll is displayed under Assembly.
Select ExportCrystalReports_Action on the right.
Click OK.
This information MSGovernOpenForms.CustomControl.dllExportCrystalReports_Action is displayed in the Properties tab for the Action button on the Miscellaneous Billing form.
Expand the Misc. property and configure the following:
Enter the printer name in the PrinterName property.
Select 101-rpt-003.rpt – Miscellaneous Billing Invoice from the ReportCode property.
Select the export type that you want to generate, such as PDF or Crystal Reports from the ReportExportFormat property.
Expand the Tooltip property.
Enter a tooltip to appear when the user hovers the mouse over the Miscellaneous Billing Invoice Print action button on the Cash Collection form.
Click Save.
Launch Govern and open the Miscellaneous Billing > Invoice Posted form to view the button.

The Miscellaneous Billing Invoice Print button is located on the tab at the top of the form.

Launching the Report from Govern

You can print the report directly from the Miscellaneous Billing form in Govern.
To print the report:

Launch Govern.
Open a Profile that includes the Miscellaneous Billing form.
Open the Miscellaneous Billing form.
Perform a search and load the required Miscellaneous Billing record.
Open the Invoice Posted entity.
Click the Miscellaneous Billing Invoice Print action button.

The report is printed on the printer configured in the Cash Collection Parameters form.

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MB – Sales Tax Compute Process

Miscellaneous Billing (MB) – Sales Tax Compute Process

Overview

Run the Miscellaneous Billing Compute Sales Tax batch process, after changing the sales tax parameters on the Miscellaneous Billing General Parameters form. These parameters are saved by year. The batch process recalculates all unposted Miscellaneous Billing invoices that meet the following criteria:

Standard (one-time) Invoices
Recurring Invoices

Invoices with items that are subject to sales tax.
Are Invoiced for the year entered in the Year parameter.
All these invoices are recalculated with the sales tax definitions of the corresponding year.

For details on defining the sales tax , see Miscellaneous Billing General Parameters

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Accessing the Miscellaneous Billing Compute Sales Tax Batch Process

The Miscellaneous Billing Compute Sales Tax Process can be run from Govern, GNA (for testing purposes), or the Govern Scheduler.
To set up run the MB Compute Sales Tax Process from Govern:

Launch Govern.
Open a Profile that contains Miscellaneous Billing.
Select the Miscellaneous Billing form.
Enter the year, corresponding to the invoices that you want to update and the sales tax definitions, in the Year parameter.
Do one of the following:

Click the the Run arrow to run the process immediately.
Click Schedule to set up a schedule to run the process at a later date or on a regular basis.

Verifying the Miscellaneous Billing Compute Sales Tax Batch Process

If you are running the Miscellaneous Billing Compute Sales Tax batch process from Govern, you can click the Processing tab of the batch process and verify the execution. A progress bar is displayed along the top and information and warning messages are displayed.

After the process has run, The End is displayed on the progress bar. You can review the error, warning, and informational messages. The latter include:

Starting and Ending Time
Number of Records Processed
User ID
Batch ID
Transaction Mode
Batch Process Name

Notes

Synchronous Mode
This batch process runs in Synchronous mode only. If it is configured to run in Asynchronous mode in GNA:

A warning message appears to indicate that the process is running in Synchronous mode.
An information message appears to indicate that the Transaction Type parameters is set to Asynchronous.

Executing the Miscellaneous Billing Sales Tax Computation Batch Process

The Miscellaneous Billing Sales Tax Computation batch process performs the following calculations sin order to update the unposted Miscellaneous Billing invoices. It is run on both standard (one-time) invoices and recurring invoices.

It is typically run when changes are made to the Miscellaneous Billing Sales Tax rates on the Miscellaneous Billing General Parameters form in GNA.

Compute

The computation is run on all standard (one-time) and recurring Miscellaneous Billing that are unposted.

The computation is run on all standard (one-time) and recurring Miscellaneous Billing that are unposted.
The following fields are calculated:

Total
Sales Tax 1
Sales Tax 2

For all items, the price is multiplied by quantity:
ITEM_PRICE * ITEM_QTY

The totals for the sales tax are calculated:
TOTAL_SALE_TX_1
TOTAL_SALE_TX_1

Notes

Sales Tax 1 and Sales Tax 2 are calculated only for items that are subject to sales tax.

This is defined on the Miscellaneous Billing Items form in GNA. For each item, the option Subject to Sales Tax 1 and Subject to Sales Tax 2 can be selected or deselected.

The Miscellaneous Billing Account, which is set up for an individual or a company, can be exempt from one or both sales taxes. This is defined on the Miscellaneous Billing Account form in Govern. For each account, the options Exempt #1 and Exempt #2 can be selected or deselected.

Related Information

Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid.

On error, the misc. billing account id will be displayed in the message – to verify
For any error, double-click on the message to access the full text

Once completed, information will be displayed, that includes:

A unique batch audit ID
Application name and version, such as Govern Batch Processing, 6.0
Batch process name with any additional notes, such as parameters loaded
User ID
Date and time the process was started
Date and time the process was completed
Parameters and Options used
Total number of records read
Total number of records processed
Indication as to whether the process was successful or not

Log
A log of Miscellaneous Billing Accounts Computed will be generated. – need to verify if needed

Batch Processing (technical)

Before Executing Subprocesses:

Execute Subprocess
Error Reporting

In addition to the standard Batch Processing standard error reporting, the following will be validated:

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

After changes, it is always best to compute for a small dataset
The parcel/account no. id is listed in the error message
Turning on the Govern Diagnostic Tool
Turning on the SQL Profiler Tool (system administrator)

Miscellaneous Billing (MB) – Configuration

Overview

This page describes the administrative configuration for the Miscellaneous Billing module. It includes a checklist and detailed steps for further information.

Miscellaneous Billing Configuration Checklist

The following table lists all the applications, forms, and steps required for configuring the Miscellaneous Billing module in Govern OpenForms.

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Application	Form	Steps
Deploy EZ	N/A	Run Deploy EZ. Open the Reports folder in the root folder of your deployment. Ensure that all reports required for Miscellaneous Billing are added to the deployment. Miscellaneous Billing reports include the Miscellaneous Billing Invoice (101-rpt-003.rpt). For details, see Miscellaneous Billing Report.
Govern Business Entity Designer (BED)	Business Models	The Miscellaneous Billing Model contains the following entities: MB_Master: This is the Root entity. MB_InvoicePosted MB_InvoiceUnposted MB_RecurringInvoice Perform the following configuration if required: On the Model: Allow use in the Govern Query Tool. On the Entities: Set rules for auditing and central notes For more information, see the Business Entity Designer.
GNA	General Settings Editor	Open the GNA > Parameters > General Settings Editor > Report and ensure that the report parameters are defined. These include the folders for the reports and the log file. For details, see Miscellaneous Billing Report.
GNA	Report Parameters Editor	Open the GNA > Parameters > Report Parameters Editor. Ensure that all report parameters are added for the Miscellaneous Billing Reports.
GNA	Batch Process Editor	Open the GNA >Editors > Batch Process Editor form and ensure that all batch processes for Miscllaneous Billing are defined and configured. These include: Miscellaneous Billing Recompute Sales Tax.
GNA	Department Maintenance	Open the GNA > Department Maintenance form for all departments that are using Miscllaneous Billing.
		Ensure that Miscellaneous Billing is selected under A/R Subsystems Allowed
GNA	Profile Editor	Open the GNA > Profile Editor form for all profiles associated with the department.
		Ensure that Miscellaneous Billing is selected or deselected under A/R Subsystems Allowed for all Profiles as required.
		Ensure that the Miscellaneous Billing form is added to all required Profiles.
		Ensure that all Miscellaneous Billing Batch Processes are added to all required Profiles.
		Ensure that all Miscellaneous Billing tree view, V_TREEVIEW_MB, is added to all Profiles, as required. This is optional.
		Ensure that the Miscellaneous Billing Search is added under Default eGroup for all Profiles, as required. This is optional.
GNA	General Settings Editor	Open the GNA > Parameters > General Settings Editor and specify the number of characters in the default Account Number.
GNA	Accounts Receivable General Parameters	Set up Accounts Receivable (A/R) General Parameters for Miscellaneous Billing. Set up the A/R General Parameters for Misc. Billing
GNA	A/R Class Codes	Set up Accounts Receivable (A/R) Class Codes for Miscellaneous Billing. See A/R Class Codes
GNA	User Validation Table Editor	Verify the validation codes for the Miscellaneous Billing user validation tables.
GNA	Miscellaneous Billing General Parameters	Set up the Miscellaneous Billing General Parameters. Miscellaneous Billing General Parameters
GNA	Miscellaneous Billing Items	Set up the Miscellaneous Billing Items. See Miscellaneous Billing Items
GNA	Miscellaneous Billing Categories	Set up the Miscellaneous Billing Categories. Miscellaneous Billing Categories
GNA	Miscellaneous Billing Recurring Batch Codes	Set up the Miscellaneous Billing Recurring Batch Codes Create schedules for Miscellaneous Billing Invoices that are billed on a regular basis. See Miscellaneous Billing Recurring Batch Codes
Govern Security Manager (GSM)	N/A	Set up the security for the Miscellaneous Billing administrative and user forms under your deployment.
Govern OpenForms Designer (OFD) .	Miscellaneous Billing (MB001)	Open the Miscellaneous Billing (MB001) form and configure the Miscellaneous Billing action button for printing the Miscellaneous Billing Invoice from the Miscellaneous Billing > Invoices Posted form. Customize the form by naming and positioning the fields as required by your organization. Customize the Browse screen, the Record Description, if required. Make any required modifications to the form, such as repositioning the fields and renaming the labels. Note: If you are making modifications, it is recommended to create a copy of the form, so that your changes are not overwritten. For more information, see the OpenForms Designer.
OFD		Open the Miscellaneous Billing form in Security Mode. Assign security permissions for all items on the Miscellaneous Billing form.
		Assign security permissions for the Name and Address controllers in order to create and search for a name and / or create, search for, or delete an address.
Govern	Miscellaneous Billing Account	Create Miscellaneous Billing Accounts for required names in your municipality or organization. For more information, see Miscellaneous Billing Account.
Govern	Miscellaneous Billing Recurring Invoices	Create Miscellaneous Billing Recurring Invoices for required accounts in your municipality or organization. For more information, see Miscellaneous Billing Recurring Invoices.
GNA	Copy to Year	Open the GNA > Miscellaneous Billing > Copy to Year form. Ensure that the Miscellaneous Billing parameters, including the general parameters, categories, and items are copied from a previous year to the required year (as required by Miscellaneous Billing. See Copy to Year.
	Initialize Next Year	Open the GNA > Miscellaneous Billing > Initialize Next Year form. Ensure that the Miscellaneous Billing recurring invoices are copied from a previous year to the required year (as required by Miscellaneous Billing. See Initialize Next Year.
Govern Scheduler		Verify the scheduled batch processes for Miscellaneous Billing
Govern Query Tool	N/A	Ensure that you can run queries on the entities

Detailed Steps

Setting Up a Department for Miscellaneous Billing

Adding the Miscellaneous Billing A/R Subsystem to the Department

It is necessary to add Miscellaneous Billing under A/R Subsystems Allowed for all departments that are using Miscellaneous Billing.
To select this option:

Launch GNA.
Select Parameters > Department Maintenance.
Select the Department you want to update from the tree view on the left.
Select the General tab.
Select Miscellaneous Billing under A/R Subsystems Allowed.
Click Save.
Repeat steps 3 to 6 for all departments that use Miscellaneous Billing.

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MB Product Map

Miscellaneous Billing (MB) Product Map

Version 6.x

Overview

The goal of the Product Map is to provide links to existing Miscellaneous Billing documentation.
This information is grouped around the Form Functionality or other stand-alone OpenForms Component ( Batch Process, Report, View, etc.).

Product Map

The following lists the product code documentations grouped by forms or by type.

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Section	Product Code/Page	Description	Process Name	Supporting Info	Quality Control	Developer Technical Information
General	101-mb 101-mb-system	Miscellaneous Billing Module Master Master System Architecture and Configuration Requisites		What’s New Configuration Impact List Visio MB Database Diagram	101-mb	Developer Specs & Questions
	101-mb-config	Miscellaneous Billing Administrative Configuration and Setup
	101-mb-ofr	OpenForms (OFR) System Configuration			101-mb-ofr	101-mb-ofr
	101-mb-brules	MB Business Rules			101-mb-rules	101-mb-rules
A/R Business Rules	101-ar-brules	Accounts Receivable Business Rules and References		Transaction Types Transaction Rules A/R Object Errors G/L Transaction Rules
		Standard Features
Features	101-mb-fea-004	Standard Dynamic Search Queries	MB Group	Std Features 101-std-fea-004	101-mb-fea-004	101-mb-fea-004
	201-mb-fea-005	Online Payment of Miscellaneous Billing
	101-std-fea-024	Standard Controller used for Link to Name and Link to Parcel		How to setup 101-std-fea-024-ofr	101-std-fea-024
	101-ar-fea-022	Standard AR Controller – Action Button – Create A/R		How to setup 101-ar-fea-022-ofr		101-ar-fea-022


		Miscellaneous Billing – Features
	101-mb-fea-010	Sales Tax Computation
	101-mb-fea-011	Misc. Billing Tax Lien Feature		Feature not available. See Roadmap		101-mb-fea-011

		Miscellaneous Billing – User Forms
Misc. Billing	101-mb-frm-001	Account Maintenance			101-mb-frm-001	101-mb-frm-001
	101-mb-frm-002	Invoices (Unposted and Posted)			101-mb-frm-002	101-mb-frm-002
	101-mb-frm-003	Recurring Invoices			101-mb-frm-0http://product-qc.govern.harrisgovern.com/101-mb-frm-00203	101-mb-frm-003
		Recurring Invoices History		Deprecated


		Miscellaneous Billing – Administrative Parameters	check–>	GNA wiki Map
Parameters	103-mb-parm-General	Misc. Billing General Parameters			103-mb-parm-General	103-mb-parm-General
	103-mb-parm-Category	Misc. Billing Parameter Category			103-mb-parm-Category	103-mb-parm-Category
	103-mb-parm-Item	Misc. Billing Parameter Items		SY Registry USR Registry A/R Parm A/R Deposit	103-mb-parm-Item	103-mb-parm-Item
	103-mb-parm-Recurring	Misc. Billing Recurring Batch Code			103-mb-parm-Recurring	103-mb-parm-Recurring
	103-mb-parm-Template	Misc. Billing Templates for Land Management		Feature not available. See Roadmap	103-mb-parm-Template	103-mb-parm-Template
	103-mb-bp-005	Misc. Billing Copy to Year (see batch process)	check–>		103-mb-copytoyear	103-mb-copytoyear
	103-mb-bp-006	Misc. Billing Initialize Next Year (see batch process)

		Miscellaneous Billing – Batch Processing		Batch Processing
Batch Processes	101-mb-bp-001	Misc. Billing Posting to A/R (See also Features)	MB_Post_AR		101-mb-bp-001	101-mb-bp-001
	101-mb-bp-002	Misc. Billing Recurring Entry Posting	MB_Post_Rec		101-mb-bp-002	101-mb-bp-002
	101-mb-bp-003	Misc. Billing Lien Transfer	MB_Post_Lien	Feature not available. See Roadmap	101-mb-bp-003	101-mb-bp-003
	101-mb-bp-004	Misc. Billing Compute (Recompute sales tax)	MB_Compute		101-mb-bp-004	101-mb-bp-004
	103-mb-bp-005	Misc. Billing Copy to Year (GNA)	MB_CopyToYear		101-mb-bp-005	101-mb-rpt-005
	103-mb-bp-006	Misc. Billing Initialize Data to the new year (GNA)	MB_init_next_yr

		Miscellaneous Billing – Standard Reports		Reporting
Standard Reports	101-mb-rpt-001	Recurring Entry List	mbrecurring.rpt	Feature not available. See Roadmap	101-mb-rpt-001	101-mb-rpt-001
	101-mb-rpt-002	Batch Posting Report	standard report	Use standard batch audit report	101-mb-rpt-002	101-mb-rpt-002
	101-mb-rpt-003	Invoices	mbinvoice.rpt

		Miscellaneous Billing – OpenForms Standard		STD Map
	103-UT-005	Database Integration (System Tables, Corr. Scripts…)
	103-UT-007 / 103-UT-008	EMT (Import / Export ) Utilities
	103-UT-010	Database Extract Tool Utility
	101-std-fea-027	Online wiki help for GNA Parameters

		Miscellaneous Billing – System Options
	202 mMobile	Mobile Table Resources		Feature not available. See Roadmap		System Options (202) Tech

Miscellaneous Billing (MB) – Creating New Accounts Receivables (AR)

Overview

Creating New Accounts

Miscellaneous Billing (MB) – Account

Overview

Accessing the MB Account Form

Creating an MB Account

Linking an MB Account to a Parcel

Account Information

Account Number

Category

Sales Tax Exemptions

Exemption 1:

Exemption 2:

Notes

Deleting an MB Account

Related Links

Miscellaneous Billing (MB) – Recurring Batch Codes Parameters

Overview

Creating Miscellaneous Billing Recurring Batch Codes

Miscellaneous Billing (MB) – Invoice Report

Overview

Documentation

Prerequisites

General Settings Parameters for Reports

Configuring the Report

Customizing a Report

Printing the Receipt

Account Details

Invoice Details

Configuring the Miscellaneous Billing Action Button

Launching the Report from Govern

Miscellaneous Billing (MB) – Sales Tax Compute Process

Overview

Accessing the Miscellaneous Billing Compute Sales Tax Batch Process

Verifying the Miscellaneous Billing Compute Sales Tax Batch Process

Notes

Executing the Miscellaneous Billing Sales Tax Computation Batch Process

Compute

Notes

Related Information

Batch Processing (technical)

What’s New

Troubleshooting

See Also

Miscellaneous Billing (MB) – Configuration

Overview

Miscellaneous Billing Configuration Checklist

Detailed Steps

Setting Up a Department for Miscellaneous Billing

Adding the Miscellaneous Billing A/R Subsystem to the Department

Miscellaneous Billing (MB) Product Map

Overview

Product Map

Related Topics