How to Change a Payment Tender Type

We have received many calls recently from Clerks needing to change the Payment Tender Type, some after they’ve already deposited. This is a function that Clerks are able to perform without assistance from Avitar (excluding tender types of Short Slip and Credit), whether already deposited or not. For detailed instructions, please follow the link to our online FAQs: “How Do I Change a Tender Type After Fee Settlement?”

 

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Change a Clerk Service Type

Previously, when you processed a cart with a Clerk Service transaction, all the way through fee settlement, and then discovered you processed it with the wrong Clerk Service type (e.g. Dump Sticker vs Beach Sticker), your only option was to delete the cart from Cart Maintenance and start from scratch. With our Clerk 3.3.5 update, you are able to update the cart to the correct service via Cart Maintenance, under certain circumstances.

For more information on this topic, please follow the link to our online FAQs: How Do I Change a Service Type After Fee Settlement.

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Building Permit User Group

We’re planning to have a combination new user session and user group at our Chichester office on Thursday, August 15, 2019, at 9:30 AM. We’ll spend a couple hours reviewing the following topics and, as typically happens, following wherever user questions lead us:

  • Parcel/project/permits hierarchy, adding, editing, moving, etc.
  • Options for numbering projects/permits/inspections.
  • Options for customizing printed permits for use/reuse.
  • Storing documents electronically and how to share them with other departments.
  • Features of the last update.
  • User questions and requests.

While this will be skewed somewhat towards newer users, hopefully there should be something in there for everyone.

Note: If you are interested in attending but are unable to make it on August 15th let us know nonetheless. Depending on feedback and numbers we may either reschedule this session or add another, based on interest.

We hope to see you then.

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Warning re: Sketchy Links to the Avitar Assessing Kiosk

We will soon be implementing some changes on the Avitar Assessing Kiosk web site (data.avitarassociates.com) designed to eliminate warnings some visitors to the site may see in their web browsers. As many of your municipal web sites have links directing property owners from your site to the Assessing Kiosk site to review their assessments, you and/or your web site administrator should check to make sure any existing links on your municipal web site will still work as anticipated after we implement the changes. Here are the details:

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Warning re: Sketchy Links to Your Tax Kiosk

We have recently implemented some changes on the Avitar Tax Kiosk web site designed to eliminate warnings some visitors to the site may see in their web browsers. Consequently, you and/or your web site administrator should check to make sure any existing links on your municipal website that direct taxpayers to the Tax Kiosk are still working as anticipated. Here are the details:

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Deleted Receipts Report

The Deleted Receipts Report displays all receipts that have been deleted after deposit, either due to data entry error or a returned check. When creating your Deleted Receipts Report, you have an option to Include Receipts Deleted Before Deposit.  Continue reading

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July 4th and 5th Closure

Avitar will be closed Thursday, July 4th, and Friday, July 5th, in recognition of Independence Day. Evidence indicates that most municipalities will be closed both days as well. Consequently, we will not be scheduling anyone to cover phones as we often do during extended holidays.

Those of you who may be closing your July 1 fiscal year around this time, or who may have other unique support needs, should plan your schedules accordingly. For those of you that may be open on Friday, any issues that arise will need to wait until Monday.

We appreciate your assistance during this time and hope you all have a safe and enjoyable holiday.

Avitar Software Support

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When do I use Delete Receipt vs. Delete Transaction from Receipt?

In the Avitar Tax Collect system there are two functions available when correcting posting errors: Delete Receipt and Delete Transaction from Receipt. The key to which option you choose, is dependent upon what you are doing with the funds after the deletion. Continue reading

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Warning: Processing Pre-Payments Using Future Dates

Spoiler alert: you should never process a pre-payment using a date in the future. The longer explanation is we recently received a call from a collector who was having difficulty posting a payment to an invoice that already had partial payments posted to it. After looking at the previously posted payments, we discovered that the last payment posted had been done using an effective date in the future date. The payment was a pre-payment with a posted date of 3/1/2019; however, the effective date was 9/1/2019.

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State Short Slips for Research

We recently received an email from DMV (dated 4-18-2019) with regard to processing State Short Slips for Research, and what supporting documentation is needed. We created this blog to explain how you should process these particular Short Slips.

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