Open to maintain core bill information.
The follow discussion simply describes the fields on this page. Refer to How To for a description of how to perform common bill maintenance functions.
Description of Page
Bill Info contains a concatenation of important information about the bill (e.g., the bill date, its status, due date, ending balance, etc.).
Bill ID is the system-assigned unique identifier of the bill.
Account ID identifies the taxpayer who is responsible for the bill. The name of the main taxpayer on the account appears adjacent.
Bill Status is the bill's status. Refer to Bill Lifecycle for the potential values and how to handle a bill when it exists in a given state. Adjacent to the bill status is the Display Bill button, which will display an online image of the bill when clicked. Refer to How To Display A Bill On-line for more information.
You can only use theDisplay Bill button if your system has been configured to display an on-line image; otherwise, a message indicating that the service is not available will appear. This option can only be configured by your technical staff.
Due Date is the date on which the bill is due. A bill's due date is calculated as follows:
Add the due days specified on the account's account type to the bill date.
The resulting date is the due date unless it's not a workday. In this case, the due date is set to the next workday (workdays are defined in the installation options tables).
If the account's account type has an override due date calculation algorithm, the due date may be overridden. Refer to Setting Up Account Types for more information.
Bill Date is the business date that was used when the bill was completed.
Create Date/Time is the date and time on which the bill was originally created.
Completion Date/Time is the date and time on which the bill was completed.
If the taxpayer pays automatically and the automatic payment has not yet been created, a brief message appears highlighting the date and amount of the future automatic payment. In addition, a button appears called Stop Autopay, that, when clicked, causes the associated automatic payment to stop. You might click this button if the taxpayer indicates that they will send in a payment. After you click the Stop Autopay button, a message appears highlighting the stoppage. Refer to How And When Are Automatic Payments Created for more information about how to setup the system to defer the creation of automatic payments until the future automatic payment extract date.
In the Message area, a brief error message appears if there's a problem with the bill. The message area is suppressed if there are no problems with the bill.
Click the magnifying button to view the long explanation. The long explanation will provide information about the cause of the error (and how to fix it).
Bill Summary summarizes the financial impact of the bill. The information that appears differs depending on whether the account is a balance-forward or open-item account. If the account is a balance-forward taxpayer, the following information appears:
Previous Period's Balance is the balance from the account's last bill.
Total Payments is the total amount of frozen or canceled payment segment financial transactions linked to this bill. Frozen payment segments appear as negative numbers (decreasing the amount owed by the taxpayer), while canceled payment segments appear as positive numbers (increasing the amount owed). You can drill down on this balance to view the financial transactions that contribute to this total. Refer to How To Remove Unwanted Payments From A Completed Bill for a description of how to perform common maintenance functions.
Total Adjustments is the total amount of frozen or canceled adjustment financial transactions linked to this bill. You can drill down on the balance to view the financial transactions that contribute to this total. Refer to How To Remove Unwanted Adjustments From A Completed Bill for a description of how to perform common maintenance functions.
Total Bill Corrections is the total amount of canceled and / or rebilled bill segment financial transactions linked to this bill. You can drill down on the balance to view the financial transactions that contribute to this total.
Total Current Billing Charges is the total amount of frozen bill segment financial transactions linked to this bill. You can drill down on the balance to view the financial transactions that contribute to this total.
Ending Balance For This Period is the sum of the five amounts above. It is the amount owed by the taxpayer as of the end of the bill period.
If the account is an open-item taxpayer, the following information appears under Bill Summary:
New Charges is the total amount of frozen bill segment financial transactions linked to this bill. You can drill down on this value to view the financial transactions that contribute to this total.
Adjustments is the total amount of frozen or canceled adjustment financial transactions linked to this bill. You can drill down on this value to view the financial transactions that contribute to this total. Refer to How To Remove Unwanted Adjustments From A Completed Bill for a description of how to perform common maintenance functions.
Corrections is the total amount of canceled and / or rebilled bill segment financial transactions linked to this bill. You can drill down on this value to view the financial transactions that contribute to this total.
Total is the sum of the above amounts. You can drill down on this value to view the financial transactions that contribute to this total.
If the account is an open-item taxpayer, the following information appears under Match Summary (note, this section is not displayed for balance-forward accounts):
X Balanced Item(s) contains the count and total amount of financial transactions linked to this bill that are linked to balanced match events.
X Unbalanced Item(s) contains the count and total amount of financial transactions linked to this bill that are linked to unbalanced match events.
X Disputed Item(s) contains the count and total amount of financial transactions linked to this bill that are linked to disputed match events.
X Unmatched Item(s) contains the count and total amount of financial transactions linked to this bill that are not linked to any match event.
Total Changes After Completion only appears if bill segments that appeared on the original bill have been subsequently canceled or rebilled. The amount displayed is the net effect of all cancels and rebills. Note, you can use the Remarks column in the bill segments grid (to the right) to see which bill segments have been cancelled / rebilled.
If 25 or fewer bill segments are linked to this bill, the grid in the lower right portion of the page contains one row for every bill segment linked to the bill.
The following points describe each column:
The Bill Segment column contains a concatenation of each bill segment's division, obligation type, status and bill period. The division and obligation type come from the bill segment's obligation.
The Current Amount column contains the bill segment's effect on the obligation's current balance.
The Status column shows the bill segment's status. Refer to Bill Segment Lifecycle for the possible values.
The Remarks highlight special situations. The following remarks may appear:
Rebill after completion appears if the bill segment is a rebill that was created after the bill was sent to the taxpayer. The financial impact of this bill segment appears as a "bill correction" on the next bill produced for the taxpayer.
Rebill prior completion appears if the bill segment is a rebill that was created before the bill was sent to the taxpayer.
Canceled after completion appears if the bill segment was canceled after the bill was sent to the taxpayer. The financial impact of this bill segment appears as a "bill correction" on the next bill produced for the taxpayer.
Canceled prior completion appears if the bill segment was canceled before the bill was sent to the taxpayer.
If the bill segment's status is Error, this column also contains the error message.
If more than 25 bill segments are linked to this bill, the grid in the lower right portion of the page contains a summary of the various bill segments linked to the bill:
The following points describe each column:
The Status column shows the bill segment's status. Refer to Bill Segment Lifecycle for the possible values. Click on the hyperlink to transfer to the Bill Segments tab where the associated bill segments can be viewed.
The Total Bill Segments column contains the number of bill segments linked to the bill with this Status.
The Total Amount column contains the sum of the current amount of these bill segments.
At the bottom of the scroll is shown the Total Generated Charge. This represents the total amount of the bill segments. This amount may differ from the Total Current Billing Charges when:
The bill is not Complete. A bill segment's financial effect is not shown on the bill until the bill is completed.
A bill segment has been canceled / rebilled since the bill was completed.
The topics that follow describe each of the actions that appear in the Bill Segment Action and Bill Action areas. Refer to How To for a description of typical business processes that use these buttons.
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