Managing Business License Transactions

Business license transactions are specific activities related to a business license. Transactions can be pre-license consultations, or they can be activities related to the actual license, such as the license origination activity. Business license transactions are distinct from the actual business license that gets issued.

Use the Transactions page to view summary information about activities such as consultations and license origination. Access the Transactions page by clicking the Business License Transactions tile on the Agency Springboard.

Use the Transactions page to:

View a summary of business license transactions.
Access details about a business license transaction.
Apply for a business license on behalf of an applicant.
Manually enter fee payments on behalf of an applicant.

Note: This topic discusses only business license transactions. For information about the other types of transactions that appear on the Transactions page, see Managing Transactions.

Registered User View of Business License Transactions

Registered users can access a list of their own business license transactions. The public-facing list shows the same information as the agent-facing list except that public users don’t see the name of the assigned agent.

From the registered user landing page, a registered user accesses the transaction list by clicking the Applications tile or by using the Go to Applications action in the quick actions drop-down list.

The Applications page has tabs for viewing different types of transactions. The Business Licenses tab lists the user’s business license transactions. Clicking a list item displays details for a specific transaction.

Overview of General Page Controls

The Transactions page includes separate tabs for business license activity, permits, and planning applications. Although the transaction data varies depending on the transaction type, the following page elements appear above the transaction list and are common to all transaction types.

Note: Grids are rendered in either a condensed or expanded format based on the FSM option selection made by the agency during implementation. On the Transactions page, each agency staff member can now personalize expanded grids to display information in a manner that suits their own requirement. See Personalizing Grid Displays.

Page Element	Description
Business Licenses, Permits, Planning Applications, and All	Click these tabs to choose which types of transactions to list.
Apply	Click to access the Apply page, where you choose an application type and start a new application on behalf of an applicant. For more information, see Choosing an Application Type and Completing an Application.
Download	Click to export the list to a .csv file.
Show All Statuses	Use this switch to filter the list based on transaction status: If the switch is off, the list includes only active transactions. This is the default setting if any active transactions exist. If the switch is on, the list includes transactions in all statuses, including active, inactive, canceled and withdrawn applications. This is the default setting if there aren’t any active transactions.
Search	Use keywords to search for transactions. For example, you can search using an application ID or applicant name. To search on a date, use the date format MM/DD/YYYY.
Filter By	Apply filters to display transactions that contain the selected parameter values in the list. Click the filter button to open the filter options, where you can define, modify, and save your own filters.
Sort By	Here are some of the sorting options: Application: The application ID. Type: The application type. Status: The activity status (not the license status). Creation Date: The date when the application was first saved, regardless of when it was submitted. Created By: The person who created the application. Submission Date: The date when the application was submitted. Submitted By: The person who submitted the application. Description: The description of the application. Applicant: The applicant for whom the application was created. Total Fees: The fees for the activity. Total Due: The unpaid fees for the activity. Expiration Date: The date that a pending application expires (not the expiration date for the actual license).
List View	View the transactions in list format.
Grid View	View the transactions in grid format. Unlike lists, grids include a header row with column labels.
Map View	View the transactions on an interactive map. The left frame of the map view displays a list of transactions. The list includes only basic information about each item: the transaction ID, type, and status. The right frame of the map view displays a map with markers to show the locations of the items on the list. Click a list item to zoom to its marker on the map. See Viewing Map Markers.

Reviewing Business License Transactions

Use the Transactions page to view summary information about business license activities such as consultations, license origination, amendments, and renewals.

To review business license transactions:

Select the Business License Transactions tile on the agency springboard.
This navigation option brings you directly to the Business Licenses tab on the Transactions page.

If you access the Transaction page using the Permits or Planning Applications tiles on the agency springboard, simply click the Business Licenses tab to switch lists.

Review transaction information.

The following table of page elements includes the column labels that appear in the grid view. The list view shows the same information, but without column labels.

Page Element	Description
License	Displays summary information about the license: Consultations display a consultation ID. License-related related transactions (origination, renewal, and amendment) display the license ID. This is assigned when an origination application If the license has been issued, the ID is a link to the license details. All transaction rows display the application type. Origination transactions display Active if the license was issued and has not expired. License-related related transactions (origination, renewal, and amendment) display license expiration information. If the license is about to expire, the expiration information includes a warning icon as well as the expiration date and the number of days remaining until that date. On the All tab, the column label for this information is Application.
Business Information	Displays the business name and address that are associated with the transaction location. This can be different from the name and address of the business itself. If the application indicates that the location is outside of the agency’s jurisdiction, no address appears here. On the All tab, the column label for this information is Property.
Description	Displays the description of the application. Applicants optionally enter a description on the Application section of the application form. Agency staff can add or update descriptions on the overview or summary page of the transaction detail.
Activity	Displays the type of activity, such as Consultation, Origination, Renewal, or Amendment, along with the activity status. Pending transactions of all types also display expiration information. The transaction must be submitted by this date. When the pending transaction is about to expire, the messages includes a warning icon and the number of days remaining. Note: On the All tab, the column label for transaction activity information is Additional Information.
Assigned	This column appears only in grid view. It displays the name of the business license specialist who is assigned to the activity. In list view, the assignment information appears with the activity information. This information does not appear on the All tab.
Fees	Displays the total fees for the activity, and the balance due if the total has not been paid.
Actions	Select the Pay button in the Actions column to submit payment information on behalf of the applicant. The Pay button takes agency staff to the Pay Fees page where you can initiate a full or partial payment for the application fees. The Pay button on the Applications page takes applicants and contacts with application access directly to the Checkout page. Only agency staff can initiate partial payments. If the application status is Payment Pending, full payment is required. That is, fees that are due when you submit an application must be paid in full. For more information about paying fees, see the Payment Flow Overview.

To access the details for a transaction, click the row.
If the application hasn’t been submitted (it is in Pending status), the application form appears. You can review and update the form and submit it on behalf of the applicant.

If the application has been submitted, the detail page for the business license transaction or consultation appears.