There are times when you will need to add a new fee item to a record
that has already been paid. For example, a contractor is doing a
remodel and forgot to add a garbage disposal to the permit. To add a
new fee, go to the Fee Page and Select Add than Sele...
If a permit has been created and you need to add a new permit item,
use the process for adding fees. If, however, a customer is adjusting
the items on their permit, such as when there are two dishwashers on
a permit but it needs six, you will need to adju...
To pull a report of current fee schedules:
* In the Launchpad, select BUILDING REPORTS
* Select SPECIAL USE REPORTS
* Open the ACTIVE AGENCY FEES report
* Select OPEN
The report will export to an Excel spreadsheet for updates.
SDC (System Development Charges) are often very high-dollar fees that
are often assessed and due at new construction. Because these fees are
often so high-dollar, your agency may want to consider whether you
want to allow these fees to be paid by credit c...
The steps for dealing with CET fees upon square footage change when
the fees have already been invoiced/paid are as follows:
* Change the square footage in the Valuation Calculator in the
Navigation Pane. Update the existing square footage so that the ...
Often, a jurisdiction takes in a plan review fee prior to reviewing
plans, collecting the fee at the time the plans are submitted to their
department.
To charge a customer for only the Plan Review fee, go to fees. Select
only the Plan Review fee checkbo...
When a building record is in a status of ‘Ready to Issue’ and the
ACA customer pays all fees, the record will auto-issue and the
customer will receive an email of the permit.
Minimum requirements for this enhancement include that all invoiced
fees are pa...
FUND TRANSFERS occur when all or part of a payment needs to be applied
to a different record than the one it had been previously recorded to.
For example, a contractor pulls one permit for two services, but the
permit was supposed to be for two different ...
Please see the attached document for the highlighted version of
Division 50.
The first few steps in creating a fee estimate are the same as if you
were creating a new permit record. Begin by clicking the ‘New’
button in the Launchpad or Record page. Select the record type you
need. Enter as much of the permit information as you wo...
Please see the attached document for steps to make Payments using
SETS.
See the attached document for step-by-step directions to process a
payment in Accela.
First, run the Unapplied Transactions Report in Financial Reports v3
in the Reports Page. This will allow you to view permits that have
unapplied fees. If they are unapplied due to an error, they can be
corrected. If they are unapplied due to the fact tha...
Please see the attached document for instructions on nightly cash
balancing in Accela.
Please see attachment with directions on the Accela Nightly Cash
Balancing process as trained on the 2019-20 Regional Training.
IF YOUR AGENCY USES CONVERGE:
Run the "Credit Card Detail" report from Financial Reports v3. Check
this report against the Converge daily batch to ensure that no
payments were processed twice or that a payment did not process at
all. By comparing these, ...
Please see the attached document for a description and explanation of
how to process special exceptional "payment" types in Accela. These
are ways to use the existing payment functionality in Accela to
perform other financial transaction types.
The docum...
A Permit Fee Retention can be charged by an agency as a way to
recoup the cost of work already completed on a permit (i.e.
inspections) that ends up being withdrawn by the applicant. The Oregon
Standard Model has the Permit Fee Retention broken out into 3...
_There is a known bug where the system REQUIRES you to select the
Payor PRIOR to selecting the payment method or the Credit Card Form
will not load correctly._
Please see the attached document if you are considering using the
Point of Sale feature.
Converge/Elavon is the payment processor for the Accela Customer
Access (ACA) website in ePermitting. All online credit card
transactions go through this processor. Participating agencies can
also elect to use Converge to process their over-the-counter (O...
Please see the attached training document for steps to process
refunds.
Attached you will find notes for several Financial Reports to use as a
guide while using the reports.
Please see attachments for sample reports with information on how to
run them, as well as what they include.
The TECH FEE is an optional solution we provide to agencies that are
evaluating how to fund various internal costs of doing business
electronically, including things like paying credit card transaction
fees, purchasing tablets for inspectors, etc.
For mo...
If you receive an error message when trying to void payment
transactions, use the steps in the attached document to configure your
browser settings.
Please note that this will help if you need to void payment
_TRANSACTIONS_. If you are having difficulti...
Please see the attached document for OARs regarding the use of
valuation and/or fees on various work/record types.
