Fees/Payments

• How to make Payments using SETS

  Please see the attached document for steps to make Payments using SETS. ...

• How to Process Payments in Accela

  See the attached document for step-by-step directions to process a payment in Accela. ...

• Point of Sale Credit Card Payments

  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....

• Sample Reports Notes - Financial

  Attached you will find notes for several Financial Reports to use as a guide while using the reports....

• Agency Fee Report

  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 spread...

• Valuation and Fee Requirements by Work/Record Type

  Please see the attached document for OARs regarding the use of valuation and/or fees on various work/record types....

• Nightly Cash Balancing

  Please see the attached document for instructions on nightly cash balancing in Accela....

• CET Fees and Valuation Change when Fees Already Invoiced/Paid

  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 Pan...

• Nightly Credit Card Balancing

  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 Processing Cases and Types

  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 ...