CR> Cash Receipts> Enter Receipts

KVS Tax Interface in CR

Summary

The KVS Tax Interface allows Springbrook to communicate directly with your KVS Tax System. The KVS Tax Search window allows users to search KVS tax data, select entire tax bills or individual tax bill installments to be paid, and then import that data into the Cash Receipts module. Once a receipt is generated, Springbrook will automatically update the related accounts in the KVS Tax System.

This interface will only be enabled if the Enable KVS tax interface toggle is checked on the CR Setup window.

Related Links

Click here for information on the CR Setup window.

Click here for information on Type Code Maintenance.

Step by Step

1     Open the Cash Entry window.  

 

• Open a CR Cash Receipts batch or create a new batch using the New Batch window (CR> Cash Receipts> Select New from the batch drop-down menu). Click here for information on the New Batch window.

• The Cash Entry window can be opened from two separate palette options: Enter Receipts or Cash Drawer Entry.
• The Enter Receipts item on the Cash Receipts palette will display all of the receipts that have been entered in a batch. This allows you to open and modify all of the receipts in the batch.
• Click the Show Batch Totals icon to open an informational window that will display Cash, Check, Other, Change and Batch totals for the active receipts included in the batch. Totals will not include voided receipts.
• The Cash Drawer Entry menu item will open the Cash Entry window but only allow users to view the receipt being generated.
• Menu security (SS> Security> Menu Security) can be set up on the Cash Receipts palette to disable one of the palette options.

• Click the Delete icon or press DELETE to void a receipt that is included in the batch.
• Highlight a receipt and click the Modify icon or press ENTER to edit an existing receipt.
• Click the Create icon or press INSERT to create a new receipt for the batch. This will open the Cash Entry window.

2     Open the KVS Tax Search window.  

 

• Click the Interfaces icon drop-down menu and select KVS Tax. This will open the KVS Tax Search window.

3     Search for the desired KVS tax data.  

 

• The KVS Tax Search window is used to search though KVS tax data and import the selected tax data into Cash Receipts for processing.
• Enter the desired tax data in the Search Criteria section.
  • The Penalty Date field is used to calculate bill amounts once the tax data is imported into Cash Receipts. This is a required field.
  • Data must be entered in at least one other search field in order to search through the KVS tax data.
• Click the Refresh icon to display the search results in the Bills section below.

4     Select the KVS tax bills to be processed in Cash Receipts.  

 

• The data grid in the Bills section will display the search results in a two-tiered data structure. The parent lines are the KVS tax bills and the child lines are the related installment payments. The details associated with the selected tax bill will be displayed in the data fields to the left.
• Check the Pay toggle next to each bill or installment you would like to pay.
  • Checking the Pay toggle next to a parent bill will import all the child installments into Cash Receipts for processing.
  • When checking the Pay toggle next to individual installments, they must be paid in sequence. For example, if installment 5 is unpaid, you will not be able to select only installment 6 for processing. Multiple installments can be processed, but they must be in order.
  • The Payment Amount field will display the total amount of installment payments that will be imported into Enter Receipts window for processing.
    • This field will automatically populate with the total amount of all the selected bills and installments. The KVS Tax interface does not currently support partial payments.
• Click the Save icon to import the selected installments. This will disable the KVS Tax Search window and display a progress bar in the lower left. Once Springbrook is finished communicating with the KVS Tax system, The KVS Tax Search window will close and the tax data will be displayed in the Enter Receipts window.

5     Process the tax payments.  

 

• The Enter Receipts window will now display the KVS tax bills and installments that will be included in the receipt.
  • The Account/Category tab will display the total Amount Due based on the bills and installments selected on the previous screen while the Amount to Pay column will display the Payment Amount specified on the previous screen.
  • The Detail tab will display the individual bills and installments that will be included in the receipt.
• Use the Payments section to enter the payment amount, payment method and any reference notes you would like to add.
• Click the Save icon to save the receipt.

6     Commit the Cash Receipts batch.  

 

• Click here for information on committing a cash receipts batch.

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