Setting Up Revenue Types in iGovServices

Overview:  

Revenue Types are used to apply charges to an account.  

Keywords / Phrases:

Miscellaneous – this refers to an application (category) iGovServices that all non “major” revenue can be grouped in.  Miscellaneous might be park/rec, garage sale, odd spreadsheet, etc.  

Revenue Type – this is a subcategory to Miscellaneous.  Example of this would be CodeEnforce, Tickets, Permits or many people simply use MISC.  Our recommendation is to create a unique revenue type to make it easier to manage each type and assign different PIDN (Parcel Identification Number) numbers.  

If you do not create unique Revenue Types and everything is under MISC – tracking becomes more difficult as when processing receipts will be labeled M1, M2, M3, etc.  

Rate Code – Set up as many rate codes for various charges required by your organization. On every rate code you have to pick the Revenue Type from the drop-down menu.   By selecting Miscellaneous and by assigning this to a rate code, the system will ONLY show MISCELLANEOUS rate code choices when you ADD A CHARGE on a new MISCELLANEOUS record.  

Learning Objectives:

In this session you will learn:

• How to navigate to Rate Codes
• How to add a new Rate Codes
• Quick Tips & Tricks

How to navigate to Rate Codes

This will be your home page when you log in 

On the left-hand side you will see Settings 

Revenue Types à Revenue Type Setup à

From the screen below you can perform the following:

• To see the detail, click on the first icons (Green +)
• To edit the revenue type or confirm the configuration click on the second icon (pencil & paper)
• To add a new Revenue Type click on the + sign in the header

How to add new Rate Codes

To add a new Revenue Type we will click on the + sign in the header

• This will pop up a window that walks you through the entire setup process.  
• Some things to note:
  1. * Indicates required fields
  2. You will see a scroll down as the window extends down and not all fields are visible

• Start by selecting the correct revenue type from the drop-down
  1. As part of the initial implementation, the iGov Services implementation will be setting these up with you.  After the initial implementation, most of what we see are Miscellaneous 

Type:

1. Type is a required field
2. You assign a type to identify the type of revenue you want to add in the system.
   
    Examples include Business, Alcohol, Restaurant, Insurance, Occupational, Real, Personal, Utility, Traffic, Civil, YardSale.

• Description:
  1. A simple description that may be displayed to customer on receipts, license, and bills.
  2. Example might be Business License, Occupational Tax, Real Property Tax, Utility Service.
     

Options when a new record is created.

1. Customer
   • If you REQUIRE customer data to be gathered for this type of revenue then check this field.
     
     Revenue like a license, permit or filed return, utility this is required.
     
      Items like Property Tax where the data is received from an assessor through in import means this is NOT required.

1. Physical Location
   • If you REQUIRE Location (physical address) data to be gathered for this type of revenue then check physical location as shown below.
   • Revenue like a license, permit, utility this is required. Items like Property Tax where the data is received from an assessor through in import means this is NOT required

1. Results in Application Status
   • If you want the status of the record you are creating to result in a status of "Application" instead of "Active", then check this field.
   • DON”T UNDERSTAND THIS 

1. Notification Group
   • Selecting a "Notification Group" allows you to choose exactly who gets notified when a new record is created.
   • Notification Groups are internal communications in the form of an email?
   • Notification Groups are established by going to _________________________________

1. Assign Filing Codes
   • A Filing Code is _____________________________
   • If you want to be able to assign existing Filing Codes to a record on creation, check this field.

1. Allow Taxpayer Create
   • If a taxpayer is allowed to sign up for this type from your taxpayer website, then this should be checked.
   • If you check this it will appear in your portal or where does it appear where should they check.

1. Allow Third Party Agent Create
   • (THERE IS NO HELP HERE)
   • This allows Mortgage Companies, ___________, ____________, etc to create 

1. Allow Attachments
   • If you want to be able to upload attachments when you create this type of record, then this should be checked.
   • This includes items such as ______________________________

1. Add Charge
   • If you want the ability to add charges for this type, then this should be checked.
   • Types of charges we often see are _______________
   • When would you not add charges?  If so what is the purpose?  
2. PIDN Auto Number
   • If you want the system to create a unique Primary ID Number for each new record of this type, then this should be checked.
   • Property Taxes are often NOT checked because the ID comes from the assessor.

1. PIDN Prefix
   • Since each type can create unique PIDNs, it is important to include a Prefix that will be added onto the front of the PIDN.
     
     The system combines the Prefix with the next number in the PIDN sequence.
     • Examples:
       1. B - Business License
       2. U – Utility
       3. A – Alcohol
       4. P - Property
   • You do not need a prefix if you are not autonumbering.

1. Disclaimer
   • This field is to put any information you'd like to show at the top of the print or email of a new record. 
   • The limit for this field is X characters
   • We recommend you print a test to ensure proper formatting and spacing

1. Disclaimer 2
   • This field is to put any information you'd like to show at the top of the print or email of a new record. 
   • The limit for this field is X characters
   • We recommend you print a test to ensure proper formatting and spacing

Print Template

• This field is meant to change how the view of a print/email is displayed.
• These templates are controlled by going t0 à

1. SUBMIT.
   • Saves the new Revenue Type

Quick Tips & Tricks

How to Edit Revenue Type

1. Click on the pencil/paper square
2. This will bring up all the setting for Revenue Type

How to see the PIDN Prefix & Last Number Used

1. Click on the (+) Green Plus Sign to view these details
2. You cannot edit it from here – to reset or adjust it, you will need to click on the edit Revenue Type

Please note the following:

• Export Print Options
• Search Box
• The arrows at the top of each header where you can sort the column