How to chage the system defaults within CSI Applications

1. Click on System Setup and Edit System Default Controls

2. Type in the Organization Address press Tab

3. Type in the City, State, and Zip

4. At this point any of the other fields may also be filled out.

5. When all desired fields are filled in with your organizations information click Save and then close this window.

Note: If at any time it is noticed that the organizational information is incorrect on a report or bill format then the information is incorrect on this screen and should be updated. (This holds true unless the report is hard coded and the report does not pull from this table. If this is the case contact support for assistance.)

How to setup a shortcut to CSI Applications.

Setting Up Shortcut

For this Demonstration the Util32 folder will be used but these steps may be used to create a shortcut for anything you wish.

1: Right CLICK anywhere on your desktop.

2: CLICK on New/ Shortcut.

3: CLICK the BROWSE button. Go to the Location of the UTIL32 (c drive or network) and find the property_tax.exe or application.

4: CLICK NEXT, and enter a name such as Capital THE Utility BILL that you want to call the program.

5: CLICK FINISHED.

How to Setup a Billing Grid within CSI Utility Billing and Revenue Management Software.

1. Apply a cycle name such as Month.




2. Account Range should be as follows (to include all your accounts):
RL – 0000000001 RH – 9999999999
SL – 0000000001 SH – 9999999999

3. Bills Due – Enter the Due Date

4. Past Due – Enter the Date you want Penalties Applied. You must enter a Past Due Date.

5. Date Next Reading is the next time you want to apply this charge to the accounts. This is optional

6. You can define as many cycles as desired. Cycles only need to be setup one time. Next year when you want to update the year for each of your cycles, CLICK the INCREASE YEAR BUTTON. That will save time.

Note: If you are unsure as to which grid to increase year, or are finding that the billing file is not pulling the correct date, we suggest creating new grids each year to alleviate any confusion (i.e. not using the increase year button.)

Note: Defining cycles require thought and most of which is completed during training.
After all the CYCLES are defined you are ready to gather readings and bill.

Note: The cycle name entered must be exactly the same as the cycle on the services entered. When a computer searches it is looking for exact matches. (Month, month or Monthly is not the same to a computer. The difference in upper and lower case M’s and suffix makes these cycles different.)

Creating Billing Grid for CSI Utility Billing Software

Apply a cycle name such as Month.
Account Range should be as follows (to include all your accounts):
RL – 0000000001 RH – 9999999999
SL – 0000000001 SH – 9999999999
Bills Due – Enter the Due Date
Past Due – Enter the Date you want Penalties Applied. You must enter a Past Due Date.
Date Next Reading is the next time you want to apply this charge to the accounts. This is optional
You can define as many cycles as desired. Cycles only need to be setup one time. Next year when you want to update the year for each of your cycles, CLICK the INCREASE YEAR BUTTON. That will save time.
Note: If you are unsure as to which grid to increase year, or are finding that the billing file is not pulling the correct date, we suggest creating new grids each year to alleviate any confusion (i.e. not using the increase year button.)
Note: Defining cycles require thought and most of which is completed during training.
After all the CYCLES are defined you are ready to gather readings and bill.
Note: The cycle name entered must be exactly the same as the cycle on the services entered. When a computer searches it is looking for exact matches. (Month, month or Monthly is not the same to a computer. The difference in upper and lower case M’s and suffix makes these cycles different.)

Information needed before setting up a Tran Code within the Capital Software Property Tax Software.

Preparation is the key to a smooth tran code setup process. Before setting up your tran codes, list out the following information on paper:

1. All possible charges that normally appear on your tax bill.

2. Assign a name to each code using a format similar to Year/type like 09RP.

3. Write down the tax rate and any multiplying factors such as per 100 or per 1000.

4. Write down any specific calculation needs for your area. For example it is common in many areas to only use a portion like 20% on the actual property assessment.

5. Write down you discount rate (negative number) if applicable

6. Write down your penalty rate .10 = 10%

7. Write down your ANNUAL interest rate (1% / month = .12% / year)

8. Write down the General Ledger account numbers for the Cash, Accounts Receivable and Revenue accounts. Ask your accountant if you do not know those numbers.

9. Write down what accounts get this charge. For example is it applied to everyone or just residential property. That will help your SQL statement.