SmartFusion Modules > Business License > Process

Recent Changes: 
6.212 Supplemental - Payments on the Transactions tab will now be disabled if they have been imported into Bank Reconciliation   

6.195 - Added License Type to the main navigation grid  

6.181 - Added transaction number when saving payments  

6.175 - Added validation to check if the deposit batch being used belongs to a deposit that is locked.

Refer to bottom of page for changes prior to version 6.170

Introduction

This section is where you will enter business licenses and process payments, fees, adjustments, penalties and deductions.

Explanation

Selection Criteria

Account Number
Account Name
License Type - optional
License Status
License Number - auto generated
Effective Date
End Date
Rate Table - default is from Business Master
NAICS Classification - default is from Business Master
Gross Receipts or Number of Employees
Note
Gross Receipts or Number of Employees is Estimated
Prorate
Remaining Months - default is 12 unless Prorate is selected
User Id
Printed
Create/Update Charges - select to calculate charges; disabled once license is printed
Enter Additional Gross Receipts or Number of Employees

Totals Tab

itemized list of all fees and payments
Payment Date
Application Date - For Alabama customers, this date will automatically populate with Today's date if left blank. A yellow blinky will appear explaining to the user that the date is required and to review before saving. This field is optional for all other customers other than AL.
Completed By
Title
Mixed Payment
Cash Payment
Check Payment
Credit Payment
EFT Payment
Print License
Print Receipt - displays transaction report (there is no specific receipt type for BL)
Print Invoice

Transactions Tab - for entering additional transaction information

Transaction Code - penalties can be applied when a payment transaction code is selected
Date
Total Amount
Transaction Date
User Id
Quantity
Batch
Amount
Reference
Update Number - Only used for payments in business license. All other transactions will be 0
Penalty - update number for penalties during delinquent processing
Pay Type
Note
Gross Receipts or Number of Employees

Changes Prior to Version 6.170

6.156 - Unposted transactions can now be deleted when a payment is made in Cash Collections and the Business License Setting is "Do not distribute"  

6.155 - Added logic to calculate penalties based on penalty schedule for which an ending penalty date is set.  

6.154 
- Added logic to calculate penalties based on penalty schedule if 'Use penalty schedule' is set in Business License System file.
- Added logic to calculate interest for payments

6.151 - Fixed an issue where a "Save Error" pop-up would launch for a new payment transaction

6.149 - Added new label and text box for Penalty number to display

6.147 - Prevented the calculation of penalties if "Exempt from penalty" is selected on the Demographics tab in Enter/Edit Business Master     

6.142 (Hotfix) - Reverted in 6.143
- Corrected issue with transactions being duplicated in bank reconciliation if posting to Cash Collections. 
- Corrected issue where Bank Reconciliation amounts were being removed from transaction that were being distributed.

6.140 - Fixed an issue for BL distributions where the distribution was not updated when the payment amount was changed; Also fixed an issue where unposted payments with distributions could not be deleted 

6.138 - Modification to logic related to overpayments for BL distributions - no front end changes.

6.137 - Corrected issue where overpayment were not being distributed correctly.

6.134 - Added logic to stop creating a license with a zero account number. 

6.133 
-  If a user leaves the license screen open, then posts the payments for that license, and now tries to edit the the transaction information  which has already been posted to ledger on the screen that was left open a message will now pop up that "Changes are not allowed" and all fields will be disabled.
- Application Date will now only populate automatically for Alabama customers.  

6.125 
- Payments taken from this screen can now be distributed based on the configuration setting in Parameters > BL System File > BL > Transaction Settings.
- A yellow blinky will now appear on any of the 5 payment screens if penalty has been applied and indicate how much penalty has been added to the amount due. This blinky is independent of the "Notify when applying penalties" system setting.

6.117 - For licenses with a license type, a blank penalty date on the license type will defer to the penalty date in the system settings  

6.110 - Penalties can now be applied when entering a new payment transaction.  
- Added Update Number to the transactions tab  

6.102 - Performance improvement for searching Business Master. Added option to track EFT payments
6.100 - Updated the logic so that the default application date will be current date
6.94 - Fixed code exception that was preventing deletion of records
6.89 - Added Application date, completed by name and completed by title to the totals tab  

6.23 - Modified logic so that system setup for "Edit User Id" supercedes any existing logic for being able to edit the User Id for the license (this does not apply to the Transactions Tab which can be edited at any time)