How_do_I_modify_certifications_

How do I modify certifications?

When a utility account has an unpaid delinquent balance, the city can issue a tax certificate to collect the unpaid amount with the property tax that is assessed on real property owned by the customer.

Warning! Contact Customer Service at (800) 243-8275 before you attempt to use Modify Data. The tools in Modify Data will modify or delete transactions. There is no undo for this routine.

 

 

Before you get started


Modifying certifications

1. Open Connect Utility Management > Organization > Modify Data.

The Modify Data Menu window displays on the screen.

Modify Data Menu

 

2. Click to select Modify Certifications.

3. Enter the Customer.

You can enter the customer name or number. You can also search this field.

4. Press Enter.

The certification history shows all of the certification records that have been created for the customer.

5. Locate the certification transaction.

6. To edit the certification, click Edit .

The Modify Existing Certifications form appears. Use the fields on the form to update the transaction details. If the transaction has already been updated to the General Ledger, the GL Updated checkbox is selected. Clicking OK will save the updated record.

For help filling in the form, see Enter Certification Payments.

7. To delete the certification, click Delete .

When you are prompted to delete the certification, click Yes to continue.

The certification is updated.

 

 

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