| Home | Getting Started | Installation | Debtors | Reports | Transferring Data | Maintenance | Tools | Letters | Addresses | Questions |
1. From the Main Menu click Debtors:
2. Move the mouse over Edit Debtors and click this option:
3. A blank Search dialog screen appears:
4. Make one of the two Search options:
a. SSN
b. Account Number
Enter either and click
5. A sample debtor with multiple debts
6. Make any necessary demographic changes:
Tip: Advance to the next item by pressing the Tab key or move the mouse and click
- Last Name [REQUIRED] [15 characters maximum]
- First Name [REQUIRED] [15 characters maximum]
- Middle Initial [OPTIONAL] [1 character maximum]
- Address 1 [OPTIONAL] [25 characters maximum]
- Address 2 [OPTIONAL] [25 characters maximum]
- City [OPTIONAL] [20 characters maximum]
- State [OPTIONAL] [2 characters maximum] To view other states other than SC click one of the two areas to the right of
To go back one state (RI), click the top area or to advance to the next state (SD) click the bottom area
- Zip Code [OPTIONAL] [9 characters maximum]
7. Make any of the following Account changes:
- Click the desired debt to highlighted it
- Right click to display the following choices:
Options for Editing Accounts:
a. Change an account to $0.00
- Move the mouse to highlight
and click to change the account to $0.00
- A sample Account changed to $0.00
- To change an account from $0.00 back to its debt amount, highlight
and click
- A sample Account changed from $0.00 back to the debt amount
b. Delete an Account
- Move the mouse to highlight
and click
- The following dialog screen appears for a confirmation:
- Click
to permanently delete this debt account OR
- Click
to abort and return back to the Edit Debtor
c. Protest an Account
- Move the mouse to highlight
and click
- There are two options:
- Highlight
and click to mark this account as protested (which will result in it not being sent to the Department of Revenue for setoff)
- Highlight
and click to set this account as no longer under protest (which will result in it BEING sent to the Department of Revenue for setoff)
Options:
1.
- saves this debtor and debt(s) and remain in with this same debtor in order for additional debts to be entered. This is the safest method to ensure that data entered is saved.
2.
- saves this debtor and debt(s) and allow for another debtor to be processed
3.
- returns to the Main Menu
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