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Tools Menu

 

The Tools Menu contains the miscellaneous functions associated with the operations of this application, rather than the functions associated with debtors and debts. The local government's account information for connectivity with the Clearinghouse, Users and Access rights, Year-end Clean-up, Notification Letter settings and more.

 

- only the Administrator Account can access these menu options.

 

 

Frequency: These processes can be run at anytime. However, these are not normal day-to-day functions.

 

The Tools menu:

 

 

The Tools menu options:

 

The Database Utilities function has nine options:

 

The Delete $0.00 Debts function has two options:

 

The Delete < $50.00 Debts function has two options:

 

The Delete Expired Debts function as three options:

 

 

The Tools menu:

 

  1. Account Information (frequency: seldom, only if requested by the Clearinghouse) - maintains the information needed to connect to the Clearinghouse: User Name, Password, Local Government Name, Agency/Entity Code, Folder and Secure website.
  2. Account Codes(frequency: as needed) - to add new or update existing participating account codes/departments, and the associated contact information and addresses.
  3. Database Utilities (frequency: as needed) - change SSN, change Expiration and Compliance Dates, assign an account code/department based on account number, change/fix city names, clean-up $0.00 debts, less than $50.00 debts and expired debts.
  4. Printer Selection (frequency: as needed) - select an accessible local or network printer
  5. System Settings(frequency: as needed) - select starting Search cursor position, SSN masking for reports, main contact name and address information,Operating System settings, debt maximum amount, proxy server settings and notification letter settings
  6. User Setup(frequency: as needed) - set-up users of the software and account code/departmental rights.