Occasionally there is a need to remove an assessment detail record from a Special Assessment Master (SA Master) and add it to another SA Master. This would normally require the detail record to be deleted from the SA Master and created in a new SA Master. Recent enhancements to the transfer screen allow a new SA Master to be created automatically with the click of the mouse. A copy button was added which will create a new SA Master with most of the information from the original SA Master. Once the new SA Master is created, one or more detail records can be selected to be moved to the new SA Master.
Each household in RecTrac has a “primary member” who is the main contact for the household. Usually, this is the first person who was entered when the household account was created. However, it may sometimes be necessary to change the primary member designation to some other person on the account. The method for doing this may not immediately be obvious. For example, there is no way to do this when maintaining the data on the household update screen.
To change the primary member, you must select the household on the Household Maintenance selection datagrid, which is the first screen that appears when opening the Household Maintenance screen. On the selection datagrid, search for the household account using any of the methods provided (last name search, household number search, etc.). When the desired household appears on the datagrid, highlight it and click on the Change Primary Guardian button at the bottom of the screen. This will open a window that displays the current Primary and allows you to change that designation to any other member of the household.
If you do not see the Change Primary Guardian button at the bottom of the datagrid, your RecTrac screen design is preventing it from being displayed. Please contact LOGIS RecTrac support at firstname.lastname@example.org to address this issue.
The replacement of the current Electronic Bill Presentment and Payment Solution will come to a close by year-end. All Utility Billing members have chosen their new EBPP vendor. To date, thirteen cities are live and four are in progress.
Each implementation team is a collaborative effort and is made up of members from City Utility Billing staff, LOGIS and the vendor. The average implementation is 9 weeks, which is a comfortable pace. We’ve successfully strived to keep projects moving and completed on time.