Entering system settings for Trade License

  1. Select Trade License > Setup > Trade License System Setup.
  2. Specify this information:
    Default Start Tab
    Select the tab that will be displayed when users first open the Start License form.
    Cash Budget #
    Enter the identification code for the budget account used to track fee payments and refunds. This account is credited when a fee is paid with cash, a check, or a credit card, to distinguish the payment from an escrow payment.
    Overpayment Budget #
    Enter the identification code for the budget account used to track fee overpayments.
    Revenue Budget #
    Enter the identification code for the budget account used to track funds owed to your agency. This account is credited when charges are added and debited when charges are subtracted because of fee adjustments and refunds.
    Automatically Confirm Payments
    Select this check box if you want to automatically confirm fee payments. In a non-Billing environment, cash, check, credit, and debit payments must be confirmed before the associated fees are marked as paid.
    Note: If you're using CDR Billing, the Automatically Confirm Payments check box is not displayed. Payment confirmation is only required in a non-Billing environment.
    Automatic Assignment Failure Log Type
    Enter the type of log entry that will be added if an automatic inspection or review assignment fails because the assigned employee is expired. A default log type called IRAAsnFail is provided.
  3. Click Save.