Viewing and editing PAP plans

You can edit existing pre-authorized payment (PAP) plans for governing pre-authorized tax payments.

To view and edit PAP plans:

1. From the menu, select Property Tax > Processing and Transactions > PAP Plans. For more information about navigation, refer to Navigating Property Tax.
2. Locate the row for the plan and, in the Name column, select the name. The PAP Plan Details page appears.

3. What do you want to do?

   • To view and edit items associated with the plan, select the appropriate tab. For more information about each tab, see the topics below, under In this section.

   • To edit the PAP plan:

     1. At the top of the page, select Actions and then select Edit. The Edit PAP Plan page appears.

     2. Using the following table, configure each setting as required:

        Field	Description
        Name	The name for the plan that appears wherever it is referenced in the Property Tax application. Enter a name.
        Type	The payment frequency for the plan. This option is set when adding the plan and cannot be edited: Monthly: Payments for accounts in the plan are drawn monthly. The Monthly Settings section must be configured. Due Date: Payments for accounts in the plan are drawn on the due date. The Monthly Settings section is hidden. This is intended for drawing the remaining balance on accounts on the due date.
        Description	A description that makes the purpose of the plan clear. This description appears in grids to help identify the plan. Enter a description.
        Exempt from Penalties and Interest	Indicates that accounts in this plan are exempt from any penalty and interest applicable on outstanding tax bills. To make accounts in this plan exempt from penalty and interest, select the check box.
        Group Bills in This Plan Together When Printing	Indicates that bills for this plan will be printed in a separate group. This allows you to process the bills in this plan separately from other bills. To group bills in this plan together when printing, select the check box.

         

        Monthly Settings
        Field	Description
        Minimum Monthly Payment	The minimum monthly amount that must be paid by the plan. Enter the amount.
        Automatically Recalculate	Indicates that monthly amounts will be recalculated automatically due to billing changes. For more information about recalculating bills, refer to Running recalculations. To configure the plan so that the Property Tax application automatically recalculates payment amounts, select the check box.
        Rounding Method	If Automatically Recalculate is selected, the method that will be used to round amounts. Select one of the following: Normal: Standard rounding rules apply. The recalculated amount is rounded up or down to the dollar amount entered for the Rounding Amount, depending on the recalculated amount. Up: The recalculated amount is always rounded up to the dollar amount entered for the Rounding Amount. Down: The recalculated amount is rounded down to the dollar amount entered for the Rounding Amount.
        Rounding Amount	If Automatically Recalculate is selected, the dollar amount to which to round up or down based on the Rounding Method selected. Enter the dollar amount for the selected Rounding Method.

     3. Select Save.