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Utilities 22.1

PostedMarch 25, 2022
UpdatedMarch 25, 2022

Capital Credit Member Edit

Previously, Capital Credit Member Editor and 1099 Setup screens allowed users to edit member information or 1099 designations. MACC has enhanced these screens by combining them into a joint editor screen, providing efficiency for users’ editing needs when processing 1099 forms. The Capital Credit 1099 and Member Editor screen can be accessed from Tools | Utilities or from the Capital Credit Checks screen when processing Capital Credit disbursement checks. Previously, Capital Credit Member Editor and 1099 Setup screens allowed users to edit member information or 1099 designations. MACC has enhanced these screens by combining them into a joint editor screen, providing efficiency for users’ editing needs when processing 1099 forms. The Capital Credit 1099 and Member Editor screen can be accessed from Tools | Utilities or from the Capital Credit Checks screen when processing Capital Credit disbursement checks.

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Users will be able to edit member information or 1099 designation within the grid for an individual member. To update multiple rows, users simply highlight the member rows using the Control or Shift keys and right click to select an update option. When all editing has been completed, the Preview button will display the new version on the Capital Credit 1099 and Member Preview report.
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After viewing the edits, users will be able to Approve the edit changes by clicking on the Approve button. A warning message will display asking the user if they are sure to proceed with changes. The Capital Credit 1099 and Member Approve report will display.
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When processing Federal 1099 forms, Accounting Master validates the 1099 information during the Tax form and eFiling process. Previously, MACC added a new 1099 Processing Error report with a complete list of errors. To continue efforts in providing efficient access to all member information errors, MACC has enhanced this report by including the missing Tax ID information to the 1099 Processing Error report.
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Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.