CSS General Billing Administration Settings

Settings for General Billing in Citizen Self Service (CSS). 

• Enterprise ERP
• Accounts Receivable 
• General Billing 
• Citizen Self Service 
• CSS

Settings for General Billing in Citizen Self Service can be activated, deactivated, or updated. 

General Billing Settings:

1. Navigate to site's Citizen Self Service (CSS) Admin portal. 
2. Citizen Administration > General Billing or General Billing Administration on the right hand side. 

From here, there are options starting with Contact Information that will allow a site to populate their information for a customer. 

There are also options for Change of Address & Notification Settings:

• Allow citizens to submit change of address requests
• Submit change of address requests by EMAIL ONLY
  • If selected, Notification settings for change of address > Contact email will need to be filled out to receive change of address requests. These requests are not processed within Enterprise ERP. When this check box is selected, the Send Notification Emails to Contact check box must also be selected. 
    • Send notification emails to contact - Directs Citizen Self Service to send address change notifications to the email address specified in the Contact field.
      • If selected, Contact's body text must be filled out. 
    • Sent notification emails to citizen - Causes Citizen Self Service to send a notification email to the user's email address provided using the Request Change of Address page. 
      • If selected, Citizen's body text must be filled out.

The last two drop down categories; Original account, name, and address values & Modified name and address values determine what information is sent to the Contact or Citizen when a request has been made or when a change has been made. 

The Global Bill Display Name box provides customized labels for the CSS application pages that display to end users. For example, a common application name update is changing Other Services to Miscellaneous Receipts. When you modify a name, the change does not affect the name within CSS Administration.

Access Control/Access to Citizen Information

The Access Control and Access to Citizen Information fields specify user access requirements for searches within Citizen Self Service:

• Login Required with Searches—Login requires a password to access record searches.
• Login Required No Searches—User Name and Password are required, but no searches are allowed.
• No Login Required—No password is required at login.

The Allow Users to Modify Linked accounts check box controls the user’s ability to update accounts linked to their user names. If updates are enabled, use the Account Linking Instructional Text to provide user instructions for completing the updates.

Search Field Setup

The Search Field Setup lists define the fields available on the module’s Search page. The following options are available from each list:

• Not Shown—Prevents the field from displaying on the Search page.
• Wild Card—Finds all records that match search criteria when the critieria includes incomplete search values (for example, the first few characters of a name).
• Exact Match—Restricts users to entering the information exactly as it appears on an account record.
• Required—Requires users to enter information in this field in order to process a search.

For each search field, the Page Order controls how the search fields are listed on the Search page. A correct numeric sequence must be selected for the search page order values.

For those modules that provide bill year searches, you can define a default search year and specify a search range of Current, Custom, or Collection Year Minus [value] to Current, Customer, or Collection Year Plus [value]. 

For General Billing, the Exclude Bills with a Balance of Zero field allows you to show or hide the Exclude Paid Bills check box on the Customer Search page in CSS–General Billing.

Master Article - CSS