BC OnLine Deposit Account System User's Guide for Applying
Contents
1. The right part of the screen contains three output controls that you use to indicate how you want the report sorted whether you want the report displayed or printed and whether you want the report to contain detailed or summary information Input Fields The fields on the Full Selection Criteria screen are the same as the fields on the Brief Selection Criteria screen see page 14 with the following extras From and To Fields Rather than having a single column of input fields the Full Selection Criteria screen has two columns You can fill in the From and To fields to select transaction records from a range of accounts clerk IDs fee codes or dates When a field in the From column is blank and the corresponding field in the To column is 99999999 no filtering will take place on those selection criteria If a From To range is Generating Reports 16 specified only records that fall within the specified range will appear in your report If you make the From and To columns the same only records which exactly match the selection criteria will be selected IMS Tran Code optional Entera BC OnLine Transaction Code If you are familiar with the transaction codes that your organization uses you can use them as selection criteria here If you fill in this field the Sort By option must be set to 1 Form Clerk Account optional Entera Clerk Account Number If you fill in this field the Sort By option must be set to 3 Clerk2. Account 823621 CCNS NEW WEST GRANTED 312 625 AGNES STREET SALUS ae NEW WESTMINSTER BC EFT V3M 5Y4 YWORD RABBIT Phone 604 713 7215 Fax Form Number 00000123 DETERMINE REASON FOR REQUEST Client Folio JACKSON Remarks PER TELEPHONE CALL Fee Code CiN520 Certification 1 25 00 Balance 3 586 00 Re Exam Docs TS Fee 0 00 CINGO5 Incorp 5 00 Sub Total 40 00 Tax 0 00 New Balance 3 546 00 Description Qty Rate C P TI Some important things to check e Is the Account Name and Address correct for the Account number you entered e Are the Fee Codes Descriptions and Quantities correct for this transaction e Does the account have sufficient funds to cover the costs of the services e If this is a telephone request and a Verification Word VWORD appears on your screen has the caller quoted the Verification Word correctly e If this is a telephone request and an Authorization Message appears on your screen have you read and followed the prompt Make any necessary corrections then click Submit again to apply the charge to the customer s deposit account You will return to the Charge Entry screen which will be in an initial state determined by your Option and Prefix settings See Option on page 7 and Appendix 3 Setting the Prefix Field on page 35 Charging Fees to a Customer s Account 12 Generating Reports Whenever you charge a customer s account the Deposit A
3. Caution Depending on the criteria you specify you could produce very large reports Approximately 18 000 transaction records are generated each day in the Deposit Account System Output Controls After filling in the Selection Criteria fields set the output controls Sort By required The Sort By option determines how the report will be sorted The options are 1 Form 2 Client or 3 Clerk Take care to select the Sort By method that applies to your selection criteria For example selection 2 only makes sense when used with the Client Account field or the Userid field If you select a Sort By option that does not match the input fields you have completed your report might contain too many records or no records at all Output required Select Display or Send to Mailbox The Output option determines whether the report will be displayed on your screen or sent to the destination specified in your product delivery settings see Product Delivery Options on page 25 Mode required The Mode option determines whether the system generates a detailed report an index screen showing all transaction records that match the selection criteria or a summary report a simple screen showing the total number and cost of all transactions matching the selection criteria Choose either Detail or Summary for most reports detailed information is required When you click Submit one of two things will happen If you selected the Display option
4. BC 0514041 PW70533 Nov06 C0570042 106577 CARTOD 35 00 BC 0295437 PW70533 Nov06 C0570042 106577 CAR700 35 00 BC 0295487 PW70533 Nov06 C0570040 106577 CAR700 35 00 BC 0142359 PW70533 Nov06 COS70040 106577 CAR700 35 00 BC 01423598 Pw 0533 NovO6 C0570041 106577 CARTOD 35 00 BC 0313128 PwW70533 Nov06 C0570041 106577 CAR700 35 00 BC 0313128 Number of Log Records 10 Total 350 00 Appendix 2 Example Reports 32 Display All Charges Applied to an Account Over Five Days To find all charges that have been applied to a particular account over a five day period begin in the Charge Entry screen Click Reports in the BC OnLine button bar to go to the Brief Selection Criteria screen In the Brief Selection Criteria screen click Full Select to go to the Full Selection Criteria screen BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 28 2002 02 41 10 PM See are ee FE 7 7 roio sd Submit Reset Ec Online Mailbox BS606 MAKE YOUR SELECTIONS CLICK APPROPRIATE BUTTON WHEN COMPLETE Selection Criteria T fa 3 To Form Number 29999999 Sort By 2 Client gt Client Account 477677 lav7677 Output Display 29999999 Mode Detail z es955955 59995995 aren Clerk ID 29999999 Date 2002 05 24 2002 05 26 Starting Time 00 00 00 23 59 59 Submit Reset In both of the Client Account fields From and To enter the customers account number Make sure to
5. Code See Generating Reports on page 13 for examples Deposit Account System Overview 3 Charge Entry Screen Overview The Charge Entry screen lets you charge fees to a customer s BC OnLine deposit account Up to six fees can be charged to one account per screen For 5C69875 B C ONLINE amp ADMIN AUTHORITY Dec 12 2001 01 33 40 PM Folio Submit Reset BC OnLine Mailbox BS9023 PLEASE ENTER A VALUE FOR RATE Account 823621 CCNS NEW WEST 312 625 AGNES STREET Status GRANTED NEW WESTMINSTER BC EFT V3M 5Y4 VWORD RABBIT Phone 604 713 7215 Fax Formi Number C DETERMINE REASON FOR REQUEST Client Folio Remarks Fee ii Cade Description Qty Rate Cc P CIN520 Certification 1 25 00 Balance 3 586 00 aneo Re Exam Docs 7 so E TS Fee 0 00 a Incorp 1 oa Sub Total 0 00 Tax 0 00 BSR585 a Rd 4 i fe a al New Balance 3 586 00 E I Option Prefix The following pages describe the fields on the Charge Entry screen in detail Account required Type the customer s BC OnLine account number Status display The status of the customer s BC OnLine account One of three values will appear in this field e Blank A blank Status field indicates that the account belongs to a government ministry or to an agency which is fee exempt non billable The Deposit Account System will not allow you to charge these accounts but you can still verify that the acc
6. D ISPLAY P RINT OR R EVERSE AN ENTRY Account Date Form Clerk Fee Code Total Remarks 123456 May24 PS91871 OLALTQN 2 00 R 123456 May24 PS91871 BCAADE 56 08 E 123456 May24 PS91871 CAR800 35 00 123456 May24 PS91871 BCOL10 321 00 Number of Log Records 4 Total 414 08 Submit Reset To reverse a charge type R beside the appropriate transaction record and click Submit Generating Reports 23 The details of the record will appear along with a New Remarks field for you to update The New Remarks field will already contain default text that you can accept or change You can leave the text as it is or type more appropriate text if you wish The text in the New Remarks field will be copied to the Remarks field of the new reversing entry and printed on the customer s BC OnLine statement BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 27 2002 11 26 04 4M a a E Folio Submit Reset BC OnLine Mailbox BS622 INPUT NEW REMARKS AND CLICK APPROPRIATE BUTTON TO REVERSE Client Account 123456 Bill Type B Status A Client Userid 123456 Rate Type C Record Type DB Transaction OLBCTS9 Clerk Account 409594 Credit Card Incurred 2002 05 24 14 10 47 800 Clerk ID PS91871 Logged 2002 05 24 14 10 48 049 Fee Code BCAAO6 Applied 2002 05 24 14 10 48 049 Quantity 4 00 Sequence 000000001 Rate 14 02 Terminal OLWTO002 Amount 56 08 Folio TSFEE 0 00 Form Number Tax 1 0 00
7. PS91871 SAMPLE S SEARCH TEST CO May 28 2002 04 46 01 PM a ee re Folio Submit Reset BC OnLine Mailbox BS606 MAKE YOUR SELECTIONS CLICK APPROPRIATE BUTTON WHEN COMPLETE Selection Criteria Sort By 2 Client Client Account 123456 Output Print Mode Detail x Form Number Client UserID Fee Code TT Clerk ID Date 2002 05 27 Starting Time 00 00 00 Submit Reset In the Client Account field enter the customers account number In the Date field enter yesterday s date Enter the date in the year month day format for example to enter a date of November 5th 2001 you would type 2001 11 05 Set the Sort By option to 2 Client Set the Output option to Send to Mailbox Set the Mode option to Detail Click Submit A detailed report of the customer s account activity from the previous day will go the destination specified in your product delivery settings see Product Delivery Options on page 25 If the customer uses BC OnLine for other purposes the report will also include all BC OnLine searches and registrations that the customer has performed in addition to their Deposit Account activity Appendix 2 Example Reports 30 All Transactions by One Clerk with One Fee Code on One Day To display all transactions applied by a particular clerk involving a particular fee code on a single day begin in the Charge Entry screen Click Reports in the BC OnLine button
8. Tax 2 0 00 Total 56 08 AccessBC 1 00 G L Code OSP Regi OLAA 55 08 Key Remarks 1 New Remarks REVERSAL OF CHARGE S FROM 2002 05 24 14 10 48 Submit Reset The original transaction record is not deleted when you reverse a charge A new transaction record is created which negates the effect of the original charge The original charge deducted money from the client s account with a negative sign and the reversing entry puts the money back with a positive or blank sign When you are satisfied that the screen is correct click Submit and the system will record a new reversing entry The reversing entry is identical to the original record except it puts money back into the customer s BC OnLine Deposit Account When the confirmation message BS623 REVERSING RECORD HAS BEEN CREATED appears click Submit again to return to the Report Selection screen Generating Reports 24 Product Delivery Options Depending on how your Product Delivery Options are set up in BC OnLine s Account Management System printable items will be delivered to your e Personal BC OnLine User Mailbox Each user in your BC OnLine account has a User Mailbox which only they can view e Firm s BC OnLine Account Mailbox Your BC OnLine account has a central Account Mailbox which anyone in your firm can view If you set your delivery options so that printable items go here anyone in your firm can see them e Email Inbox You can
9. balance Your organization s internal policies should say if it is acceptable to charge an account with a negative balance Sub Total display The Sub Total field shows the total of the charges being applied in this transaction It is the sum of the Quantity times the Rate for each Fee Code Tax display The Tax field shows any taxes if applicable Because most Provincial Government services are exempt from Federal taxes this field will usually be blank New Balance display The New Balance field shows what the account balance will be after you apply the charge Charge Entry Screen Overview 6 Option optional The Option field lets you control the initial state of the Charge Entry screen including which input fields start out blank which input fields are left filled in and where the cursor appears The options are blank 2 3 4 5 and 6 The table below shows the effect of each option code on a new Charge Entry screen after you have filled in the fields once and applied a charge Option Input Fields Blanked Out Input Fields Left Filled In Cursor Location Blank All None Account 2 All except Account Account Account 3 All except Account Account Form Number 4 All except Account Account Fee Code 5 Quantity All except Quantity Quantity 6 Account All except Account Account You can choose an option code to match your situation For example e Ifyou are applying several different ch
10. bar to go to the Brief Selection Criteria screen BC OnLine Deposit Accounts For SC69875 BC ONLINE ADMIN AUTHORITY amp GDSA J Dec 14 2001 11 01 38 4M Return Full Select J Userid Mgmt J J Folio Submit Reset Selection Criteria Form Number Sort By 3 Clerk gt Client Account Output Display Client UserID Mode Detail Fee Code car700 Clerk ID PW70533 Date 2001 11 06 Starting Time 00 00 00 Submit Reset In the Fee Code field enter the fee code you are interested in In the Clerk ID field enter the clerk s BC OnLine Userid By default the current date will appear in the Date field To display a report for a different date you could change this field Set the Sort By option to 3 Clerk Set the Output option to Display Set the Mode option to Detail Click Submit Appendix 2 Example Reports 31 A Brief Selection Criteria screen like the previous example will produce a report something like this BC OnLine Deposit Accounts For SC69875 BC ONLINE ADMIN AUTHORITY amp GOSA J Dec 14 2001 11 02 59 AM C E a N Submit Reset Folio Subma Reset Clerk Date Form Account Fee Code Total Remarks PW70533 Nov06 C0658734 473609 CAR700 35 00 BC 0347296 PW70533 Nov06 CO659734473609 CAR700 35 00 BC 0347296 Pw 0533 Nov06 C0615068 473609 CARTOO 35 00 BC 0514041 PwW70533 Nov06 C0615068 473609 CAR700 35 00
11. fee codes begin with the same characters setting the Prefix field can make things easier for you For example assume that your organization uses 100 fee codes ranging from ABCO01 to ABC100 The first part of these codes ABC stays the same while the second part 001 to 100 changes If you enter ABC in the Prefix field the system will automatically prefix ABC to the contents of the Fee Code fields The following example Charge Entry screens illustrate how the Prefix field works BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 28 2002 03 05 37 PM C O ere eee eee gt Folio S Submit Reset BC Online Mailbox BS9024 PLEASE ENTER AN ACCOUNT NUMBER Account 123456 Status O siszT Form Number oo Client Folio fo Remarks Fee Code Description Qty Rate C P E Balance 0 00 one p D suto o oo 004 sf E Tax 0 00 L New Balance 0 00 Ld _ E OOo l Option E Prefix apc Submit Reset The Charge Entry screen above shows the Account field filled in with the customer s account number and the Quantity fields filled in to indicate how many of each fee code will be charged to the account The Prefix field is set to ABC and the first three Fee Code fields contain 001 002 and 004 Appendix 3 Setting the Prefix Field 35 When you click Submit the contents of the Prefix field will be prefixed to each fee code as shown in the following screen BC O
12. screen The first entry in the screen is number 00001 the second completed line on the data entry screen in 00002 The highest possible number is 00006 as there are only six input fields for fee codes Type of Charge The type of the transaction Valid types are e db Debit Record A record which deducts fees from a BC OnLine Deposit Account e dr Debit Reversal A record which has been reversed This used to be DB before the record was reversed e rd Reversed Debit A reversing record which puts money back into a BC OnLine Deposit Account Terminal The terminal that the transaction was executed from Folio The Folio can be set by the client when they execute their own BC OnLine transactions or entered by you when you complete a BC OnLine Deposit Account transaction Form Number If your organization receives requests from the public on forms with pre printed numbers the form numbers would be displayed here Key The unique key used in BC OnLine transactions such as Land Titles Companies or Personal Property Registry Generating Reports 20 Remarks Any remarks entered by you in the BC OnLine Deposit Account system Clerk Account The BC OnLine account number of the clerk who applied the charge Clerk Userid The BC OnLine userid of the clerk who applied the charge Fee Code The fee code applied against the client account Qty The quantity of items put through for a fee code Rate The dollar rate cost of the transact
13. set your delivery options so that printable items go to an email inbox Note that email messages can go missing due to internet provider problems and other issues beyond BC OnLine s control If you choose User Mailbox or Account Mailbox the BC OnLine Mailbox button will turn yellow to alert you when new items arrive If you choose Email the BC OnLine Mailbox button will not change colour Make sure to check your email inbox frequently for new items For details on setting up Product Delivery Options and using your BC OnLine Mailbox see the Account Management User s Guide and the Mailbox User s Guide available on the BC OnLine web site Product Delivery Options 25 Appendix 1 Zero Dollar Fee Codes The cost of many fee codes is fixed at a standard rate e g a simple search might cost 4 00 However some services vary in cost depending on a number of factors The Deposit Account System lets you enter variable fees by using zero dollar fee codes The following example starts in the Fee Code Selection screen but if you are familiar with the zero dollar fee codes that are available to you you can just enter them in the Charge Entry screen instead In the illustration below the zero dollar fee code ABC003 has been selected BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 27 2002 01 06 56 PM Return Top of List Page Down Userid Mgmt Folio Submit Reset BC OnLine Ma
14. the Deposit Account System Form Number optional Enter a Form Number Some Government users of the Deposit Account System have store front offices where the public can drop in for services The customers fill out numbered forms to request services The Deposit Account System keeps track of the form numbers allowing easy search and retrieval of transaction records If you use this field as selection criteria the Sort By field must be set to 1 Form Generating Reports 14 Client Account optional Entera BC OnLine Deposit Account Number If you fill in this field the Sort By option must be set to 2 Client Client Userid optional Entera BC OnLine Client Userid Many BC OnLine clients have userids that allow them to perform their own searches and registrations This userid along with their account number is included in the billing record created by the BC OnLine Deposit Account System If you fill in this field the Sort By option must be set to 2 Client Fee Code optional Enter a Fee Code You cannot use the Fee Code as your only selection criteria Clerk ID optional Enter a Clerk s BC OnLine Client Userid If you fill in this field the Sort By option must be set to 3 Clerk Date required The date field must be set to any valid date in the previous 16 months This field defaults to the current date Time optional The time field can be set to any valid time in the 24 hour clock By default the time
15. BC OnLine Deposit Account System User s Guide for Applying Charges Last Updated January 20 2015 Copyright Copyright 2015 Province of British Columbia All rights reserved This user s guide is for users of the BC OnLine services who have accepted the BC OnLine Terms and Conditions of Agreement only as necessary in connection with such services the Purpose The Government of British Columbia hereby grants to users of the BC OnLine services the right to use reproduce and store in electronic format a copy of this user s guide provided that such use reproduction and storage is consistent with the Purpose No part of this user s guide may be used by users for any other purpose Any distribution of this user s guide whether free of charge or for commercial purposes will require the prior written consent of the Government of British Columbia If you have any questions please contact BC OnLine Help Desk and Administration Toll free 1 800 663 6102 Fax 250 952 6115 BC OnLine Mailing Address BC OnLine Partnership Office E415 4000 Seymour Place PO Box 9412 Stn Prov Govt Victoria BC V8W 9V1 BC OnLine Physical Address BC OnLine Partnership Office E415 4000 Seymour Place Victoria BC V8X 4S8 Table of Contents Typographic Conventions iss sescecsvevesesvecs secseyssssevsvevesseenccoveessveseedevncasvsvonsocnecssvesnesencssdanevshues 1 1011 Cuda BE pee Nr ere ae seo no REL er ET eo nr ye eee rey eee
16. Selection Criteria Screen From the Charge Entry screen click the Reports button in the BC OnLine button bar You will go to the Brief Selection Criteria screen BC OnLine Deposit Accounts For SC69875 B C ONLINE amp ADMIN AUTHORITY Dec 13 2001 02 42 59 PM Return Fut setect C userim JL_ ILL Folio Submit Reset BC OnLine Mailbox BS606 MAKE YOUR SELECTIONS CLICK APPROPRIATE BUTTON WHEN COMPLETE Selection Criteria Form Number o Sort By 1 Form Client Account o Output Display Client UserID o Mode Detail Fee Code o Clerk ID Date 2001 1 2 13 Starting Time 00 00 00 Submit Reset The Brief Selection Criteria screen has two parts The left part contains input fields where you can enter your selection criteria Fill in one or more of these input fields then specify a Date and optionally a Starting Time The more fields you fill in the smaller and more precise your report will be The right part of the screen contains three output controls that determine how the report will be sorted whether the report will be printed or displayed and whether the report will contain detailed or summary information Input Fields The more fields you complete the smaller and more precise the resulting report will be Caution Depending on the number of fields you leave blank you could produce very large reports Approximately 18 000 transaction records are generated each day in
17. Submit as you normally would to complete the transaction and charge the fee to the customer s BC OnLine Deposit Account Appendix 1 Zero Dollar Fee Codes 27 Appendix 2 Example Reports The following pages contain example reports illustrating how to fill in the Selection Criteria screens You may alter them as you choose but a word of warning depending on the selection criteria that you specify you could produce very large reports Approximately 18 000 records are added to the Deposit Account System on any given day Take care to enter enough selection criteria to narrow your search down to manageable size Display All Charges from a Given Day To display all charges you applied on a given day begin in the Charge Entry screen Click Reports in the BC OnLine button bar to go to the Brief Selection Criteria screen BC OnLine Deposit Accounts For SC69875 BC ONLINE ADMIN AUTHORITY amp GDSA Dec 14 2001 10 32 55 4M C Reun C msee userin I Folio Submit Reset BC OnLine Mailbox BS606 MAKE YOUR SELECTIONS CLICK APPROPRIATE BUTTON WHEN COMPLETE Selection Criteria Form Number Sort By 3 Clerk Client Account Output Display Client UserID Mode Detail z Fee Code sd Clerk ID PWV70533 Date 2001 11 13 Starting Time 00 00 00 Submit Reset By default your BC OnLine userid will appear in the Clerk ID field and the current date will appear in the Date field To display wha
18. arch screen If your client wishes you can enter a name number or alphanumeric of their choice to tag each transaction they request This tag will be printed on your client s BC OnLine statement If your client passes on the cost of BC OnLine searches or if their organization has multiple cost centres using the same BC OnLine account this can help them with their office accounting There is no charge for using the folio tag If you don t use it the folio field on the client s statement will be blank Tip Ask the client if they want you to use a folio tag before performing a transaction Folio Tag Deposit Account System Overview Staff in organizations such as provincial and municipal government can use the BC OnLine Deposit Account System to charge their customers for services e g registry searches certificates or photocopying For example if a law firm requests a corporate change of name Corporate Registry staff can use the Deposit Account System to charge the firm s BC OnLine deposit account for the service Benefits The Deposit Account System simplifies fee collection by eliminating the need to handle cash cheques credit cards and journal vouchers The system takes care of all accounting details giving both the service provider and their customers a regular statement listing all charges Ease of Use The Deposit Account System includes some handy features that make data entry easier and more accurate T
19. arges to a single account choose option 2 The account information will stay on the screen so you don t have to enter it again e If you are applying the same charge to several different accounts choose option 6 The charge information will stay on the screen so you don t have to enter it again e Ifyou are applying several different fee codes to a single account choose option 4 The account information will stay on the screen so you don t have to enter it again and the cursor will stay in the Fee Code field These options are programmed into the Deposit Account System by BC OnLine If you think of a new option that would make applying charges easier for you ask your supervisor to contact BC OnLine with the suggestion Prefix optional The Prefix is an optional field which can reduce data entry in the Fee Code fields If your fee codes all start with the same string of letters or numbers you can enter that string in the Prefix field The system copies the string to all the Fee Code fields so you only need to finish the fee codes off with the last part of the number For example let s say that all the fee codes begin with ABCO00 and the last number can be 1 2 or 3 If you enter ABCOO in the Prefix field you will only need to add 1 2 or 3 to the Fee Code fields See Appendix 3 Setting the Prefix Field on page 35 for more detailed information Charge Entry Screen Overview 7 System Messages display These messages inform yo
20. ccount 409594 Credit Card Incurred 2002 05 24 14 10 47 800 Clerk ID PS91871 Logged 2002 05 24 14 10 48 049 Fee Code BCAA06 Applied 2002 05 24 14 10 48 049 Quantity 4 00 Sequence 000000001 Rate 14 02 Terminal OLWTO0O2 Amount 56 08 Folio TSFEE 0 00 Form Number Tax 1 0 00 Tax 2 0 00 Total 56 08 AccessBC 1 00 G L Code OSP Regi OLAA 55 08 Key Remarks Submit Reset The following list describes the fields on the Detail Record screen in detail Generating Reports 19 Client Account The BC OnLine account number to which the charge was applied Client Userid The BC OnLine userid of the person who requested the charge If the record is from the Deposit Account system the Userid will be the Account Number Date Applied The date that the transaction was executed and the charge was applied to the customer s BC OnLine account Time Applied The time that the transaction was executed and the charge was applied to the customer s BC OnLine account Tran Code The transaction code which created the transaction record Some systems such as the Personal Property Registry have their own transaction codes which can generate unique transaction records for the Deposit Account System Tran Mode The mode of the transaction View Retrieve Print etc The mode is set to blank by the Deposit Accounts transaction Seq The Sequence Number is the number of completed fields from the Charge Entry
21. ccount System records the details of the transaction The report function provides quick online access to these records see Appendix 2 Example Reports on page 28 for some example reports You can search for view and print transaction records from the previous 16 months Records older than 16 months are kept on tape and stored offsite To generate a report fill in the Selection Criteria screen and specify e how the report should be sorted e whether the report should be displayed or printed e whether the report should be summary or detailed There are two Selection Criteria screens e The Brief Selection Criteria Screen see page 14 lets you quickly search for transaction records from a single day e The Full Selection Criteria Screen see page 16 lets you search for transaction records from a range of days accounts fee codes or clerks The fewer Selection Criteria fields you complete the more transaction records your search will find and the larger your report will be By completing the Selection Criteria fields you filter the records that will be included in your report For example if you leave the Fee Code field blank your report will include records for all fee codes If you complete the Fee Code field only those records that contain the Fee Code you specified will appear in your report After completing the Selection Criteria screen you will go to the Record Index Screen see page 18 Generating Reports 13 Brief
22. e Code required When you click Submit the system will fill in the display fields with information for you to review BC OnLine Deposit Accounts For SC69875 B C ONLINE amp ADMIN AUTHORITY Dec 12 2001 03 45 03 PM Folio Submit Reset BC OnLine Mailbox BS NTER Account a23621 Status P Form Number ha Client Folio jackson Remarks per telephone call Fee Code Description Qty Rate C P pa Sa 2 S cin605 C Sub Total 0 00 o C Tax 0 00 C New Balance 0 00 oo oo Option B Prefix Charging Fees to a Customer s Account 10 Selecting Fee Codes You can enter fee codes directly into the Charge Entry screen s Fee Code fields or you can select fee codes from the Fee Code Selection screen While you are learning the Deposit Account system you may prefer to use the selection screen until you are familiar with fee codes Once you are familiar with your fee codes you will probably prefer to enter them directly on the Charge Entry screen To display the list of fee codes click the Fee List button in the BC OnLine button bar BC OnLine Deposit Accounts For C69875 BC ONLINE ADMIN AUTHORITY amp GDSA Dec 13 2001 02 25 54 PM eee See ee ee E Folio Submit Reset C BC Online Mailbox BS9025 SELECT DESIRED FEE CODE S Code Description Rate M BCAAO1 BCAA Print of AQ 11 21 7 BCAA02 BCAA Miscellaneous 0 00 I BCAAO4 BCAA Info No Prin
23. eae ree eee 2 Deposit Account System Overview sccssscssssscssssscssssccssssccssssccssssccssssscssssssssssssoesssseees 3 Charge Entry Screen Overview sicecsccsesscesessscecssseasosveesseseassonsnsesvosssstetesnnsevenstssvoanevennnessossie 4 Charging Fees to a Customer s ACCOUMNL ccscccssssscsssscsssccsssscssssscssscscsscssssesssssecseseeees 9 Filling in the Charge Entry Screen iy icccssssisaensopsacadsseedsanvsonanasessnecoaundecnenecssdeasossctentebenenese 10 MELECIING BOS COMES 2 500 ctissdaveccvasdgus r uae cognets satay eunshete a leo deavade SES 11 Reviewing the Charge Entry Screeiy ci iacirve Miva even eese dean Bao Ras 12 Generating REPOES cc cesiccosicescioagucccoecsveveceeveeaccevennssecacedenuessensasvunuouauenevorsdeusua canes vangeenpeeaonenes 13 Brief Selection Criteria Screener ini N EA R i 14 Full Selection Crtead SCTCEM co Sie he es e ess A Ai R aT 16 Record Indek Sr en rererere ge aO n aa e Ea ES Ea EE ES Eat 18 Product Delivery ODtons sssisssssesiessssessececcosseesseceussvccostsesed svavecevesesvuseesseeusesuessvbeneeerenesvnstesss 25 Appendix 1 Zero Dollar Fee Codes ss ssscccsssssssessssssssssssssesssssessscsccsscsscsscsssssssssossses 26 Appendix 2 Example Reports ssccsssssssssssssssssssesssssssssscsssscssscscssccssssssssescsscessssssscers 28 Display All Charges from a Given Day ccsscecossesocseceenteccenseecentescetseccensensensesensees 28 Print Yesterday s Charges agains
24. he Option field lets you control the initial state of the Charge Entry screen see Option on page 7 The Prefix field lets you pre fill the input fields in the Charge Entry screen with a sequence of characters that will be used over and over again see Appendix 3 Setting the Prefix Field on page 35 Security BC OnLine clients can protect their deposit account by establishing a Verification Word If a customer has establishes a secret Verification Word with BC OnLine that word will appear on your Charge Entry screen Persons who request a service over the phone must state the Verification Word correctly in order to charge that account If your organization or the customer s organization establishes an Authorization Message it will appear on your Charge Entry screen The message prompts you to take some action e g verify that the person who is requesting a service over the phone is entitled to receive that service If no Verification Word or Authorization Message is established none will appear on your screen Charges Easily Reversed The Deposit Account System lets you easily reverse any charge that your organization applied to a customer s BC OnLine account See Reverse a Charge on page 23 Reports The Deposit Account System lets you generate detailed reports on account activities such as All Transactions in One Day All Transactions for One Customer Account All Transactions by One Clerk or All Transactions Involving One Fee
25. he report the Record Index screen shows the total number of transaction records and their total cost You can use the input fields at the left of the Record Index screen to e Display a Detail Record see page 19 e Print a Detail Record see page 22 Reverse a Charge see page 23 Generating Reports 18 Display a Detail Record You can display the details of any transaction records in the Record Index screen BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 24 2002 02 12 40 PM a a a a Folio Submit Reset BC OnLine Mailbox BS614 D ISPLAY P RINT OR R EYERSE AN ENTRY Account Date Form Clerk Fee Code Total Remarks 123456 May24 PS91871 OLALTON 2 00 gt 123456 May24 PS91871 BCAA0D6 56 08 123456 May24 ps91871 CAR800 35 00 a 123456 May24 PS91871 BCOL10 321 00 Number of Log Records 4 Total 414 08 Submit Reset Type D in the input fields next to the transaction records you are interested in then click Submit In the example above the second record in the report will be displayed in the Detail Record screen BC OnLine Deposit Accounts For P8591871 SAMPLE S SEARCH TEST CO J May 24 2002 02 15 41 PM Co Rtn seri Mgmt I Folio Submit Reset CBC OnLine Mailbox BS618 PROCESSING COMPLETE PLEASE CONTINUE Client Account 123456 Bill Type B Status A Client Userid 123456 Rate Type C Record Type DB Transaction OLBCTS9 Clerk A
26. ilbox BS9025 SELECT DESIRED FEE CODE S Code Description Rate M apcoo1 Search Type 01 5 00 M apcooz Search Type 02 9 00 V aBcoos Search Type 03 0 00 T apcoo4 Search Type 04 4 00 M aBcoos Search Type 05 4 00 apcoos Search Type 06 4 00 M apcoo7 Search Type 07 4 00 M apcoos Search Type 08 4 00 M aBcoog Search Type 09 4 00 M apcoio Search Type 10 4 00 T apcoi1 Search Type 11 4 00 I apcoi2 Search Type 12 4 00 Submit Reset Click the Return button in the BC OnLine button bar to return to the Charge Entry screen Appendix 1 Zero Dollar Fee Codes 26 BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 27 2002 03 09 08 PM Upiate Rate r UUS BS9023 PLEASE ENTER 4 VALUE FOR RATE Account 123456 ABC COMPANY 123 321 MAIN STREET Status GRANTED NEW WESTMINSTER VWORD FILM 11 Form Number Client Folio Remarks j Fee Code Description Qty Rate c P fapcoo3 Search Typeo3 1 fz3 25 f Balance 4 520 77 rt o F TS Fee 0 00 Sub Total 0 00 F Tax 0 00 Doo ooo F New Balance 4 520 77 DO DO F ooo COo F Option E Prefix Submit Reset When you return to the Charge Entry screen the fee code you selected appears in the Fee Code field When you choose a zero dollar fee code the system also opens up a Rate field for you to fill in In the example above a rate of 23 25 has been entered in the Rate field When the screen is complete click
27. ion Amount The transaction cost This amount is the rate times the quantity Tax Code Tax 1 or Tax 2 The taxes that apply to this transaction If taxes do not apply the Tax Code will be blank Tax Amount The amount of tax calculated against the Amount field Total The total of the Amount and Tax Amount fields Generating Reports 21 Print a Detail Record You can print the details of any of the transaction records that appear in the Record Index screen Type P in the input fields next to the transaction records you are interested in BC OnLine Deposit Accounts For P 91871 SAMPLE S SEARCH TEST CO May 27 2002 09 51 51 AM ete rep ot ist Page Down serie gmt E m Submit Reset BS614 D ISPLAY P RINT OR R EVERSE AN ENTRY Account Date Form Clerk Fee Code Total Remarks 477677 May24 PS91871 OLALTQN 2 00 je 477677 May24 P 91871 BCAA06 56 08 477677 May24 PS91871 CAR800 35 00 477677 May24 PS91871 BCOLIO 321 00 Number of Log Records 4 Total 414 08 Submit Reset In the illustration above the second record has been selected for printing Click Submit to send details of the selected records to the destination specified in your product delivery settings see Product Delivery Options on page 25 Generating Reports Reverse a Charge Occasionally you might need to reverse a charge in order to return a fee to a customer s BC OnLine deposit account The Deposit Acco
28. is set at 00 00 00 Output Controls After filling in the Selection Criteria fields set the output controls Sort By required The Sort By option determines how the report will be sorted The options are 1 Form 2 Client or 3 Clerk Take care to select the Sort By method that applies to your selection criteria For example selection 2 only makes sense when used with the Client Account field or the Userid field If you select a Sort By option that does not match the input fields you have completed your report might contain too many records or no records at all Output required Select Display or Send to Mailbox The Output option determines whether the report will be displayed on your screen or sent to the destination specified in your product delivery settings see Product Delivery Options on page 25 Mode required The Mode option determines whether the system generates a detailed report an index screen showing all transaction records that match the selection criteria or a summary report a simple screen showing the total number and cost of all transactions matching the selection criteria Choose either Detail or Summary for most reports detailed information is required When you click Submit one of two things will happen If you selected the Display option your report will appear in the Record Index screen see page 18 If you selected the Send to Mailbox option your report will be sent the destination specified in y
29. lerk one code one day 31 overview 28 yesterday s charges one account 30 fee code button 6 selecting 11 viewing allowed codes 6 Full Selection Criteria screen 16 generate reports Brief Selection Criteria screen 14 Full Selection Criteria screen 16 overview 13 Index options setting for charge entry screen 7 output controls Brief Selection Criteria screen 15 Full Selection Criteria screen 17 prefix field how to set 35 Record Index screen display detail record 19 overview 18 print a detail record 22 reverse a charge 23 selecting fee codes 11 set charge entry screen options 7 set the prefix field 35 VWORD 5 zero dollar fee codes 26 37
30. mp ADMIN AUTHORITY Dec 12 2001 03 07 39 PM Rete Fee ist apts pete te teria gt 7 Folio i Submit Reset BC OnLine Mailbox B59024 PLEASE ENTER AN ACCOUNT NUMBER Account Status o Form Number o Client Folio o Remarks Fee Code Description Qty Rate C P m Balance 0 00 TS Fee 0 00 Sub Total 0 00 Tax 0 00 New Balance 0 00 TH WT Option C Prefix Charging a customer s account is a two step process 1 Enter the customer s account number the fee codes for the services they request and the quantity of each fee code these three items are required You can also fill in the other optional fields When you click Submit the system displays information about the customer s account and calculates the total cost of the transaction 2 Review the information in the Charge Entry screen and fix any errors When you click Submit the second time the system applies the charge to the customer s deposit account and the transaction is recorded Charging Fees to a Customer s Account 9 Filling in the Charge Entry Screen With the blank Charge Entry screen displayed complete the following e Customer s BC OnLine Deposit Account Number required e Form Number if required e Client Folio if supplied by client e Remarks if applicable e Fee Codes required maximum of six fee codes per screen See Selecting Fee Codes on page 11 e Quantity for each Fe
31. nLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 28 2002 03 12 29 PM _ er ere eee ee a Folio Submit Reset BC OnLine Mailbox BS9021 CLICK APPROPRIATE BUTTON TO UPDATE ACCOUNT Account 123456 ABC COMPANY 123 321 MAIN STREET Status cRaNTED NEW WESTMINSTER VWORD FILM 11 Form Number Client Folio Remarks O O O Fee Code Description Qty Rate CZP Japcoo1 Search Type 1 1 15 00 Japcooz Search Type 2 2 5 00 TS Fee 0 00 Japcoo4a Search type 4 5 00 ad pene ed E E E Balance 4 509 77 _ L id Option Prefix jasc Submit Reset The Prefix field remains as you set it even between sessions If you decide that you no longer wish to use the Prefix field simply delete its contents New Balance 4 477 67 Caution Be careful using the Prefix field The Prefix field will always be added to whatever you type in the Fee Code column If your Prefix is set to ABC and you try to use a fee code of FINO3 the system will put ABC in front of FINO3 and produce ABCFINO3 an invalid fee code Appendix 3 Setting the Prefix Field 36 Index authorization message 5 Brief Selection Criteria screen 14 Charge Entry screen 4 10 charge fees to a customer s account 9 client folio 5 deposit account system overview 3 EFT status 5 example reports all charges one account five days 33 all charges one day 28 all transactions one c
32. oth BC OnLine and the provincial government s Quality Service programs Remarks optional This field can be used to enter text that will be associated with the Deposit Account transaction Charge Entry Screen Overview 5 Fee Code required The Fee Code column allows you to enter up to six fee codes on one screen At least one fee code is required to complete a transaction If you wish to see the codes that you are allowed to use click the Fee List button See Selecting Fee Codes on page 11 Description display The Description field displays a description of each fee code you enter in the Fee Code column Qty required The Quantity field must be completed for each fee code The system multiplies the quantity times the dollar rate to calculate the charge that is applied to the customer s account Depending on the setting of the Option field the Qty field defaults to 1 or blank Rate display The Rate field shows the unit cost of a fee All rates that deduct money from an account have a negative sign after the value C P optional If the Current Past field is left blank or is set to C the current rate for the fee code is used If the C P field is set to P the previous rate for that fee code is used Balance display The Balance field shows the current balance of the customer s BC OnLine Deposit Account If the account is Billable the BC OnLine Deposit Account system will apply the charge regardless of the account
33. ount exists e GRANTED The status is Granted in most cases A Granted account starts the day in the black with funds available The current balance appears in the Balance field e REVOKED The Status is Revoked if the customer s account does not contain any funds Customers can contact BC OnLine to deposit funds to their account by cheque electronic cheque or Electronic Funds Transfer The Deposit Account System is able to process charges against a Revoked account Charge Entry Screen Overview EFT Status display If the BC OnLine client has established Electronic Funds Transfer EFT will appear beneath the Status field If the BC OnLine client has not established Electronic Funds Transfer the EFT Status field will not appear The EFT status should help you decide whether to apply a charge or not when the account has insufficient funds If there is an EFT then the nightly fund transfer ought to move sufficient funds into the account to cover the charge VWORD display This will appear if the BC OnLine client has established a secret Verification Word as an added level of protection for their deposit account If the Vword appears customers who request a service over the phone must state the Vword correctly in order to charge the account If the BC OnLine client has not established a Verification Word the VWORD field will not appear Account Name and Address display The customer s Account Name and Address will appear to the
34. our product delivery settings see Product Delivery Options on page 25 Generating Reports 15 Full Selection Criteria Screen When you first select Reports you will go to the Brief Selection Criteria screen This screen is fine for searching a single customer account a single clerk ID or a single day However if you wish to search a range of customer accounts clerk IDs or dates you can use the Full Selection Criteria screen From the Brief Selection Screen click the Full Select button in the BC OnLine button bar BC OnLine Deposit Accounts For SC69875 BC ONLINE ADMIN AUTHORITY amp GDSA J Dec 14 2001 11 09 56 4M C Reun rier setect ueria a e E S SR Folio Submit Reset BC OnLine Mailbox BS606 MAKE YOUR SELECTIONS CLICK APPROPRIATE BUTTON WHEN COMPLETE Selection Criteria From To Form Number o 39999999 Sort By 1 Form Client Account 39999999 Output Display Client UserID 39999999 Mode Detail IMS Tran Code 29939999 Fee Code 29999999 Clerk Account 39999999 Clerk ID 39999999 bate pomama omaa Starting Time 00 00 00 23 53 59 Submit Reset The Full Selection Criteria screen has two parts The left part contains two columns of input fields where you can enter ranges of selection criteria Fill in one or more of these input fields then specify a Date and optionally a Starting Time The more fields you fill in the smaller and more precise your report will be
35. remove any extra 9s in the To field Client UserID IMS Tran Code Fee Code Clerk Account AT In the Date fields enter the beginning of the date range inthe From field and the end of the date range in the To field Enter the date in the year month day format for example to enter a date of November 25th 2001 you would type 2001 11 25 Set the Sort By option to 2 Client Set the Output option to Display Set the Mode option to Detail Click Submit Appendix 2 Example Reports 33 A Full Selection Criteria screen like the previous example will produce a report something like this BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 28 2002 02 42 17 PM Return Top of bist Page Down userigMamt I Folio Submit Reset BC OnLine Mailbox BS614 D ISPLAY P RINT OR REVERSE AN ENTRY Account Date Form Clerk Fee Code Total Remarks 477677 May24 PS91871 OLALTON 2 00 477677 May24 PS91871 BCAAO6 56 08 477677 May24 PS91871 CAR8S00 35 00 477677 May24 PS91871 BCOL10 321 00 477677 May27 PS91871 BCAAO6 42 06 477677 May27 PS91871 CAR800 70 00 477677 May28 5C69875 MISC 2 00 477677 May28 PS91871 MISC 9 00 Number of Log Records 8 Total 537 14 Submit Reset Appendix 2 Example Reports 34 Appendix 3 Setting the Prefix Field Use the Prefix field to reduce repetitive data entry in the Fee Code column If many or all of your organization s
36. right of the Account information Review this carefully to ensure that the account number is correct Form Number optional Some Government users of the Deposit Account System have store front offices where the public can drop in for services In these situations the customer will fill out a numbered form to request a service The form number is recorded by the Deposit Account System allowing for easy search and retrieval of transactions Authorization Message display If the BC OnLine client or your organization has established an Authorization Message it will appear as highlighted text beneath the account Name and Address These messages can be set up by the customer s organization to for example prompt you to verify that persons who request a service over the phone are entitled to receive that service These messages can also be set up by your organization to provide a custom message for any customer account If no Authorization Message has been set up the field will not appear The Authorization Message is for information purposes only It will not restrict your ability to process fees against a BC OnLine Deposit Account Client Folio optional Some BC OnLine clients bill clients of their own for services they request through the BC OnLine Deposit Account system The BC OnLine statement will group records with the same folio together on the statement This feature is a bookkeeping aid to BC OnLine customers and is part of b
37. t 11 21 M BCAAGS BCAA Field Card Prn 12 15 T BCAAG6 BCAA Copy of Plan 14 02 T BCAAO7 BCAA Copy of Map 4 67 7 BCAAD8S BCAA Print of IQ 16 00 Submit Reset The Fee Code Selection screen lists codes in two columns per screen If there is more than one screen Click for more will appear in the lower right corner Click this button to view more fee codes You can select up to six check boxes to select the fee codes you want Because the Charge Entry screen contains six Fee Code fields any more than six selections will be ignored In the previous example fee codes BCAAO1 and BCAAO5 were selected Note For information on zero dollar variable fee codes see Appendix 1 Zero Dollar Fee Codes on page 26 When you have selected your fee codes click the Return button in the BC OnLine button bar The system will copy the fee codes you selected to the Charge Entry screen Charging Fees to a Customer s Account Il Reviewing the Charge Entry Screen No charges are applied when you fill in the Charge Entry screen and click Submit the first time At this point account information and fee code information are displayed for you to review and verify Check this screen carefully to ensure that everything is correct BC OnLine Deposit Accounts For SC69875 B C ONLINE amp ADMIN AUTHORITY Dec 12 2001 03 39 59 PM Folio NE E BC OnLine Mailbox _ BS9021 CLICK APPROPRIATE BUTTON TO UPDATE ACCOUNT
38. t One ACCOUNE eee eeeeeeeeeeereeceseceseeeeeeeeaeecsaeenseenees 30 All Transactions by One Clerk with One Fee Code on One Day 0 0 cee eeeeeeteeeeeeeees 31 Display All Charges Applied to an Account Over Five Days 0 ce seeeceeesesseeesteeeteeeeees 33 Appendix 3 Setting the Prefix Field ccccsssssssssssssssssssssscsssssssscssssscsssssssssessesseass 35 Typographic Conventions Typographic conventions are used with the following meanings Screen names and field names are capitalized For example In the Transaction screen move to the Search field Buttons and other clickable items appear in bold For example Click Submit Required input that you enter exactly as shown appears in Courier font For example Type BC OnLine Variable input that you provide appears in italic Courier font For example Type your Password System messages and other screen output appear in bold Courier font For example PASSWORD CHANGE COMPLETED Tips Notes Important Notes Cautions and Warnings appear as shown below Tip A way to make your work easier Note Further information about the current subject Important An emphatic note about the current subject Caution An important point that could prevent an inconvenience Warning An important point that could prevent a financial loss or loss of data Typographic Conventions Folio Tag The Folio Tag is a 15 character field on each BC OnLine se
39. t someone else has done on another date you could change these fields In the Date field enter the date in the year month day format for example to enter a date of November 5th 2001 you would type 2001 11 05 Set the Sort By option to 3 Clerk Set the Output option to Display Set the Mode option to Detail Click Submit Appendix 2 Example Reports 28 A Brief Selection Criteria screen like the previous example will produce a report something like this BC OnLine Deposit Accounts For SC69875 BC ONLINE ADMIN AUTHORITY amp GDSA Dec 14 2001 10 34 19 AM C Return Topot ist Page own userim IL Folio o Submit Reset BC OnLine Mailbox AY P RINT OR REVERSE AN EN Clerk Date Form Account Fee Code Total Remarks PW 70533 Nov13 C0539379 324128 CAR7OO 35 00 BC 0555426 PW 70533 Nov13 C0606096 692537 CMTS15 10 50 BC 0549344 PW 70533 Nov13 C0606096 692537 CMT160 35 00 Bc 0549344 PW 70533 Nov13 C0606095 692537 CMTS15 10 50 BC 0311865 PW 70533 Nov13 C0606095 692537 CMT160 35 00 BC 0311865 Number of Log Records 5 Total 126 00 Submit Reset Appendix 2 Example Reports 29 Print Yesterday s Charges against One Account To print yesterday s transactions involving a particular customer account begin in the Charge Entry screen Click Reports in the BC OnLine button bar to go to the Brief Selection Criteria screen BC OnLine Deposit Accounts For
40. u of errors actions to be taken or the status of an account These buttons appear in the BC OnLine Button Bar The BC OnLine Mailbox button takes you to your BC OnLine Mailbox as specified in your product delivery options See Product Delivery Options on page 25 The Return button takes you to the previous screen Always use this button to go back a step do not use your browser s Back button The Fee List button takes you to the Fee Selection screen See Selecting Fee Codes on page 11 The Reports button takes you to the Reports Selection Criteria screen See Generating Reports on page 13 The Userid Mgmt button takes you to your organization s BC OnLine Userid Management screen The Help button displays a help screen for whatever screen you are currently on Charge Entry Screen Overview amp Charging Fees to a Customer s Account The following instructions describe the simplest method of using the Deposit Account system Your organization s policies and procedures may vary From your Main Menu select the BC OnLine Deposit Account System How you do this depends on whether you use the BC OnLine Main Menu or your organization s own interface with BC OnLine You will see a blank Charge Entry screen This screen s initial state is determined by your option and prefix settings See Option on page 7 and Appendix 3 Setting the Prefix Field on page 35 BC OnLine Deposit Accounts For SC69875 B C ONLINE a
41. unt System provides a point and shoot method for reversing charges You can reverse any fee code that you can apply but no others For example if you can apply fee code ABC100 then you can reverse fee code ABC100 If you cannot apply fee code XYZ900 then you cannot reverse fee code XYZ900 The following screens illustrate the reversal process from beginning to end starting at the Brief Selection Criteria screen Assume for this example reversal that a 56 08 charge has been applied in error to account 123456 BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO J May 24 2002 03 12 36 PM eer niet ieee II Folio Submit Reset BC OnLine Mailbox BS606 MAKE YOUR SELECTIONS CLICK APPROPRIATE BUTTON WHEN COMPLETE Selection Criteria Form Number i Sort By 2 Client gt Client Account fizsas6 Output Display Client UserID ll Mode Detail gt Fee Code rt Clerk ID lO Date 2002 05 24 Starting Time 00 00 00 Submit Reset The Selection Criteria screen shown above will generate a report of all charges that were applied against BC OnLine account 123456 on May 24th 2002 The Record Index screen displays all transaction records that match your selection criteria BC OnLine Deposit Accounts For PS91871 SAMPLE S SEARCH TEST CO May 24 2002 03 14 42 PM Return Top of List J Page Down J Userid Mgmt J J Folio Submit Reset BC OnLine Mailbox BS614
42. your report will appear in the Record Index Screen see page 18 If you selected the Send to Mailbox option your report will be sent the destination specified in your product delivery settings see Product Delivery Options on page 25 Generating Reports 17 Record Index Screen If you selected the Display option in the Selection Criteria screen your report will appear in the Record Index screen These transaction records are sorted according to the Sort By option that you chose in the Selection Criteria screen If there is more than one screen Click for more will appear in the lower right corner Click this button to view more records BC OnLine For Sc69875 BC ONLINE ADMIN AUTHORITY amp GDSA Deposit Accounts Dec 14 2001 10 08 54 4M Topof lit TL cc Folio Submit Reset BS614 D ISPLAY P RINT OR R EVERSE AN ENTRY Account Date Form Clerk Fee Code Total Remarks 670071 Deci4 OLALTQT 7 61 Key BJ192614 670071 Deci OLALTQT 7 61 Key BJ192615 670071 Deci4 OLALTQT 7 61 Key BJ150878 Number of Log Records 3 Total 22 83 Submit Reset The Record Index screen has seven columns which display e the customer s BC OnLine account number e the date that the charge was applied e the form number if one was entered e the clerk s userid e the transaction s fee code e the total cost of each transaction e remarks if any were entered At the bottom of t
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