Summary

After completing the Generate step you can view and edit which accounts will be receiving SA Letters before printing.

Step by Step

1     Edit the Letters.

• Open the Edit Letters window (SA> Letters> Edit).
• The Edit Letters window will display all of the assessments that will be included in the letters batch. Assessments are included based on the filter criteria established on the Generate Letters step. Individual assessments can be removed from the batch by highlighting a permit and clicking the Delete icon  .
• Click the Save icon when finished.

2     Print the Letters.

• Open the Letters window (SA> Letters> Letters).
• The Form drop-down menu is used to specify which form letter will be printed.
  • Forms are created and maintained on the Form Maintenance window (SA> Maintenance> Form).
• The Tran Date field will populate with the value specified on the Generate step.
• The Compatibility mode toggle is used to activate compatibility mode for legacy forms that don't use standard Springbrook forms functionality.
  • Springbrook does not recommend using Compatibility mode as it will disable a number of useful form features.
• The format and information included on the printed letters is determined by which Form is selected.
• Click the Print icon   to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).

3     Print the Amortization Schedule.

• The Amortization Schedule step is used to generate an amortization schedule report for each of the assessments included in the batch. If you have already generated the letters, this is an optional step.
• Open the Amortization Schedule window (SA> Letters> Amortization Schedule).
• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).
• The report will display the amortization schedule for each assessment included in the batch. The Assessment Number, Customer Number, Customer Name, Tax Lot, Service Address, Principal Balance, Projected Interest to be Paid, Total Interest Paid, YTD Interest Paid, and Projected Payoff Date will be displayed for each included assessment.

4     Commit the Letters batch.

• Open the Commit Letters batch window (SA> Letters> Commit).
• Click the OK button to commit the batch.
• Committing a letters batch will create a Letter row on the Assessment Maintenance window (SA> Maintenance> Assessment> History tab). Committed letters batches will display in black while uncommitted batches will display in red.