J. Mauel & Associates 2nd Half Collection Program

***Financial Institutions***

Web-Based Program

jmauel.com

Technical Support (800) 561-6823

2nd Half Collection Program

User Guide

User Login

Each bank/financial institution must obtain a password from J. Mauel & Associates. To access the website, go to jmauel.com. Click on Financial Institution Collection Login and the Login Screen below will appear. Type in the Username and password and click on Log In.

Sample Login Screen:

Searching for a Parcel to Make Payment

The user can search for a parcel by either typing in a bill number or last name. Click Search after typing in bill number or last name. In the left column, the user must click the box next to the parcel and then click OK (bottom left).

NOTE: If the user would like to make more than one parcel payment, the user can click as many as needed and a running total will appear. The first parcel will appear and payment process should be done and after the receipt prints, the next parcel will appear so the user can make payment and will continue until all parcels have been paid.

Sample Search Screen:

Making a Payment

To make a payment, the user must click on the 1st Installment or Tax Due Bullet and confirm the amount being paid. Type in a check number or click on the CASH box. Click Accept Payment. The Print Screen will appear. Click Print button to print the receipt.

NOTE: If the check is for an amount over the TAX DUE, click on TAX DUE bullet and type in the amount of the check. You will notice that an Overpayment Box will appear (see below). Click on bullet next to Check or Cash depending on how the refund will be issued. Click Apply Refund.

Delinquent Parcel – If the user tries to accept a payment, the following message will appear “Delinquent – Please inform taxpayer to contact the county/municipality. Do not accept payment.” QUESTIONS FROM TAXPAYER – Any questions from the parcel owner regarding any items besides making a payment should be directed to the county.

REPRINTING RECEIPT – To reprint a receipt, search for the parcel and click on Show Payment History (bottom of screen). The user may then click on the Reprint Receipt button next to the parcel.

Sample Payment Screen:

End of Day Procedures

At the end of the business day, the bank/financial institution must create a batch that will be sent to the county. Click on Batches/Transfer (top of screen). Click on the Print Batch button next to the current batch. The batch will appear and the user should click on the Print button to Print the Batch and confirm the totals.

Close Batch – After confirming totals, click Close Batch button. A message box will appear and you must click on YES to confirm closing of batch. Once you have closed a batch you can’t edit so be sure to confirm totals prior to closing the batch. A message will appear “Batch Successfully Exported and sent to County”. The Batch Report and the Export file has been sent to the county.

Regenerating Export File – After closing batch, the user has the ability to send the batch again by clicking on Regenerate Export File.

Logout (upper right corner)

Editing a Batch – If a mistake is found simply click Edit Batch and click on the Void Button and a Message Box will appear Indicating “Are you certain you want to void this payment. Click Yes. The payment will be voided and a print screen will appear. Click print to reprint batch.

Batches Sample Screen

J. Mauel & Associates

2 nd Half Collection Program

Daily Procedures – Quick Reference

1. Accept Payments

2. At end of day, please follow these instructions for reviewing and closing your batch:

Click on Batches/Transfer (top of screen). Click on the Print Batch button next to the current batch. The batch will appear and the user should click on the Print button to Print the Batch and confirm the totals.

Close Batch – After confirming totals, click Close Batch button. A message box will appear and you must click on YES to confirm closing of batch. Once you have closed a batch you can’t edit so be sure to confirm totals prior to closing the batch. A message will appear “Batch Successfully Exported and sent to County”. The Batch Report and Export File has been sent to the county.

3. Logout (upper right corner)