THE SOLUTION FOR PROPERTY TAX MANAGEMENT
DEMONSTRATION INSTRUCTIONS

Add a Client Add a Location Add a Parcel Add an Assessment Add a Tax Add a Payment

  1. Go to the web site: http://citrix.avti.com
  2. You will be prompted to install the ICA client on your computer. Please install the ICA Client.
  3. Your web browser will close. If it does not reopen at the above web site, please repeat step one and then go to step four.
  4. Username is a2kdemo. (All small case.)
  5. Password is avti. (All small case.)
  6. Click Login.
  7. The next screen will have a list on the left showing the programs you have access to. Please click on AVTI 2000.
  8. In the screen to the right, you should see AVTI 2000 start to load.
  9. When the program loads you will be prompted for another login.
  10. Name is Demo. (All small case except for the "D" in Demo.)
  11. Password is avti. (All small case.)
  12. Once the system loads, the Main Menu appears.
  13. Click on frame bar on left side of screen and drag to left to maximize screen size.
  14. Click on the #1 button to Search.
  15. On the next form that opens, please Click on the Client Listing button.
  16. On the next form that opens, please Click the button Open.
  17. The next screen displays a list of the Clients in the database.
  18. Click on the down arrow button next to one of the Clients.
  19. A list of locations in the database for that Client will be displayed.
  20. To see a Location Profile Report, click on the X button in the middle of the tool bar at the top twice to go back to the Main Menu.
  21. Click on the #4 button to open the Reports Menu.
  22. Click on the #1 button to open the Location Reports Menu.
  23. Click on the #2 button to open the Location Profile Report.
  24. A filter menu will open, just click on the Open button.
  25. A Location Profile Report will be generated. (Please note we have only entered a sample of locations for demonstration purposes.)

You may also check out any other part of the system to see its capabilities. Please contact John Vanderah at 847.863.7544 or jpv@avti.com should you have any questions.

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Step-by-Step Instructions for Entering Data

Add a Client:

If you wish to enter some test data, please do so by following the Quick Instructions below.

  • From MAIN MENU click #1 Search / Add
  • Then click #1 Clients and click Open
  • The Clients form opens - click on the >* at the bottom of the form to add a new record.
    (You can also click on Insert on the menu at the top of the screen.)
  • Fill in the different fields.
  • Please note that fields with an * are required.
  • The Client record will be saved when you close the form or go to another form.

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Add a Location:
Ideally you will be ready to enter the Location information as soon as you're done with the Client record. To open the Locations form click on the Locations button at the top of the Clients form.

  • From MAIN MENU click #1 Search / Add
  • Then click #4 Locations
  • Then click on the Add a Record button and click Open
  • The Locations form opens and you fill in the different fields.
  • Please note that fields with an * are required.
  • The Location record will be saved when you close the form or go to another form.

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Add a Parcel:
Ideally you will be ready to enter the Parcel information as soon as you're done with the Location record. To open the Parcel form click on the Parcel button at the top of the Locations form.

  • To add a new parcel from the MAIN MENU click #1 Search / Add
  • Then click #5 Parcels
  • Then click on the Add a Record button and click Open
  • The Parcels form opens and you fill in the different fields.
  • Use the drop down arrow at the right of the Location field to choose a location that the parcel goes with.
  • Please note that fields with an * are required.
  • The Parcel record will be saved when you close the form or go to another form.

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Add an Assessment:
Ideally you will be ready to enter the Assessment information as soon as you're done with the Parcel record. To open the Assessment form click on the Assessment button at the top of the Parcels form.

  • To add a new assessment from the MAIN MENU click #1 Search / Add
  • Then click #6 Assessments
  • Then click on the Add a Record button and click Open
  • The Assessments form opens and you fill in the different fields.
  • Use the drop down arrow at the right of the Parcel field to choose a parcel that the assessment goes with.
  • Please note that fields with an * are required.
  • The Assessment record will be saved when you close the form or go to another form.

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Add a Tax:
Ideally you will be ready to enter the Tax information as soon as you're done with the Assessment record. To open the Tax form click on the Taxes button at the top of the Assessments form.

  • To add a new tax from the MAIN MENU click #1 Search / Add
  • Then click #7 Page 2 and then #1 Taxes
  • Then click on the Add a Record button and click Open
  • The Taxes form opens and you fill in the different fields.
  • Use the drop down arrow at the right of the Assessment field to choose an assessment that the tax goes with.
  • Please note that fields with an * are required.
  • The Tax record will be saved when you close the form or go to another form.

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Add a Payment:
Ideally you will be ready to enter the Payment information as soon as you're done with the Tax record. To open the Payment form click on the Tax Bills button at the top of the Taxes form.

  • To add a new payment from the MAIN MENU click #1 Search / Add
  • Then click #7 Page 2 and then #2 Payments
  • Then click on the Add a Record button and click Open
  • The Payments form opens and you fill in the different fields.
  • Use the drop down arrow at the right of the Taxes field to choose a tax that the payment goes with.
  • Please note that fields with an * are required.
  • The Payment record will be saved when you close the form or go to another form

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