
THE
SOLUTION FOR PROPERTY TAX MANAGEMENT
DEMONSTRATION
INSTRUCTIONS
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Go to the web site: http://citrix.avti.com
- You
will be prompted to install the ICA client on your computer. Please
install the ICA Client.
- 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.
- Username
is a2kdemo. (All small case.)
- Password
is avti. (All small case.)
- Click
Login.
- The
next screen will have a list on the left showing the programs you
have access to. Please click on AVTI 2000.
- In
the screen to the right, you should see AVTI 2000 start to load.
- When
the program loads you will be prompted for another login.
- Name
is Demo. (All small case except for the "D" in Demo.)
- Password
is avti. (All small case.)
- Once
the system loads, the Main Menu appears.
- Click
on frame bar on left side of screen and drag to left to maximize screen
size.
- Click
on the #1 button to Search.
- On
the next form that opens, please Click on the Client Listing button.
- On
the next form that opens, please Click the button Open.
- The
next screen displays a list of the Clients in the database.
- Click
on the down arrow button next to one of the Clients.
- A
list of locations in the database for that Client will be displayed.
- 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.
- Click
on the #4 button to open the Reports Menu.
- Click
on the #1 button to open the Location Reports Menu.
- Click
on the #2 button to open the Location Profile Report.
- A
filter menu will open, just click on the Open button.
- 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.
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- 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.
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- 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.
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- 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.
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- 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.
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- 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.
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- 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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