WEB-BASEDSPECIAL ASSESSMENT PROGRAM

USER MANUAL

Technical Support (800) 561-6823

Website: jmauel.com

Technical AssistanceJ. Mauel & Associates provides a toll-free telephone number for technical assistance. Please call (800) 561-6823 and should you receive voicemail, please leave your name, phone number and message and we will return your call.

System Requirements► Highspeed Internet Access

► Internet Explorer 8 (at a minimum)

► Allow Pop-ups to our site. To do this, please follow these steps:Click Tools Pop-Up BlockerPop-Up blocker SettingsYou will see a text box that indicates Address of website to allow type in jmauel.comClick AddClick Close

► Adobe Reader 9 (at a minimum)

► Windows XP, Vista or Windows 7

Creating a Desktop Icon

If you do not have a shortcut icon on your desktop, please follow the instructions that follow:

If you would like to create a Shortcut Desktop Icon, the instructions are as follows:

1. Right click the Desktop on Select New->Shortcut2. In the Create Shortcut Dialog box type in

https://www.jmauel.com/JMauelApplications/MuniSpecialAssessment.aspx 3. Click Next4. Type in Special Assessment Program 5. Click Finish6. Double-click the shortcut to launch the browser to the page.7. You will still need to login to the site.

Backup

The highlight of the web-based program is that you no longer need to backup data. Our web service will provide that function.

Accessing the Program

Click on the Special Assessment Icon (that you have created) on the desktop. Type in your Username and Password (given to you by J. Mauel & Associates). Click Login.

The county will upload your Special Assessment Data that you will need to update and they will contact you when your data has been uploaded and you can update your Special Assessment information.

Entering Special Assessment Information:

Below is the Main System Screen . This screen allows you to navigate through Task Bar Items as well as search for and process parcels. You have the ability to search by Parcel Number, Laster Name or Physical Address.

1. Type in the Parcel Number, Last Name or Physical Address.

2. Click Enter (on your keyboard) or click Search (example below).

2. Click on the drop down arrow to “add” a special assessment code from the list. Type in the applicable amount. Click Add. Click Save.

Note: If a special assessment amount needs to be changed, click X (remove). Re-enter the special assessment and amount, click Add, click Save.

GlobalsThe user has the ability to make a global change that will affect all of the parcels for their municipality. For example, if all of the parcels in the municipality have a garbage special assessment, you may choose Globals and update the amounts and click Update. Note: If you need to take off a garbage from a specific parcel choose the parcel from the Main Program Screen, click Remove and Save. (example below).

ReportsTo run reports, click on Special Assessments, click on reports (drop-down menu). You will be able to access and print the following reports:

► Detail/Total by Selected Code

- Report sorts by Last Name or Parcel Number

► Summary Totals For All Codes

► All Special Assessments - Report sorts by Last Name or Parcel Number-

PRINTING: PLEASE NOTE YOU MUST CLICK ON THE BUTTON (top of page) THAT HAS THE PICTURE OF THE PRINTER IN ORDER TO PRINT THE REPORT.

Example of Detail/Total by Code – Note, the user can run the report by Parcel Number (example is in Parcel Number Order) or Last Name.

Example of Summary Totals for All Codes

Example - All Special Assessments in Name Order (can also be ran in Parcel Number order)

Export Data back to CountyAfter entering all Special Assessment information, the user must now send the data back to the county. In order to do this, the user should choose Special Assessment (on taskbar), Export to County.

The screen below will appear. Click Export and the data will automatically be sent to the county.