SDL Desktop - Escrow Accounts

To access your Escrow accounts, find the Escrow Account datagrid in either your Engineering, Land Use, or General section of your datagrid list. Here you can search for an existing Escrow Account, or hit "New" to create a new account.

1. In the Location tab of an Escrow Account, enter the Block/Lot, Property Owner, Work Site Location and the Applicant information. 

   

2. 
   

   In the General tab, enter an Application Number. Complete the Account Information, Fund Level Warning and Comments sections.
    
   
   

   

3. Under Account Status, Check Account is Active. Note: Account is Closed is not checked until this Escrow Account is completed.

   

4. A pop-up box will open. The Account Holder is the Applicant. Enter in the Tax Payer ID, Escrow Account Number and the Starting Funds of this account. Click OK when done.

   

5. In the Applicant tab, enter the Primary Contact for this Account, and Contractor Information. In the Finance Office section, check the box for the contact person in the Municipal Finance office. 

   

6. In the Approvals tab, enter any Prior Approvals or Checklists. 

   

7. In the User tab, click New. 

   

8. Enter the Escrow Employee details and the Deduction Information/Status/Notes. Click OK to exit. 

   

9. In the Consultant tab, click New. 

   

10. Enter the Contractor Information and the Deduction status, rates and notes. Click OK to exit. 

    

11. In the Deposits tab, click New. 

    

12. Enter the Deposit Total, and process the payment in the Payment tab.

    

13. Notes are entered in the Notes tab. Financial Information and Warnings are also displayed. 

    

14. Attachments and Reports are available in the Related tab. 

    

Here's an interactive tutorial