Onyx User Training Manual

First page Table of contents Next page Last page

Cover	1
Document Details	2
Table of Contents	3
Table of Contents (Continued)	4
Onyx	5
Accessing Onyx	5
User Profiles	6
Debtor	7
Creating a New Debtor	8
Searching & Viewing Debtors	10
Editing Debtors	10
Debtor Tabs	12
Accounts Receivable	23
Create a New Receivable	25
Searching & Viewing Receivables	28
Editing Receivables	29
Set the Status of Receivables to UnCollectible (*)	32
Setting Receivables to Legacy	33
Accounts Receivable Tabs	33
Bonds	39
Searching & Viewing Bonds	40
Transaction	43
Batch Management	45
Creating a Batch	45
Searching a Batch	47
Editing a Batch	47
Viewing a Batch Deposit Summary	49
Requesting Approval for a Batch	50
Approving a Batch (*)	52
Transaction Management	53
Creating a New Transaction	53
Transaction Type - Payment	54
Transaction Type - Journal Entry	59
Transaction Type - Adjustment	60
Searching & Viewing Transactions	62
Editing Transactions	63
Subpoena	65
Searching & Viewing Subpoenas	66
Editing Subpoenas	66
Travel Advances	69
Travel Advances Summary	70
Editing Travel Advances	70
Administration	71
Taxes	72
Taxes: Creating a New Tax	72
Taxes: Viewing a Tax	74
Taxes: Auto-Generating Tax Receivables	75
NCCI Rates	76
NCCI Rates: Viewing NCCI Rates	76
NCCI Rates: Editing NCCI Rates (*)	77
NCCI Rates: Bulk Upload (*)	77
NCCI Codes	78
NCCI Codes: Viewing NCCI Codes	78
NCCI Codes: Adding NCCI Codes (*)	78
Tax Forms	80
A/R Allocations	81
A/R Allocations: Viewing A/R Allocations	81
Municipalities	82
Municipalities: Viewing Municipalities	83
Municipalities: Editing Municipalities	83
Courts	85
Courts: Viewing Courts	86
Courts: Editing Courts	86
Letters & Notices	88
Letters & Notices: Generating Notifications	88
Other Finance Portal Links	89
Self-Insurance	89
SSRS	90
Cardinal	91
VWC Intranet	92
UEF File Processing	93

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