Third Party Record Type Versus Third Party Billing

Third Party Service Record Type - is used to record and process work done when an agency is acting as the third party to someone else on a regular, recurring basis such as providing inspection and/or plan review. They can schedule and result inspections on this record – and also record plan review results/notes. They can also attach any electronic documents, as needed.  This record type can also be used to charge third party fees for the work you’ve completed - which can then be invoiced and sent to the party/agency that received service, and ultimately initiate and post payment.  

A help desk ticket request must be made to add and configure this record type for an agency. It requires some configuration for custom dropdowns (to be collected from the agency), potentially for fees (agency dependent), add of any other users participating in this process, and some other small functionality.​

Third Party Billing - is when an agency uses a third party (receives service from) where the billing for the service(s) provided is a percentage-based split of fees collected and with no conditions (is always split and not dependent on any other criteria). Example, we cannot accommodate third party billing if they only split fees when the permit is greater in value than $10000 or when it is charged hourly, etc. Distribution codes are assigned to every fee to determine if it’s split and how it’s split – these must be configured as per the agency’s agreement.  This distribution is only a mechanism that feeds a dedicated report to be run monthly to assist in reconciling and ultimately paying the agency’s third party. This functionality also requires configuration at the fee code level and otherwise. Once implemented, this must also then be maintained with all fee updates thereafter - every active fee would then include a distribution code – up and until the agency is no longer using this split method.

A help desk ticket request is also required configure this fee functionality  – submit to [email protected].