Closing Out a Non-State Agency BOC Follow

Closing Out a Non-State Agency BOC 

ATLAS Financials will not track any further progress of BOCs referred to non-state agencies of any amount, for both LE Staff and USDH.  These bills are considered closed in the application.

The Steps: 

1. Navigate to the Bill of Collection requiring referral
2. Click the Edit icon to modify the BOC
3. In the Post and Recipient Details section, find the Non-State Agency toggle button and toggle to blue to enable the Non-State Agency referral
4. Enter the Non-State Agency Referral email address to which the bill is being referred.

6. Click on the yellow "Refer to Non-State Agency" button to initiate the referral process.

Note: Below is an example of the notification you will receive within the ATLAS Financials system when you choose to refer a Bill of Collection to a non-state agency:

1. Certification Message: "I certify that all the necessary steps required prior to referring the BOC to the Agency have been completed, and the BOC can be sent to the Non-State Agency."
2. Email Notification: An email requesting the referral of the BOC will be sent to the Non-State Agency (example123@gmail.com) along with all the attachments.
3. Payment Process Change: The cashier will no longer be able to enter any payments related to the BOC in ATLAS Financials. Payments will need to be sent directly to the Non-State Agency.

Required Role(s) to view/edit this page:  Instance Administrator, Financial Management Officer, Accounts Receivable Administrator or Accounts Receivable Technician

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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