Skip to main content

Oregon State Flag An official website of the State of Oregon »

Oregon.gov Homepage

How to make payments using sets

Creating Sets

There are three ways to create Sets in Accela:

  • The Record list search
  • The Related Records tab on a given record
  • Intake

Sets are very rarely created through intake, so this method will not be included in this article.

To create a Set through the Record list search:

  1. From the Launchpad, select Record
  2. Select Search
  3. Enter an address or parcel number, then select Submit
  4. Checkbox the records to include in the Set, then select Create a Set
  5. In the Create a Set screen, enter a SET ID and Set Name, select Other as the Set type, then add comments if desired
    • The Set Type must be set to Other for payment purposes
  6. Select Submit


To create a Set from the Related Records tab:

  1. Open a record
  2. Select the Related Records tab
  3. Checkbox the records to be added to the Set, then select Create a Set
  4. Follow steps 5 and 6 above to create the Set

Searching for Sets

After creating the Set, you can search for it from either Record or Sets in the Launchpad.

To search for a Set from Record:

  1. From the Launchpad, select Record
  2. Select Search
  3. Scroll to Search by Set
  4. Enter the Set Name or Set ID
  5. Scroll up and select Submit

To search for a Set from Sets:

  1. From the Launchpad, select Sets
  2. Select Search
  3. Enter a Set Name or Set ID
  4. Select Submit
The individual records in the Set can be viewed in the Set Member tab when a Set is open.

Processing Payments on Sets

Before processing payment on a Set, it is recommended to add and invoice fees on the Set's individual records. Doing this before opening the Set will show an outstanding balance on the Set's Payments tab.

To process a payment on a Set:

  1. Open the Set using one of the methods above
  2. Select the Payment tab
  3. If there is no outstanding balance shown:
    1. Select the Set Member tab
    2. Select the individual records, which will open on their own Pages
      • Accela can only display a maximum of five Pages at a time
    3. In each record, add and invoice the necessary fees
    4. After all the fees have been invoiced, close the records' Pages and return to the Set Page
  4. Select Pay at the top of the screen
Payments on Sets are processed the same way as any other payment in Accela, but the system will create a Set receipt showing one payment for all the included records. If needed, record-specific receipts can be generated by opening the individual records through the Set Member tab.