How to Add, Delete, or Update a Lender Code with Tax Corrections

Need to update the lender code on a tax bill or tax property 

• Enterprise ERP

• Property Tax

• Lender code

1. Navigate to Property Revenues > Property Tax Billing > Region > State > Subsequent Billing and Corrections > Tax Corrections.

2. Click the Add button in the Ribbon menu to create a new Tax Correction record

3. The following fields are required

   1. AR category (20 for Real Estate / 25 for Personal Property)

   2. Year (Bill Tax Year)

   3. Bill (Bill Number)

   4. Reason (use the field help to bring up a list of available reasons)

4. The following fields are optional

   1. Special condition 

      1. Start and End date for the Special condition

   2. Resolution

   3. Memo 1

   4. Memo 2

5. Select your Posting options

   1. Release/Abate entire bill (Inactivate)

      1. Remove fees with abatement

   2. Update current

   3. Update working

   4. Add to selective print

6. Click Accept.

7. Use the following options to make corrections to this bill.

   1. Property to make changes to the parcel or personal property record.

   2. Click the General tab

   3. Click Update

   4. Enter necessary information in the Lender, Lender acct. or Service Co fields

   5. Click Accept when finished

   6. Click the Back button in the Ribbon menu

   7. Click GL Post and follow the prompts on-screen to complete the GL posting process