How to create NC Discovery Bills

How do I create discovery bills?

• Munis
• NC Tax
• Real Estate
• Personal Property

Add a new record

• Navigate to Property Revenues > Property Tax Billing > South > North Carolina > Subsequent Billing and Corrections > Subsequent Billing
• Select Add from the Ribbon
• Select Discovery from the Bill Type drop down
• Provide the AR category, Tax Year, Cycle, and Property
• Set the following fields:
  • Update current
  • Inactivate current
  • Update working
  • Add to selective bill print

Adding Values

• Select Values from the Ribbon, then Add from the Values screen
• Populate the Value type, Levy year, Class code, and Value Information, then Accept to save
• Repeat the process to add all values for all years of the discovery bill

Review Charges

• Select Charges from the Ribbon
• Default charges should have been added based on default jurisdiction. Select Add from the Ribbon to add additional charges

Bill Post

• Select Bill Post from the Ribbon to create bills from the selected records
• Once a bill has been bill posted, no further updates will be allowed

GL Post

• Select GL Post from the Ribbon to select and post bills to the General Ledger, and bill post if needed 
• Populate the Year, AR category, cycle, bill type,  and Ownership fields on the Subsequent Billing - Process Settings screen
• Select all bills to GL post
  • Shift + right-click can be used to select individual records from the list
  • Ctrl + right-click can be used to select a range of records from the list
• Select Post from the Ribbon once desired records have been selected
• Select Yes to the message Do you wish to generate AR?
• Specify the Effective Date for the GL Journal
• Select Yes to the message Are you sure this GL year / period is correct?