How to Reverse Initiate Bill Run

Owned by Knowledge Assistant
May 03, 2022
2 min read



Description of Issue

How to Reverse the Initiate Bill Run process for Real Estate and/or Personal Property

Would like to rerun the Initiate Bill Run and recreate Version 9 - Working records from Current



Context

  • Property Tax Billing

  • Real Estate

  • Personal Property

  • Initiate Bill Run

  • Tax Settings

  • Tax Year Settings



Cause




Resolution

Use the following steps to Reverse an active billing process with the Initiate Bill Run program. The process will remove all Version 9 - Working records for the category reversed, allowing you to rerun the Initiate Bill Run, which copies Current Year 0 records (with a Status of Active or Exempt) into Working records. 

  1. Navigate to Property Tax Billing > Your Region and/or State > Bill Processing > Initiate Bill Run

  2. Click the Reverse button

  3. When an active Billing Process exists, you should receive a message Would you like to reverse the bill run initiation for: year: XXXX category: XX cycle: X?

  4. Click Yes to reverse or No to cancel

  5. A successful Reversal will remove all Version 9 - Working records for the specified Year, Category, and Cycle. The Active Year will be reset back to 0 in the Tax Settings program as well as reset the Process Status back to 0 in the Tax Year Settings program.

IMPORTANT: Pay close attention to the Year, Category, and Cycle that is referenced in the message prompt before clicking Yes. There is no undo. When in doubt, practice in a non-production environment first. 


NOTE: If the Initiate Bill Run was originally created for Both Real Estate and Personal Property, the Reversal process will reverse both categories as well (message prompt will indicate if reversing both categories). If the Initiate Bill Run was originally created individually for Real Estate and/or Personal Property, the reversal process will prompt a separate message individually for each category to be reversed. 



Additional Information

The Tax Settings program will show whether Real Estate or Personal Property has an active billing process. If there is a Year populated in either the Active RE Year or Active PP Year fields, the billing process for that category is active. A value of 0 indicates the category is not active.