/
Create a batch in Bill Detail Adjustments

Create a batch in Bill Detail Adjustments

Description of Issue

Need to know how to create a batch so that adjustments can be created in Bill Detail Adjustments. 

Context
  • Property Tax Billing
  • Bill Detail Adjustments (txbldtmt)
Cause

Bill Detail Adjustments are created in batches in versions 2017+. 

Resolution
  1. Navigate to Bill Detail Adjustments either by searching or using the following path: Property Revenues > Property Tax Billing > Region > State > Collection Processing > Bill Detail Adjustments
  2. Click Add to create a batch. 
  3. Choose a ProcessingEffective, and GL Effective Date for the batch. 
    1. Note: If more information is needed about these dates and their impact, please see: An Explanation of Payment Entry Dates and Accounts Receivable Activity Dates
  4. Enter the desired GL Year/Period. This must be a GL Year/Period that the chosen GL Effective Date falls within. 
  5. Enter an informational Description for the batch if desired. 
  6. Select a Department to associate with the batch if desired. 
  7. Click Accept
  8. To enter adjustments in the newly created Bill Detail Adjustments batch, follow the steps outlined here: Bill Detail Adjustment Guide
Additional Information
  • Batches can be thought of as folders. Each batch contains a group of Bill Detail Adjustments. 
  • Each adjustment must be entered in a batch. 
  • A new batch can either be created using the steps above or an existing and unposted batch can be resumed following the steps outlined here: Resume a Bill Detail Adjustments Batch
  • Each batch must be GL posted when it is complete. To do this, follow the steps outlined here: Find and Post an Unposted Bill Detail Adjustments Batch





Related content

Resume a Bill Detail Adjustments Batch
Resume a Bill Detail Adjustments Batch
More like this
Find and Post an Unposted Bill Detail Adjustments Batch
Find and Post an Unposted Bill Detail Adjustments Batch
More like this
Report for Bill Detail Adjustments
Report for Bill Detail Adjustments
More like this
Tax year settings is incorrect Error in Bill Detail Adjustments
Tax year settings is incorrect Error in Bill Detail Adjustments
More like this
Master Article - Bill Detail Adjustment
Master Article - Bill Detail Adjustment
More like this
Add a Charge to a Tax Bill
Add a Charge to a Tax Bill
More like this