Description of Issue

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

Context

Cause

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

Resolution

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
Click Add to create a batch.
Choose a Processing, Effective, 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
Enter the desired GL Year/Period. This must be a GL Year/Period that the chosen GL Effective Date falls within.
Enter an informational Description for the batch if desired.
Select a Department to associate with the batch if desired.
Click Accept.
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

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