Create a batch in Bill Detail Adjustments

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

• Property Tax Billing
• Bill Detail Adjustments (txbldtmt)

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

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 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
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

• 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