Enter assessment adjustments to modify an account's assessment amount when corrections or approved changes are required.

Assessment adjustments help ensure that account balances accurately reflect the amount owed. Adjustments may be necessary to correct data entry errors, update assessment calculations, apply approved changes, or address special circumstances that affect a property's assessment.

What Happens When You Enter an Assessment Adjustment?

When an assessment adjustment is entered:

• The assessment amount is increased or decreased as needed.

• Account balances are updated to reflect the adjustment.

• Future billing calculations may be affected.

• Account records are updated to document the change.

• Reporting and account history reflect the adjusted assessment amount.

When Should You Enter an Assessment Adjustment?

Enter an assessment adjustment when:

• An assessment amount was entered incorrectly.

• A correction is required after an audit or review.

• A property's assessment has been revised or recalculated.

• An approved change affects the amount owed.

• Account balances need to be aligned with updated assessment information.

Before You Enter an Assessment Adjustment

Review the following information before proceeding:

• The account selected for adjustment

• The adjustment amount

• The reason for the adjustment

• Any supporting documentation or approvals

• The impact on future billings and account balances

Verifying this information helps ensure that assessment records remain accurate and that adjustments are applied correctly.

Note: Assessment adjustments change the amount owed on an account and may affect future billing activity. Review all adjustment details carefully before completing the process.

Enter an assessment adjustment

Do this...

1. Open Connect Property Improvements > Organization > Enter Assessment Adjustments.

2. The form opens in New mode.

3. Fill in the account properties and adjustment amount.

4. Click Save (CTRL+S).

The adjustment is saved.

Change an assessment adjustment

Update the amount recorded on an assessment adjustment.

Do this...

1. Open Connect Property Improvements > Organization > Enter Assessment Adjustments.

2. Use the date the adjustment was created to fill in the Date field.

3. Select a transaction to adjust from the transaction grid. The transaction grid is located at the bottom of the form. When you select a transaction by clicking on it, the transaction properties will be displayed in the fields at the top of the form.

4. Now, edit the transaction properties.

5. Click Save (CTRL+S).

The assessment adjustment is updated.

Delete an assessment adjustment

You cannot delete an adjustment that has been updated to the General Ledger.

Do this...

1. Open Connect Property Improvements > Organization > Enter Assessment Adjustments.

2. Use the date the adjustment was created to fill in the Date field.

3. Click Delete (CTRL+D).

4. What do you want to do?

• I want to delete a single entry. Click Delete Single Reference Number. Then, enter the reference number and sequence number. Example: 1.01  

• I want to delete a range of entries. Click Delete Reference and Sequence Number Range. Now, enter the first and last reference and sequence number in the range. Example: 1.05 to 10.01.   

• I want to delete all of the entries sold on the input date. Click Delete All Sold Transactions Input On MM/DD/YYYY. This will erase ALL of the sold transactions that were created on this date. There is no undo for this option. If you're not sure, back up the database before you continue.  

5. Click OK.

The assessment adjustment is deleted.

Options

Account

An account number is the primary identifier for ownership of an account.

What is the account number?

Use the Account field to enter a unique number.

Account information

The Account Information displays the district, property number, property address, and primary owner for the account.

Adjustment

The Adjustment is the amount to add or subtract from the Current Assessment amount.

What do you want to do?

• I want to increase the assessment amount. Use the Adjustment field to enter a positive amount. Example: 50.00

• I want to decrease the assessment amount. Use the Adjustment field to enter an amount then enter the minus (-) sign. Example: 50.00 −

Assessment information

The Assessment Information displays the original assessment, current assessment, last adjustment date, and last adjustment amount.

Comments

The note is saved with the transaction and you can view it using Inquiry and it can be included on some reports.

Do you want to add a note?

• Yes, I want to add a note. Click the Comments button. Use the Comments form to type in a note. Click OK to continue.

• No, I do not want to add a note. Continue to the next step.

Current assessment

The Current Assessment is the assessment amount at the present time.

Date

The Transaction Date is the date the system will use to record the entry. In Edit or Delete mode, use the same date as the date when the transaction was created to fill in the Date field.

Do you want to use the current date as the transaction date?

• Yes, I want to use the current date. Continue to the next step.

• No, I want to use a different date. Click on the Date field to enter a MM/DD/YYYY.

Description

A description is a word or phrase that describes the character or features of the record. Example: Assessment adjustment

Do you want to use the default description?

• Yes, I want to use the default description. Continue to the next field.

• No, I want to use a different description. Click on the Description field, and then type in a new description (up to 40 characters).

Reference number

In New mode, the Reference Number is a read only number. The first digit, the underlined digit in 1.01 is the reference number. The digits that follow the decimal place make up the sequence number. In the previous example, 1.01 is the sequence number.

In Edit mode, you can type in reference number to look up a transaction.

Source ID

The source ID is a user-defined field that allows you to save a last name or code with the transaction. This field is optional.

Do you want to record the source ID?

• Yes, I want to record a source ID. Use the Source ID field to record the information.

• No, I do not want to record a source ID. Continue to the next step.