How_do_I_set_up_batch_accounts_2024.08_

How do I set up batch accounts?

Set up batch accounts to create multiple assessment accounts at the same time, reducing manual data entry and improving consistency across a district.

Batch account setup is commonly used when a large number of properties need to be added to a district with similar assessment information. Instead of creating each account individually, batch processing allows you to apply account settings, assessment details, and billing information to multiple properties in a single operation.

What Happens When You Set Up Batch Accounts?

When batch accounts are created:

  • Multiple assessment accounts are generated at once.

  • Property and assessment information is applied to each account.

  • Account records are created consistently across the district.

  • Manual entry time is reduced.

  • Accounts become available for future assessment, billing, and payment processing.

When Should You Set Up Batch Accounts?

Set up batch accounts when:

  • A new district includes a large number of properties.

  • Multiple accounts require the same or similar setup information.

  • Assessment accounts need to be created efficiently.

  • Manual account creation would be time-consuming.

  • District records are being established for the first time.

Before You Set Up Batch Accounts

Review the following information before proceeding:

  • The properties included in the batch

  • Assessment amounts and schedules

  • District settings

  • Account creation criteria

  • Any exceptions that require individual account setup

Verifying this information helps ensure that accounts are created accurately and that assessment information is applied correctly across all properties.

Note: Batch account setup can create a large number of accounts in a single process. Review all account and district information carefully before completing the setup.

 

  • You will need a district with properties linked to it. (Organization > Districts)

 

Setting up batch accounts

1. Open Connect Property Improvements > Accounts > Setup Batch Accounts.

2. Enter the district.

A district is an area, region, or section for billing assessments.

Important! Districts that are active or completed cannot be used in this routine.

 

 

What do you want to do?

  • I want to enter a district name or number. Use the District field to enter a district name or number.

  • Show me more information about a district. First, enter a district name or number in the District field. Then, use the District menu to select Additional Information.

  • Help me find a district. Use the District menu to select Search.

  • I want to add a district. Use the District menu to select Add New.

  • I want to edit a district. First, enter a district name or number in the District field. Then, use the District menu to select Modify.

 

3. Enter the Default Principal Amount.

The principal amount is the face amount of an assessment on which interest accrues. Use Default Principal Amount to enter the dollar amount of the initial assessment.

 

4. Click GO (CTRL+G).

 

The batch accounts are set up.

 

 


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