How_do_I_update_district_period_

How do I update district period?

Update the district period to advance a district to the next processing period and ensure that billing, payment, and reporting activities occur within the correct timeframe.

District periods help organize assessment activity by defining the current processing cycle for a district. Updating the district period keeps the district aligned with upcoming billing schedules, financial activity, and reporting requirements.

What Happens When You Update the District Period?

When the district period is updated:

  • The district advances to the next processing period.

  • Future billing and assessment activities are aligned with the new period.

  • Period-based calculations and reporting reflect the updated timeframe.

  • The system is prepared for the next cycle of district processing.

  • Historical and current activity remain organized by period.

When Should You Update the District Period?

Update the district period when:

  • A processing period has been completed.

  • Billing and payment activity for the current period has been finalized.

  • The district is ready to move to the next assessment cycle.

  • Reporting for the current period has been completed.

  • Organizational procedures require advancement to a new period.

Before Updating the District Period

Review the following information before proceeding:

  • Current period billing activity has been completed.

  • Payments and adjustments have been entered and verified.

  • Required reports have been generated and reviewed.

  • Any outstanding processing issues have been resolved.

  • The correct district has been selected.

Verifying this information helps ensure a smooth transition between processing periods and reduces the risk of incomplete or inaccurate district activity.

Note: Updating the district period affects future processing, billing, and reporting activities for the district. Ensure all work for the current period is complete before proceeding.

 

Step 1: Back up the database

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. See the help topic titled How do I back up a database? (Send Databases)


Step 2: Update district period

Close the current period and open the next period.

Do this...

1. Open Connect Property Improvements > Organization > Update District Period.

2. Enter the Districts.

Fill in the districts to close. A log of previous period dates displays on the screen. A log of the close dates for prior periods displays in the Previous Period Dates field.

3. Click GO (CTRL+G).

The district period is updated.

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