Apply payments to record and allocate funds received from taxpayers to the appropriate tax accounts, charges, and billing periods. Applying payments ensures account balances are updated accurately, reduces outstanding amounts owed, and maintains a complete financial record of tax collections. This process helps support accurate reporting, reconciliation, and customer service.
Examples:
1. Open Connect Property Tax Collection > Owners > Apply Payments.
2. Use the Apply Using This Dates box to enter the transaction date.
The current date is the default transaction date.
3. Set up the date range.
Apply all unapplied payments or only apply unapplied payments that are paid in a specific date range.
What do you want to do?
I want to apply all unapplied payments. Do not select the Only Include Unapplied Payments checkbox.
I want to select unapplied payments by payment date. Click to select the Only Include Unapplied Payments checkbox and then enter the payment date range.
4. Click to select the Personal Property checkbox.
5. Set up the selection criteria.
You can apply unapplied payments for a personal property account by changing All to a personal property account.
6. Click GO (CTRL+G).
The unapplied payments are applied to personal property accounts.
1. Open Connect Property Tax Collection > Owners > Apply Payments.
2. Use the Apply Using This Dates box to enter the transaction date.
The current date is the default transaction date.
3. Set up the date range.
Apply all unapplied payments or apply unapplied payments that are paid in a specific date range.
4. Click to select the Real Property checkbox.
5. Set up the selection criteria.
You can apply unapplied payments for a real property account by changing All to a parcel ID.
6. Click GO (CTRL+G).
The unapplied payments are applied to real property accounts.