Print a Requesting Account History to review the activity and transactions associated with requesting accounts over a specific period. The report provides a historical record of fees, charges, distributions, and other amounts allocated to requesting accounts, helping users verify account activity and ensure funds have been assigned correctly. Reviewing this history supports reconciliation, auditing, and financial reporting.

Examples:

• Verify that recording fees were distributed to the correct requesting accounts.
• Review historical transactions associated with a specific department or fund.
• Research account activity during an audit or financial review.
• Reconcile requesting account balances with financial records and reports.
• Track changes in account allocations over time.

 

By printing a Requesting Account History, you can monitor account activity, validate revenue distributions, support financial audits, and maintain accurate records of funds allocated through the recording process.

 

Do this...

1. Open Connect Property Tax Collection > Reports > Requesting Account History.

2. Select a report title.

3. Enter the Report Dates.

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the fiscal year end as the report end date?

• Yes, I want to use the fiscal year end. This is the default setting.

• No, I want to use a different date. Change the Report Date, or click Advanced Options.

4. Click Print (CTRL+P).

The report prints.