Manual Adjustments to Tax Units Last Updated August 28, 2002

Related Topics Table of Contents

If you need to manually make an adjustment to an account, you can do so in the Adjustments screen.

To make an adjustment:

1. In the Remit screen, click on the Adjustments tab.

2. Click on the Transaction Type drop-down menu and select the type of adjustment you need.  The choices are: Attorney Refund Adj., Jurisdiction Refund Adj., Jurisdiction Remit Adj., and Special Assessment Collections.

Note: The Debit/Credit field will auto-fill when you make your selection.

3. Press Tab.

4. Enter the Payee number.

Note: If you do not know the exact Payee number, enter your best guess.  When you select the name in the next step, it will auto-correct it if necessary.  However, it will not let you continue unless you enter a value.

5. Click on the drop-down menu next to Payee and select the payee's name from the list.

6. Press Tab.

7. Enter the year for which the adjustment will be made in the Year field.

8. Press Tab.

9. Enter a value for the Lookup Key.  This can be any combination of letters and/or list1.

10. Press Tab.

11. Enter the amount of the adjustment.  You can only enter positive values here.  You cannot adjust negatively.

12. Press Tab.  The field at the bottom of the screen next to the Process button will auto-fill with the amount just entered.

13. Enter the date you want the adjustment to become effective in the Effective Date field.

14. If you want to post the adjustment, click in the Post box.

15. Click Process at the bottom of the screen.