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Moving the System to a New Collections Year

Purpose

Use this procedure to prepare a new year for collections. The process completes quickly.

Important Caution Icon After you perform this procedure, the year prior to the current levy year will display on all reports as delinquent. If you would like to have a record showing the prior year as current, then generate the Tax Collections Activity Reports (Reports > Collections > Daily > Tax Collections Activity Report - By Year), Current/Delinquent (Reports > Collections > Daily > Tax Collections Activity Report (Current/Delinquent) - By Year) and the Month to Date Recap (Activities > Month End Procedures > Month End Reports) and the Year to Date Recap Report (Activities > Month End Procedures > Month End Reports) before you proceed.

Procedure

  1. In PACS Collections, choose Activities > Assessment > Levy Functions > Move System to New Collection Year.
  2. You are prompted to set the current collection year. Click Yes.

    No message displays when the process completes. The process completes quickly.

    Note All users must log off and then log on again for this change to take effect.