Step 25: After Levy
After levy procedures have been completed, we recommend you consider doing the following:
- Before you Copy Bill Adjustment Codes to the current Tax Year (Activities>Update Bill Adjustment Codes on Bills), review Codes. Not all Codes need to be copies at this time. You can run the Adjustment Code Listing report (Reports>Collections>Adjustment Code Listing Report) to see which Codes need to be copied.
- Set the property search year for every computer in your office in PACS Collections to the new current year (Tools > User Settings > Set Property Search Settings)
- Apply escrow payments to the current year bills (Activities > Mass Post Escrow to Current Year Bills) and run the Escrow Balance Report (Reports > Escrow & SIT > Escrow Balance Report).