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assessor:rebates:rebate_reports [2021/07/26 15:28 UTC] – [Report Types] samuel | assessor:rebates:rebate_reports [2021/07/26 16:12 UTC] (current) – [Rebate Letter] samuel | ||
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======Rebate Reports====== | ======Rebate Reports====== | ||
=====Rebate Worksheet===== | =====Rebate Worksheet===== | ||
+ | < | ||
====Opening and Analyzing==== | ====Opening and Analyzing==== | ||
Let's open the Rebate Worksheet.\\ | Let's open the Rebate Worksheet.\\ | ||
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=====Rebate Letter===== | =====Rebate Letter===== | ||
+ | < | ||
====Opening and Analyzing==== | ====Opening and Analyzing==== | ||
//Generate a rebate letter with the rebate amounts to be sent to the taxing districts.// | //Generate a rebate letter with the rebate amounts to be sent to the taxing districts.// | ||
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As you cycle through the reports, you will notice the relevant values will be in bold.\\ | As you cycle through the reports, you will notice the relevant values will be in bold.\\ | ||
- | //Also, the recipient' | + | //Also, the recipient' |
=====Finalizing a Rebate===== | =====Finalizing a Rebate===== | ||
+ | //Caution: finalizing the rebate prevents you from directly editing the rebate from the "Edit Rebate" | ||
+ | |||
+ | The last step in the rebate process is to finalize the rebate. Here's how:\\ | ||
+ | |||
+ | - Open the rebate letter from the "Edit Rebate" | ||
+ | - Close out of the report. You will see the following prompt: **"Did the letter print correctly?" | ||
+ | -//On clicking " | ||
+ | - If the letter has been printed correctly and you are ready to finalize the rebate, **click " | ||
+ | - After clicking " | ||
+ | - Underneath the " | ||
+ |