Differences

This shows you the differences between two versions of the page.

--- tax_coll:import_menu_form [2020/05/20 19:18 UTC] – matt
+++ tax_coll:import_menu_form [2022/10/18 19:03 UTC] (current) – [Add Payments] samuel
@@ Line 1: / Line 1: @@
 =====Import Menu=====
-{{:tax_coll:importmenu.png?direct&400|}}
+{{map>:tax_coll:importmenu.png?direct&400|Bild1590176288332}}
+   * [[tax_coll:import_menu_form#import_new_bills|Import New Bills@ 87,146,186,208]]
+   * [[tax_coll:import_menu_form#add_new_bills|Add New Bills@ 212,147,311,208]]
+   * [[tax_coll:import_menu_form#import_transfers|Import Transfers@ 87,218,187,282]]
+   * [[tax_coll:import_menu_form#transfer_form|Transfer Form@ 212,219,311,281]]
+   * [[tax_coll:import_menu_form#import_exonerns|Import Exonerns@ 88,293,186,354]]
+   * [[tax_coll:import_menu_form#exonerate_sales|Exonerate Sales@ 212,292,312,353]]
+{{<map}}
 ====Import Receipts====
@@ Line 18: / Line 25: @@
 ====Exonerate Sales====
 If the Exoneration Report appears in order the Exonerate Sales button will exonerate the taxes for the affected properties and create the appropriate ledger entries.
+=== Manual Sale Exoneration ===
+For counties that do not receive an importable sale file from the county tax claim bureau, you may do this process manually.
+  - Go to the Change Form for the affected bill
+  - In "Notes about Change", enter: **Sold at {Repository/Judicial} Sale {m/d/yy}**
+    * For example: **Sold at Repository Sale 10/23/19**
+  - Set "Land" and "Impr" amounts to **$0.00**
+    * Click [OK] on the warning message asking if you "intend to exempt bill".  This is not technically an exemption.
+  - [Close] the form to save the changes
+    * Click [OK] on the warning message about changing the tax amounts.
+  - Open the Ledger ([Ledger Menu] -> [Ledger])
+  - Find the "Deduction" record that was just created and prepend "Repos Sale " or "Jud Sale " in front of the bill and control number info in the "Desc" column
+  - Open the Receipt Form ([Receive Payments]) and find the bill
+  - Set "Pmt Period" to **Face**
+  - Set "Paid By" to **Repository Sale** or **Judicial Sale**
+  - Click [Post Pmt] to create the payment (the amount should be $0.00)
+  - Repeat the steps above for the School bill if the sale took place prior to July 1
+====Import Payments====
+Click to import bulk payments from an electronic file sent by mortgage servicers.
+====Add Payments====
+Adds receipts for imported payments that fall into one of the two status categories:
+  * Full Payment
+  * Overpayment
+Review the "Pending Payments" report before adding the receipts.