The Apply Admin Fees process will create the Misc Billing billables in mass. Then you will need to Compute the Admin Fee charges on the new billables.
If you have more than 1 Billing Period, you will first need to update the Admin Fee System Parameter to either Billing Period 1 or 2. If you only have 1 Billing Period, then you can skip steps 1-13 and go to the next section
- go to Admin Dashboard
- go to System Parameters
- filter ID column is equal to 270. This is the System Parameter that you will be updating
- click the county logo at the top-left of the screen. This will create a new browser tab
- in the new browser tab, go to the Configuration Dashboard
- then go to Class Configuration Core
- then click Classes
- filter the Description column Contains: Admin Fee. You should see 2 results
- note the ID of the Class for the Billing Period that you wish to create Admin Fees
- on your other browser tab, select the System Parameter
- right-click, Edit System Parameter
- change the Value to the Class ID from Step 9
- click Save
Next, you will run the Apply Admin Fee process, will create the Admin Fee Misc Billing billables.
- go to the Collections Dashboard
- set Tax Year dropdown to the desired year
- click Apply Admin Fees
- set the desired Minimum Tax Balance
- click Confirm
- watch the Process Information screen, and you will be notified when the process is complete
- note the number of billables created
- close the Process Information screen
Finally, you will run the Compute Charges process to create the Admin Fee charges.
- go to the Misc Billing module
- go to Compute
- next to Compute Group, click the magnifying glass
- search "Admin Fee"
- select the record for the desired Billing Period
- in the table at the bottom of the screen, scroll to the right until you see to the Created column
- filter the Created column "Is After" the date when you ran the Apply Admin Fees process which created the billables. Click the little calendar icon, and select the day. Click Filter
- verify the count in the TV is equal to the billable count in step 7 of the previous section
- if the counts match, click Compute Charges
- click Confirm
- watch the Process Information screen, and you will be notified when the process is complete
- close the Process Information screen
- click the Verify Charges button at the top of the screen
- select the newly-created Admin Fees batch
- click Run Report
- close the report
- click Verify
- watch the Process Information screen, and you will be notified when the process is complete
- close the Process Information screen
- Done!