The Apply Admin Fees process will create a Misc Billing billable with Class set to Admin Fees. After the billables are created, go to the Compute screen in the Misc Billing module to create the Charges. Then Verify the Charges.



  1. go to Collections Dashboard
  2. set Tax Year dropdown to 2023
  3. click Apply Admin Fees
  4. set the desired Minimum Tax Balance
  5. click Confirm
  6. watch the Process Information screen, and you will be notified when the process is complete
  7. write down the number of billables created
  8. close the Process Information screen
  9. go to Misc Billing module
  10. go to Compute
  11. next to Compute Group, click the magnifying glass
  12. search "Admin Fee"
  13. select the record for the desired Billing Period
  14. in the table at the bottom of the screen, scroll to the right until you see to the Created column
  15. re-sort this column until you find the first record created today
  16. scrolls back over to the left and record the ID associated with the first record created today
  17. filter the ID column is greater than or equal to the ID
  18. verify the count in the TV is equal to the billable count in Step 7
  19. if the counts match, click Compute Charges
  20. click Confirm
  21. watch the Process Information screen, and you will be notified when the process is complete
  22. close the Process Information screen
  23. click the Verify Charges button at the top of the screen
  24. select the newly created Admin Fees batch
  25. click Run Report
  26. close the report
  27. click Verify
  28. watch the Process Information screen, and you will be notified when the process is complete
  29. close the Process Information screen
  30. Done!