Special Assessments Overview

The Special Assessments module allows users to create, bill, and maintain special assessment projects. The individual components are maintained under separate sections with their own workflows.

Setup

Security Settings

Adding User Defined Fields

Mail Merge Setup

Special Assessments Tab in Company FM Settings

Using Special Assessments

Prep Roll Districts

Billing

Active Roll Districts

Adjustments

Maintain Fees

Period End Processing

Collecting Special Assessment Payments

Note: The order of the workflow buttons is based on New World ERP's recommended configuration of requiring validation before approvals. This is defined in Company FM settings. If your organization has chosen a different configuration, the workflow will be handled differently than shown. For additional information, refer to Special Assessments Company FM Settings.

Special Assessment Reports

Trial Balance

Special Assessments Listing

Delinquent Accounts Listing

Special Assessments by G/L Distribution Report

Special Assessment Inquiries

Districts/Parcels

Invoices

G/L Transaction History