Manual Apportionment by Agency

Navigate: Tax > Distribution > Manual Apportionment > Manually Apportionment by Agency

Description

To use this feature, either Cashiering or Delinquents must include a miscellaneous type money collection, and the records must have the manual allocation rule assigned them.

SETUP: See Distribution and Manual Apportionment for any applicable prerequisites, dependencies and setup information for this task.

Steps

1. Select the collections you want to manually apportion from the Unapportioned Collections grid.

2. Click Add in the Agency Apportionment grid.

3. Select the Agency from the drop-down list.

4. Enter the amount you want to apportion to each TAF selected.

   NOTE: You must apportion the entire amount available.

• Click Add in the title bar to add additional agencies.

• Click Delete to remove them from the grid.

5. Click Save at the top of the screen. Repeat the previous applicable steps for each collection you want to manually apportion.

• Click Previous to return to the Select a Predistribution screen.

• Click Close to exit without saving.