Payment Export Summary Criteria

Navigate: Tax > Distribution > Setup > Payment Export Summary Criteria

Description

Define and maintain the criteria for distribution payment exports.

Steps

1. On the Maintain Distribution Disbursement Attributes screen, select the Revenue Source.

2. Click Add in the Distribution Disbursement Attributes panel header.

• Click Remove on any existing row to remove the criteria.

3. Select the criteria Description to include in the distribution, which varies based on the Revenue Source selected.

4. Click Save.

   • Click Remove on any row to remove the criteria from inclusion in the distribution export.

   • Continue to click Add to add any additional criteria

   • Click Close to end the task.

Dependencies, Prerequisites, and Setup

• All Levy Management tax calculations and tax roll processing must be complete.

• The predistribution and distribution must be processed to completion before exporting distributions.