Here are the guidelines for the files:
- Files must be Excel (XLSX) files
- Filename should start with the tax unit code followed by a dash, to automatically map it to the right unit i.e “PID50-HackberryXXX.xlsx”
- PID Loader will look for a worksheet named “Final” otherwise it will default to the first sheet
- Assessment Amounts should be rounded to 2 digits
- Column names should be in first row and assessments should immediately follow
- PID Loader will try and determine the account column by looking for the following names, in priority order: “Account Number”, “Account”, “Property”, “Tax Parcel”, “Parcel”
- PID Loader will try and determine the assessment column by looking for the following names, in priority order: “Assessment Amount”, “Amount”
Instructions on use:
- Year should be set (in this case to 2022). Total is not necessary for bulk load
- Press Bulk Load button (Screenshot 1)
- Follow instructions to choose folder where excel files reside
- Review data for accuracy – make sure tax unit is set correctly (Screenshot 2)
- Count – total number of records in file
- Missing Accounts – Records where account number does not exist
- Missing Years – Records where account exists but no AccountYear for selected year
- Already Loaded – Exact match for amount on existing account
- Recv Amount Mismatch – PID exists but amount differs from what is loaded
- Valid – new records to be loaded
- Total – total amount on file
- Check the “Load” box for each unit to be loaded
- Hit Process
- Exception Report (if applicable) will appear first detailing all exceptions (Screenshot 3)
- Load Report will appear second showing everything to be loaded (Screenshot 4)
- Confirmation screen will appear and then PID receivables will be created
Screenshot 1:
Screenshot 2:
Screenshot 3:
Screenshot 4:
This is an early release that we would like feedback on. Please let us know if you have any issues.