Learn how to set up and edit assessment rules for an association.
If you need to set up a new assessment with rules, see the "How to Setup a New Charge or Assessment" article and then return here to set up rules.
To edit an assessment and set up billing rules:
- Navigate to Association > Assessments.
The Assessments screen displays all active assessments. - (Optional) To display only assessments that are marked inactive for this association, select Inactive Assessments (1).
- (Optional) You can change the assessment itself by clicking:
- Edit: Opens the Edit Assessment screen where you can change the information. For more information about this screen, see the "How to Setup a New Charge or Assessment" article.
- Copy: Opens the Copy Assessment screen where you can make a copy of the assessment (with or without the current rules) for use in another association.
- Mark inactive: Marks the assessment as inactive but maintains the historical transactions. This button only appears when you view active assessments.
- Mark active: Marks the assessment as active. This button only appears when you view inactive assessments.
- To add or change rules for the assessment, click the caret (1) next to the name of the assessment you would like to change.
The Assessment opens to show its current settings and allow for changes.
- Click New Rule (1) or Rules (2) to open the Edit Assessment Rules screen and add or change a rule respectively.
- In the Edit Assessment Rules screen, provide the following information:
- Start Date and End Date: Enter, select, or change the desired dates for the charge.
- Frequency: Select how often the charge should take place.
- Type: Select the type of charge.
- Charge Dates: Click New Date to add a row to the table and then specify when the assessment should post (some associations choose non-standard quarterly dates). If the rate applies to all owners in the association, leave Tag blank. If the rate only applies to a group of owners (e.g., Single Family Rate vs Townhouse Rate), see the "Importing Homeowner Charge Tags and Troubleshooting Tips" article for more information and instructions.
- Click Update to save the new rule or update with your changes.
- Click the Generations (1) tab, and then click Generate (2) next to the desired charge date to post the charges.
For information about billing owners based on percentage, see the "How to Setup Percentage of Ownership Assessment Billing" article.
For information about charging homeowners based on a specified value, see the "Specified Value Import" article.
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