To mass assess families for a set amount:


  1. Go to Setup → Receivables / Assessments

  2. Filter for the families you need 

  3. Select the family codes and click Run Report

  4. Click the +Assessments button

  5. In the next screen confirm that your filter family count is correct

  6. Then select the Type of Assessment you will make

  7. Select the Source

  8. Enter the Amount value

  9. Add a memo if needed

  10. Enter the effective date of the charge or credit

  11. Select your account

  12. Enter the number of payments when related to a schedule

    1. 1 = one time charge  understood one time

    2. 5 = Once a year = once every year for 5 years

    3. 12 = Once a month = once a month for 12 months

  13. Finally, click the green Post button.

  14. Click Yes to Warning message to confirm and complete the assessments. 

  15. When finished, click Return to complete your task or to reset your filter for another filtered family group to assess.




See family count from Filter:



Select Assessment Type and Source:



Confirm Warning to complete Assessment: