Linked Account Setup

The Linked Account Setup Table records accounts that are linked because of fractional interest or 5-year exemptions (XM Accounts).

VIEW this table from any Appraisal File by going to:
View — Linked Accounts

If the account isn’t linked to another account, the user will get the following message before being taken to the table to view…

CLICK OK and the Linked Account Setup Table will open

To Link an account from the appraisal record, go to:
Edit — Link Assessment

The Linked Account Setup will open in edit mode.

FILL IN the account number, description, interest type and save.