1.9.0.23.0005 Release Notes Limited #

Updates

ID

Description of Update

Effective Due Date Determination Modifications

12728

When a supplemented item’s due date is modified (i.e., by the supplement process), there can now be a grace period that, when past, calculates interest as of the levy’s first half and second half due dates. The first half due date is entered in the Begin Date cell of the tax district’s Penalties and Interest panel, and the second half due date is entered in the H2 Begin Date cell.

For more information about the modifications, click here.

Statement Level and Supplement Process Modifications

12715

  • When an increase in taxes causes the supplement process to assign a new effective due date, PACS now also assigns the effective due date to all items associated with a statement.

    In the special case that a rollback compensatory item is selected to have its effective due date modified, then all statement items in all years associated with the compensatory rollback will have their due dates modified. This will not include any remainder year taxes grouped with a non-rollback current year tax statement.

  • It is now possible to use a calculation or 10/31 due date for current year taxes adjusted up and associated with Manifest Error, Board of Equalization, Destroyed, Senior Citizen/DOR Exempt, or Segregation/Combination supplement types. This configuration in PACS.ADMIN (Tools > System Configuration > Supplement node > Ignore October 31 Rule) will only take effect after April 30 and before October 31.
  • If an item’s first half is paid and its taxes are increased, then the adjusted amount will be added to the second half amount due. Otherwise, the halves will be split into equal halves once bills are activated.

2.9.0.23.0004 Release Notes Limited #

Updates

ID

Description of Update

Notice Processing

12614

Additional corrections have been applied so that the current use section of the Notice of Value no longer displays value if the property is not in a current use program, or if the property has a SNR/DSBL exemption. Exporting sorting is also corrected.

3.9.0.23.0003 Release Notes Limited #

Fixes

ID

Description of Update

Asset Manager

12706

After Delete was selected to delete a sub segment, the sub segment continued to be displayed until another segment was chosen, and then an error occurred when Recalculate was selected. These issues have been corrected.

Mass Maintenance

12707

An error occurred when an adjustment was deleted with the Mass Update activity (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update) and then Undo was selected. This has been corrected.

4.9.0.23.0002 Release Notes GA #

Updates

ID

Description of Update

Appraisal Card

12625

Appraisal cards now print correctly when the owner does not have a primary mailing address.

BOE

12550

A warning is now displayed if a user attempts to enter a protest (Activites > BOE > Protest) without having set up the ARB system settings in PACS.ADMIN (Tools > ARB Maintenance > System Settings).

Bills/Fees

12193

Comments entered when setting bill/fee codes in the Set Bill/Fee Code Wizard (Bill/Fees > Set Bill/Fee Code) are now displayed in the Audit Trail panel and the Modified Bill Report (Reports > Bills).

12384

The Bill Adjustment Details dialog box now includes the batch ID, and the batch balance date is now included in the audit trail.

12481

  • The Audit Trail panel now displays details about setting or removing half pay status when Adjustments is selected as the Transaction Type.
  • The previous payment status and current payment status are now displayed in the Bill Adjustment dialog box (accessed by clicking Details in the Adjustments panel of the Levy Bill dialog box, which is accessed by displaying a bill from the Bills tab of the Tax Due panel).
  • The previous payment status and current payment status are now displayed in the Fee Adjustment dialog box (accessed by clicking Details in the Adjustments panel of the Fee dialog box, which is accessed by displaying a fee from the Bills tab of the Tax Due panel).

12482

The levy bill taxable value is no longer updated when the Modify Bills wizard (Bill/Fees > Modify Bills) is used.

Building Permits

12337

Building permit search results now display a building permit only one time regardless of the number of properties associated with it.

Codes

12530

When adding land miscellaneous codes in a property’s Land panel, auto-complete was applied to the description rather than the code for characters typed in the neighborhood, subset, region, or land miscellaneous code fields. This has been corrected so that when characters are typed in these fields, auto-complete is applied to the description column of the fields.

12541

It is no longer possible to enter duplicate land miscellaneous code schedules in PACS.ADMIN (Tools > Land Miscellaneous Codes Schedules). That is, it’s not possible to save a row with county, cycle, region, neighborhood, subset and code entries that are the same as another row’s entries.

12578

When Alert User is selected for a bill/fee code (Tools > Code File Maintenance > General > Bill/Fee Code) and the code is applied to a statement, the message band now displays a warning in the open property record. (Previously, the message was not displayed until the property record was closed and reopened.)

Deeds

12531

The Seller field displayed “None” in the Ownership History dialog box (accessed from the Ownership History grid in the Deeds & Sales panel) after a deed transaction in which the same owner ID was legitimately entered for the buyer and the seller. (The transaction was a boundary line adjustment.) This has been corrected so that when ownership history is entered, the property’s owner is automatically added as the seller, and you can add another property with the same owner ID if required.

Further, when manually adding a seller, you can associate the seller with the correct property.

Destroyed Property

12162

The Appraiser drop-down list in the Destroyed Property Details dialog box (accessed from the Destroyed Property button on the Values panel) now correctly displays the list of appraisers.

Events

12559

After columns have been sorted in the Events grid, the sorting arrangement is now saved and restored.

Exemptions

8546

A scroll bar is now available for the Comment field on the second page of the exemption wizard (accessed by clicking Add in the Exemptions section of the Tax Area, Exemptions & Special Assessments panel).

Exports

11116

The billing export file has been revised.

GIS

12341

The Search by Buffer option was incorrectly operating in the same manner as the Search by Radius option. This has been corrected so that the Search by Buffer option includes properties within the specified buffer distance from the edge of a selected property.

Images and Document Management

12479

An error was displayed after adding an image to a property record and attempting to enter the date. This has been corrected.

Imports

12608

When a refund containing a fee was exported to the AP system, the subsequent AP import (Activities > Accounting > AP Import) failed. This has been corrected.

Improvements

12514

When viewing improvement details for an improvement with more than 4 details, and another improvement was selected, the details for the newly selected improvement were not displayed; the details for the previously selected improvement remained displayed. This has been corrected.

Land

12064

An error occurred when entering data for the Land Miscellaneous Code Schedule in PACS.ADMIN because there was not a default for the code. This has been corrected.

Mass Maintenance

12338

The Apply Land Misc. Codes field is now available for selection or deselection as required for the Property table in the Mass Update activity (Activities > Mass Maintenance (Property) > Mass Maintenance).

12546

An error occurred when Finish was selected in the Mass Create wizard (Activities > Mass Maintenance (Property) > Mass Create). This has been corrected.

Notice Processing

12554

The formatting of the tax relief page has been improved. In addition, the years displayed in the Senior Citizen or Disabled Person’s Exemption Code Table section of the Tax Relief Information page are now pre-populated with the current appraisal year and the tax year. The years can be modified as necessary (Activities > Appraisal Notices > Appraisal Notice Maintenance).

12612

The following issues have been resolved:

  • Choosing Finish or Cancel in the Appraisal Notice Selection Process wizard (Activities > Appraisal Notices > Appraisal Notice Maintenance) now operates correctly.
  • If it is not possible to open a file path to export the file, an error message is now displayed.
  • It is now possible to enter a value of zero in the Value Increase Greater than or Value Decrease Greater than fields in the Appraisal Notice Selection Process wizard.

12614

The current use section of the Notice of Value no longer displays value if the property is not in a current use program, or if the property has a SNR/DSBL exemption.

Owners

12448

An error message was displayed after removing an event from an owner record. This has been corrected.

12560

Ownership history grid columns were displayed different on different PCs. The correction involves manually deleting the saved grid’s .xml file to restore default column assignments.

PACS.Query

12501

The following table is now available for use in PACS.Query: property_land_misc_code.

Payments

12558

Check reference numbers were not displaying correctly when a payment with both cash and check tenders was posted; the value of 100 was displayed as the check number, and the actual reference number was displayed near the total paid. This has been corrected.

Payout Agreements

12596

An error no longer occurs after previewing payout statements (Activities > Payout Agreement > Generate Special Assessment Payout Statements).

Penpad

12440

An “Assertion Failed” message is no longer displayed after choosing Activities > Penpad > Penpad Maintenance.

12512

The Deeds & Sales panel can now be selected (Activities > Penapd > Penapd Property View Configuration) for display and modification on property records checked out to Penpad.

12591

An error no longer occurs when checking out properties to the Penpad database after the initial check out.

Profiles

12659

When the Target Ratio Override was selected in the Analysis panel of a neighborhood profile (opened from a property’s Identification panel), an error occurred. When the Target Ratio Override check box was deselected and selected, the number increases signficantly and is displayed each time the box is deselected and selected. These issues have been corrected.

12660

The CoD is now displayed in the correct format in the Analysis panel of a neighborhood profile (opened from a property’s Identification panel).

Property Records

11568

When Commands > View Plat Map is selected, the plat map attached to the property is now displayed as expected.

12097

There is a new system configuration option available in PACS.ADMIN: Display Mortgage Code on the Tax Due Panel (Tools > System Configuration > System > System Display Options).

12575

The Coll Owner button and the Col Agent button in the Owner & Agent panel are now enabled regardless of the year layer in which a property is opened in the Treasurer role.

Refunds

11429

The owner name on the refund receipt was the “refund to” name. This has been corrected.

12545

The Generate Mass Refund process (Activities > Posting > Generate Refunds – In Mass) has been modified to ensure that all items associated with a statement that qualifies for a refund are populated into the wizard, even if only 1 statement item matches the selected criteria. This ensures that an entire statement is processed in the wizard.

The Refunds Due Report (Reports > Refunds) has been modified to ensure that all items associated with a statement that qualifies for a refund are populated on the report, even if only 1 statement item matches the selected criteria. This ensures that an entire statement’s credit balance is reported.

12604

When the Override check box is selected and a new interest amount entered, the column totals now reflect the changes.

REET

12391

The REET export process now includes any voided payments and discarded excise numbers.

12529

It is now possible to select a buyer in the Grantor/Grantee panel either before or after a REET excise number is generated. In addition, the Transfer Ownership button in the Property Information panel now remains disabled until at least one buyer is entered in the Buyer/Grantee grid of the Grantor/Grantee panel.

12592

When a payment for a fee was voided and then another payment for the fee was applied to the REET record, the fee was not being included in the Fee Collections Activity Report (Reports > Daily > Fee Collections Activity Report). This has been corrected.

Reports – Assessor

12589

A deleted property ID was incorrectly listed in the Exemption section of the Adjusted Certified Totals Report (Reports > Totals/Rolls > Adjusted Certified Totals). This has been corrected.

12600

Totals in the Assessment Roll Report (Reports >Totals/Rolls) were not displaying correctly. The report is now generated in landscape format.

12603

Previous and current tax amounts were not being included on the Supplement Appraisal Roll (Activities > Supplement > Supplement Group Maintenance; right-click a group and click Print Roll). This has been corrected.

12643

The following modifications have been made to the Assessment Roll Report (Reports > Totals/Rolls):

  • Land value is now calculated correctly.
  • Improvement value is now calculated correctly for senior properties.
  • State-assessed utility properties are no longer included.
  • Property types MN and A are now included as required in the PP Value column.
  • The exemption LAU is no longer checked under LAU under the EX/Local Assessed Utilities column.

The following modifications have been made to the Totals Report:

  • Improvement value is now calculated correctly.
  • Property types MN and A are now included as required in the Personal Values section.
  • Timber values have been added to land totals.

12683

The Non-Real value in the Appraised Value sections of the totals report caused other values to be incorrect. This has been corrected.

12690

Exemptions sorting has been corrected in the totals report.

Reports – Treasurer

12314

Annexation adjustments were counted twice in the ending receivable in the YTD Recap and Fiscal YTD Recap reports (Reports > Monthly). This has been corrected.

12468

  • Cashier’s Grouping Summary (Reports > Daily) – Now counts refund interest. Transactions for payments with a NULL payment source were being counted with adjustments; this has been corrected.
  • Daily Summary Report (Reports > Daily)- There is now an option to include refunds, and the date field is now labeled Batch Balance Date.
  • Levy/Assessment Collections Recap (Reports > Daily)- Can now be run by batch balance date or by selected batches, and the report header now displays the selection criteria.
  • Modified Bill Report (Reports > Bills) – It is now possible to enter batch and batch balance date criteria. The report is grouped by Tax District/Agency/Fee Type, and it now has subtotals per levy code.
  • Month End Recap – Now displays the top report header on every page.
  • Month End Reports – It is now required that days with no batch be closed in the open days check.
  • Payment Detail Listing (Reports > Daily) – Now includes payment summary information at the end.
  • Payment Detail Listing and Payment Summary Listing (Reports > Daily)- All transaction types should now be included. Tender lists now have separate Amount Paid and Credit Applied columns.
  • Refunds Paid (Reports > Refunds) – Now lists voids, and displays a description in Levy/Agency/Fee Type for all transaction group types instead of Unknown.
  • YTD Recap and Fiscal YTD Recap (Reports > Monthly) – Refund totals are now hidden for the time being. Performance has been improved.

12606

Data in the Fiscal MTD Recap report (Reports > Monthly) is now retrieved from the report start date to the report end date rather than from the system start date to the report end date (unless the report start date is earlier than the system start date).

12685

Month-to-date periods for the Receivable Summary report (Reports > Daily) are now considered to start on the first day of the month containing the report date, if the report date is not in a closed fiscal month.

System Configuration

12535

Two new system settings are available in PACS.ADMIN (Tools > System Configuration > System > System Display Options) to either enable mass adjustment factors or prevent them from being applied to properties with adjusted values for land or improvements:

  • Apply Mass Adjustment Factor to Adjusted Value Improvements
  • Apply Mass Adjustment Factor to Adjusted Value Land Segments

Tax Statements

12487

When creating a tax statement from an individual property record (Commands > Create New Tax Statement), errors were displayed from some of the properties. This was due to a data conversion issue and has been corrected.

12577

When a tax statement was generated (Commands > Create New Tax Statement) for a property with an agent and the Generate Statement Only for Owner check box was deselected, two statements were generated but the agent information was not on the second statement; only the owner name. This has been corrected.

12581

When a tax statement is generated from a property record (Commands > Create New Tax Statement), it is now sent to the PACS inbox only if Post is selected, not if Preview is selected. This limits the number of items in the inbox.

12588

An error no longer occurs after previewing corrected tax statements (Activities > Generate Corrected Tax Statements), which prevented the tax statements from being printed.

12605

An old owner name was incorrectly printed on a tax statment generated from a property (Commands > Create New Tax Statement) instead of the new owner’s name. This occurred due to a database issue that has been corrected.

12622

Characters in the label Total Taxes, Assessments and Fees are now separated with sufficient space.

12624

The default location when creating a tax statement (Commands > Create New Tax Statement) is now the PACS inbox. In addition, the Report Export Path option in the Location field option has been renamed to Report Attachment Path.

12661

The statement coupon half due amount, when displayed, now will either be equal to the H1 amount due, or if there are delinquent taxes, the H1 amount due plus the delinquent taxes amount.

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