1.9.0.26.2008 Release Notes Limited #

Fixes

ID

Description of Update

Comparable Properties

15106

When comparables grids are printed (Commands > Manage Comparables), all pages now display column headers and page numbers.

15107

A new Features Value Adj Ttl field summing up all the Feature Adj values can now be added to comparables grids (in PACS.ADMIN, select Tools > Comparable Property > Comparable Property Maintenance, choose Display).

15108

Descriptions in comparables grid fields (Commands> Manage Comparables) are now displayed in parentheses, and the separating dash has been removed.

15139/
HS 87905

A new Custom Text column can now be added to comparables grids (in PACS.ADMIN, choose Tools > Comparable Property > Comparable Property Maintenance > Display). The fields in this column can be edited for customized purposes.

15140/
HS 87907

In the Manage Comparable Grids dialog box (in PACS.ADMIN choose Tools > Comparable Property > Comparable Property Maintenance, then click Set in the Display section), an additional blank line could not be moved within the order of displayed lines. This has been corrected.

15149/
HS 87898

In the Manage Comparable Grids dialog box (in PACS.ADMIN choose Tools > Comparable Property > Comparable Property Maintenance, then click Set in the Display section), the Cancel button has been changed to Close.

15219

When generating a comparables grid (Commands> Manage Comparables), the Sum Gross Adjustments field displays without having to select Use Market Modifier in the Comparable Property Configuration dialog box (in PACS.ADMIN, select Tools > Comparable Property > System Wide Configuration).

15249

Comparables grids have been modified in the following ways:

  • Feature Adj fields with a zero value do not display.
  • When viewing comparables grids, the Time Adjustment column is available for display through Commands > Edit Adjustments.

Property Records

15156/
HS 88068

Values of linked properties were being duplicated, effectively doubling the total value for a taxpayer’s record in the Top Taxpayer Report (Reports > Levy > Top Taxpayers). Child properties can no longer be linked to other child properties or to multiple parents.

2.9.0.26.2007 Release Notes Limited #

Fixes

ID

Description of Update

Comparable Properties

15011

After selecting Feature Value Adj in the Comparable Property Configuration dialog (Tools > Comparable Property > System Wide Configuration), the system defaulted to deselect the feature. This has been corrected.

15037

Years that did not previously exist could not be selected in the Comparable Property Configuration dialog (Tools > Comparable Property > System Wide Configuration). This has been corrected.

3.9.0.26.2005 Release Notes Limited #

New Features

Comp Grid (14636)

The following adjustments are now displayed from the Comparable Property Configuration dialog (in PACS ADMIN, Tools > Comparable Property > System Wide Configuration):

  • For accuracy, the Time Adjustment Pct/Year field has been renamed Effective Age Adj Pct/Year.
  • A new Base Assessment Year field has been added. The following applies to the year entered in this field:
    • Default year will be the current assessment year.
    • The year entered is subject to change during the assessment year.
    • This field is editable without being in supplement.
  • A new Residential Time Adj Pct/Mo field has been added. The following applies to the value entered in this field:
    • Residential time adjustments values can be a positive or negative percentage.
    • The percentage can have up to two decimal places to the right.
    • This field is editable without being in supplement.
    • This field is not required.
    • The default value is 0%, which results in no time adjustment being made.
  • A new Commercial Time Adj Pct/Mo field has been added. The following applies to the value entered in this field:
    • Commercial time adjustments values can be a positive or negative percentage.
    • The percentage can have up to two decimal places to the right.
    • This field is editable without being in supplement.
    • This field is not required.
    • The default value is 0%, which results in no time adjustment being made.
  • A new Land Time Adj Pct/Mo field has been added. The following applies to the value entered in this field:
    • Land time adjustments values can be a positive or negative percentage.
    • The percentage can have up to two decimal places to the right.
    • This field is editable without being in supplement.
    • This field is not required.
    • The default value is 0%, which results in no time adjustment being made.

A new Time Adjustment row has been added to the grid code chooser in the Manage Grid dialog (in PACS ADMIN, Tools > Comparable Property > Comparable Property Maintenance, choose Display). When added to the grid, this row prompts the following calculations:

  • For residential grids, this row:
    • Uses January 1 of the Base Assessment Year field to determine the number of months used in the in the calculation of the time adjustment for each comparable sale.
    • Subtracts the Base Assessment Year from the Sale Date to determine the number of months difference; partial months will be counted as whole.
    • Multiplies the number of months from the above calculation by the number in the Residential Time Adj Pct/Mo field to determine the positive or negative adjustment percentage, then applies that percentage to the sale price of the comparables. If the Sale Date predates the Base Assessment Year January 1 date, the percentage in the Time Adjustment field is multiplied by the number of months to determine a gross adjustment amount.
    • The Adj Sale Price field adjusts automatically.
  • For commercial grids, this row:
    • Uses January 1 of the Base Assessment Year field to determine the number of months used in the in the calculation of the time adjustment for each comparable sale.
    • Subtracts the Base Assessment Year from the Sale Date to determine the number of months difference; partial months will be counted as whole.
    • Multiplies the number of months from the above calculation by the number in the Commercial Time Adj Pct/Mo field to determine the positive or negative adjustment percentage, then applies that percentage to the sale price of the comparables. If the Sale Date predates the Base Assessment Year January 1 date, the percentage in the Time Adjustment field is multiplied by the number of months to determine a gross adjustment amount.
    • The Adj Sale Price field adjusts automatically.
  • For land grids, this row:
    • Uses January 1 of the Base Assessment Year field to determine the number of months used in the in the calculation of the time adjustment for each comparable sale.
    • Subtracts the Base Assessment Year from the Sale Date to determine the number of months difference; partial months will be counted as whole.
    • Multiplies the number of months from the above calculation by the number in the Land Time Adj Pct/Mo field to determine the positive or negative adjustment percentage, then applies that percentage to the sale price of the comparables. If the Sale Date predates the Base Assessment Year January 1 date, the percentage in the Time Adjustment field is multiplied by the number of months to determine a gross adjustment amount.
    • The Adj Sale Price field adjusts automatically.

A new Misc Codes Adjustment row has been added to the grid code chooser in the Manage Grid dialog (in PACS ADMIN, Tools > Comparable Property > Comparable Property Maintenance, choose Display). When added to the grid, this row prompts the following calculations:

  • PACS determines the net Land Miscellaneous Code Value of all land segments for the subject property and each comparable.
  • The net Land Miscellaneous Code value of each comparable adjusts to equal that of the subject property’s value.

The existing Misc Codes row now includes the description in addition to the code when displayed in comp grids.

When displayed in comp grids, the following rows now include descriptions in addition to codes:

  • Sub Class
  • Condition
  • Class
  • ABS/SUBDV

Fixes

ID

Description of Update

Billing

14293/
HS 84928

An error occurred when running billing exports (Export > Billing Information). Error packaging and display procedure has been corrected.

Comp Grids

14592

The Feature Adjustments Scheduler and Quality Adjustments Scheduler features (from PACS.ADMIN, select Tools > Comparable Property > Residential Maintenance > Feature Adjustment Scheduler or Quality Adjustments Scheduler) now function as intended.

14634

When selected in the Manage Grid dialog (in PACS ADMIN, Tools > Comparable Property > Comparable Property Maintenance, choose Display), Primary Zoning and Secondary Zoning attributes now display as intended. After this release is received, you must recalculate all properties for the attributes to display.

Exports

14081/
HS 84695

In the mortgage billing export file (Export > Billing Information), “M” (indicating modified) was not being shown for modified properties where applicable. Instead, the segment type “K” (indicating certified) was shown on all properties. This has been corrected so that the segment type is based on the supplement number associated with the property, year and statement.

In addition, amounts due of $50 or less were managed with the Full Amount Due and Full Amount Due Dates fields, but were not reflected in the 1st Installment Due and 1st Installment Due Dates fields. This has been corrected so that the 1st Installment Due and 1st Installment Due Date fields are populated when a bill is to be paid in full.

Levy Rates

14580/
HS 85720

Because fire district levy info was being suppressed, some levies were being erroneously excluded from the Levy Rate Summary Report (Reports > Levy > Levy Rate Summary). This has been corrected.

Income

14225/
HS 85184

When a property was supplemented and the income value was changed by entering a new flat value in the Summary panel of the Income Details dialog box, the resulting income value was incorrect. When the property was opened for supplement zero, the modified income approach was being displayed instead of the income approach associated with supplement zero.

This has been corrected.

14226

A supplement value was being displayed in the Summary panel instead of the original value. This has been corrected so that only one row is displayed for a given year and income combination.

Special Assessments

14405

The Special Assessment Comparison Report (Reports > Special Assessment Calculation Comparison Report) displayed deleted properties in the comparison section of the report. This has been corrected so that deleted properties are now displayed in the Excluded section of the Special Assessment Calculation Comparison report.

4.9.0.26.2003 Release Notes Limited #

Fixes

ID

Description of Update

Monitors

14149

An error occurred when a query was run in monitor. This has been corrected so that an alert occurs if the query entered has duplicate columns.

Ownership

13621

A spelling error was corrected in an ownership wizard message.

REET

14441

Calculations for the two REET distribution lines in the REET Collections Recap report have been corrected.

Reports

14438/
HS 85672

The Certification to Taxroll Report has been modified to include an adjustment line item for assessment and tax roll figures.

5.9.0.26.2002 Release Notes Limited #

Fixes

ID

Description of Update

Levy

14062/
HS 84800

When entering data for levy calculations in a tax district record, voted amounts entered were not being processed correctly.

Issue 1: If a user did all of the following:

  • Entered an amount in the Actual Levy Calculation Elements section of the Highest Lawful Levy Limit dialog box*
  • Selected the Lid Lift check box in the Highest Lawful Levy Limit dialog box*
  • Chose Calculate Actual Levy in the Highest Lawful Levy Limit dialog box
  • Entered the Voted Levy Rate in the Levy Data panel of the Tax District dialog box

Then the budget amount rounded to zero decimal places, causing inaccurate calculations. To correct this issue, if the budget amount has been modified to allow 2 decimal places on screens and reports.

Issue 2: If a user did all of the following:

  • Entered the Voted Levy Amount in the Levy Data panel of the Tax District dialog box
  • Selected the Lid Lift check box in the Highest Lawful Levy Limit dialog box*
  • Chose Calculate Actual Levy in the Highest Lawful Levy Limit dialog box*

Then no calculations occurred and values changed to $0. To correct this issue, if a voted levy amount is entered instead of a voted levy rate, the amount is used to determine the rate.

Note that if both a voted levy rate and a voted levy amount are entered, the rate takes priority.

*The Highest Lawful Levy Limit dialog box is accessed by clicking Details for a levy displayed in the Highest Lawful Levy Limit panel of the Levy Certification Run window (Activities > Levy > Levy Certification).

14102/
HS 84942

Amounts to be refunded were not added to levy calculation when levies with lid lifts were involved.

This occurred because the minimum levy calculation did not include the refund amount when the budget amount was selected as the minimum. This has been corrected so that the refund amount is now aded to the minimum value.

14103/
HS 84944

When shifting to another district, banking capacity was populated, including the amount that had been shifted.

This has been corrected so that the shift/diversion amount is no longer included in the banking capacity calculation.

14104/
HS 84946

The Shift to Levy drop-down list in the Highest Lawful Levy Limit dialog box* did not contain the levy that the user needed to select. This has been corrected.

*The Highest Lawful Levy Limit dialog box is accessed by clicking Details for a levy displayed in the Highest Lawful Levy Limit panel of the Levy Certification Run window (Activities > Levy > Levy Certification).

14153/
HS 84907

In the Actual Levy Calculations Elements section of the Highest Lawful Levy Limit dialog box*, PACS is defaulting to a 1.01% increase on districts greater than 10,000 regardless of the percentage increase entered in the resolutions, as long as both resolutions are entered. It is correctly defaulting to the IPD when only one resolution is filed.

This occurred because the second resolution percentage was being used when both first and second resolution percentages were entered for a levy with a population greater than or equal to 10,000.

This has been corrected so that the first resolution percentage is used when the Calculate Actual Levy button is selected in the Highest Lawful Levy Limit dialog box.

*The Highest Lawful Levy Limit dialog box is accessed by clicking Details for a levy displayed in the Highest Lawful Levy Limit panel of the Levy Certification Run window (Activities > Levy > Levy Certification).

Property Records

13860/
HS 84239

When land segments were sorted in descending order by sequence number and a segment was deleted, the top segment was deleted regardless of which segment was selected. This has been corrected.

Refunds

14152/
HS 84905

An error occurred when reprinting a refund receipt. To correct this issue, the existing report file was replaced with the updated report file.

6.9.0.26.2001 Release Notes Limited #

Fixes

ID

Description of Update

BOE

13840/
HS 84232

When a docket was created in PACS.ADMIN (Tools > ARB Maintenance > Protest Hearing Dockets > Property) as a residential or commercial docket, the docket was not displayed for scheduling; only dockets that were created for both residential and commercial purposes were displayed. This has been corrected.

Comparable Sales

13332

An error was displayed when Commands > Print Grid was chosen for comparable sales search results. This has been corrected.

Levy Certification

13987,

13991 /
HS 84563

The highest lawful levy limit (HLL) was being calculated incorrectly for districts with a population of less than 10,000. The calculation has been corrected so that the HLL can be increased by 1% when a resolution is passed.

New Year Layer

13994 /
HS 84596

The Farm Asset check box selection on personal property segments was excluded from the new year layer copy. This has been corrected.

Payout Agreements

13861/
HS 84262

When a payout agreement defaulted and a new one was created, the base tax on the statement view displayed double the actual amount on the bill. This has been corrected so that defaulted and cancelled payout agreements are not included in the view.

Property Record

13829/
HS 83776

13839/
HS 84200

13944/
HS 84340

An error was displayed after opening the Roll History panel on a property record. This has been corrected.

13860;
HS 84239

When land segments were sorted in descending order by sequence number and a segment was deleted, the top segment was deleted regardless of which segment was selected. This has been corrected.

Reports: Treasurer

13826/
HS 83156

On the Delinquent Tax Roll Report (Reports > Delinquent Tax Roll Report), the total due did not reflect the actual total due unless the full amount was due, and accounts with a current second half payment due were incorrectly shown as delinquent on the report. Bills with delinquent payment and previously paid payments displayed the whole bill amount due instead of the unpaid amount due in the details section. This has been corrected.

In addition, the legal description was truncated on the report. A fix is in progress for the legal description to be extended to multiple lines.

7.9.0.26.2000 Release Notes GA #

New Features

Accounting

IDs: 9835, 11101, 11231, 11239, 11405, 11415, 11234

  • There is a new account number configuration tool in PACS.ADMIN (Tools > Account Number Configuration) available for setting up the format of account numbers, and for enforcing the segment length of account numbers, if required.

    account number config

  • There is a new External Accounting System configuration option available in PACS.ADMIN (Tools > System Configuration > Financial Management System category > Financial Management System node > External Accounting System) to specify the external accounting system, which determines the export format for disbursements and refund disbursements.

    accounting system external

  • You can now delete refund disbursements (Activities > Accounting > Refund Disbursements) that have not yet been exported. If you need to do so, the Delete Unexported Disbursements user right must be assigned to your ID.
  • There is a new Close Out Non-revenue Accounts activity (Activities > Accounting) available to close out liability accounts for levies or assessments that are not being disbursed out of PACS.

Accounting Event Mapping

  • It is now possible to map a REET accounting event either for receipt of payment and for receipt of interest so that interest and payments can each go to different funds.

    REET rate event

  • There is now a fund number event mapping template in PACS.ADMIN (Tools > Code File Maintenance > Fund > Fund Number). You can use this feature to apply the mapping to an existing fund on a selected levy, which expedites the process of entering event mapping when a fund is used in multiple levies.
  • A new fund event mapping feature is available to copy accounting event mapping from an existing fund to a new fund. The new feature is accessed by selecting the new Copy Event Mapping button at the bottom of the Tax District dialog box.

Comparable Sales

  • In System Wide Configuration in PACS.ADMIN (Tools > Comparable Property), the following check boxes are now available:
    • Use Market Modifier

      The Market Modifier is the adjusted sale price of the comparable divided by the market value of the comparable as it is carried on underlying properties.

      In the case of multiple property sales, PACS sums the market values of the properties involved in the sale for this calculation.

      In most cases the subject will not have this modifier, unless the subject is listed as a sale, and only then on the sale column.

    • Use Modifier Weighting

      Available for selection when the Use Market Modifier option is selected.

      When the Use Modifier Weighting option is selected, the Adjusted Indicated Value is calculated by weighting the comparables based on score rather than the indicated value (for residential calculations) or the subject value indication (for land calculations).

      For example:

      (i) PACS returns 3 sales with the following scores: comp #1: 100%; comp#2: 87%; and comp#3: 85%

      (ii) PACS totals the scores: (100+87+85=272).

      (iii) Each score is divided by 272 to get the comparables weight (100/272=36.76%); (87/272=31.99); and (85/272=31.25%).

      (iv) Once the individual percentages are calculated, PACS multiplies the comparable Adjusted Indicated Value by the percentage (32,967*36.76%=12,082), (28,591*31.99%=9,146), and (30,612*31.25%=9,566).

      (v) These percentage-indicated values are then totaled (12,082+9,146+9,566=30,794) for the subject’s indicated value (for residential) or the subject value indication (for land).

      (vi) The Adjusted Indicated Value/SQFT is the Adjusted Indicated Value divided by the main area of the subject properties.

    • Use Scoring Weighting

      If this option is selected, the indicated value (for residential) or the subject value indication (for land) is substituted for the adjusted indicated value in Step (iv) of the Use Modifier Weighting formula.

      If this option is not selected, and the Use Market Modifier is not selected, no subject indicated value is displayed.

  • You can now enter comments on a grid, and if required, select Print Comments to include the comments when the grid is printed:

    comp grid comments

  • There are three new fields available in the residential comparable grids (Market Modifier, Adjusted Indicated Value, Adjusted Indicated Value/SQFT) and there is one new field available for all comparable grids, Sum Gross ADJ, which applies only to comparable properties, not the subject property.

    comp grids new fields 9.0.26.x

    • Market Modifier

      The adjusted sales price divided by the market value of the property. If the property is part of multiple-property sale, then this the calculation for this values is the adjusted sales price divided by the total market value.

      Note This value usually applies to comparable properties. It will only apply to a subject property if the subject proeprty is involved in the sale.

    • Adjusted Indicated Value

      The indicated value multiplied by the market modifier. This value applies only to residential comparable properties.

      If the Use Residential Modifier Weighting check box is selected in System Wide Configuration in PACS.ADMIN (Tools > Comparable Property), then this value is calculatd by weighting the comparables by score rather than the indicated value. For example:

      Property ID

      Score

      Adj. Indicated Value

      11111

      100%

      32,967

      22222

      87%

      28,591

      33333

      85%

      30,612

      • Step 1: Sum the scores: 100 + 87 + 85 = 272
      • Step 2: Figure out the score percentage by taking the individual property score and dividing it by the total:

        Property 11111 would be 100 / 272 = 36.76%

        Property 22222 would be 87 / 272 = 31.99%

        Property 33333 would be 85 / 272 = 31.25%

      • Step 3: Apply the percentages determined in Step 2 to the Adjusted Indicated Values of the properties:

        Property 11111 would be 32,967 * 0.3676 = 12,119

        Property 22222 would be 28,591 * 0.3199 = 9,146

        Property 33333 would be 30,612 * 0.3125 = 9,566

      • Step 4: The values generated in Step 3 should be summed to obtain the object’s Adjusted Indicated Value: 12,119 + 9,146 + 9,566 = 30,831

        If the Use Residential Modifier Weighting is not selected for the appropriate property type, instead of the calculations using the score, the indicated value is calculated using Steps 1 and 2.

    • Adjusted Indicated Value/SQFT

      The Adjusted Indicated Value divided by the square footage of the main area.

    • Sum Gross Adj

      The sum of the absolute value of adjustments on the property calculated for the grid.

      For example, if there were adjustments for -35,000 and 15,000, the sum gross adjustment would be 35,000 + 15,000 = 50,000.

Deeds & Sales

ID: 10208

  • There are two new columns in the Ownership History grid within the Deeds & Sales panel of a property record:: the County Ratio Code column and the Ratio Type Code column.

    ownership history new columns

Events

IDs: 6751, 11364

  • It was not possible to enter criteria with which to limit the display of events when adding a new event. Now, when adding a new event to the Events panel, there is a row available at the top of the New Event dialog box in which you can type the first characters of the event code or description to display events beginning with the characters entered:

    event filter

  • It was not possible to view all characters of a lengthy event description. Now, with the new Expand Descriptions/Collapse Descriptions button in the Events panel, event descriptions can be expanded to display all text, or collapsed to display only the first 50 characters of a description.

    event description

Inquiry Processing

IDs: 9819, 10656

  • Two new code files, GIS Staff and Support Staff, are available for assigning staff names to inquiry records. The code files are available in PACS.ADMIN (Tools > Code File Maintenance > General).
  • A Manual Entry check box is now available in PACS.ADMIN for selection in Inquiry By code files (Tools >Code File Maintenance > ARB Inquiry Codes > Inquiry By) that need to be used to allow for manual entry of inquirer name and address information in inquiry records.
  • The option Automatically Create Inquiry when Petition is Filed check box is now available in the ARB Options – General window in PACS.ADMIN (Tools > Machine Settings > Options)
  • Inquiry link groups, which can be used to link multiple inquiries for one property owner, or to link inquiries for adjoining properties so that an appraiser can evaluate the properties’ values or characteristics as a whole when deciding whether to make any changes, are now available for use in inquiry records:
    • To support the selection of inquiries for link groups, the following buttons are now available when the inquiry search wizard is accessed from the Links grid: Secondary Criteria, Property Criteria, Owner & Agent Criteria.
  • A new Linked Inquiries Report is now available to review a list of inquiries that are linked to other inquiries.

Levy Certification

ID: 10582

  • There is new check box, the Amount of Shift/Diversion check box, in the Highest Lawful Levy Limit Detail dialog box. It could be used, for example, for entering a value that reflects a shift from a county road levy to the current expense levy. The value is applied to the combined levy, and the result is displayed in the Calculated Levy field.

    The new Reason field is available for entering a reason for the shift.

    levy shift amount_RN_9026x

  • The Tax District Summary Report (accessed by clicking Print from the Tax District Summary panel of a levy certification run) now includes a line for a shift/diversion reason and amount.

Ownership Transfers

  • A new panel, the Multiple Property Sale Information panel, is now available in the Ownership History dialog for reviewing data when multiple properties are sold as part of an ownership transfer.

    ownership transfer mult prop panel

Refunds

ID: 13377

  • A Void Information section is now available in the Refund dialog box:

    void info refund_9026x

Report: Annexation Revenue

  • It is now possible to include one or more tax districts as part of the selection criteria for the Annexation Revenue Report (Reports > Annexation).

Report: Cashier’s Grouping Summary

  • The Cashier’s Grouping Summary report (Reports > Daily) now includes a Group By User option to sort the report either by the user who executed the transaction or by the user associated with the batch.

    Group By User

Reports: Tax Roll Reconciliation

  • The Taxroll Reconciliation report (Reports > Monthly) has been enhanced to include listings of levy or fund amounts collected for each accounts receivable account. For example:

    taxroll reconciliation report example

Supplement Processing

ID: 12868

  • A new report, the Print Tax Adjustments Report, is now available as a right-click option from the Supplement Group List window (Activities > Supplement > Supplement Group Maintenance). This report is available for groups for which bills have been created but not activated; it allows users to review changes to the taxable amounts and the amounts due before activating the bills.

Tax Statements

ID: 11023, 11336, 12717

  • There is now a Suppress Prior Vales on Tax Statements that were Suppressed on Appraisal Notice configuration setting available in PACS.ADMIN (Tools > System Configuration > System category > Tax Statement Configuration node):

    suppress prior year values_9026x_RN

    When set to True, this configuration is applied to statements for properties that have the Do Not Print Prior Year Values on Appraisal Notices check box selected in the Property Codes panel, and it prevents prior year values from being printed on statements.

    If a message needs to be printed on tax statements regarding the suppression of prior year values, there is now a Suppress Prior Year Values attribute available in the Tax Statement Message code file (Tools > Code File Maintenance > General > Tax Statement Messages) that can be used to specify the message. This attribute can be selected only for one tax statement message code.

  • There is now a Supplement Reason attribute available for the Tax Statement Message code (Tools > Code File Maintenance > General > Tax Statement Messages) that can be used to print a description of the property’s supplement reason on the tax statement.

    This new attribute replaces the Include Supplement Reason in MessageBox on Statement check box that was previously in the Create Supplement Statement Wizard; this check box has been removed.

    The supplement reason to be used will be the reason from the property for the most recent supplement group with outstanding bills, and the supplement group used will not be later than the year of the tax statement.

  • There is now a Copy Type drop-down list available on tax statement events (accessed from the Events panel of a property record) which can be used to select the type of copy to preview or print, such as a taxpayer copy or a mortgage copy.

    tax statement event copy type

Fixes

ID

Description of Update

Accounting

13598/
HS 83538

An error occurred when closing a day (Activities > Daily Process > Close/Reopen Day). This has been corrected.

13619/
HS 83557

When tax areas were added to a tax district fund in the Distribution panel of the Tax District dialog box, the tax area selections were not saved. This has been corrected.

The Tax District dialog box is accessed by displaying a fund from the Fund Maintenance section of the Levy Data panel, which is accessed by selecting a levy from the Levies panel of a tax district record.

13694

When a journal entry was created, the following error was displayed: “Pooled SQL connection was released with open SQL tran ; said tran has been rolled back.” This has been corrected.

Appraisal Cards

12951/
HS 81399

When printing multiple field review cards (Commands > Print Appraisal Card), the first side and the reverse side displayed the property detail with no improvement information, only land information. The third sheet displayed the enlarged sketch, and the reverse side (the fourth sheet) displayed the next property detail sheet with land info only.

There is now a duplex printing report parameter for AppraisalCardReport.rpt, and it includes a filler page to ensure that properties stay on separate pages when the Print Duplex option is selected.

13357

When printing appraisal cards using a query (Activities > Appraisal Cards > Print Using Query), an error occurred. This has been corrected.

13476/
HS 82945

An error occurred when printing appraisal cards by property lists (Activities > Appraisal Cards > Print by Property List). This has been corrected.

Bills

13567

The following modifications have been made to check the state of special assessment bills within a supplement group when bills are created:

  • If the special assessment is calculated but not certified, and if the recalculation on the supplement is set, then the special assessment is recalculated.
  • If the special assessment is not in a BA state, bills are not adjusted or created.
  • If the special assessment is in a BC or certified state, bills are not created.

BOE

12954

Images attached to an inquiry (Activities > BOE > BOE Quick Image) are now saved correctly and are available for viewing from the inquiry record and from the property record.

12957

It is no longer possible for a user to view an inquiry without the View ARB Inquiry user right assigned to the user’s ID.

13295

No data was returned for the ARB Inquiry Report (Reports > BOE). This has been corrected.

13478

When Taxpayer Presentation was selected from the context menu of the Protest Search Results window, an error was displayed. This has been corrected.

13521

Some users were able to add and edit protests on property records without the required user rights. This has been corrected.

13595

The left band navigation links were not being displayed when protests and inquiries were being created. This has been corrected.

13657

After BOE values were captured, they were not displayed in the Roll History panel after a new year layer was created. This has been corrected.

Building Permits

12877

When searching for building based on an issue date, the search results returned permits for the day following the issue day entered. This has been corrected.

Certification

13126, 13179

It is no longer possible to modify options in the Marshall & Swift dialog box (accessed by clicking M&S in the Improvements section of the Improvements panel) after system certification.

Code File

10971

It is now possible to provide users with read-only access to code files by enabling the PACS Administrator > Code File Maintenance user right in PACS.ADMIN (Tools > User Management).

If a user needs to edit code files, the Edit Code Files user right (PACS Administrator > Code File Maintenance > Edit Code Files) can be enabled as well for the user’s ID or associated role.

13332

An error is no longer displayed when the Print Grid button is selected in the Comparable Search Wizard search results dialog box.

The dialog box is accessed by clicking Next in the Comparable Search Wizard (Activities > Comparables > Residential Comparables).

Column Customization

10804

Column settings for the owner history grid are now retained for each user ID, even after a user logs off the system. When a user logs on again, the column settings last specified are applied.

Comparable Grids

13564

Calculations for the following new fields in the comparable grids have been corrected: Adjusted Indicated Value and Sum Gross Adj. In addition, when Adjusted Indicated Value is calculated for a subject, the Adjusted Indicated Value/SQFT is now displayed.

13732/
HS 83870

When printing the default sales grid (Commands > Manage Comparables > View Default Sales Grid), the photos were not included. This has been corrected.

13733/
HS 83871

The situs address was truncated on the comp grid (Commands > Manage Comparables); only 50 characters were displayed. This has been corrected.

Daily Process: Treasurer

13198/
HS 82385

An error no longer occurs when closing a day (Activities > Daily Process > Close/Reopen Day) that has adjustment record with null transaction IDs.

Delinquent Notices

13568/
HS 83418

When printing delinquent notices (Activities > Delinquent Notices > Print Delinquent Notices) that produce a count larger than the segment limit, the zip sort order is not correct. Rather than sorting the notices by zip and then dividing them into print segments, the notices were being divided into segments and then sorted.

13620/
HS 83590

An event indicating that delinquent tax statements were sent was displayed on the Event panel of taxpayer records that did not have delinquent accounts. This has been corrected.

Images

13395/
HS 82785

All pages of images scanned in multi-page TIFF format now print as expected. (Previously, only the first pages of scanned multi-page TIFF images were printed.)

13637

Some tax statements previewed from an event on the Events panel were displayed without data when previewed. This has been corrected.

Imports

13288/
HS 82595

The AP Import (Activities > Accounting) was incorrectly creating AP-PAID events instead of AP-BILL events for voided general disbursement invoices. This has been corrected.

13643/
HS 83592

An error message was displayed after clicking Import for the AP Import because there were single quote marks in the name of the party receiving the refund. Single quote marks are now processed correctly.

Land

13225/
HS 82474

A land detail created as a copy of another land detail with an adjustment now displaying the adjustment, and the adjustment is now available for modification.

Letter Processing

12845/
HS 81358

When copying a new letter based on the content of an existing letter, it is now possible to change the selections in the in the Letter Details dialog box.

Levy Certification

13386

When a 0.50 protection amount was set for the lowest level of a district, and the aggregate amount was low enough to force a proration, the protected amount was not added back in after the proration occurred. This has been corrected.

13388

When Print is selected for a levy in the Tax District Summary panel within the Levy Certification window, an error is no longer displayed.

13424

If a negative calculated levy results from the entry of a negative amount in the Amount to be Refunded, Amount of Shift/Diversion, or Levy Corrections for a Prior Year fields in the Actual Levy Calculation Elements section of the Highest Lawful Levy Limit dialog box, an error message is now displayed indicating that the entries resulted in a negative levy.

The Highest Lawful Levy Limit dialog box is accessed by displaying a levy from the Highest Lawful Levy Limit panel, which is displayed from the Levy Certification Runs window (Activities > Levy > Levy Certification).

13425

Clearing the Levy Corrections for a Prior Year check box in the Calculation Elements section of the Highest Lawful Levy Limit dialog box after values had been entered in the corresponding Correction Amount and Levy Year fields did not clear the values in the corresponding fields. This has been corrected.

13565

The Certification of Values by Tax Area report (Reports > Levy) was not displaying an annexation value for a tax area after a tax area was changed in an annexation. This has been corrected.

Marshall & Swift – Commercial

13097
HS 81983

An error is no longer displayed when the Estimate Report is printed from the Marshall and Swift dialog box (accessed by clicking M&S in the Improvements section of the Improvements panel).

Mass Maintenance

13008

When a special assessment was removed (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update Tax Area/Special Assessment), an error was displayed. This has been corrected.

13191/
HS 82352

When selecting a batch in the Select Batch drop-down list within the Daily Batch End of Day Procedures dialog box (Activities > Mass Maintenance (Property) > End of Day), the batch IDs are now displayed in numerical order.

13345/
HS 82419

An error occurred when adding a land miscellaneous code with a negative adjustment value. This has been corrected.

Matrix

11310

The Matrix Attribute check box was determined to be obsolete and has been removed from the Attribute Codes code file in PACS.ADMIN (Tools > Code File Maintenance > Improvements).

Mortgage Processing

13062

Clicking Add in a property record’s Mortgage & Permits panel caused an error. This has been corrected.

13071/
HS 81856

In the Mortgage Company drop-down list in the Print Levy Statements Wizard, the options for selection are no longer displayed by lender number and taxserver. Now the descriptions of mortgage companies are displayed with the lender number in parenthesis, and descriptions of taxservers are displayed with the code in parenthesis.

The Print Levy Statements Wizard is accessed by right-clicking a group ID in the Levy Statements window (Activities > Levy > Tax Statements > Create Tax Statements), choosing Print Statements, and then clicking Add in the Levy Statement Print History dialog box.

13073/
HS 81878

It was not possible to open a mortgage record by clicking an ID in the Recent Mortgages pane within the Mortgage Search window; the link was not available.

This has been corrected.

Notice Processing

13084

A lengthy query in the Appraisal Notice Selection Process Wizard was truncated. The query pane in the wizard now accepts up to 4,096 characters.

The Appraisal Notices Selection Process wizard is accessed by clicking Add in the Appraisal Notices window (Activities > Appraisal Notices > Appraisal Notice Maintenance).

13476/
HS 13476

An error is no longer displayed after entering property IDs in the Property ID(s) section of the Print Appraisal Cards by Property List dialog box (Activities > Appraisal Cards > Print by Property List) and clicking Preview or Post.

13557

Properties were not being retrieved correctly with the appraisal notice selection process (Activities > Appraisal Notices > Appraisal Notice Maintenance) when properties were excluded by state or local utility. This has been corrected.

13575

Text was not printing correctly on some personal property notices. The AppraisalNoticePersonal.rpt file has been modified.

Ownership

13394/
HS 82740

In the Properties panel of the Ownership History dialog box (accessed by selecting a sale from the Ownership History grid of a property record’s Deeds & Sales panel and clicking Details), the radio button in the Primary column of the Properties section is displayed as a zero.

13492

The Primary Property radio button in the Properties panel of the Deeds & Sales panel was not working correctly; it was possible to select multiple properties, but the multiple selection could not be deselected. This has been corrected.

13558

General data was not being displayed in the Ownership History dialog box after a multiple property sale. This has been corrected.

Payment Processing

12933

When the AutoSetPaymentCode configuration is true, the Payment Code drop-down list in the Post Payment dialog box now displays the automatically selected payment code.

When the amount paid is less than the amount due but is within variance, PACS will set the code to Underpayment. When the amount paid is less than the amount due but is not within variance, and the bill/fee allows partial payment, the Partial payment code is used.

12978

When posting payments, the message “The batch balance date and cash drawer balance date does not match” was displayed, but it was not possible to make corrections without exiting the Post Payment dialog box.

This has been corrected so that when Pay 1st Half or Pay Full Amount is selected during the process of quick-posting multiple payments (Activities > Posting > Quick Post: Multiple Payments), if the batch balance date and cash drawer balance date do not match, an error message is displayed at that time rather than when the payments are posted.

13069

When money order was selected as a payment tender, PACS required the selection of either the Overpayment or Overpayment credit payment code, and the Change Due field was not displaying the difference between the amount due and the amount tendered.

This has been corrected so that the payment code is set to Full and the Change Due field is populated.

13123/
HS 82114

When posting REET payments, an error was displayed. This occurred due to an issue caused by non-fee payable items resulting from associating payments with transactions. This has been corrected.

13190/
HS 13190

After selecting the X button in the Post Payment dialog box to change the payor, An incorrect base amount was listed on a payout agreement statement (Activities > Payout Agreements > Generate Special Assessment Payout Statement). This occurred because a regular payment was made on a bill in addition to payout payments, and the payout agreement statement was not being limited to payout payments only.

This has been corrected so that the payout agreemet statement is limited to payout payments only.the state code entry now remains in place and does not have to be reentered.

13381/
HS 82847

After multiple properties were entered in the Quick Post: Single Payment dialog box (Activities > Posting >Quick Post: Single Payment) and Post was selected, an error was displayed.

This has been corrected; the message now displays the row ID information for the row causing the error so that the row can be removed from the dialog box.

13402/
HS 82920

Two transaction records were being displayed per item due in the Payment View of a property record: one for the base amount, and one for the penalty and interest amount.

This has been corrected so that the penalty and interest amount is no longer displayed separately from the base amount.

13483/
HS 83080

When the Paid By selection was changed when posting a payment, the receipt and the refund receipt were not displaying the new Paid By selection. This has been corrected.

13584

The Print Receipt and Validate Check check boxes in the Quick Post: Multiple Payments dialog box (Activities > Posting > Quick Post: Multiple Payments) now remain selected until they are cleared or until the dialog box is closed.

13615

The amount paid was not being set to the second half amount due when only the second half remained for payment. When Pay Full Amount was selected, the amount of $0.00 was displayed instead of the second half amount due. This has been corrected.

13717

When quick posting multiple payments (Activities > Posting > Quick Post: Multiple Payments), if a property has a bill with a rollback ID = 0 and an amount due, and other properties have bills with a rollback ID greater than zero and an amount due, the amount due included the bill with a rollback ID = 0. This has been corrected so that only bills with rollback IDs greater than zero are processed.

Payout Agreements

12942 /
HS 80548

An incorrect base amount was listed on a payout agreement statement (Activities > Payout Agreements > Generate Special Assessment Payout Statement). This occurred because a regular payment was made on a bill in addition to payout payments, and the payout agreement statement was not being limited to payout payments only.

This has been corrected so that the payout agreemet statement is limited to payout payments only.

12948/
HS 81535

When printing the payoff statement (Commands > Print Payoff) from a payout agreement record, the full date is now displayed, and the phone number and logo on the statement are now correct.

When printing the payout agreement schedule (Commands > Print Schedule), the payout agreement name is now printed.

Property Records

10733

In the Appraiser Info panel, scroll bars are now available in the Next Appraisal Reason, Comment, and Remarks sections.

12837

The Open Previous Year option in the Commands menu of property records has been renamed to Open Another Year for Property.

13130

Adding a collections agent to a property record in a prior year now takes effect for all years when the property is opened in the Treasurer view.

13134/
HS 82184

A property search using a cross reference ID in the Treasurer view did not return results for a year layer in which the property existed. This has been corrected.

13212

When the Roll History panel was expanded, an error occurred. This has been corrected.

13614

Errors indicating “Grid customization corrupt” and “Unable to restore custom grid settings” were sometimes, such as when a user was viewing payment history. This has been corrected.

13641

An 8% penalty was not being assessed on the penalty start date of December 1; instead, the penalty began to be in effect on December 2. This has been corrected.

Recalculation

12696

Recalculation errors are now displayed when:

  • A property has a senior/disabled exemption and the appraised classified value equals 0.
  • A personal property has farm asset segments and the market value equals zero.

REET

12945/
HS 80584

A script is available upon request to split out local interest for global REET distribution.

To request the script, contact True Automation Client Services.

12946/
HS 81464

After selecting a property ID with more than one mobile home improvement on the Affidavit Data panel of a REET record, an error occurred. This has been corrected.

Refunds

12860

When recalculating delinquent interest for a refund based on the due date at the time of payment, adjustment transactions that have a bill code of BFC, NC, or RHPay are no longer used because they do not change the value.

13082/
HS 81727

When all tax district and levy codes were selected as criteria for the Refunds Paid report (Reports > Refund), voided refunds were not included in the results. This has been corrected.

13607

When a receipt is printed for a refund associated with a multiple-property payment, the amount paid now displays the full amount of the payment only when the “Paid By” selection was chosen as the “Refund To” option in the Refund Cart. If another selection was chosen, only the amount paid toward the property that the fund is coming from is displayed.

In addition, the Refund To section of the receipt now displays the party selected to receive the refund as expected.

Reports: Assessor

13194

Data now populates correctly according to the year and supplement criteria in the DOR Senior Relief Report (Reports > DOR).

13550

Certified years are no longer available for selection in the Print Preliminary Totals dialog box (Reports > Totals/Rolls).

13741

Performance has been improved for the processing of sales ratio reports that involve a large number of properties and sales.

Reports: Treasurer

12900

General ledger figures on the bottom of Receivable Summary Report (Reports > Monthly) did not balance with the columns under which they were placed. Corrections have been made, although the following scenarios, if applicable, must also be corrected in order to balance:

  • Different levy/assessment codes are mapped to the same fund.
  • Payments were not distributed.
  • Fund mappings were changed after distributions were done.

13092

An error no longer occurs when printing the Fiscal Balance Report (Reports > Monthly) caused an error.

13102

In the Daily GL Report (Reports > Daily), the transaction start and end dates now default to the current date instead of 7/11/2008.

13539/
HS 83231

The Check Register Report (Reports > Daily) now includes voided payments.

Supplement Processing

12597

When a proration was included in a supplement, the Supplement Roll Report was not reflecting the taxable value in the current property data as of the supplement number.

The Supplement Roll Report is accessed by right-clicking Print Roll from the Supplement Group List (Activities > Supplement > Supplement Group Maintenance).

To correct this issue, the data from the Subtotal field on the Values panel will be included on the report, as well as the proration begin date and proration end date.

13359/
HS 82760

It was not possible to retrieve a property in a previous year after the record had been moved to the pending supplement. This issue was related to sales information being added while the property was being supplemented; this issue has been corrected.

12058

The supplement bill activation process now validates that the batch ID associated with the supplement bill process is still open. If the batch has been closed, PACS now prompts the user to select a different batch either by selecting an open batch or creating a new batch. If the user does not select a different batch, the activation process will not proceed until the associated batch ID has been reopened.

13072/
HS 81875

The supplement statement export file was missing the field Total Delinquent Penalty. The field [wa_tax_statement.delinquent_penalty_amount] is now available in the export file format at position 6819.

Tax Statements

13095/
HS 81871

In the Statements for Properties with Ownership Changes dialog box (Activities >Generate Corrected Tax Statement(s)), there are now radio buttons available with which you can choose to generate statements for either first half payments or second half payments.

13124/
HS 13164

When a user attempted to modify or delete a tax statement message code file in PACS.ADMIN (Tools > Code File Maintenance > General > Tax Statement Messages), an error message was displayed. The error message has been modified to indicate that the code file is in use and therefore cannot be modified or deleted.

13187/
HS 82321

Tax statements generated for an out-of-country address now display the full country name rather than the country code.

In addition, the tax statement export file layout has been modified.

13214

Levy rates for each levy code are now listed correctly on the statement.

13632

When tax statements were exported (Activities > Levy > Tax Statements > Create Tax Statements), a second line was created in the export for some properties with a supplement reason. This has been corrected.

13633/
HS 81852

Some city, state, and zip data was missing from a tax statement export. This has been corrected.

Taxes Due

13606/
HS 83522

A penny credit was displayed as the second half due as a result of a supplement involving a tax increase. This has been corrected, although a one cent credit will still be displayed when the posting date is October 31.

13641/
HS 83656

An 8% penalty was not being displayed on the penalty start date of December 1; instead, the penalty was shown as being in effect on December 2. This has been corrected.

Year Layer

12859

Penalty and interest entries for Fee Type codes in PACS.ADMIN (Tools > Code File Maintenance > Collections > Fee Type) will now be copied as part of the new year layer process.

13180

Under the Activities >Administration menu, the menu commands Certification and Future are now enabled or disabled as appropriate.

13286

A message is now sent to the PACS inbox after new year layer creation indicating whether the creation completed or failed.

13289

Senior exemptions are now copied as part of the new year layer process.

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