1.9.0.30.2900 Release Notes Limited #

Fixes

ID

Description of Update

Tax Statements

14554

Tax statements were generated for which the difference between the first and second half payments was larger than $.01. In these cases, the first half payment is now always larger than the second.

2.9.0.30.2800 Release Notes Limited #

Fixes

ID

Description of Update

Levy

18153/
HS 98086

A Levy’s % Increase Authorized value could not be increased without also selecting 2nd Resolution Received despite the levy population being less than 10,000 and the Implicit Price Deflator being less than 1.01 (Activities > Levy > Levy Certification, highlight an active Levy run and click Details, expand the Levy Data Review panel, expand a Tax District record in the grid, highlight the levy and click Details). Calculations and parameters have been corrected.

REET Processing

18174/
HS 98026

Per DOR requirements, the < SUPPLEMENTAL > node is no longer included in the XML export file created by PACS (Export > Export REET Recorded Information).

Reports: Treasurer

18231/
HS 97997

The value calculated for Total AV in the Certification of Value Letter Report did not balance to the Preliminary Totals Report (Reports > Levy > Print Certification of Value Letter Report; Reports > Totals/Rolls > Preliminary Totals). The issue has been corrected.

3.9.0.30.2400 Release Notes Limited #

Fixes

ID

Description of Update

Delinquent Notices

17889

Delinquent notices did not generate as expected when <All> was selected in the Mortgage Codes field of the Print Delinquent Notices dialog box (Activities > Delinquent Notice > Print Delinquent Notice). The portion of the query gathering mortgage company data has been modified and the issue has been corrected.

Tax Statements

17651

The expected properties were not included in a Generate Statement run (Activities > Generate Corrected Tax Statement(s), click Add). The issue stemmed from how the query handled the Include Properties with a Zero Balance option. The issue has been corrected.

4.9.0.30.2300 Release Notes Limited #

Fixes

ID

Description of Update

DOR Reports

17862/
HS 97211

Strata did not display as expected on the Valid Sales Report (Reports > DOR > DOR Sales, select Valid Sales Report). This issue has been corrected.

5.9.0.30.2300 Release Notes Limited #

Fixes

ID

Description of Update

DOR Reports

17862/
HS 97211

Strata did not display as expected on the Valid Sales Report (Reports > DOR > DOR Sales, select Valid Sales Report). This issue has been corrected.

6.9.0.30.2200 Release Notes Limited #

New Features

 

Reports

  • The DOR Valid Sales Report has been modified per DOR requirements and is now available. The report lists the valid sales for the county, the appraisal ratios for the stratums defined in the stratification settings, and sales and totals for the properties. The report retrieves properties’ sales data and categorizes the sales data according to the primary use code specified on a property’s Property Codes panel. Access the report by choosing Reports > DOR > DOR Sales, select Valid Sales Report. Key points of this report include the following:
    • Mobile Home type properties are now always excluded from the Valid Sales Report and included in the Invalid Sales Report.
    • Sold properties with a Senior Exemption are coded 27 and excluded from the Valid Sales Report and included in the Invalid Sales Report.
    • Zero sales price sales are excluded from the report.
    • Multi-property sales are displayed in a summary line item in the report. Following rows feature details about the individual properties involved in the multi-property sale.
    • The report includes a Strata Summary Page listing the overall assessed values for the county. Or, the summary pages may be printed without the sales report.

      DOR, Reports, Sales, Valid

  • The Personal Property Rendition Application has been modified per DOR requirements (Activities > Rendition Processing > Print Personal Property Rendition Applications). Modifications include the following:
    • Property selections no longer include state assessed utilities or deleted accounts.
    • The Farm and Non Farm printouts allow for collation.
    • Selection accuracy has been improved.
    • Text and information in the report has been modified or added to for clarity and accuracy.
    • The following items have been added:
      • Legal description label and field
      • The tax area label and field
      • A section for displaying leasehold improvements
      • A section for displaying acquisition costs
      • A section for Canned Software
      • A section for Custom Software
    • The Videos grid, Supplies section, Fuel section, Tools & Spare Parts section, and Leased Equipment section have been redesigned.
    • Supplies segments and sub segments are shaded gray.

    A blank form can now be printed by selecting Blank Application in the Print Property Rendition Applications dialog box.

    Rendition Process, Rendition Application dialog

    Additionally, the option to print both non-farm and farm applications has been added to the second print dialog.

    Rendition Processing, Print Multiple Applications dialog, print 90302200

    When editing the personal property form in the Rendition Application Custom Text dialog box in PACS.ADMIN (Tools > Personal Property Rendition Maintenance > Printed Applications), users are require to acknowledge RCW 84.40.070 requiring all changes to be reviewed by the Department of Revenue.

    Rendition_App_PACS-ADMIN_Modify_90302200

Tax Statements

  • New options are available when printing statements with ownership changes. Choose to include and display statements for accounts with ownership changes and for accounts with address changes by selecting the corresponding option in the Statements for Properties with Ownership Change dialog box, which is accessed by choosing Activities > Generate Corrected Tax Statements.

    Tax Statements, Ownership Address Change, 90302200

    Additionally, an event can be generated upon printing the statements. The Generate Event option is selected by default.

Fixes

ID

Description of Update

Property Records

17577

Property types incorrectly displayed as R (Real) in the Summary panel of Improvement on Leased Land property records. These properties now display as P (Personal).

Reports – Assessor

17597

The Abstract of Value report did not display an accurate count of properties with the Improvement on Leased Land sub type code (Reports > DOR > Abstract of Assessed Value). The count error has been corrected.

17638

The DOR Stratification Report excluded senior property, forestland property, and Properties valued under $1,000 (Reports > DOR > DOR Stratification). The query used to collect the info has been modified, correcting the issue.

17706/
HS 96211

The Stratification Report displayed data associated with unexpected primary use codes (Reports > DOR > DOR Stratification). The handling of stratification settings has been modified to correct this issue. When Use Separate Current Use Group is selected in the Stratification Settings dialog box, agricultural current use data (primary use code 83) is isolated and displayed in a separate strata in the Stratification Report (Tools > Stratification Settings Maintenance, click Details).

17728/
HS 96232

Change of Value Notices for some properties did not populate and display data (Commands > Change of Value Notice). The query gathering data has been modified to correct for properties without a property sub-type code.

17773/
HS 96862

The number of accounts did not calculate and display in line 1a and the assessed value for taxable improvements did not calculate and display in line 6 of the Abstract of Assessed Value Report (Reports > DOR > Abstract of Assessed Value). These issues have been corrected.

Tax Statements

17583

The property type for properties with the Improvement on Leased Land sub type code now display as Personal on tax statements and corrected tax statements (Activities > Levy > Tax Statements > Create Tax Statements).

17650, 17761/
HS 96859

Unexpected errors occurred when attempting to generate delinquent notices and when generating new tax statements because the year value was not being handled correctly (Activities > Delinquent Notices > Print Delinquent Notices, Commands > Create New Tax Statement). These issues have been corrected.

7.9.0.30.2100 Release Notes Limited #

New Features

The following items are new to this release:

Auto-Pay

  • The Auto-Pay panel now displays text indicating that amounts displayed in the Amount Due column are the amount that would be charged by the Auto-Pay process based on the posting date selected.

    Auto-Pay, asterisk, message, 9.0.30.2100

Reports: Assessor

  • When attempting to generate a Sale Ratio Report using the Sale Query option, the query entered can now be verified using the Verify Query button.

    Sale Ratio Report, verify query, 9.0.30.2100

Fixes

ID

Description of Update

Auto-Pay

17544/
HS 95864

The selected Bank Post Date was unexpectedly used to calculate penalty and interest during the Auto-Pay ACH Export File and Payment Run (Activities > Auto-Pay > Create ACH File and Payment Run). The selected Effective Date is now used.

Comparable Sales

17514/
HS 95706

Values displayed in the Sale Ratio column of the residential Comparable Search Wizard rounded to the nearest whole number (Activities > Comparables > Residential Comparables). This column now displays values to two decimal places, rounding to the hundredths.

GIS

15678/
HS 88952

Tax area information did not display in the GIS viewer because the data was not being selected correctly. The data now displays as expected.

Mass Maintenance

17511/
HS 95748

Some Mass Update IDs did not display in the Mass Update Maintenance dialog box (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update). This was caused by an errant data validation process focused on unselected rows in the Update Values grid of the Mass Update Details dialog box. The data validation issue has been corrected, as has the disappearing updates.

Penpad

17402/
HS 95152

The Image panel is now available for display in Penpad (Activities > Penpad > Penpad Property View Configuration).

17507/
HS 95539

When using Penpad, all detail, images, and values did not display in the Summary view as expected because of recent changes to the query. The changes have been reversed, correcting this issue.

17522/
HS 95700

Penpad login failed after check out. The local middle tier is now restarted on checkout, correcting the issue.

REET Processing

16752/
HS 93485

The REET Excise Date is now equal the date the excise number is generated, rather than the batch balance date of the final excise payment.

17337/
HS 94754

An unexpected error occurred when adding a property with the zip code plus four digit add-on code to the Property Data section of the REET record Affidavit Data panel (open an existing REET record without an excise number, expand the Affidavit Data panel, click Add in the Property Data section, and use the Property Search Wizard to select a property). This issue has been corrected.

17517/
HS 95853

The Statement of Taxes Collected report displayed numerous incorrect values (Reports > Monthly > Statement of Taxes Collected). Previous changes resulting in these errors have been reversed, correcting the issues.

Reports: Assessor

14969

The Sale Ratio Report now includes a Sale Date column. In addition, when generated to Excel format, each field now displays in a separate column (Reports > Sale Ratio Report, select Excel in the Output Settings section, click Post).

17510/
HS 95549

The Personal Property Stratification Report included a real type property (Reports > DOR > DOR Stratification, select Personal Property Stratification Report). Report logic has been modified to improve performance and accuracy, and the issue has been corrected.

Reports: Treasurer

17430/
HS 94996

Attempts to preview or post the Current/Delinquent Tax Collections Report generated unexpected errors (Reports > Accounting > Current/Delinquent Tax Collections). Missing code was added, correcting the issue.

17471

The Certificate of Delinquency now has at least a one inch margin on all sides per State requirements (Reports > Collections > Certificate of Delinquency).

Tax Statement Processing

15429/
HS 88885

Typos displayed throughout the PDF version of the multi-coupon property statement (open property, select Commands > Create New Tax Statement). The typos occurred when the Calibri font used in the statement was converted to PDF. The font has been changed to Arial and Times New Roman, correcting the issue.

17478/
HS 95624

An unexpected error occurred on attempting to preview a tax statement (from a property record, select Commands > Create New Tax Statement, select Group ID, click Preview). The query has been corrected.

17541/
HS 96074

The font in section two of the appraisal notice caused text regarding the current use program to be truncated (Activities > Appraisal Notices > Appraisal Notice Maintenance, select a run, right-click and choose Print Appraisal Notices, click Preview). The font size has been reduced to correct the issue, and to make the document formatting appear more consistent.

8.9.0.30.2000 Release Notes GA #

New Features

Accounts

  • It is now possible to generate tax statements for owner, agent, mortgage company, and taxserver account types by selecting the required account type option in the Statement Account Type field of the Create New Tax Statement dialog box.

    Create New Tax Statement, Statement Account Type, 8107x

  • When generating delinquent notices, it is now possible to not send a copy to the taxpayer when an agent is assigned to the property. Exclude the taxpayer by selecting Exclude Taxpayer copy if agent existsin the Notice Options combo box in the Print Delinquent Notices dialog box (Activities > Delinquent Notices > Print Delinquent Notice).

    Print Delinquent Notice, 9030x

  • The Search Taxpayers option in the Taxpayer Information section of the Property Search view has been renamed All Account Types. Select All Account Types and enter a name in the File As field to include owners, agents, and mortgage companies in the search results.

    Property Search, All Account Types, 9030x

  • The Owner Name / Situs section of the fixed panel of the Property view now includes the name of the agent associated with the property. The agent name displays immediately below the owner name.

    Property, Fixed Panel, 9030x

Auto-Pay

  • The Auto-Pay account holder can now be changed from the Property view Owner & Agent panel. To change the Auto-Pay account holder, click Change to Agent in the Taxpayers section to open the Account Search Wizard. To open the Auto-Pay account holder’s Taxpayer or Agent view, click Details.

    Auto-Pay, OwnerAgent, 8107x

  • The Agent view now includes an Auto-Pay panel. If a property is enrolled in Auto-Pay, and the Auto-Pay account is associated with the agent, the property will display in the agent’s Auto-Pay grid.

    Auto-Pay, Agent, 8107x

  • In the Auto-Pay Quick Entry dialog box, the Taxpayer column name in the Property Enrollment grid has been changed to display Account Name (Activities > Auto-Pay > Auto-Pay Quick Entry).

    Auto-Pay, Quick Entry, 9030x

Comparable Properties

  • A new Simple MA Adjustment option has been added to the Adjustment Options section of the Comparable Property Configuration dialog box (Tools > Comparable Property > System Wide Configuration). When Simple MA Adjustment is selected, Move MA Adj Out of Segments and URAR MA Adj are automatically deselected. This configuration applies to residential properties only.

    Comparable Prop Config, SimpleMA, 2, 9030x RN

    PACS uses the following calculations to determine the MA adjustment:

    • PACS calculates the MA value of the Subject property using existing functionality.
    • PACS calculates the MA value of the comparables using existing functionality.
    • PACS then calculates the adjustment as follows:
    1. Subject MA minus Comp MA = MA Adjustment
      1. When the Subject value is higher than the comparable value, the MA Adjustment will be positive.
      2. When the Subject value is lower than the comparable value, the MA Adjustment will be negative.

        Example

        Subject MA value = 200,000; Comparable 1 value = 150,000; Comparable 2 value = 300,000; Comparable 3 = 225,000

        1. The MA Adjustment for Comp 1 is (200,000 – 150,000) = 50,000. The MA Adjustment for Comp 1 is + 50,000.

        2. The MA Adjustment for Comp 2 is (200,000 – 300,000) = -100,000. The MA Adjustment for Comp 1 is -100,000.

        3. The MA Adjustment for Comp 2 is (200,000 – 225,000) = -25,000. The MA Adjustment for Comp 1 is -25,000.

Distribute Values

  • When distributing values for personal, real, or mobile home properties, it is now possible to add a reason in the Distributing Values dialog box. Choose Distribute Value in the Values panel of property record.

    Property, Values Panel, Distribute Value, Reason, 9032x

    When a reason is set in the Distributing Values dialog box, it will display in the following dialogs:

    Property, Land Details, MarketVal, Distribute Value Reason 9032x

    • Adjustments and Values panel of the Improvement dialog box (click Details in the Details grid in the Improvements panel of a property record).
    • Market Valuation panel of the Land Detail dialog box (click Details in the Land Segments grid in the Land panel of a property record).
    • Appraised Value panel of the Details Segment dialog box (click Details in the Segment Information grid in the Improvements panel of a property record).

    The new Reason field is mandatory when Require Distribute Values Reason is set to True in the System Configuration by choosing Tools > System Configuration > Properties > Distribute Values in PACS.ADMIN. False is the default setting.

    SystemConfig, distribute values, 9032x

DOR Reports

  • A number of assessor reports required by the Department of Revenue have been modified per new state requirements. Modified reports include the following:
    • DOR Stratification Report – Personal Property (Reports > DOR > DOR Stratification, select Personal Property Stratification Report)
      • Market value information has been removed from the report, and assessed value information has been added.
    • DOR Stratification Report – Real Property (Reports > DOR > DOR Stratification, select Real Property Stratification Report)
      • Mobile home properties are no longer selected for individual stratification properties, but are included in the stratum totals.
    • DOR Sales Report – Invalid Sales (Reports > DOR > DOR Sales, select Invalid Sales Report)
      • Zero sales price sales are included as invalid sales.
      • Selecting the Run 08 Validation Only option generates only the Sales with DOR Code 08 and Non-standard Ratio Report.

      DOR, Sales, Invalid, 9030x

  • It is now possible to create an export file version of the Abstract of Assessed Value Report that can be submitted to the DOR. The export is created by choosing Reports > DOR > Abstract of Assessed Value., select Export File. When entering a name for the export file, we recommend including the .txt file extension.

    DOR reports, Abstract Assessed Value, 9030x

Event Management

  • It is now possible to set event source codes. Source codes can be used, for example, to indicate that an event was triggered by an external source, such as a Web site. In PACS.Admin, choose Tools > Code File Maintenance > General > Event Source Codes.

    Events, event source, set source, 9032x

    The event source can be specified when setting up event type codes. When an event is generated in PACS, the event source and source description are displayed in the Events panel of property records.

    Events Panel Grid, Expand Descriptions, 9032x

    To read the entirety of event descriptions, click Expand Descriptions in the Events grid to expand the column.

Levy Processing

  • A Diversion Amount field has been added to the Tax District dialog box (open Tax District record, expand Levies panel, click Add). The shift amount is a positive or negative amount diverted for restricted use.

    Tax District, Diversion Amount, 9030x

Litigation

  • Litigation features have been introduced with this release. Changes include the following:
    • When adding a property to the litigation through the Property Statement Search Wizard, you can now specify an event to be created at the property level once the statement is associated with the litigation. You can also add bill codes to all statements selected in the wizard.

      Litigation, Add Property, Property Statement Search, 9030x

    • The Litigation General panel now includes collector and bankruptcy status information.

      Litigation New Litigation, General, 9030x

    • In the litigation record Properties panel, you can use the Set Bill Code option to add a bill code to a single statement, or to all statements, and then enter comments for the code. Codes and comments display on litigation reports.

      Litigation, Properties, Statements, Set Bill Code, 9030x

    • In the Fees/Events panel, you can now:

      Litigation, FeesEvents, 9030x

      • Create a property fee for a property associated with a litigation
      • Specify re-check dates for an event
      • Copy events to a property
    • There is a now a Tax Sale panel available for tracking the sale amount and bidder information for each property that is sold.

      Litigation, Tax Sale, 9030x

  • As part of Litigation and Delinquent Collections enhancements, the property view now displays the Lien Holders section and grid in the Deeds & Sales panel.

    Litigation Deeds Sales, Lien Holders, 9030x

    Clicking Add in the Lien Holders grid opens the Lien Holder Details dialog.

    Litigation, Lien Holder Details, 9030x

Litigation Codes

  • Litigation codes, including pursuit codes, are now available for use in PACS.Admin (Tools > Code File Maintenance > Litigation).

Litigation Letters

  • Letters related to litigations can be generated from the Print Litigation Letters dialog box by choosing Activities > Letter Processing > Print Litigation Letters. After making the letter and property or litigation ID selections, you can choose the certified mailer option.

    Litigation, Litigation Letters, Certified Mailer, 9030x

    When Certified Mailer #’s is selected, the Letter Certified Mailer Dialog box opens, allowing certified mailer numbers to be mapped and selected. The certified mailer number displays on every letter generated from this dialog.

    Litigation, Letters, Certified Mailer Dialog, 9030x

Litigation Reports

  • A wide selection of Litigation Reports were made available earlier this year. The following reports are also now available through Reports > Collections:
    • Collection Review Report
    • Pursuit Accounts Payment Report
    • Pursuit Activity Report

PACS.Query

  • When designing a query, Add Condition becomes Clear Condition after a condition is set in the Condition field. Click Clear Condition to clear the condition field.

    Query_Builder-condition_clear-add

  • Grid lines displayed in PACS.Query automatically wrap or unwrap when the application window is resized.

Property – Improvements on Leased Land

  • The new property sub type code attribute Improvement on Leased Land is available. This attribute may be selected for Real type property sub type codes. Any property with this sub type code is considered an Improvement on Leased Land property. Because improvements on leased lands are separate from the land on which they are located, billing functions consider these improvements personal property.

    Land, IOLL, sub type code

  • The System Configuration setting Allow entering land details on Improvements on Leased Land in PACS.Admin must be set to True to work with Improvement on Leased Land properties.

    Land, IOLL, system config

  • When viewing a real property with a sub type code that has the Improvement on Leased Land attribute, a notice displays at the top of the property view.

    Land, IOLL, summary warning

  • In the Summary panel Values section, the Land value displays the market value for land segments on Improvements on Leased Land properties. Land segment market values are used for informational purposes and do not affect property value calculations.

    Land, IOLL, Summary Panel, Land

  • In the Values panel, monetary value for Improvement on Leased Land properties displays in the field Land Value – Imp on Leased Land. Because market values are not calculated for these properties, land homesite and non-homesite values in this display are typically zero for leased land.

    Land, IOLL, Values Panel, edit

  • The following rules apply to viewing and working with Improvements on Leased Land properties:
    • If the sub type of a property is changed to an Improvements on Leased Land sub type, and Allow entering land details on Improvements on Leased Land in PACS.Admin is True, then the existing land detail market value on the property is considered land detail non-taxed market value, and the land detail market value is set to $0. If the sub type of a property is changed from an Improvements on Leased Land sub type to a non-Improvements on Leased Land sub type, then the existing land detail non-taxed market value on the property is considered land detail market value, and the land detail non-taxed market value is set to $0
    • If the sub type of a property is changed to an Improvements on Leased Land sub type, and Allow entering land details on Improvements on Leased Land in PACS.Admin is False, a warning displays. Choosing OK prompts PACS 9.0 to delete existing land details, and the Land panel does not display. If the sub type of a property is changed from an Improvements on Leased Land sub type to a non-Improvements on Leased Land sub type, then the Land panel is accessible.
  • When a property has the Improvements on Leased Land sub type code, the Assessment Notice Market Valuation of Real Property section displays a Leased Land line item with the value. The Frozen value in the Assessment Notice is the frozen improvement value only.

    appraisal notices, improv on leased land

REET

  • 15585/HS 89081

    A new configuration setting is available. Upon attempting to generate a REET excise number, the system now generates a warning if a buyer has not yet been specified. Find the configuration in PACS.Admin by choosing Tools > System Configuration > REET > Warn on excise number generation if buyer not specified.

    System Config, REET, Warn-on-excise

Reports: Accounting

  • It is now possible to generate a Current/Delinquent Tax Collections Report. This is a tax collections report for multiple levies. Select Reports > Accounting > Current/Delinquent Tax Collections Report.

    Litigation, Reports, Current Delinquent Tax Coll, 9032x

  • It is now possible to build information requested for issuance of bonds and to calculate and display the assessed value for overlapping debt by generating the Current Fund Status and Tax History Report and the Overlapping Debt Report. Select Reports > Accounting > Current Fund Status, Tax History and Overlapping Debt Report.

    Levy Certification, Reports, Current Fund Status, 9032x

Reports – Assessor

  • Improvement on Leased Land properties are handled in Assessor reports as follows:
    • The Change of Value Notice report displays values for Leased Land in a specified line item below the Land line. Access the Change of Value Notice by clicking Commands > Change of Value.

      Land, IOLL, Report, ChangeValueNotice

    • The Adjusted Certified Totals, Certified Totals, and Preliminary Totals reports all display values for Improvement on Leased Properties in a specified line item in the Non-Real Market section. Generate these reports by choosing Reports > Totals/Rolls > Adjusted Certified Totals, Certified Totals, and Preliminary Totals.

      Land, IOLL, Report, Prelim Totals

    • Appraisal notices display values for Improvement on Leased properties in a specified line item below the Land line. Appraisal notices are generated by choosing Activities > Appraisal Notice Maintenance.

      IOLL, Appraisal Notice_Sample, 9030x

    • The Certification of Values by Tax Area report has been modified to accommodate values for Improvements on Leased Land properties (Reports > Levy > Certification of Values by Tax Area). Improvement values on leased land are included in the Personal column. A new Pers SNR Exempt column has been added. Leased Land values are not included in the calculation for this report.

      Land, IOLL, Report, Levy Cert Values Tax Area, edit

    • DOR reports handle Improvement on Leased Land properties as follows:
      • The Valid Sales Report and Invalid Sales Report do not include values from Improvement on Leased Land properties (Reports > DOR > DOR Sales).
      • The Personal Property Stratification Report includes improvement market value only, but does not display Improvement on Leased Land properties as samples (Reports > DOR > DOR Stratification).
      • The Abstract of Assessed Values Report includes improvement values in box 6 on page 3 of the report (Reports > DOR > Abstract of Assessed Value).

      Land, IOLL, Report, Abstract Assessed Value

  • The Assessment and Levies Due Report has been modified in the following ways:
    • The report now displays Half Timber AV and 80% Timber AV columns. The Full column has been replaced with Half and Half or 80% with 80% when applicable. The displayed Timber Values exclude joint district values.
    • A Shift column has been added, and pulls data from the Highest Lawful Levy Limit Detail dialog box. For example; a County Road Shift prints as a positive value for current expense and negative value for roads.
    • Comments display within the levy description.
    • An asterisk displays next to the levy description when the levy is new in the selected year. A foot note for the asterisk displays New Levy. The asterisk also applies to levies that have expired and levies that are being reestablished.
    • A linked refund levy is combined with the parent levy as a single line item. The levy description from the primary levy is used. Levy rates are summed, the total taxes are summed, and the shift and the diversion amount for the linked levies are summed. Only the primary levy’s assessed value and timber value are used.
  • The Levy Rate Summary Report now includes an additional column displaying all districts not included in the report (Reports > Levy > Levy Rate Summary).

Reports: Treasurer

  • Property ID search criteria has been added to the Modified Bill/Fee Report dialog box. Generate the report by choosing Reports > Bills > Modified Bill Report.

    Reports, Modified Bill Report, 9030x

  • The Payment Detail Listing Report dialog box now includes an Excise filter among the Report Settings (Reports > Daily > Payment Detail Listing). This option adjusts the query to search for REET and REET fees when selected.

    Reports, Payment Detail Listing, 9030x

Tax Statement

  • When configuring tax statements, it is now possible to select the Print Property Taxes Paid in Previous Year option in the Statement Configuration dialog box. This option is selected by default.

    Tax Statement Config, 9030x

Fixes

ID

Description of Update

Appraisal Notices

15979/
HS 88889

When printing field review cards with duplex printing enabled, property cards printed on the reverse side when the previous property printed without an improvement sketch (Activities > Appraisal Cards > Print User Defined). Cards without sketches now print a blank page on the reverse side.

16382/
HS 92136

The Include Sketch on Back option was not removed as expected from the list of options when APPRAISAL_CARD type was selected in the Appraisal Cards Report dialog box (Activities > Appraisal Card). As a result, the Include Sketch on Back option was selected but the sketch did not print on the appraisal card. The option is now removed when the APPRAISAL_CARD type is selected.

16788/
93587

To avoid confusion, options on the second screen of the Appraisal Notice Selection Process Wizard are now disabled when Include All Properties is selected on the first screen (Activities > Appraisal Notices > Appraisal Notice Maintenance, click Add).

Auto-Pay

14676

The Auto-Pay indicator did not display in the export to the print vendor (Activities > Levy > Tax Statements > Create Tax Statements). This has been corrected.

15518/
HS 89130

Field placement and formatting issues in the ACH file (Activities > Auto-Pay > Create ACH File and Payment Run) were corrected to accommodate bank specifications.

Bills

14082/
HS 84789

After creating a new fee type and amount in PACS.Admin, fee amounts were applied to the original base fee and the adjustments, doubling the amount of the fee. The fee creation process has been modified, correcting the issue.

15400/
HS 88832

Moving bills and fees did not update the fee statement as expected (open property, select Bills/Fees > Move Bills and Fees). The association between fees and bills was lost during the moving process. The sequence in which bills and fees are moved has been reversed, correcting the issue. Now, fees are moved first, followed by bills.

16192/
HS 91691

The Modified Bills Report did not include bills that had an associated rollback with a matching accepting or voiding supplement group (Reports > Bills > Modify Bills Report > select Supp Group). This has been corrected.

16265

To maintain consistency with the Tax Due panel of the Property view, the following changes have been made to the Levy Bills grid in the Modify Bill Wizard dialog box:

  • Payment Type now displays as Status
  • Base Amt Due now displays as Base Due
  • The Base Amt column of now displays as Orig Base

Furthermore, because fees associated with bills were not being handled as expected, the values displayed in the Modify Bill Wizard dialog box Levy Bills grid were inconsistent with those in the Tax Due panel of the Property view (from the Property view, select Bills/Fees > Modify Bills). The calculations in the Modify Bill Wizard have been modified, correcting the issue.

16457/
HS 92264

The Statements grid in the Modify Bill Wizard dialog box demonstrated unexpected behavior when attempting to select statements (open property, select Bill/Fees > Modify Bills). This issue has been corrected.

Billing Export

14885

When All is selected in the Year field of the Export Billing Information Export Dialog box, and the Include Paid option is selected, the export file includes all paid and unpaid bills for the current year only. All prior years include unpaid bills only (Export > Billing Information).

16433/
HS 90634

Because the electronic billing information export process only included bills and fees that are associated with bills, some late filing rendition penalty fees were unexpectedly omitted (Export > Billing Information). The export now includes fees associated with properties, such as late filing rendition penalty fees, correcting this issue. Fees associated with litigations and REET continue to be excluded from the export.

Change Log

15051/
HS 86960

Logged changes to most fields did not include user data in the change log. User ID is now included in the log. Alerts for these codes have been reinstated.

16138

The billing export displayed incorrect amounts because bills and fees in which the first half amount had been paid, leaving zero amount due for the second, were not handled correctly. After this issue was resolved, a second attempt to export billing information generated an export with missing data. The issue was identified as insufficient space in the database. However, no error messages displayed. Now, when the billing information export encounters insufficient database storage space, an error message is generated and sent to the user’s Inbox.

16429/
HS 88365

The Change Log Report was not being populated as expected. In addition, the arrows that move Available fields to log column to the Selected fields to log column in the Transaction Selection dialog box did not function as expected (Reports > Change Log Report > Change Log, click the ellipses button in the Transaction Selection field). These issues have been corrected.

Codefile Maintenance

15924/
HS 90637

Alerts did not display as expected even though applicable Bill/Fee Codes were applied with the Alert User option enabled. This issue has been corrected.

Comparable Sales

15615

The Class Adj column in comparables grids now displays the sub class description in addition to the class description. These descriptions now appear together in a parenthetical note next to the class and sub class codes.

DOR Values

15647

When a property is recalculated, PACS checks for changes to the property sub type.

  • If the real property sub type has the state assessed utility attribute, any existing land details or improvements (with associated improvement details) are removed, and all values for these fields sets to 0.
  • If the personal property sub type has the state assessed utility attribute, any existing personal property segments (with associated sub segments) are removed from the property, and all values for these fields sets to 0.
  • If the property sub type does not have the attribute, any value in the property_val.dor_value field sets to 0.

If the property has changed from a sub type without the state assessed utility attribute to one with the attribute, a warning displays, indicating that changing the property sub type results in one of the following sequences, based on whether the property is a real type or personal type:

  • On clicking OK, thereby confirming the change of sub type, PACS performs the following actions:
    • The property_val.dor_value field is editable.
    • For real type properties, PACS removes all land details, improvements, and improvement details from the property.
    • For personal type properties, PACS removes all personal property segments (with the associated personal property segments) from the property.
  • On clicking Cancel, thereby canceling the change of subtype, the property sub type and all relevant values are not changed.

If the property has changed from a sub type with the State Assess Utility attribute to one without the attribute, a warning displays indicating that changing the property sub type results in one of the following sequences, based on whether the property is a real type or personal type:

  • On clicking OK, thereby confirming the change in sub type, PACS performs the following actions:
    • The property_val.dor_value field is uneditable.
    • The property_val.dor_value field sets to zero.
    • The Land and Improvement panels for real properties, and personal property panel for personal properties, are enabled.
  • On clicking Cancel, thereby canceling the change in sub type, the property sub type and values are not changed.

Effective Acres

15967

The Effective Acres Group button has been removed from the Land Segments section of the New Property Wizard (File > New > Property).

Escrow

16392/
HS 92184

The date displayed in the Posting Date field in the Apply Escrow to Property dialog box can now be changed to a date prior to the current posting date (open a property, expand the Escrow/Overpayment Credits panel, click Apply in the Escrow grid toolstrip).

16744

Attempting to apply escrow prompted an unhelpful error (expand the Escrow/Overpayment Credits panel of a property record, click Add in the Escrow section). In this case, the specified escrow amount was less than the tax due amount, making this transaction a partial payment requiring the PARTIAL bill fee code. Since the appropriate code was not selected, the transaction failed, prompting the error.

The error message has been modified to inform the user that partial or underpayments are not allowed.

17291

When mass applying escrow, an overpayment credit is now applied to properties with no payable items (Activities > Mass Maintenance (Escrow) > Mass Apply Escrow).

Event Management

15959/
HS 90819

Because too much memory was consumed, an unexpected error occurred when viewing a property event attachment (in property Events panel, select event and click Details, click Open in Event Objects panel). Now, a memory status warning displays, recommending the user free up resources.

16352

The event code TD (Tax District) did not display among the Type options in the Event Type Codes dialog box (PACS.Admin, select Tools > Codefile Maintenance > General). This has been corrected.

General

13581/
HS 83450

Users can now view images in the Image Viewer without the Edit Images user right assigned to them through PACS.Admin (BOE > Protest > Edit BOE Case > View Images).

14018/
HS 84647

A transfer attempt of over 50 records failed in the Transfer Funds – Tax Districts dialog box (Activities > Accounting > Transfer Funds > Tax District). This functionality has been modified, resolving the issue.

15147/
HS 87515

A state code is now required when creating a new property in the New Property Wizard (File > New > Property).

15473/
HS 87693

After opening a property record in a different year by double-clicking the year in the History Years for Property dialog box, then closing that year, attempting to close the original property record resulted in the property record reopening because the child History for Years dialog box remained open (from property record, click Commands > Open Another Year for Property). A warning about the child dialog is now displayed in this situation, correcting the issue.

15639/
HS 85680

Due to errant mapping, the Mortgages & Permits panel option did not display in the list of views when viewing a property. The issue has been corrected.

15743/
HS 90030

My PACS shortcuts did not function as expected because various reports automatically generated errant links. This issue has been corrected.

15804, 15805

It is now possible to create a new property from the Property Search Results display by selecting a property in the results, right-clicking and selecting Create New Property. The Activities > Create New Property user right applies. Additionally, the results must include more than one property. A new taxpayer record can also be created through the same steps in taxpayer context.

15833

A property search using street name did not return the expected result. Street names not designated as the primary street can be entered now with the expected result.

15834

The Recalculation Error Validated column in the Land Segments grid, Improvements grid, and improvement Details grid now displays No Errors when no errors exist on the land detail, improvement, or improvement detail.

15960/
HS 90838

Grids have been modified as follows:

  • Created By, Created Date, and Last Print Date have been added to the Levy Statement grid (Activities > Levy > Tax Statements > Create Tax Statements);
  • Run # is now Run ID, and Count is now Stmt Count in the Delinquent Notices grid (Activities > Delinquent Notice > Print Delinquent Notice);
  • Stmt Count has been moved two spaces to the left of the Created By column in the Supplement Statements Runs grid (Activities > Supplement > Supplement Statement Maintenance).

16006/
HS 91026

A property search involving the property ID generated an unexpected error. A part of the search query accounting for supplement number has been modified, correcting the issue.

16072

The Description field in the Improvement Detail dialog box now allows up to 100 characters (expand the property Improvements panel, click Detail in Improvement Details grid).

16094/
HS 89189

Upon generating corrected tax statements, the Property Results dialog box displayed an unexpected Change Date for properties that had an address change with no change of ownership date (Activities > Generate Corrected Tax Statement(s), click Add). Results now display the mailing address last change date when no change of ownership date is available.

16125/
HS 91369

After clicking the Other Adj button and entering a value in the Improvement Detail Adjustments dialog box, the adjustment did not display in the Improvement Detail dialog box after clicking Recalculate because the dialog box did not refresh, displaying the new value. The adjustment only displayed after recalculating the improvement. The refresh issue has been corrected.

16137/
HS 91480

An unexpected error occurred when attempting to remove a property from the Property Search Results dialog box (select a property (or properties), right-click and choose Remove Selected Search Records). This issue has been corrected.

16252/
HS 91785

Property links did not display in the Property Links grid of the Splits, Merges & Links panel of linked properties as expected. Now all linked properties display for primary and linked properties.

16132/
HS 91429

The Payment History panel did not refresh and display the expected values. This issue has been corrected.

16409

The menu options and grid contents that display in the Owner & Agent panel for the Treasurer role type unexpectedly displayed for the Assessor role type when switching between roles. The sequence of refreshing the display and initializing role-specific behavior in the application has been modified, correcting the issue.

16488/
HS 92204

This taxpayer is classified as a Confidential Owner was activated and, thus, repeatedly selected unintentionally when viewing or working in a taxpayer record. The confidential option is now activated only when the cursor is positioned directly over the selection check box.

16543/
HS 92585

A spelling error in the Assessment/Taxroll Reconciliation Report dialog has been corrected (Reports > Levy > Assessment/Taxroll Reconciliation).

16708/
HS 93214

The Roll History panel refreshes, reflecting any changes in value, after recalculating the property. Values displayed do not refresh each time the Roll History panel is closed and expanded.

Group Codes

15313/
HS 88638

An unexpected error occurred when attempting to add group codes to a taxpayer record (expand Events/Groups panel of taxpayer record, click Add in Groups section, select all codes). The issue has been corrected.

Imports

15892/
HS 86955

Building permits imported from Tidemark were not assigned the expected status (Import > Building Permits). This issue has been corrected.

Improvements

15953/
HS 90778

The percent complete value entered in the building permit record now updates and displays in the Improvement dialog box upon opening the improvement detail (property record, expand Improvements panel, click Detail above Improvements grid).

Income

16015/
HS 91039

An unexpected error occurred when selecting or deselecting Taxes Override in the Direct Cap panel of the Income Details dialog box because the tax calculation returned too high a value (from Value panel, click Income Value, open Direct Cap panel, then select Taxes Override). The tax calculation has been corrected.

Land

16312/
HS 91973

Upon selecting a Front Foot appraisal method in the Appraisal Method field and Special in the Table field of the Market Valuation panel of the Land Detail dialog box, the Unit Price field was not editable. This has been corrected.

Letter Processing

13067

The letter tag System Tax Year has been added to BOE letters.

Levy Processing

14762/
HS 86687

If a MCL or MCSL bill has been manually created in advance, a new levy bill for that same tax district/special assessment bill year is not created during annual, routine bill creation through levy certification.

16350

When working in the Highest Lawful Levy Limit Detail dialog box, the Voted Levy field of the Highest Lawful Levy Calculation Elements section displayed the same value as the Statutory Limit field in the Levy Information Summary section (Activities > Levy > Levy Certification, open a run, expand the Highest Lawful Levy Limit panel and click Details in the grid). The levy limit value is now the product of the taxable value multiplied by the voted levy rate divided by 1000 (when the lid lift is 1/1000).

16350/
HS 92327

Information displayed in the Certification to Taxroll Report was redundant (Reports > Certification > Certification of Taxroll). Mapping between levies and fund numbers has been modified, culling the redundant information.

16351

The Amount of Shift/Diversion field in the Highest Lawful Levy Limit dialog box has been modified to Amount of Shift (Activities > Levy > Levy Certification, open run, expand Highest Lawful Levy Limit panel, click Details).

16375/
HS 86487

Timber Assessed Value was unexpectedly calculated and displayed in the Certification to Taxroll Report despite Not Used being selected in the Timber Assessment section of the Levy Data panel of a tax district record (Reports > Certification > Certification of Taxroll). Timber Assessed Value is no longer calculated when not selected.

16453

Although the values are associated with real property types, Improvement on Leased Land values are treated as personal property values in the Capture Values process of Levy Certification (Activities > Levy > Capture Values).

16723

While working in the Highest Lawful Levy Limit Detail dialog box, selecting Calculate Highest Lawful Levy, then selecting Shift/Diversion Amount (now renamed Shift Amount) and entering a value and reason, clicking Calculate Actual Levy unexpectedly caused the Amount of Shift/Diversion selection and entries to clear (Activities > Levy > Levy Certification, open run, expand Highest Lawful Levy Limit panel, click Details). This has been corrected.

17055/
HS 94227

An unexpected year displayed in the Levy Rate Export file (Export > Levy Rate Export). The export query has been modified so that the expected year displays. So, for example, if 2009-2010 is selected in the Year field of the Browse Export Folders dialog box, then the year 2010 will display in the appropriate column of the export file.

Marshall & Swift

16416/
HS 92208

Recalculating a M&S property resulted in changes to the overall appraised commercial value even though no changes are made to the record. This occurred on properties with the depreciation overridden, and has been corrected.

Mass Maintenance

15242

The Mass Copy of Sale Land Maintenance dialog box has been renamed Mass Copy of Sale and Improvements Maintenance (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Copy of Sale Land and Improvements Maintenance).

16331/
HS 92004

While working in the Mass Update Details dialog box, making a selection in the Table column of the Update Values section erased prior selections made in the Neighborhood field of the Property Level section (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update). This issue has been corrected.

Miscellaneous Receipts

14256

The Distributions grid did not refresh and populate after creating a new distribution, even after an inbox item was generated (Activities > Accounting > Distributions, click Add). This has been corrected, as the grid now refreshes after creating a distribution.

16424

After posting a miscellaneous receipt transaction, the Total Paid field now clears and the Miscellaneous Receipt – Post Payment dialog box remains open (Activities > Posting > Misc. Receipt Post Payment).

PACS.Admin

16313/
HS 92036

Improvement detail type codes are now limited to 10 characters in length (Tools > Codefile Maintenance > Improvements > Detail – Improvement Type Code).

13836

Matrix tables for certified years are no longer editable in PACS.Admin (Tools > Matrix Maintenance).

14550/
HS 86179

The Modifier Maintenance user right now enables the user to edit all four modifier maintenance menu options under Tools > Modifier Maintenance in PACS.Admin.

Payment Processing

13378

It is now possible to distribute refund interest. The following event codes have been added to facilitate the distribution process, and may be mapped through the Fund Maintenance section of Tax District levy details:

  • REF-TD – Tax District
  • REF-SA – Special Assessment
  • REF-FEE – Fee
  • REF-FN – Fund Number

After mapping events and creating the distribution, the balances can be validated by generating and comparing the FMS Verification Report and the Refunds Paid Report (Reports > Distributions > FMS Verification; and, Reports > Refunds > Refunds Paid Report).

13530

The following three columns have been added to the Payment Distribution grid and panel of the payment record (open a property, expand the Payment History panel, click Details in the Payment(s) grid, expand the Payment Distribution panel of the payment record):

  • Base Amount
  • Penalty
  • Interest

14720, 17168

Non-US Funds Check is now an option in the Tender Type column of various grids of payment post dialog boxes.

15087

On selecting a batch, the title bar did not update, and continued to display None. An event is now triggered when a batch is selected, thereby updating the title bar.

16969/
HS 94007

Previously, validation disallowing $0 values in the Amount Tendered column was added to the Quick Post: Single Payment and Miscellaneous Receipt – Post Payment dialog boxes (15275). This change has been reversed. $0 values are now allowed.

15685

The Payout Agreement panel now refreshes, displaying changes, as expected.

15867/
HS 90341

An account number entered in the Account Code column of various payment post dialog boxes that was shorter than the account number in the chart of accounts saved as the stored chart of accounts number. Account numbers shorter than numbers stored in the chart of accounts can be entered and saved by entering a blank character (i.e., clicking the space bar) in the Account Code field before typing the desired number. The blank character space is deleted upon posting the payment.

16029

When adding fees en masse, the Add Fee Wizard displayed an unexpected value in the Balance column (perform a property search, select multiple properties, right-click and select Add Fee). The calculation that determines the balance displayed in the Wizard has been modified to merely reflect the current amount due less any amount paid for levy and special assessments.

16080/
HS 91213

The incorrect year displayed on the Refund Detail receipt after a refund was issued for an overpayment credit (from Payment view, select Reprint Receipt and select Detail Receipt). This has been corrected.

16364/
HS 92134

The payee name displayed on the Daily Check Register Report did not match the name displayed in PACS (Reports > Daily > Check Register Report). The payee name is now displayed instead of the payee account name, correcting the issue.

16494/
HS 92345

Because the export process duplicated a record, the cash drawer export generated an error message in a user’s Inbox (Activities > Daily Process > Cash Drawers, click Export). The issue has been corrected.

16803/
HS 93753

A voided payment was posted in a closed drawer. When a drawer is closed, it will no longer be displayed as the default when the Drawer field and button is displayed.

Penpad

14976/
HS 87458

When a property is checked out to Penpad, it is now read-only in PACS.

16502/
HS 92422

An unexpected error occurred when performing a check out. The issue has been corrected by accounting for possible issues with the client-server.

Property Access

15396/
HS 88751

The number of bathrooms and bedrooms are now displayed when viewing a property record online.

15996/
HS 90942

TIFF images can now be viewed online. Attempts to view the image prompt a warning informing the user that the file may contain multiple images. This allows the DOR to view supporting documentation.

16126/
HS 91425

After entering a search type in the Search Type field in Property Search Options, generating the Property Search Results, then using the browser arrow to navigate back to the search options, the previous Search Type entry displayed, but the sub-search option displayed the default search type. Property Access now reverts to the cached page when displaying both the previous search type entry and its associated sub-search field.

16249/
HS 91725

A sales search by tax district returned no results. Search performance with tax district criteria has been corrected.

16431/
HS 88728

Property details incorrectly displayed payout agreement amounts due. Half and full payments now display as expected. In a related issue, the Payout Schedule only displayed amounts due in the current year. The year association has been removed, allowing all years on the payout agreement schedule to display as expected.

16505/
HS 92156

Overpayment credit transactions without a year value defaulted to display -1. Now, if the Year field does not have a valid value for the transaction, then no data is displayed.

16611/
HS 92828

Properties unexpectedly displayed a Y indicator for multi-family redevelopment. Mapping between PACS and Property Access multi-family properties, as well as historic and remodel properties, has been corrected.

16877

The following changes have been made to content displayed under the Taxes and Assessment Due panel of Property Access:

  • The columns First Half Base Due and Second Half Base Due have been renamed First Half Base and Second Half Base.
  • Payout agreements are now marked with an asterisk which indicates via a note at the bottom of the display “This statement is part of a payment plan. Please contact the Treasurer’s office for the payment schedule.”
  • The existing note regarding making future payments has been moved to the upper right of the display.

The following changes have been made to the Pay Tax Due and Taxes and Assessment Due panels of Property Access:

  • The Taxes and Assessment Due panel is expanded by default when opened via a search through the Treasurer’s website.
  • The Taxes and Assessment Due panel has been renamed Taxes and Assessment Details.
  • The parenthetical note displayed next to the statement ID in the Year – Statement ID column of the Pay Tax Due panel has been changed from Full to Balance.

Receipting

16403/
HS 92123

When creating a miscellaneous receipt in the Miscellaneous Receipt – Post Payment dialog box, the Description column automatically populated with chart of account information on tabbing out of the Account Code column in the Payment Information grid (Activities > Posting > Mics. Receipt Post Payment). The Description column no longer automatically populates on tabbing out of the Account Code column.

REET

16361/
HS 92114

When attempting to save a REET record before choosing a buyer or a seller, a warning now displays that alerts the user to the missing information.

16486

Attempting to process a merge involving a child property caused an unexpected error because the necessary data was not being found and copied as required. The issue has been corrected.

16617/
HS 92903

REET records for which the excise number has been generated are now read only. However, the Excise Status field and Grantor/Grantee field remains editable for users with the appropriate user rights.

16644/
HS 93015

A penalty fee was charged when the posting date was within 30 days of the sale date. The posting date and sale date are now appropriately compared, and P&I is charged after the 30 days have passed.

16697/
HS 93239

Because year associations were being considered, properties selected in the New REET Dialog box did not display in the REET Property Verification dialog box (File > New > REET, select property and click Verify). Year information is no longer considered, correcting the issue.

Reports – Treasurer

13760/
HS 83622

Verbiage displayed on the Payout Agreement Payoff Statement form has been modified to Per your request of (report print date), the following payoff information reflects all payments posted as of (report print date).

13969

When a tax statement is generated by using the Commands menu, the first four characters of the logged in username display next to the printed date.

13985/
HS 84494

Fees did not display in the Delinquent Tax Roll Report (Reports > Delinquent Tax Roll Report). This has been corrected.

14288

The Refund Amount did not populate and display in the Certification of Levies Report (Reports > Levy > Certification of Levies). The correct value now populates and displays in the report.

14289

The Levy Rate Summary Report calculated using rates from prior years (Reports > Levy > Levy Rate Summary). The expected rate is now used.

14660

Fees with $0.00 due and $0.00 paid displayed on the Outstanding Fees Report (Reports > Fees > Outstanding Fees Report). The query has been modified to exclude fee records with $0.00 due and $0.00 paid.

14834

Because mobile home property affidavits were not being counted, the total number of affidavits displayed in the Statement of Taxes Collected report (Reports > Monthly > Statement of Taxes Collected) was incorrect. This has been corrected.

14959/
HS 86897

The county name has been added to the headers of the following reports:

  • Assessment Taxroll Reconciliation Report
  • Cert Of Levies Report
  • Levy Rates By Tax Area Report
  • Levy Rates Report
  • Levy Rate Summary Report
  • RCMI Report

15209/
HS 87440

Values displayed in The Certification of Values by Tax Area Report did not match those displayed in the Certification of Values Letter Report because the letter report was informed by an outdated table (Reports > Levy > Cert of Values by Tax Area; Reports > Levy > Print Certification of Value Letter Report). The letter query has been corrected.

15251

When editing an existing letter in Word (from PACS ribbon, select Letter Maintenance), adding or removing event creation did not save. This has been corrected.

15432

The expected, selected tax areas did not display in the Outstanding Balances Report (formerly the Delinquent Tax Roll; Reports > Outstanding Balances Report). This has been corrected.

15433

The Outstanding Balances Report (formerly the Delinquent Tax Roll) displayed duplicates (Reports > Outstanding Balances Report). This has been corrected.

15517

Results displayed in the Collection Pursuit Activity Report included duplicates, and required more time to compile than expected (Reports > Collections > Pursuit Activity Report). Performance has been optimized.

16117/
HS 91376

The Special Assessment Recap Report is available. Access the Special Assessment Recap Report by selecting Reports > Monthly > Special Assessment Recap Report. Calculations in the related YTD Recap Report and Fiscal YTD Recap Report have been corrected, and now balance as expected.

16168/
HS 91631

The payment detail listing report did not itemize and display fees associated with separate properties as expected (Reports > Daily > Payment Detail Listing). The default sort options, intended for the detail version of the report, have been modified to ensure data displays as expected when the summary version is selected.

16169/
HS 91632

County information displayed on the first page of the Collection Review Report was corrected, but subsequent pages of the report were not (Reports > Collections > Collections Review Report). All pages now display the expected county name in the headers.

16191/
HS 91671

The Supplement Tax Adjustments Report excluded all data for a prior year (Activities > Supplement > Supplement Group Maintenance, select a supplement ID, right-click and choose Print Tax Adjustments). Rollback data selection is no longer limited by supplement numbers, correcting the issue.

16209/
HS 91635

The Audit Trail Report did not display the expected years (expand the Audit Trail panel of a property record and click Print Audit Trail). This issue has been corrected.

16224/
HS 91842

The special assessment description has been added to the sub header of the Receivable Summary Report (Reports > Monthly > Receivable Summary Report).

16248/
HS 91697

Various selection criteria in the One Line Sales Ratio Report dialog box did not produce the expected results (Reports > Sales Ration Report, select One Line Commercial Sales Report). The query generating the report has been modified, correcting the issue.

16402/
HS 92113

The Cashier’s Grouping Summary Report unexpectedly excluded REET payments with variance. The issue has been corrected.

16504/
HS 90442

The farm exception amount was included in the taxable value displayed in the Certification of Value letter (Reports > Levy > Print Certification of Value Letter Report). Farm exemption is now accounted for, correcting the issue.

16519/
HS 92121

The county name now displays in the Outstanding Balances Report (Reports > Outstanding Balances Report).

16679

When data is available and applicable, the Levy Calculation Summary Report may now include more detail (Activities > Levy > Levy Certification Run, open a run, expand the Tax District Summary panel and click Print). Details include: (1) Indicators for population size, first and second resolutions to increase over last year’s levy with percentages, (2) actual levy calculation details and highest lawful levy details, and (3) banked capacity. The report can be saved in Excel format for submission to the DOR.

16684/
HS 93080

Because of formatting, numbers were cut from the right margin of the Daily Summary Report (Reports > Daily > Daily Summary). Fields in which the numbers display have been padded, correcting the issue.

16695/
HS 93017

The GEO ID and Totals now display in full on the Payment Receipt Report (select Payment ID and click Print Property Receipt).

16869

The Outstanding Balances Report details displayed only a portion of the amount due (Reports > Outstanding Balances Report). The queries failed to filter bills and fees based on first payment status and due date. The queries have been modified, correcting the issue.

16876/
HS

Personal property was included in the Certificate of Delinquency Report (Report > Collections > Certificate of Delinquency). Now, personal property is only included in the report when linked to a real property record, and when both the personal and real property have delinquencies.

16881

The menu path Reports > Distributions has been changed to Reports > Accounting. This affects access to the Certification Fund Number Listing, FMS Verification, and the Revenue Merge Report.

16884

Because Due Date information was not being filtered correctly when the report was being generated, properties were unexpectedly excluded from the Certificate of Delinquency Report (Reports > Collections > Certificate of Delinquency). This has been corrected.

Rendition Processing

15136/
HS 87657

On creating a new row in the Sub Segments grid of the Asset Listing dialog box, the cursor now focuses in the Type column (open personal property, expand Personal Property panel, select Asset Management).

16707/
HS 93111

After using Field Level Customization in PACS.Admin to customize display options for the Rendition panel, paragraphs displayed in the application were not enabled for editing (Tools > Field Level Customization, expand Properties and select Rendition Panel). Faults in the enabling process have been corrected.

Rollbacks Current Use

13713/
HS 83451

It is now possible to enter a value with a decimal point in the Current Tax Year Current Use Value field of the Rollback Wizard/Compensatory Tax dialog box (open a property Rollbacks & Shared Property panel, click Details above the Rollbacks grid).

Split/Merge

15653/
HS 89222

The appraisal method sets to Distributed for properties merged in certified years (Activities > Merge Properties). The land value of the parent equals the sum of the land values for each property prior to the merge.

16194/
HS 82642

During the Activate Supplement Process, non-payout bills/fees belonging to a parent property being split in the supplement group (with unvoided payment transaction(s) on the bills) set to half-pay, with the effective due date set to the second half due date. Bills/fees associated with the split child property account(s) are now set to full pay.

16649/
HS 92980

An attempt to run the Split/Merge Wizard for a supplement group prompted an unexpected message warning that credit would not be applied (Activities > Supplement > Supplement Maintenance, click on supplement group ID, right-click and choose Mass Apply Split/Merge Credit Wizard). Filtering has been modified to exclude records with a zero tax due amount, correcting the issue.

Supplement Processing

14877/
HS 85706

The Supplement Code, Supplement Reason, and Comment fields were disabled when attempting to copy a property to another year in the Copy Property Information to Another Year Wizard (Commands > Copy Property to Another Year). Without access to these fields, the procedure could not be completed. These fields are now accessible when attempting to copy a property to another year.

17349
HS 94901

Some properties were unexpectedly excluded from the supplement roll (Activities > Supplement > Supplement Group Maintenance, select supplement group, right-click and choose Print Roll). The selection procedure unnecessarily attempted to draw common data from different tables, resulting in the exclusion of some unique data. This has been corrected.

Tax Due Calculation

13354

When a credit balance exists on a bill within a statement, the values and text display in red in the Statement grid in the Tax Due panel of a property record.

14361/
HS 85452

Because the value displayed is not the original base fee amount due, but, rather, the base amount due, the Base Amount column displayed in various grids has been renamed Base Due.

Tax Statement

12757/
HS 80122

The tax statement was taking 15 or more seconds to generate. The statement now generates in less than 15 seconds. The time in which the report will generate varies with environments.

14496

The mailing address did not display in the required envelope window (Commands> Create New Tax Statement). This has been corrected.

14665

Statements did not print for records without a country code. This has been corrected.

14896

Levies did not display in tax statements because the Separate Levy option in the Exemptions and Statement Display section of the Tax District details dialog box was not functioning (open Tax District view, open Levies panel, select levy and click Details). This has been corrected.

14908/
HS 87137

A tax statement included a property with a mortgage company (Commands > Create New Tax Statement). The statement query has been modified to exclude properties with mortgage companies from the statement.

15828/
HS 90234

The scanline on the first half stub of tax statements now displays when previewing the statement (Commands > Generate Tax Statement).

15831/
HS 90356

Generating corrected tax statements for properties with ownership changes produced duplicate results (Activities > Generate Corrected Tax Statements, click Add). The issue has been corrected.

16000/
HS 90939

An unexpected error occurred when clicking Close or the up and down arrows in the Tax Statement Messages dialog box in PACS.Admin before any message codes had been created (Tools > Code File Maintenance > General > Tax Statement Messages). This prompted the following changes:

  • If no tax statement message codes exist, then the up/down arrows are disabled;
  • the top or bottom code is selected, then the up or down arrow respectively are disabled;
  • On deleting the last code, both arrows are disabled.

16164/
HS 91517

The Print All Tax Statement(s) and Print Selected Tax Statement(s) options were not enabled in the right-click menu of the Property Search Results list (generate a property search, click on property IDs and then right-click). This issue was caused by an incorrectly mapped user right, which was corrected. After the fix, an attempt to use the functionality resulted in an unexpected error. This was also corrected.

16362/
HS 92118

An unexpected error occurred when attempting to generate a property list from the Ownership Change Statement Run dialog box (Activities > Generate Corrected Tax Statement, select statement run, enter criteria and click OK). This issue has been corrected.

16429/
HS 92384

Multi-coupon corrected statements printed on 2 letter sized pages instead on 1 legal page (Activities > Generate Corrected Tax Statement(s)). This has been corrected.

Year Layer

15752

The No Changes option has been removed from the Future Year Warning dialog box (from a property record, select Commands > Copy Property to a Future Year).

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