1.9.0.31.2100 Release Notes
Fixes
ID | Description of Update |
General
18424/ | The application occasionally appeared to freeze, or an error would unexpectedly display when opening a property record in the Treasurer role because the Statement Amounts grid loaded inefficiently (Property view, Tax Due panel). Loading has been streamlined for enhanced performance. |
18677/ | After linking a Business Personal Property record with a Real Property record, all of the Real Property’s existing BPP links became linked to the original Business Personal Property record (expand the Splits, Merges & Property Links panel of the Property view and click Add in the Property Links grid). This was the intended result of a prior change made by request. Now, however, original functionality has been restored, preventing third-party links from displaying as they did here. |
18771/ | The Tax Due panel did not display in the Real Property view because the panel was not explicitly coded to load on Real properties; this issue has been corrected. |
Mass Update
18858/ | A Neighborhood Code was not removed as expected after performing a Mass Update (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update, click Add in the Mass Update Maintenance dialog box). The menu option |
Marshall & Swift
18717/ | Attempting to delete a single Addition in the Marshall & Swift Details dialog box resulted in the deletion of any and all other Additions on the property (from the property record Improvements panel, click the M&S Details button). This proved to be a display issue; after deleting a section’s Addition, another section’s Additions displayed; in this case, however, the section had no Additions. A modification has been made to prevent this misleading occurrence. |
Payment Processing
15157/ | Previously, because the principal amount due in a payout agreement schedule did not equal the actual base amount due, the payout agreement calculation was modified to ensure that the principal amount and base amount were equal (Activities > Payout Agreements > New Payout Agreement). Now, an additional change: The Crystal version of the printed schedule has been modified to accommodate up to four decimal places when displaying the bond interest rate (from the Payout Agreement view, choose Commands > Print Schedule). |
Penpad
18632/ | The TAUpgrade Utility now updates both the |
Rendition Processing
18869/ | An unexpected error occurred when attempting to update a depreciation schedule in PACS.ADMIN (Tools > Schedule Maintenance > Depreciation Schedule Maintenance). The error was caused by a special character in the depreciation schedule’s Type Code field–a result of either user data entry or system data conversion. Such characters are now handled gracefully, allowing Depreciation Schedule Maintenance to function as expected. |
Reports: Assessor
18721 | Current Use rollback data was included on the Supplement Roll (Activities > Supplement > Supplement Group Maintenance, select a supplement group, right-click and choose Print Roll). Properties with supplement codes of the current use type are no longer pulled for the report, correcting the issue. |
18722 | The Supplement Tax Adjustments Report unexpectedly displayed rollback data (Activities > Supplement > Supplement Group Maintenance, select a supplement group, right-click and choose Print Tax Adjustments). This issue has been corrected. |
Special Assessment
18803/ | An unexpected error occurred when attempting to recalculate a special assessment (Activities > Special Assessment > Calculation Wizard, complete Wizard). The error resulted from the system not properly handling a special character ( |
Tax Statements
18774/ | An unexpected error occurred on attempting to generate corrected tax statements for properties with ownership change (Activities > Generate Corrected Tax Statements). This issue has been corrected. |
18797/ | Properties were not filtered and displayed as expected on the Crystal version of tax statements (Activities > Levy > Tax Statements > Create Tax Statements, click Add in the Levy Statements window). An issue prompted by properties associated with mortgage companies has been resolved. |
18801/ | The second payment date was incorrect on the multi-coupon statement (from a property record, choose Commands > Create New Tax Statement). A previous fix (17705) directed the system to refer to the effective date. Now, however, the system refers to the expected minimum due date from the bill payments due table, correcting the issue. |
2.9.0.31.2000 Release GA
New Features
Current Use
PACS 9.0 has greatly expanded functionality related to Current Use and Rollbacks. Modifications and additions include the following:
- Real properties now have a Current Use History panel. This new panel displays land details throughout the property’s history. Specific columns include Type, Acres, Market Value, Market Unit Price, Productivity Value, Productivity Unit Price, and Productivity/Acre. Open the land detail by clicking Details in the Current Use History grid. This panel displays when the user is in the Assessor role.
- The Current Use Rollback Wizard has changed. It is now necessary to specify the property rollback status earlier in the procedure. Estimated rollbacks enable the Estimated Values options; completed rollbacks enable the new Land Details grid. Access the Wizard by clicking Add in the Rollbacks & Shared Property panel of a property record.
Additionally, new options are available on the Land Details and Estimated Values grids–the second page of the Rollback Wizard. Land details can be added, values modified, and then those values can be copied down to the Estimated Values grid, allowing those values to be captured while the rollback is completed.
- The Rollback Details dialog box has been modified. The Complete button and associated functionality has been removed as it is no longer possible to convert an estimate to a completed rollback. The option to void the rollback remains. But if you attempt to void a rollback in which the supplement is not the most recent supplement on the property, then the following warning is displayed:
A supplement has been processed after this removal was completed. By voiding this removal, information from any supplements processed after the removal may be overwritten. Do you still want to void the rollback?
- To void a current use rollback, you must now have the new Void Current Use Rollback (Property > Edit Property > Rollbacks (Current Use) > Void Rollbacks (Current Use)).
- When viewing the Values panel of a property that has a completed current use removal in the year shown, the following note now displays:
This property was supplemented as part of the CU removal process to correct the value. Additional taxes were added as part of the removal and the taxes will not be recalculated when a subsequent supplement is processed.
- It is possible to set up Current Use Compliance Review Status Codes in PACS.ADMIN by choosing Tools > Code File Maintenance > Current Use > Current Use Compliance Review Status.
Properties can now be manually or automatically selected for compliance review, and these codes identify the status or progress of the review. Manually mark a property for review and change the review status through the Appraiser Info panel of a property record. In the Current Use Compliance Review section, select the Perform Current Use Compliance Review check box. Then select the appropriate status from the Status field drop-down list. Status and review dates can also be updated.
- Properties can be automatically selected for compliance review by creating a Current Use selection run. When properties are selected in a selection run, they are automatically marked for review, as displayed in the Appraiser Info panel of the property record. Create a selection run by choosing Activities > Current Use > Property Selection.
When generating a selection run, properties can be selected randomly, with criteria, by query, or by listing specific property IDs.
After generating a current use selection run (Activities > Current Use > Property Selection), from the Print Current Use Review Applications dialog box, it is possible to remove properties from a run, completely undo a run, generate a list of properties included in a run, or a list of processing errors that occur in a run.
- You can control how often a property is automatically selected for review through the system setting Current Use Review Selection – Number of Years Since Last Status Change. If, for example, this setting is set to 3 years (the default setting), then no property that has had a status change within the last 3 years can be automatically selected for review. Modify this setting through PACS.ADMIN by choosing Tools > System Configuration > Land, and adjusting the value under Current Use Review Selection – Number of Years Since Last Status Change.
- Current Use Review Applications can be sent to properties that have been manually and automatically selected for compliance review by choosing Activities > Current Use > Print Current Use Review Applications. Send the applications to properties flagged for audit, properties with a particular current use review status, or to properties selected by query or listing.
- Four new reports detailing current use removal information are available. Access the following reports through the main application menu button by choosing Reports > Current Use:
- Current Use Status Codes Report
- Notice of Intent to Remove Current Use Report
- Current Use Removals Report
- Additional Taxes Billed Report
- Additional Taxes Paid Report
- PACS 9.0 now has expanded lien functionality. The County Liens section of the property record Deeds and Sales panel has been renamed Property Liens. When creating a lien, the lien type, current use program, acres liened, and other data can be recorded, stored, and tracked.
Lien details are added through the Lien dialog box. Lien and taxpayer documents can be selected in the dialog and printed on saving the lien record. Other properties can also be added to the lien through the Lien dialog box.
- Additionally, documents and taxpayer letters concerning liens can be generated from the panel by clicking Documents in the grid tool strip. In the Print Lien Letters dialog, select the type of document(s) to print and click Print.
- Release liens simply by clicking Release. A partial release or complete release can be executed through this procedure. Enter Metes and Bounds information as needed.
- Generate the Property Lien Report, a detailed listing of liens, by choosing Reports > Property Lien Report. Multiple searching and sorting options are provided.
DOR Reports
Three improved treasurer reports are available:
- First, the Fiscal Tax Collections Report can now be generated through Reports > Monthly > Fiscal Tax Collections Report in the Treasurer’s role. This report displays all collections for ad valorem taxes by year. The Fiscal Tax Collections Report is similar to the existing Fiscal YTD Recap Report, but, here, all levies are combined into total collections amounts.
Additionally,
- Data is based on fiscal years rather than calendar years.
- Data is generated for each tax district and exclusively includes levy bill transactions posted during the specified fiscal months.
- The Preparer’s Name, Phone, and E-Mail are entered manually in the Fiscal Tax Collections Report dialog box.
- Once generated, the report is displayed in a standardized format that can be printed and submitted to the Washington DOR. This report does not include the standard PACS 9.0 report header.
Values reflect the following:
- Uncollected Balance Jan 1 column displays the balance due at the beginning of the fiscal year.
- The Additions During column displays the sum of positive adjustment transactions
- The Collections During column displays the sum of payment and refund transactions
- The Cancelations During column displays the sum of negative adjustment transactions
- Uncollected Balance December 1, 2018 = uncollected balance Jan 1 + Additions During – Collections During – Cancelations During
- The Annual Financial Report is available through Reports > Monthly > Annual Financial Report in the Treasurer’s role. This report is to be completed as part of annual financial reporting and is presented as supporting documentation in the County CAFR.
Additionally,
- Data is based on annual years rather than fiscal years. The report sums base amounts from the transactions, without P&I, overage, or underage.
- Displayed values are summed from posted transactions on levy bills in the report period (from Jan 1 to the specified ending date), divided by core transaction type.
- Report formatting is the standard PACS 9.0 report format.
- Because the query spans most levy bill transactions in the system, the report may take several minutes to generate.
Values reflect the following:
- Receivable On Jan 1, 2018 is the sum of all levy bill transactions from the earliest record until the beginning date of the report period.
- The Taxes Collected column displays the sum value of payment and refund transactions.
- The Tax Adj Increase column displays the sum of positive adjustment transactions.
- The Tax Adj Decrease column displays the sum of negative adjustment transactions.
- The Receivable on Dec 31 column = Receivable on Jan 1 + Taxes Levied Report Year – Taxes Collected + Tax Adj Increase – Tax Adj Decrease. The original receivable value equals amounts due minus amounts paid, displaying the outstanding balance.
- The Assessment Roll Report now displays CU to the right of the property ID to indicate Current Use designation on a property. A header for the Type column has been added to the report. Generate the Assessment Roll Report by choosing Reports > Totals/Rolls > Assessment Roll Report in the Assessor’s role.
Income Approach
Functionality related to the income approach has been significantly enhanced with this release. Modifications and additions include the following:
- Income-related displays from the property view have changed. A new Income Valuations & Characteristics panel has been added to the property view. This panel features the Income Valuations grid, Property Distribution grid, and Income Characteristics grid. Previously, these grids were accessed by expanding a property record’s Values panel and clicking Income Value. This button now opens the Income Details dialog box.
Create or access existing income valuations by clicking Add or Details in the Income Valuations grid. If an Income Characteristic is added without an Income Valuation, the Add option in the Property Distribution panel is disabled.
- The following panels have been added to the Income Details dialog box:
- Improvement & Land Designations
Through this panel’s functionality, Improvements on the subject property and/or Land Details from other properties can be included in the income valuation.
- Schedule – Improvement Level
After improvements are added to the income approach, improvement schedule data can be reviewed and modified through the new Schedule (Improvement Level) panel. To modify values in the Schedule Information grid, select Override Schedule Values at the top of the section. Values in this grid are determined using the income improvement detail schedule with matrices. When no schedule is present for one of the rows in the grid, and a required field has not been overridden with a user’s value, the value sets to zero on recalculating and the error output states that no schedule was found.
- GRM/GIM Approach
It is now possible to schedule and use the GRM/GIM approach to valuation with PACS 9.0. A property’s income schedule can be accessed and modified through the GRM/GIM Approach panel in the Income Details dialog box. Use the monthly and annual potential gross income, and the gross income multiplier and/or gross rent multiplier to appraise a property. A table displayed in the panel includes Direct Cap, Schedule, and Pro Forma data. Use the Get Pro Forma button to open the GRM/GIM Pro Forma Search dialog box to help navigate the schedule.
In addition to these new panels, the existing Schedule panel has been renamed Schedule – Property Level. Access these panels in the Income Details dialog box by opening a property, expanding the Values panel, select Income Value, then click Add to add a new Income Valuation to the Income Valuations grid.
- Improvement & Land Designations
- A new user right has been created that allows users to view some of the new Income-related panels named above when the income valuation method is either the code SCH or SCHIL
- Property > Income > View Property Income Valuation Schedule Information
If a user has this right, but not the existing Edit Income Valuation user right, then the General panel, Schedule – Property Level panel, and Schedule – Improvement Level panel are displayed but the data is read-only. This user can not print worksheets or recalculate property values.
- A new Errors… button has been added to the Income Details dialog box. If a recalculation generated any errors, click Errors… to open the Income Errors Dialog box displaying the error ID, method, and description.
- To value the approach, an income improvement detail schedule can now be created in PACS.ADMIN through Tools > Schedule Maintenance > Income > Income Schedule Improvement Detail Maintenance. Set up schedules based on Year, Neighborhood, Improvement Detail Type, and Improvement Detail Method. The schedules apply income and expense data to reach a valuation.
- These schedules can also utilize matrices set up specifically for improvement details. Set up schedules in PACS.ADMIN through Tools > Schedule Maintenance > Income > Income Schedule Improvement Detail Maintenance, and set up matrices by choosing Tools > Schedule Maintenance >Matrix Maintenance > Income Improvement Detail.
- The system configuration now includes the following Income Valuation Options:
- Apply Land & Imprv Designation Distribution to All Methods
- Use Reimb. Expenses & Secondary Income to Calculate EGI
- Use Reimb. Expenses & Secondary Income to Calculate GPR
- Use Levy Rate in Cap Rate
- Access the Cap Rate in the Income Schedule dialog box in PACS.ADMIN by choosing Tools > Schedule Maintenance > Income Schedule Maintenance. When Use Levy Rate in Cap Rate is set to True, then the Cap Rate is added to the Levy Rate to calculate the Overall Capitalization Rate for property level Schedule methods.
- Attempts to add a distribution after improvement and/or land data has been added to the approach now prompts a warning stating that no other properties can be added unless the improvements and land details in the Improvement and Land Details Designations panel are deselected, and no longer included in the approach.
Attempts to move or remove an improvement detail or remove a land detail prompts a warning indicating that the detail is included in an income valuation, and that moving or removing the detail affects the valuation. The valuation must be recalculated if the user chooses to proceed with the move or removal.
- The option to Include in GRM/GIM Pro Forma is now available when working with income details. The option displays in the General section of the Income Details dialog box and, when selected, the GRM/GIM income valuation is included in a GRM/GIM pro forma search.
- It is now possible to create Income GRM/GIM schedules in PACS.ADMIN by choosing Tools > Schedule Maintenance > Income > Income GRM/GIM Schedule Maintenance. Create schedules based on year, property type, income class, economic area, and income level that can be applied to appropriate properties.
- New income worksheet types are available and displayed in the Summary panel of the Income Details dialog box. In addition to the existing Direct Cap, Schedule, Pro Forma, Discount Cash Flow, and Flat, the following worksheets are now available:
- Schedule (Improvement Level)
- GRM/GIM – Schedule
- GRM/GIM – Pro Forma
- GRM/GIM – Direct
- In the worksheets above, the Per Sqft value is the selected schedule value divided by the net rentable area of the income valuation; the Per Unit value is the selected schedule value divided by the # of designated units.
- Reports collecting and displaying income approach data are now available. New reports include the following:
- Income Schedule Report (Reports > Appraisal Schedules > Income Schedules).
- Income Schedule GRM/GIM Report (Reports > Appraisal Schedules > Income GRM/GIM Schedules).
- Generating the Income Schedule Detail Report (Reports > Appraisal Schedules > Income Improvement Detail Schedules).
- Income Valuations Using Other Property’s Land Details Report (Reports > Income > Valuations Using Other Property’s Land Report).
- A new Income Information section now displays in the Land Detail dialog box when the detail is already associated with an active income valuation (access the dialog box by expanding a property’s Land panel, selecting a land detail, and clicking Detail). This section features a grid displaying the Income ID, Property ID, Owner name, and Legal Description. Click Details for more information about the selected income approach.
- The following two columns have been added to the Tenant Information grid in the Commercial panel of the Income Characteristics dialog box:
- Property Type – Use the drop-down list in the Property Type column to select the appropriate type.
- Include – Select the option in the Include column to include the row in reports detailing income characteristics.
Litigation Management
- 16112/HS 90802
It is now possible to enter the bankruptcy court name when generating the Bankruptcy Claim Form. From the open property record, select Commands > Generate Bankruptcy Claim Form, then enter the court name in the Bankruptcy Court Name field of the Generate Bankruptcy Claim Form dialog box.
The court name you enter displays on the generated claim form.
Property Access
- Details under the Taxes and Assessment Due panel of Property Access can now be expanded or collapsed; details are collapsed (not displayed) by default.
Click on the panel or expand arrow to display more information.
REET Processing
- REET Web Portal has been added to the list of options available when processing REET records through the Electronic REET Processing Wizard. When REET Web Portal is selected, enter a transaction date range, click Next, and PACS connects with SIRE, an online database, to retrieve matching records. After selecting the required record, proceed through the Wizard as usual. Access the Wizard by choosing Activities > REET > Electronic REET Processing.
Reports: Assessor
- Four new reports that collect and present schedule information are available.
- The Personal Property Schedules Report (Reports > Appraisal Schedules > Personal Property Schedules).
- The Depreciation Schedules Report (Reports > Appraisal Schedules > Depreciation Schedules).
- The Land Schedule Associations Report (from PACS.ADMIN, select Tools > Schedules Maintenance > Matrix Maintenance > Land, then select the required row and click Schedule Report).
- The Improvement Schedule Associations Report (from PACS.ADMIN, select Tools > Schedules Maintenance > Matrix Maintenance > Improvement, then select the required row and click Schedule Report).
- The Personal Property Schedules Report (Reports > Appraisal Schedules > Personal Property Schedules).
- An additional criterion has been added to the Improvement Schedules dialog box. Specify an improvement type sub-class by selecting and choosing an option from the Sub-class drop-down list. Your selections determine what data is displayed in the Improvement Schedules Report. Access the report by choosing (Reports > Appraisal Schedules > Improvement Schedules).
- The Matrix Schedule sub-report of the Land Schedules Report has been reformatted to achieve clarity. Access the report by choosing Reports > Appraisal Schedules > Land Schedules.
- A new criterion has been added to the Improvement Schedules Report. It is now possible to select Sub-class. Access the report by choosing Reports > Appraisal Schedules > Improvement Schedules.
Splits & Merges
- Attempts to split or merge a property with an income valuation prompts a warning indicating that the subject property has an active income valuation for the current assessment year; the option to proceed or cancel the split or merge is also presented.
Improvement details and land details can now be included in income valuations (for more information, see Income Approach section above). Rules for how these details are handled during a split or merge are now as follows:
- Improvement details and land details associated with a property’s income valuation are now automatically removed.
- Schedule worksheet data (displayed in the Schedule – Improvement Level panel of the Income Details dialog box, accessible by expanding the Values panel and clicking Income Value) is retained when the split or merge is performed during the current assessment year. This data continues to be displayed in the Schedule – Improvement Level panel of the Income Details dialog box.
- An event is generated at the time of a split or merge.
- During a split, an event is created on the property to be split. The event description indicates that the active income valuation data has been saved. An income valuation worksheet and/or the Income Schedule (Improvement Level) Detail Report can be generated from the resulting event’s Event Detail dialog box. Access this functionality by expanding the property’s Events panel, select the appropriate event, and click Details. Then click Print Worksheet or click Print Improvement Level Detail as needed.
- During a split, an event is created on the property to be split. The event description indicates that the active income valuation data has been saved. An income valuation worksheet and/or the Income Schedule (Improvement Level) Detail Report can be generated from the resulting event’s Event Detail dialog box. Access this functionality by expanding the property’s Events panel, select the appropriate event, and click Details. Then click Print Worksheet or click Print Improvement Level Detail as needed.
During a merge, an event is created for each property involved in the merge. The event description and event functionality associated with merges is the same as those described for splits above.
Fixes
|
ID |
Description of Update |
Accounting
|
17481 |
Funds were not distributed as expected during the transfer funds process because the process expected a unique fund to be associated with the levy code, tax district, and year (Activities > Accounting > Transfer Funds). The process now selects the account associated with the levy’s primary fund. Additionally, when no To Account exists, the grid in the Transfer Funds dialog box displays |
Appraisal Cards
|
17999 |
The Like and Range fields displayed in the Print Appraisal Cards by Owner dialog box are now correctly defined as text boxes with an ellipses option. Additionally, only one of the options–Like or Range–may be selected. |
Batch Management
|
17742/ |
An unexpected error occurred on reopening a batch. This has been corrected. |
BOE Process
|
8948 |
The comment field for BOE events has been expanded, and now accommodates 1500 characters (expand the Events panel of a BOE Protest record). |
Certification Procedures
|
18311/ |
An unexpected error occurred during the capture values process (Activities > Appraisal Notices > Capture BOE Submission Values, Capture Values). The error resulted from a conflict between data and the parameters of the Recalculation Error Report, which generates automatically when the capture values process fails. The parameters of the Recalculation Error Report have been adjusted to allow for a greater variety of data points. |
Current Use
|
17329/ |
The Open Space Loss worksheet displayed a percentage using both a decimal and the percentage signifier (open the Rollbacks & Shared Property panel, select a rollback and click Details, then click Loss Worksheet). This formatting issue has been corrected. |
|
18633/ |
Comparable grids displaying land market values did not include land values from current use properties as expected. Ag and Timber current use values are now summoned and displayed in comparables grids; thus, in these cases, the land market value displayed in the comparables grid matches the land market value displayed on the property Summary panel (from the property view, choose Commands > Manage Comparables > Manage Sales Grid, click Create Residential Grid, change settings and click Next, select properties and click Finish). |
DOR Reports
|
11513 |
Much like exempt properties or properties with SNR/DSBL exemptions, an indicator now displays on the Assessment Roll Report next to properties in the Current Use program (Reports > Totals/Rolls > Assessment Roll Report). |
|
17862/ |
Strata did not display as expected on the Valid Sales Report (Reports > DOR > DOR Sales, select Valid Sales Report). This issue has been corrected. |
|
17898/ |
For multi-property sales, the land use code now displays on the summary line of the Valid and Invalid Sales Reports (Reports > DOR > DOR Sales). Also, the REET ID displays on associated properties. |
|
18065 |
Land use codes were distributed inaccurately across stratums in the Real Property Stratification Report (Reports > DOR > DOR Stratification). Stratum groupings based on selection or deselection of the Use Separate Current Use Group option have been modified, correcting the issue. When setting stratifications in PACS.ADMIN, selecting Use Separate Current Use Group results in the display of three separate groupings: (1) Single Family Residential, (2) Multi Family / Commercial / Manufacturing / Other, and (3) CU-Ag. When Use Separate Current Use Group is deselected in PACS.ADMIN, two groupings display: (1) Single Family Residential and (2) Multi Family / Commercial / Manufacturing / CU-Ag / Agri / Other. The generated stratification report reflects the new groupings. |
|
18216/ |
Values displayed on the Real Property DOR Stratification Report did not balance to those displayed on the DOR Valid Sales Report’s overall value summary as expected (Reports > DOR > DOR Stratification, select Real Property Stratification Report and Summary Totals Page Only; Reports > DOR > DOR Sales, select Valid Sales Report and Summary Pages Only option). The issue has been corrected. |
Escrow
|
16148/ |
The A ( |
Export
|
18211 |
Levy descriptions were not truncated as expected in the tax statement export file (Activities > Levy > Tax Statements > Create Tax Statements, select Levy Group ID and click Print Statements, then navigate the Print Levy Statements Wizard). Descriptions are now truncated so that no more than 32 characters are included. |
|
18181 |
It is now possible to set |
General
|
16572/ |
Expired users no longer display in the list of available users in the Users dialog when working with monitors (Activities > Tools, select a monitor and click Details, then click Assign Users). |
|
16730/ |
The Description field in the Details section of the Shortcut Manager dialog box was not editable (My PACS > Shortcuts). The field has been enabled. |
GIS
|
16657 |
Labels did not display as expected in the GIS viewer (in GIS Viewer, zoom in, right-click on map and verify Show Detail Labels is selected, then right-click on parcel and select Make visible at this zoom level). Labels are now fully extracted and display correctly. |
Imports
|
17778/ |
Amount Due values unexpectedly displayed in the Amount Paid column of the Exception Payments List from a payment import run (Import > Import Payment Run, click View Imports, highlight an import run, right-click and select Print, then select Print Payments Report and select the Print Only Exception Payments option in the Print Internet and Online Banking Payments dialog box). The Amount Paid column now displays the correct value. |
Improvements
|
17509 |
For Improvement on Leased Land properties (IOLL), the market value (Mkt) displayed on the Summary panel of property records is the sum of the (property_val.non_taxed_mkt_val + (property_val.imprv_hstd_val + property_val.imprv_non_hstd_val)). The market value field displayed on the Values panel is the non-adjusted market value. |
|
18318/ |
The value displayed in a property’s improvement detail’s Unit Price field was not consistent between current uncertified year and supplement mode as expected (from property view in current uncertified year or supplement, expand the Improvements panel, select a row in the Details grid and click Details, then locate Unit Price field in the General section of the Improvement Detail dialog box). The Unit Price field now updates and displays the correct value after recalculating in the current uncertified year or while in supplement mode. |
Income
|
18139 |
The Triple Net Schedule option has been added to the Income Schedule dialog box in PACS.ADMIN (Activities > Mass Maintenance (Tools > Schedule Maintenance > Income > Income Schedule Maintenance). Choosing Triple Net Schedule prevents the system from adding the Levy rate to the Cap Rate, and results in the Override option being automatically selected at the property schedule level, setting taxes to zero. |
Land
|
16760/ |
The Mass Update Land Miscellaneous Code procedure failed to update codes set as None in the Neighborhood, Region, and Subset fields (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update Land Miscellaneous Codes). The query for this procedure has been corrected. |
Legal Descriptions
|
17572/ |
Township and Range data were excluded from auto build legal displays. This has been corrected. Note that when both Township and Abstract/Subdivision data is present, only Abstract/Subdivisions data is used. Furthermore, the legal description generated by auto build legal did not display in the fixed panel as expected. This has also been corrected. |
Letter Processing
|
15324 |
Letter processing dialogs have been reduced in size to better display on screen. |
Levy
|
17983/ |
When navigating the Levy Data panel in the Tax District dialog box, cent amounts on values entered in the Budget Amount field were truncated after clicking OK to exit the dialog (from a Tax District record, expand the Levies panel and click Add in the Levies grid). This issue has been corrected, and up to two digits to the right of the decimal can be entered and retained in the Budget Amount field. |
|
18219 |
Senior exemptions were not displayed in the Taxable AV Regular Levy column of the Certification of Value Letter Report (Reports > Levy > Print Certification of Value Letter Report) as expected. This issue has been corrected. |
|
18361/ |
Because there was no penalty and interest data in the previous year, P&I values did not copy over to the new year and display as expected (from the Tax District view, expand the Penalties and Interest panel, select a year and click New Year). In this case, the application only determined whether levies were created, ignoring P&I. Now, when levies exist in the year to be copied, but not P&I, then PACS 9.0 displays a warning about the incomplete data. |
|
18577 |
The Total Taxes Levied Report was out of balance with the Certification of Levies Report because of rounding errors in the former (Reports > Certification > Total Taxes Levied). Values up to four places after the decimal are now accounted for in the system, and rounding is done by the report after values are summed. Furthermore, now when |
Payment Processing
|
16088/ |
Clicking Clear on the Quick Post: Single Payment Dialog box did not clear the expected fields (Activities > Posting > Quick Post: Single Payment). Now, clicking Clear only clears the search fields and the 1st Half Due, 2nd Half Due, and Total Due fields. Information displayed in the Statements section grid and Amount Paid grid remains. In addition, the Statements grid (in the Statements section) now clears after posting payment. |
|
17835/ |
When working in the Quick Post: Single Payment Dialog, the Payment Code changed automatically and unexpectedly to a code type indicating underpayment after a value lower than the due amount was entered and posted. The Payment Code is no longer changed automatically. When the selected payment code does not match the amount paid, a message displays to indicate the disparity. At that point, payment cannot be posted until the amount paid is adjusted or the correct payment code is selected. |
|
17985/ |
The tab order for cursor movement in the Miscellaneous Receipt – Post Payment dialog box did not function as expected (Activities > Posting > Misc. Receipt Post Payment). The previous tab order has been restored, providing the expected cursor movement. |
Payout Agreements
|
18042/ |
An attempt to generate/preview a payout agreement statement resulted in an unexpected error (Activities > Generate Special Assessment Payout Agreements, click Add in the Statements for Special Assessment Payout Agreements window; next choose Agreement Type and select option Exclude with Zero Due in the Special Assessment Payout Statements dialog box, and then select Effective Date and deselect Generate Event; lastly, click Preview). An error in the record selection carried out by Crystal Reports has been modified, correcting the issue. |
Penpad
|
16765/ |
An unexpected error occurred when attempting to checkout a property with the Exclude Reference Properties option selected. This issue stemmed from a missing layer, and has been corrected with a warning dialog as well as a modification to the code. |
Property Access
|
16877/ |
Details in the Taxes and Assessment Details panel can now be collapsed or expanded. |
|
18293/ |
Unexpected values displayed in the Pay Tax Due section. A new version of Property Access in which the expected values display has been deployed. |
Protest Processing
|
17961/ |
An attempt to print a protest letter resulted in two copies being generated (perform a BOE protest search by year, select the required protest in the Protest Search Results window, right-click and choose Print Letters, set options in the Print BOE Letters dialog box and click Print). The extra copy no longer prints, resolving this issue. |
|
18601/ |
The application stalled unexpectedly when creating a commercial property protest record because part of the existing query was incompatible with specific records effected by current changes to the income module (from the property view, expand the Inquiries & BOE Protests panel, click Add in the Protests grid). The way data is gathered and assembled on executing the query during protest creation has been modified, correcting the issue. |
Record Search
|
18218/ |
Because ownership changes resulted in the same sequence number being assigned multiple times to the same property record, a property ID was listed multiple times in the list of search results. PACS 9.0 now ensures that sequence numbers are unique. |
REET Processing
|
15985/ |
After importing a REET record electronically, the Metes & Bounds data from legal descriptions did not populate in PACS as expected (Activities > REET > Electronic REET Processing). The import procedure has been modified to accommodate Metes & Bounds data. |
|
16250/ |
An ownership transfer did not display in the Ownership History grid of the Deeds & Sales panel until the property was closed and reopened. Now, when ownership is transferred, the Ownership History grid refreshes, displaying new information. |
|
16855/ |
An unexpected tax area displayed on the Properties grid of the Property Information panel of a REET record. Now, when adding a property associated with a different tax area to a REET record after an initial Tax Area has already been assigned, a message displays to alert the user of the inconsistency. |
|
17517/ |
The Statement of Taxes Collected report displayed numerous incorrect values (Reports > Monthly > Statement of Taxes Collected). Previous changes resulting in these errors were recently reversed; not all issues were resolved, however, as line 10 unexpectedly continued to include the city penalty amount in the calculation. Now, only the state penalty amount is included, resolving this issue. |
|
17982/ |
The REET export submitted to the DOR did not include all of the necessary supplemental data (Export > Exported REET Recorded Information). When available, data from the additional fields specified by the DOR is now included; when data is unavailable, the blank tag is included for DOR processing purposes. |
|
18255 |
When importing REET records, the DOR Use Code did not populate (Activities > REET > Electronic REET Processing). The import records included characters unrecognizable to the system. PACS 9.0 is now designed to handle such characters when importing REET records, resolving the issue. |
|
18666, 18682 |
Changes to REET P&I rates could not be saved (open a Tax District record and expand the Real Estate Excise Tax Rates panel). This problem was discovered after examining a data issue with the timing of REET P&I calculations. The way data is organized and read in the system has been modified to make functionality more consistent and efficient, correcting the issue. |
Reports: Treasurer
|
16349 |
The Levy Calculation Summary Report did not display the expected levy rate or lid lift amounts (Activities > Levy > Levy Certification Run, open a run, expand the Tax District Summary panel and click Print). The report query has been modified and the calculations result in expected amounts being generated and displayed in the report. |
|
18283/ |
An unexpected error occurred when attempting to preview the Fee Statement Report (Report > Fees > Fee Statement Report). This has been corrected by accounting for missing unique IDs. |
|
18603/ |
Levy data was duplicated on the Assessment and Levies Due Report (Reports > Levy > Assessment and Levies Due). The query gathering the data has been modified to correct this issue. |
Split/Merge
|
16280/ |
Properties using income value for valuation method cannot be processed with the Split/Merge Wizard. Attempting to process income value properties now prompts the warning, “The following Properties use the Income Appraisal method for the specified years and cannot be merged”. |
Supplement Processing
|
18363/ |
No explanatory message displayed when a supplement group’s status failed to change after attempting to accept it (Activities > Supplement > Supplement Group Maintenance, select a group and click Accept). A warning is now displayed when acceptance fails. |
|
18387/ |
When generating a residential sales comparables grid, the Comparable Search Wizard unexpectedly displayed and used an Improvement Class code that previously had been assigned to the property in pending supplement mode instead of the currently assigned code (from a property record, choose Commands > Manage Comparables > View Default Sales Grid). When the property is removed from pending supplement mode, the Comparable Search Wizard uses the Improvement Class code currently assigned to the property. |
Tax Statement Processing
|
17705 |
Tax statements did not display the expected due date. The date displayed in the Due Date column of the Tax Payment Options section of the tax statement now displays the date entered in the Effective Date field when generating the statement (Commands > Create New Tax Statement). |