1.9.0.32.2600 Release Limited
Fixes
ID | Description of Update |
Accounting
19864 | Extra parentheses in the SQL query caused an unexpected error during a Mass Update attempt using property IDs (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update, click Add and change Type to |
2.9.0.32.2500 Release Limited
Fixes
|
ID |
Description of Update |
Accounting
|
19864 |
Refund disbursement data was unexpectedly displayed in the Disbursements dialog box grid (Activities > Accounting > Disbursements). The method for populating the grid has been modified, correcting the issue. |
3.9.0.32.2400 Release Limited
Fixes
|
ID |
Description of Update |
Accounting
|
19769/ |
An attempt to disburse resulted in the system inserting and displaying an unexpected and incorrect Export Date (Activities > Accounting > Disburse, then set options and click Disburse). The issue with a null field in the database returning an incorrect date has been corrected. |
4.9.0.32.2300 Release Limited
Fixes
|
ID |
Description of Update |
Accounting
|
16153 |
Because code for populating the grid and reading record data worked inefficiently, the Add General Disbursement dialog box continued to not function as expected despite previous fixes (Activities > Accounting > Disbursements). The issue has been corrected by redesigning the grid. This is also linked with issue 19147. |
|
19583 |
Performing disbursements failed to generate the expected values; after finishing the disbursement, the Disbursements dialog box displayed the Disbursement Amount as zero (Activities > Accounting > Disbursements). This issue was caused by a previous code change and has now been reversed. |
Comparable Sales
|
19651 |
The Market Grids Not Created Report included unexpected properties (Activities > Comparables > Market Approach Grid Maintenance, click Add to mass create grids, then highlight the run in the Market Approach Grid Maintenance window and click Grids Not Created Report). This issue, resulting when subject properties lacked a neighborhood association, has been resolved. A second issue: Some properties were omitted from the mass grid creation process due to a lack of comparables even though manual searches demonstrated otherwise. When a property lacks some association that might be used in the mass comparable search, such as neighborhood, that criterion is now omitted; this improves the likelihood of finding suitable comparables, thereby correcting the issue. Beta testing subsequently led to the discovery of a third issue: The code referenced FF when searching for comps of properties with SQFT values. This has been resolved. |
Image & Document Management
|
19647 |
When Notify linked properties when present is selected, notification about the image displays on linked properties when the Effective Year of the image is equal to or after the year in which the property is opened (Activities > Forms Processing > Quick Image Scan, select Notify linked properties when present). Notice displays on the image’s primary account and the linked property’s view with the image type, record type, and sub type code. |
|
19650 |
The role-oriented permissions for viewing images are now more sensitive to instances of users with multiple roles associated with their login. Example: (1) A user with multiple role names of the Assessor role type can view all images associated with the Assessor role type while using one of these role names. (2) The user also has another role name of the Treasurer role type, but in this role he cannot view the Assessor images. The user must change to the Treasurer role type to view any images associated with role names of Treasurer role type. |
REET
|
19658/ |
Voiding a REET excise payment caused an unexpected error (search for and open Payment record, expand General panel and click Void Payment). The issue occurred because the WAC code was longer than what the system allowed for voids. Now the system is prepared for codes of up to 32 characters. |
Reports: Treasurer
|
19699 |
The Payment Summary Listing Report omitted data in the |
5.9.0.32.2100 Release Limited
Fixes
|
ID |
Description of Update |
General
|
19544 |
A Business Personal Property record could not be created as expected because of an error occurring when assigning an owner/taxpayer (File > New > Property). The error preventing the ownership assignment and property update has been resolved. |
Improvements
|
19560/ |
Because of a change directing the application to pull a property’s sale ID even when one is not available, an unexpected error occurred when adding an Improvement Detail to an Improvement (from Property view, expand Improvements panel, highlight an improvement in the Improvements grid, then click Add in the Improvement Details grid). Now the correct parameters are referenced and used when adding Improvements and Improvement Details from the Property view. |
Payment Processing
|
19559/ |
Clicking X to clear the Paid By field after filling out the Quick Post: Single Payment Multi-Tender Dialog box caused an unexpected error (Activities > Posting > Quick Post: Single Payment Multi-Tender). The application now handles manually entered payee information as expected. |
REET
|
19565/ |
An ownership transfer unnecessarily required the user to select a WAC code (from the Property view, expand Deeds & Sales panel, open Ownership History detail, expand Sale Price panel in Ownership History dialog box). The WAC Code field is again set to read-only by default unless conditions (i.e., Adjust Sale is selected) dictate otherwise. |
Reports
|
19053 |
During beta testing, the REET Excise Number Report failed to display data as expected (Reports > REET Excise Number Report). The original fix ensured that even voided excise numbers would be included in the report. But later testing discovered other anomalies in reporting data. The report query no longer depends on change of owner associations; excise numbers without change of owner associations do not display on the report as Missing Excise Numbers. Furthermore, the application removes orphaned change of owner associations when a sale is deleted from the Property record. |
Valuation Methods
|
19535/ |
During beta testing, an unexpected error occurred on generating the Market Approach Ratio Report with a time adjustment specified because the date and percent adjustment values were not read (Reports > Market Approach Ratio Report). The application’s handling of values in these fields has been improved. |
6.9.0.32.2000 Release Notes GA
New Features
Building Permits
- It is now possible to transfer a building permit from one property to another. A building permit transfer may be required if, for example, a permit was misassigned during the building permit import. After transferring the building permit to the correct property, PACS 9.0 will continue transferring the permit to the correct property in subsequent imports involving the same permit.
Transfer the permit by opening the property with the misassigned permit, expand the Mortgage & Permits panel, select the misassigned permit and click Transfer. Then select the required property in the Property Search Wizard.
When working with a permit issued to multiple properties, a single property can be designated the primary property by opening the building permit view, expanding the Properties panel, and clicking Set Primary while the required property is selected.
A primary property is set automatically in the following scenarios: (1) The user creates a building permit from the Property view Building Permits grid, (2) the user adds properties to a building permit (Properties grid) that currently has none, and (3) the user removes the primary property from a permit while other properties remain.
DOR Reports
- The following three DOR assessor reports are now available:
- BOE Certificate (Reports > DOR > DOR Certificate of Assessment Roll)
The DOR Certificate of Assessment Roll affirms that the assessment roll is complete and correct. This report includes a table listing various assessed value totals, including Forest Land Assessed Value, Current Use Land Assessed Value, Improvement Value on Current Use Lands, Senior Freeze Assessed Value–all of which balance to values displayed on the Valid Sales Report–and Real Property Assessed Value, Total Taxable Assessed Value of Real Property, Personal Property Assessed Value, and Total County Locally Assessed Value. The user selects the assessment year and As of Supplement number immediately prior to generating the report.
- New Construction Certificate (Reports > DOR > New Construction Certificate)
The Assessor’s Certificate of New Construction Value affirms that the new construction value added to the assessment roll is complete and correct. This value is the sum of new construction value for improvements, including improvements on leased land, and excludes land new construction value. The user selects the assessment year and As of Supplement number immediately prior to generating the report.
- DFL Composite Tax Rate Report (Reports > DOR > DFL Composite Tax Rate)
The DFL Composite Tax Rate Report, also known as the State Timber Report or Timber Assessed Value Report, lists active Tax Districts in the county with their levy rates (sans the State Levy), total DFL assessed value of all applicable land details in the district, total acreage of those land details, and the tax values. The tax values are calculated as
(Levy Rate X Total DFL Value)/1000. An indicated composite rate is calculated and displayed at the conclusion of the report; the system calculates this value as the sum of all tax values in the report divided by the sum of all DFL assessed values.
- BOE Certificate (Reports > DOR > DOR Certificate of Assessment Roll)
- The option to select Tax Area has been added to the RCMI Report criteria. Furthermore, the radio buttons have been replaced with checkboxes to allow users to select more than one of the criteria options. Choose Reports > Levy > RCMI Report to access the report dialog.
Exemption Processing
- 18400 / HS 98865
A new system configuration allows users to specify the Frozen value displayed in the Valuation of Real Property in the Senior Citizens and Disabled Person’s Exemption Program row (line 3) of the Notice of Value. Access the setting in PACS.ADMIN by choosing Tools > System Configuration, open the Notice/Cards category, and set Always Display Frozen Value On Notice under Default Appraisal Notice Settings to either
TrueorFalseusing the drop-down list.
- When set to
True, the Notice of Value displays the sum ofwash_property_val.snr_frz_imprv_hs + wash_property_val.snr_frz_land_hs + wash_property_val.snr_new_valfor the year. This value is displayed in PACS 9.0 in the Total (1) field, indicated below, of the Frozen Value Information section of the SNR/DSBL Exemption Loss Breakdown dialog box (from the property view, expand the Values panel and click the Senior Exemption Loss button).
- When set to
False, PACS 9.0 uses existing functionality and the Notice of Value displays the value displayed in the Taxable Senior Portion (lesser of (1) and (2)) field, indicated above, in the Taxable Value Information section of the SNR/DSBL Exemption Loss Breakdown dialog box (from the property view, expand the Values panel and click Senior Exemption Loss).
Generate the Notice of Value by choosing Activities > Appraisal Notices > Appraisal Notice Maintenance, highlight a Run, right-click and choose Print Appraisal Notices.
- When set to
Image and Document Management
- When using the Quick Image Scan, it is now possible to associate documents or images with an improvement. It is also possible to associate property group codes with the image, and to choose to display a warning about the image on linked properties. Choose Activities > Forms Processing > Quick Image Scan and select Notify linked properties when present; when this button is selected while active images are highlighted, a notice displays the image’s primary account as well as the image type, record type, and sub type code in the linked property’s view. Property group codes selected through the Add Property Group Code option display in the Property’s Property Codes panel.
- When setting up image and document codes, it is now possible to specify which user types have access to particular image sub types. In PACS.ADMIN, choose Tools > Document Imaging Maintenance > Sub Types and add user role types to the Associated Roles section of the Sub Types dialog box.
- When adding an improvement, it is now possible to view, modify, or add images from the Images panel of the New Improvement dialog box. These images can be deemed Improvement Images.
In the Add New Image Dialog box accessed through the Improvement record’s Images panel, it is also possible to activate a warning in linked panels about the image, and to add group codes associated with the property. When an image is associated with an improvement record, it cannot be set as the property’s main image.
When an improvement is moved or copied, images associated with the improvement are also moved or copied.
- It is now possible to access the Copy Image Wizard from the Taxpayer Images panel. Use the wizard to copy images from one taxpayer record to another taxpayer record.
- Owner images can now be scanned or selected through the Quick Image Scan Owner dialog box (Activities > Form Processing > Quick Image Scan Owner). When scanning Owner Images, multiple images can be associated with a single taxpayer or multiple taxpayers, and Account Group Codes may be assigned.
Levy Certification
PACS 9.0 levy certification functionality has expanded to allow budget amounts to be generated for refund levies; furthermore, a designated user can undo levy certification and bill creation. Changes include the following:
- Configure refund levies by choosing refund levy types and levy year combinations, as well as the tax district/levies to be targeted when specific refund levies are generated. Choose Activities > Levy > Configure Refund Levies to view configurations, and click Add to create a new configuration.
- Refund levy configurations can then be used to generate refund levies in the Refund Levy Wizard. To generate the refund totals, select Activities > Levy > Generate Refund Levy Totals and then click Add in the Generate Refund Levies window.
To accept the generated totals of the refund levy, select the levy run and click Accept.
- Accompanying the refund levy changes described here is the new Refund Levy Run Report. This report displays all the data associated with a refund levy run and can be generated by choosing Reports > Levy > Refund Levy Report.
- The levy year can now be reset, allowing for the levy certification process to begin anew. This procedure may be used if an error is found in the levy calculations after the levy has been certified and after cancelations and supplements have been created. Bills must be active; however, this procedure is not available once a payment has been applied to any active bills. Reset the levy year by choosing Activities > Levy > Reset Levy Year.
Resetting the levy year may take an hour or longer, depending on the amount of data involved (i.e., supplements, properties, levies). And while the process runs, effected tables are locked down and many functions related to payment processing are disabled. For these reasons, we recommend that you run this process after normal business hours.
- Options have been added to the Certification of Value Letter Report selection criteria. It is now possible to print one letter for all the levies of a taxing district, and to print a separate letter for each levy of a taxing district. Generate the Certification of Value letter by selecting Reports > Levy > Print Certification of Value Letter.
- The Tax District Summary Report has been renamed the Levy Calculation Summary Report to better describe the data featured in the report. In addition, options have been added allowing users to include only data for the selected levies or for all levies displayed in the Tax District Summary panel grid. You may now select more than one levy in the grid and then generate a report displaying data for only the selected levies. Generate the report by selecting Activities > Levy > Levy Certification, select a levy certification run and click Details, then expand the Tax District Summary panel; from there, select a levy or levies in the grid and click Print.
- When generating the Tax Roll Report, it is now possible to print the report as of the initial levy bill creation, or as of the most current activated supplement. Generate the Tax Roll Report by choosing Reports > Certification > Tax Roll Report.
Totals now display in the final lines of the generated version of the report, and the selection criteria display at the top of the first page.
- The criteria selection process for generating the Certification to Tax Roll Report has been modified to allow for supplement selection and more visible selection filtering. An As of Supp # field has been added to the Certification to Tax Roll Report dialog box; from here, select the last accepted supplement used for bill creation (the default), or any other available supplement for which bills have been created and activated. Furthermore, the Tax Districts and Levies options and drop-down lists have been replaced with a code chooser.
The generated version of the report now displays a summary page at the end of the report. Other minor changes to the report’s appearance and content have been included in this release, including the additions of your county’s name as well as the selection criteria used to generate the report. Generate the Certification to Tax Roll Report by selecting Reports > Certification > Certification to Tax Roll.
- The Assessment/Tax Roll Reconciliation Report (Reports > Levy > Assessment/Tax Roll Reconciliation) now includes an expanded summary section that displays the following totals for each supplement included in the report:
- Assessed Value
- Exemptions
- Taxable Value
- Tax Amount
- A new filtering criterion using collection pursuit status codes has been added to the Include on Statements and Exclude on Statements options in the Print Levy Statements Wizard. Select the Collection Pursuit option and use the code chooser to include or exclude status codes from the statement. Print statements by choosing Activities > Levy > Tax Statements > Create Tax Statements, then click Print Statements in the Levy Statements window.
- 9008
When printing tax district calculation summaries, it is now possible to print the calculations for selected tax districts only, or for all of the levies displayed in the grid. To print the Levy Calculation Summary Report, choose Activities > Levy > Levy Certification, select a Levy Certification Run and click Details; then, expand the Tax District Summary panel, press and hold CTRL while selecting Tax Districts as needed, then click Print in the grid toolstrip. Choose the new Print Selected option to print data for selected tax districts only, or choose Print All to print data for all tax districts in the Tax District Summary panel.
Litigation Management
- 17401
The Certificate of Delinquency Report Dialog box now includes a Linked Properties grid; properties displayed in this grid can be selected for inclusion in the generated report (Commands > Generate Certificate of Delinquency Report). The grid displays linked properties with the same owner. Linked properties are excluded from the report when those linked properties have zero tax due, even if they are selected in the grid.
Mass Maintenance
- When updating multiple properties, it is now possible to select
Personal Propertyin the Table column of the Update Values section of the Mass Update Details dialog box. Select Personal Property here and the values specified in the table are updated for all specified personal properties. Mass update properties by selecting Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update.
When the update Type field is set to
Standard, and the Personal Property table is selected, the property selection criteria enabled are Tax District, Group Code, Appraiser, Cycle, Tax Area, Cycle, and Primary Use. Other fields are disabled.If additional values selection criteria is needed, choosing the ellipses in the Criteria column opens the Choose Criteria dialog box in which the user can now specify And/Or logic. Use the And/Or column drop-down list to choose.
When the Improvement or Improvement Detail table is selected in the Update Values grid, and the specified Field is Flat Value, it is not possible to select either
PercentorAmounttype adjustments in the Adj column.
It is now possible to copy property group codes from the parent property when mass creating properties using the options in the Parent Account section of the Mass Create New Properties dialog box. Select Copy Property Group Codes, and any group codes associated with the parent property copy to the new properties. When this option is selected on the first page of the Wizard, the property group codes display in the Property Group Codes section in the second page of the Wizard. Access the Wizard through Activities > Mass Maintenance (Property) > Mass Create.
When creating properties using a parent property, any special assessments associated with the parent property also display in the second page of the Mass Create New Properties Wizard in the new Special Assessments section and Properties Group Codes section.
The Wizard now also includes an editable Legal Acres column in the Legal Description Grid displayed on the last page. Entering data in the field is not required.
Outstanding Debt
This release includes the following new functionality to accommodate debt management:
- PACS 9.0 is now compatible with the Debt Manager application provided by SS & C. Choose Import > Import Outstanding Debt to open the Outstanding Debt Import List window, then click Add to import the .CSV file generated by Debt Manager. This file contains tax district information by debt issue and outstanding debt by year. Once imported, this data is summed within PACS by Tax District by year.
A Complete import resets all the outstanding debt data for all the levies in the selected year–even those levies that are not in the import file. During a Partial import, only those levy records in the import file are processed.
During an import, some records may not find matches within the system. Unmatched records can be processed after the import by choosing Import > Import Outstanding Debt; then, highlight the run with unmatched records and click Match in the Outstanding Debt Import Run List toolstrip. Use the Match button in the Unmatched Levies dialog box to match records with existing Levy codes.
After an import run’s status is
R(Ready), the run can be processed, and the database updated. Highlight the run and click Process in the Outstanding Debt Import Run List window.
- The Levy Data panel of the Tax District detail dialog box features a new Outstanding Debt section that displays the Outstanding Debt Amount and As of Date fields. Both fields remain editable even after a levy is certified. Access the fields from the Tax District view by expanding the Levies panel, expand the required year, highlight a levy description and click Details. The Outstanding Debt section is located above the Fund Maintenance grid in the Levy Data panel.
- Options have changed when generating the Current Fund Status, Tax History and Overlapping Debt Report. The Subject Levy Outstanding Debt value and the values for Outstanding Debt for Levies displayed in the Overlapping Debt Report grid are no longer editable; these values are pulled from the database. In addition, a new Notes field has been added to the dialog box. Notes entered here display on the last page of the report. Generate the report by choosing Reports > Accounting > Fund Status Tax History Overlapping Debt.
Property Group Codes
- New settings and functionality have been added to property group code files. It is now possible to customize the message or warning displayed when a property with the selected code file is opened. To edit the Notify Comment field of a code file, choose Tools > Code File Maintenance > General > Property Group Codes in PACS.ADMIN. Additionally, code file can be rendered inactive by selecting the Inactive attribute. Inactive property group code files are not available for selection when working with properties and group codes in PACS 9.0.
- It is now possible to search for property group codes by expiration date. Select Activities > Property Group Code Expiration Listing and use search functionality in the Property Group Code Expiration Listing dialog box to generate a list of property group codes. Once codes displayed in the list are selected, the expiration date can be modified or the code associated with a property can be changed by using the context menu.
- Now, group codes that expire in the current year do not copy up to the new year layer. For example, if a property is assigned a property group code that expires November 20, 2011, the code is removed from the property in the 2012 layer.
- Additional information has been added to the Property Group Code Report (Reports > Property Group Code). New information includes the code’s expiration date, the current assessment year, assessment cycle, and the property neighborhood.
Property Record Options
- An event can now be generated when a mortgage company association on a property is changed. When working with a property record, select Create Event upon Add in the Mortgage grid of the Mortgage & Permits panel.
- It is now possible to generate a property’s Statement of Account. The statement is a summary listing of transactions that have occurred on a property account for all years or for the current tax year, and may include the amount of levy that is currently due on the account. The property’s value is that of the current tax year, and the property’s owner data is taken from the latest uncertified year. Generate the statement by opening the property and selecting Commands > Statement of Account.
The statement can be generated in various formats. Additionally, an event can be generated when the statement is posted.
- A Link Type column now displays in the Taxpayers grid of the Owner & Agent panel. The link type can be selected from the drop-down list.
REET Processing
- A new report verifying REET transactions is available. Choose Reports > REET Excise Number Report to access the REET Excise Number Report dialog box, and then enter starting excise and ending excise dates for REET transactions. The REET record’s Effective Date is used for determining eligibility. The generated report displays all REET transactions from the date range recorded in Deeds and Sales panels in PACS 9.0.
- Transactions displayed in the above mentioned report include a
YesorNoindicator showing whether or not the transaction was canceled. The report query determines this by checking to see if the REET Status Code assigned to a transaction bears the new REET Canceled/Voided flag. Set the flag on REET Status Codes in PACS.ADMIN by choosing Tools > Code File Maintenance > REET > REET Status Code.
- The following fields have been added to the Sale Price panel in the Ownership History dialog box:
- Personal Property Amount
- Exemption Amount
Access the dialog box by expanding the Deeds & Sales panel of a property record, selecting and clicking Details in the Ownership History grid.
- The Excise Detail report is now available. This report displays sales values and details, plus totals for the included data. Values in the detail report balance to those displayed in the Statement of Taxes Collected Report. Choose Reports > Excise Detail Report to open the report dialog, then enter the balance date range and select either Property ID or Geo ID.
Sales
- It is now possible to mass create comparables grids. Prior to generating or performing mass maintenance on these comparables grids, parameters can be set in PACS.ADMIN. Choose Tools > Comparable Property > Mass Create Market Approach Value Parameters to open the Market Approach Value Parameters dialog box. Here, you can set values for score differential threshold, minimum score threshold, and minimum number of comparables.
When the score differential is calculated, PACS 9.0 first identifies the highest scoring comparable, then subtracts the other comparables’ scores from the high score. If the difference is greater than the threshold, the comparable is excluded. A comparable’s score must meet the minimum score threshold to be included, regardless of whether or not it meets the score differential threshold.
- Residential Sales Comparables grids generated at the property level can now be designated as the property’s Market Valuation grid. Only one grid may be selected per property per year. The new Comparables – Set Market Valuation Grid to Dynamic user right is required to change the market valuation grid. The grid is static when Used as Market Valuation is selected and the grid is saved. Generate the Residential Sales Comparables grid from the property level by choosing Commands > Manage Comparables > Manage Sales Grid, select Create Residential Grid, adjust settings in the Comparable Search Wizard dialog box as required, then click Next, highlight the comparables to use and click Finish. Once the grid has been generated, select the Used as Market Valuation option in the grid’s fixed panel to push the sales value from the grid to the new Market Approach field in the property’s Values panel.
The value is pushed to the new Market Approach field in the property’s Values panel when the grid is recalculated in non-certified years.
- It is now possible to designate Market Approach as a property’s valuation method. From the property view, expand the Values panel and select Market Valuation. Clicking the Market Approach button on either dialog opens the designated comparables from which the Market Approach value is derived.
This option is never selected by default. And when no comp grid has been generated for the year, and Market Approach was not the designated valuation method the previous year, then zero (0) value displays in the field.
- Furthermore, as shown above, the Cost Value and Income Value fields have been renamed Cost Approach and Income Approach.
- You can now define how the Market Approach value is allocated across a property by selecting an option from the Market Approach Distribution field in the Comparable Property Configuration dialog box in PACS.ADMIN. Choose Tools > Comparable Property > System Configuration; then, select
Improvementsto deduct the land value and allocate the remainder to improvements only, or selectLand and Improvementsto allocate the value to both land and improvements based on each detail’s percentage of value compared to the total value.
It is also possible to determine which value displays the Values panel of property recordsby selecting an option from the Market Approach Value drop-down list. Select from the following options:
- Most Comparable Sale (Adjustment) – The comparable with the lowest sum gross adjustment.
- Most Comparable Sale (Score) – The comparable with the highest assigned score.
- Median Value – The middle value in the ordered set of indicated values for the comparable properties in the grid.
- Weighted Value – The value derived when the Use (Residential) Scoring Weighting and/or the Use (Residential) Market Modifier settings are selected in the System.
Note After changing one of the above system configuration settings, users may need to first set the individual property grids to Static and then recalculate the property for all changes to take effect.
- When working with a property’s grids in the Manage Comparable Grids dialog box (Commands > Manage Comparables > Manage Sales Grids), note the new Market Approach column in the grid. When a grid is designated as the property’s Market Valuation grid via the Used as Market Valuation option,
Yesdisplays in the Market Approach column.
- The Market Approach value also now displays in the Adjustments and Values panel of the Improvement detail dialog box, and in the Market Valuation panel of the Land Detail dialog box. However, when the Market Approach Distribution in the Comparable Property Configuration dialog box is set to
Improvements, and notLand and Improvements, then the Market Approach field does not display. Clicking the Market Approach button on either dialog opens the designated comparables from which the Market Approach value is derived.
- Market Approach grids can now be created for multiple properties at once using Market Approach Grid Maintenance. After selecting properties in a run, grids for each property can be created and their resulting subject values can be pushed to the properties’ Values panel. Then, Market Approach can be set as the designated valuation method for all properties in a run. Choose Activities > Comparables > Market Approach Grid Maintenance to access the Market Approach Grid Maintenance dialog box.
Other Market Approach Grid Maintenance functionality includes the ability to edit the list of properties in a run and print a report listing properties for which grids were not created.
When creating grids en masse, the minimum number of comparables and their score variance is determined by settings in the Market Approach Value Parameters dialog box (see above). The maximum number of comparables displayed in mass created grids is determined by the values entered in the Comparables for BOE Grids/Search Options section of the Comparable Property Configuration dialog box reached through PACS.ADMIN (Tools > Comparable Property > System Wide Configuration).
- A report featuring the outcome of market approach grid creation can also be created. Choose Reports > Market Approach Ratio Report to generate the Market Approach Ratio Report. The report uses your criteria to select parcels that were included and processed in Market Approach grid maintenance.
The generated report displays the following data: PID, Cycle and Neighborhood, Actual and Effective Age, Sale Date and Price, Indicated Market Value, IMV Ratio (the indicated market value divided by the adjusted sale price), Cost Approach Value (broken down by Land, Improvement, and Total Value), Cost Approach Ratio (Cost Approach Value divided by Adjusted Sale Price), and more.
- The Sales Ratio Report Wizard has been modified. It is now possible to generate the same report, plus an additional set of sales data with which to compare. Choose Reports > Sales Ratio Report to set the report criteria and print the report.
The end of the report includes a summary displaying the following:
- Initial Sale Date Range Reciprocal
- Comparison Sales Date Range Reciprocal
- Indicated Annual Time Adjusted
- Indicated Monthly Time Adjusted
Special Assessments
- When adding or viewing a Special Assessment, the End Year field can now be left unset. To specify an end year, select Ends after Year and choose the year from the drop-down list (the field name End Year no longer displays). The end year can be set anytime after the Special Assessment Year record has been saved. Access or create Special Assessment Year records from the Special Assessment view by expanding the Special Assessments panel and clicking Add New Year or Details in the Special Assessment grid.
Splits & Merges
- When performing a split or a merge, it is now possible to specify that an income value review must be completed as part of processing. The new Requires Income Value Option is located in the Processes Required section of the Merge Property Dialog box and the Split Property Dialog box (Activities > Merge Property or Split Property).
When this option is selected, the Finish button in the Wizard is disabled until the Income Value Review option is also selected in the Processes Completed section of the Wizard.
- The Reason field and optional user requirement was introduced to the Distribute Values dialog box as part of a previous release (open a property, expand the Values panel and click the Distribute button). The Distribute Value Reason is now handled in the split and merge processes as follows:
- During a split, the Distribute Value Code and Reason copies to all resulting child properties.
- During a merge:
- When the Merge To property is an existing property, Reason data is populated in one of the following ways:
- PACS retains the existing Reason specified in the Merged To property.
- PACS copies the Reason field from the merging property to the Merge To property when no Reason exists in the Merge To property.
- PACS populates the Reason field using the first Reason detected if the merging properties have different Reason codes and no Reason exists on the Merge To property.
- PACS populates the Reason field using the common Reason from the merging properties if all merging properties have the same Reason code and no Reason exists on the Merge To property.
- When the Merge To property is a new property:
- PACS populates the Reason field of the new property using the Reason code specified in the first property listed.
- 16451/HS 92278
A new system configuration option has been added to PACS.ADMIN. This option controls whether a parent property’s Ownership History is copied to child properties during a split. Access the configuration option by choosing Tools > System Configuration > Split/Merge > Copy Ownership History. The default for the option is
False.
Supplement Processing
- 18326/HS 97385
A new system configuration option has been added. When Do Not Refund Delinquent Penalty and Interest is set to
True, refunds only include base tax and refund interest; delinquent penalty and interest are excluded. In effect, delinquent P&I, once paid, is never refunded.The default setting is
False. Access the option through Tools > System Configuration > Refund Calculation Process > Do Not Refund Delinquent Penalty and Interest.
- 18305/HS 97908
A new Include Statements with Credit Balance option is available in the Copies and Options page of the Print Supplement Statements Wizard dialog box (Activities > Supplement > Supplement > Supplement Statement Maintenance, highlight supplement statement run and click Print, navigate through the Wizard). This option includes statements with a balance of less than zero.
Fixes
|
ID |
Description of Update |
Accounting
|
16153, 19147 |
The Add General Disbursement dialog box took much longer than expected to open (Activities > Accounting > Disbursements). The issue has been corrected and the dialog now opens in a few seconds. A subsequent issue with the Disburse button being disabled has also been corrected. |
Annexations
|
18236/ |
An unexpected error occurred when attempting to create a new Annexation Configuration with the Add button in the Annexation Configuration Dialog box (Activities > Annexations > Annexation Configuration). The error occurred when no previous annexation configuration data existed in the database because the application then treated the relevant table as not editable. The issue has been corrected. |
Batch Management
|
15010 |
After running a Mass Update on properties in a prior year, executing the Daily Batch End of Day Procedures with the Recalculate Properties option selected failed to recalculate properties in the prior year even though they were supplemented (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update; then, Activities > Mass Maintenance (Property) > End of Day). Recalculating via the Daily Batch End of Day Procedures now includes batch properties in prior year non-accepted supplements. |
BOE Processing
|
14958/ |
The Appraiser sort option did not perform as expected when printing multiple BOE letters (in the BOE role-type, perform a BOE Protest search, select multiple Case IDs from the Protest Search Results window, right-click and choose Print Letters, then make selections in the Print BOE Letters dialog box). The most recent appraiser is now recognized when generating letter, correcting the issue. |
Building Permits
|
17174/ |
After sorting the permits displayed in the Building Permits grid, selecting a permit and clicking Details opened a permit other than the selected permit (Mortgage & Permits panel). This issue has been corrected. |
|
18867/ |
Some permits from Tidemark imported were reassigned incorrect codes (Import > Building Permits). This issue has been corrected. |
Comparable Sales
|
18716/ |
Users could not print multiple copies of a residential sales comparable grid, no matter the number of copies specified in the print dialog (open a grid and click Commands > Print). This issue has been corrected. |
Delinquent Notices
|
16860/ |
The Print Delinquent Notices dialog box has been shortened to better fit on screen (Activities > Delinquent Notice > Print Delinquent Notice, click Add in the Delinquent Notices window). |
Event Management
|
14936/ |
It is now possible to select multiple events when generating the Miscellaneous Events Report (Reports > Events > Miscellaneous Events Report). This change in part answers a request for the ability to track when a mortgage company is deleted or removed from a property. |
Export
|
18575/ |
The export file generated for New World through the ACH File and Payment Run included duplicate data (in PACS.ADMIN, choose Tools > System Configuration > Financial Management System > External Acounting System set to |
Levy Certification
|
18150 |
Previously, clicking Undo Create Bills started the undo process without allowing the user to verify the action (Activities > Levy > Levy Certification, select a row of bills that have been created but not activated, right-click and select Undo Create Levy Bills). Now, the user is presented with the option to cancel the action. |
General
|
12759 |
After modifications could not be saved because the Middle Tier stopped, the user was forced to use the Tax Manager to close the application. Now, when modifications cannot be saved because the MT stops, the user can choose not to save modifications and close the application as it is most often done. |
|
13780/ |
The columns Appraisal Staff and Appraisal Staff 2 have been added to the Inquiry Search Results grid. |
|
16007/ |
Fields did not auto-populate as expected in the Situs grid of the Identification panel of a property record. This issue has been corrected. |
|
16151/ |
A setting has been added to the User Settings dialog box (in PACS 9.0, choose Settings > User Settings). Select or deselect the new Geo Search Exact Match option to specify whether you want searches using geographic data should reference search terms exactly. |
|
17452/ |
The Petition for Refund can now be reached through the Commands menu from the Property view: Commands > Petition for Refund. It is also available by choosing Activities > Supplement > Supplement Statement Maintenance, select a statement run, right-click and choose Print Petition for Property Tax Refund Application. |
|
17467/ |
Ampersands did not display as expected in the File As field of a property fixed panel. This issue has been corrected. |
|
17520/ |
Although the Remember Me? option was unselected when originally logging in, the User Name and Password remained in their respective fields on the next login attempt. This issue has been corrected. |
|
17622/ |
The Tax ID displayed in the Tax Area field of the Roll History grid in the Roll History panel. This issue has been corrected. |
|
17712/ |
The owner name now wraps if need be when displayed in the fixed panel. |
|
17789/ |
Customized column settings did not save in the Segment Information grid of the Personal Property panel of a personal property record (right-click on a column name and choose Column Chooser). A number of issues prohibiting saved customization have been remedied, correcting the issue. |
|
17859/ |
The city, state, and zip code information on a property was obscured in the Summary panel when the File As name was long enough to wrap to the second line. Lines in the Summary panel and property fixed panel now truncate rather than wrap. |
|
18409/ |
An error occurred while attempting to delete a user because that user had active work and changes that reference the system’s user table (in PACS.ADMIN, choose Tools > User Management, select a Username and click Delete). The system now issues a warning message when the user has active changes and cannot yet be removed. |
|
18596/ |
Improvement and Land deletions were not reflected in the change log. This issue has been corrected. |
|
18362/ |
A typo was corrected. |
|
18670/ |
Login to Penpad failed after checkout because the Middle Tier appeared to fail. The Middle Tier is now set to start on checkout. |
Improvements
|
18324/ |
The Adjustment Factor in an improvement schedule matrix was not applied to the Detail Feature of an Improvement Detail (open an Improvement Detail, click the Show Schedule button, then click the Matrices button, expand a panel and view the Adjustment Factor). As of 2011, Adjustment Factors are applied. To prevent this, use TA Cluster Admin and set |
Inquiry and Protest Processing
|
17595/ |
The title bar of new BOE Inquiries and BOE Protest records did not display the case ID after being updated (from the Property view, expand the Inquiries and BOE Protests panel, click Add in the Inquiries grid or Protests grid). This issue has been corrected. |
Letter Processing
|
17924/ |
Letters were displayed in order of creation in Letters/Templates field drop-down lists instead of alphabetical order, as expected. This issue has been corrected. |
Levy Processing
|
18859/ |
After a new levy was created, tax district information for that levy was omitted from the levy statement export file because Year criteria that excluded the new data had been embedded in the statement creation source code (Activities > Levy > Create Levy Statements, highlight run and click Print Statements, click Add in the Print grid of the Levy Statement Print History dialog box, at Output Options section, choose |
Litigation
|
16434/ |
Because fees were not being included in the calculation, an unexpected value displayed in the |
|
17401 |
The Certificate of Delinquency Report Dialog box now includes a Linked Properties grid; properties displayed in this grid can be selected for inclusion in the generated report (Commends > Generate Certificate of Delinquency Report). Linked properties are excluded from the report when those linked properties have zero tax due, even if they are selected in the grid. |
|
17703/ |
Lien Holder data did not display on additional properties added through the Lien Holder record (open a property and expand the Deeds & Sales panel, click Add on the Lien Holders grid, expand the Properties panel of the Lien Holder Details dialog box and click Add to add additional properties to the Lien Holder record). Data now saves for additional properties, correcting this issue. |
|
17984/ |
Formatting issues have been corrected on the Certificate of Delinquency (Commands > Generate Certificate of Delinquency). |
|
18764/ |
An unexpected error occurred when attempting to delete an event from a Litigation record (from a Litigation record, expand the Fees/Events panel, select an event and click Delete). The issue has been corrected. |
Mass Maintenance
|
17339 |
When mass creating properties, the Tax Area drop-down list in the Legal Description Grid of the Mass Create New Properties dialog box did not display the expected information about Tax Areas (Activities > Mass Maintenance (Properties) > Mass Create, enter required data and click Next and Next again in the Mass Create New Properties dialog box, in the Mass Create Properties – Property Breakdown page, scroll over to and use the Tax Area column drop-down list). This drop-down list now displays the Tax Area ID and description. |
|
18335/ |
When properties were created through Mass Create New Properties, new properties were automatically linked to the parent property when a parent account was provided (Activities > Mass Maintenance (Property) > Mass Create, enter a number greater than 1 in the Property Count field and enter an existing property ID in the Parent Account section; property links are displayed in the Property Links grid in the Splits, Merges & Property Links panel). Properties are no longer linked to the parent account property unless the new property type is a condo assigned the state code |
|
18465 |
Performing updates through the Mass Maintenance Quick Entry dialog box caused unexpected errors (Activities > Mass Maintenance (Property) > Quick Entry). This issue has been corrected. |
|
18694/ |
The old value of a Land Detail Adjustment was not deleted as expected during a Mass Update (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update, click Add in the Mass Update Maintenance dialog box). This issue has been corrected. |
|
18958/ |
Conflicts with income valuations prevented property values from reflecting Mass Recalculation changes when the current appraisal year was not certified, the number of properties being recalculated exceeded a given number, or the user set none of the criteria options and used no query in the Recalculate Property Dialog box (Activities > Mass Maintenance > Mass Recalculation, click Recalculate without setting criteria). The process has been modified, correcting the issue. |
Notice Processing
|
12615 |
Addresses did not display as expected in mailing envelope windows. The required fields have been adjusted for the #10 envelope. |
|
16021 |
When a property has a prorated exemption in the current year, the label “Prorate” now displays after the exemption name on the appraisal notice. This applies to total and SNR/DSBL exemptions with either prorated beginnings and/or prorated endings. |
|
18886/ |
Properties were unexpectedly excluded from a notice run (Activities > Appraisal Notices > Appraisal Notice Maintenance, click Add and create a new run through the Appraisal Notice Selection Process Wizard). Properties with no sub-type were being excluded; this issue has been corrected. |
Payment Processing
|
15863/ |
Quick Post: Single Payment Dialog box has been modified to restore efficiency and ease of use (Activities > Posting> Quick Post: Single Payment). The Add MR Fee button has been removed. The unmodified version of this dialog now exists as the Quick Post: Single Payment Multi-Tender Dialog (Activities > Posting> Quick Post: Single Payment Multi Tender). |
|
16532/ |
Payments greater than the amount due could not be processed and Change Due was not displayed after posting Miscellaneous Receipt payments (Activities > Posting > Misc. Receipt Post Payment). A Change Due value is now displayed when the following is true: (1) The total amount of the misc receipt fees to be created and paid is greater than zero, (2) the total amount paid is greater than the total fee amount, and (3) the amount of cash/money orders tendered is greater than or equal to the excess amount paid. |
|
17528/ |
Payments did not display in the expected order in the Payments grid of the Payment History panel of property records. Payments are now listed by Payment ID in descending order. |
|
17907/ |
In the Payment view, no indication was given that the payment had been voided. The Void Payment button is now disabled on voided payments, and a Void column has been added to the Summary Distribution panel grid; the column displays either |
|
18265/ |
When adding a fee through the Add Fee Wizard, the year displayed in the Year field changed from |
|
18144/ |
Event generation from posting Special Assessment Payout Agreements appeared incomplete or inconsistent (Activities > Payout Agreement > Generate Special Assessment Payout Statements, click Add in the Statements for Special Assessment Payout Agreements). The issues stemmed from the system being configured to generate events prior to creating statements, which inadvertently prevented events from accessing the property IDs associated with the statements. This process has been corrected to allow for more complete and consistent event creation. |
|
18288/ |
The Delete button was enabled when a Payment Run with |
|
18386/ |
Changing the Posting Date from the Payment Cart previously required that users have both the Receipting > Change Posting Date user right and the Receipting > Post Payment user right. Now, users with only the Receipting > Change Posting Date user right may access the Change Posting Date button on the Payment Cart, which can be opened by double-clicking the date display at the bottom right of the PACS 9.0 window. However, users without the Receipting > Post Payment user right cannot use the Post button on the Payment Cart dialog box to post a payment. |
|
18637 |
After setting or removing half-pay status, bill due dates displayed the previous year (from the Property view, choose Bills/Fees > Remove Half Pay Status or Bills/Fees > Set Half Pay Status). This was a year layer issue. When modifying half-pay status, the system now consults the Middle Tier value for pacs.year, which is expected to be the most up-to-date uncertified tax year. |
|
18894/ |
An unexpected error occurred after clicking Move Next to Payment Cart in the Payout Agreement panel of a property record because the application attempted to refresh the view. This issue has been corrected. |
Penpad
|
18593/ |
An unexpected error occurred when centering the GIS viewer on a recently checked out property because no associated GIS data was set to transfer to Penpad (configured through Tools > GIS Manager in PACS.ADMIN). Now, when an index cannot be found because the property has no GIS data associated with it, an informative message is displayed rather than an error. |
Property Access
|
18620/ |
Tax data displayed on Property Access prior to completing assessments and creating statements. A measure has been added to prevent the export of data for bills that are currently active in the system without statement IDs. |
|
18696/ |
No results were returned after using an asterisk in a sales search. This character is now ignored, allowing all results to be returned. |
|
18749/ |
The Taxes and Assessment panel collapsed expectedly when recalculating or modifying the calendar. The application now checks for and respects the open panels. |
|
18807/ |
Searches returned sketches for all years. Searches now return only sketches for the current year (when data is available). |
Property Record Options
|
18597, 18257/ |
When creating a new personal property record, completing the Cycle field is no longer required (File > New > Property). |
Receipting
|
17878/ |
The underage/overage calculation now displays on the slip receipt generated when posting payment in the Payment Cart. The over/under amount is the difference between the amount due and the tendered amount. |
REET Processing
|
16101/ |
An unexpected error occurred while attempting to search for a property from the REET New Dialog box using secondary search criteria in the Property Search Wizard (Activities > REET > Manual REET, then click Add followed by Search in the Property Data grid, then click Secondary Criteria, enter search data and click Next). Issues with the situs search fields in the secondary search criteria screen of this Property Search Wizard have been resolved. |
|
16128/ |
The county name in the header of the Payment in Lieu of Taxes Report has been corrected (Reports > Levy > Payment in Lieu of Taxes Report). In addition, values for the current tax year are now displayed in the last column of the report. |
|
16215/ |
The sequence of columns in the Real Estate Excise Tax Transactions grid of the Deeds & Sales panel remains the same after closing and reopening the property. |
|
17539/ |
In the export file generated for the DOR, the exemption explanation field is now limited to 250 characters per DOR requirements (Export > Export REET Recorded Information). |
|
17799/ |
REET interest did not calculate amounts with the expected intervals (REET view, expand the Sale Information & Excise Due panel and review the Excise Due section). The interest charging period has been modified, correcting the issue. |
|
18330/ |
When creating a REET record, the system forced new year tax area data into the record when the user intended to use the previous year’s tax area info (after creating the new year layer and changing the subject property’s tax area info, choose File > New > REET). The system was automatically pulling current year appraisal data. The system now uses tax area data from the Date of Sale year, correcting the issue. |
|
18799/ |
After manually creating a REET record with full buyer information, data from Address Line 2 and Address Line 3 did not save and display when attempting to add the buyer as a new taxpayer through the Account Search Wizard via clicking Add in the Buyer/Grantee grid in the Buyer/Grantee Information panel of the REET view (File > New > REET). The missing lines of data are now passed on and saved so that they can later display as expected. |
|
18813/ |
Images associated with Electronic REET Processing are now handled more efficiently, and they retain their file extension when copied to server image storage (Activities > REET > Electronic REET Processing). |
|
18983/ |
An Improvement added during an ownership transfer also displayed on the property record (from the Deeds & Sales panel, click Transfer Ownership in the Ownership History grid and, after adding an Improvement to the Sale, complete the Ownership Transfer Wizard; then view the property Improvements). This occurred because the Sale ID was not being included and checked for when working with Improvements, this issue has been corrected. |
|
18984/ |
Adding an Improvement during an ownership transfer introduced a sequence of dialogs from which the user could not exit (from the Deeds & Sales panel, click Transfer Ownership in the Ownership History grid and add an Improvement to the Sale). The sequence resulted from errors generated by a lack of code identifying a Marshall & Swift Improvement and a Sale ID. These issues have been corrected. |
|
19135/ |
Values for Gross Selling Price and Exemption Amt Claimed were not displayed as expected in the Sale Information and Excise Due panel (Activities > REET > Electronic REET Processing). The values now display, correcting the issue. |
Refunds
|
16873/ |
The address displayed on the Refund receipt did not align with the standard #10 envelope window as expected (perform a refund paid search, select and double-click a Refund ID to open the Refund dialog box, then click Reprint Receipt). The address has been repositioned, resolving the issue. In addition, slight adjustments have been made within the header to improve the appearance of the generated receipt. |
|
18640/ |
In the Refund(s) grid of the Payment History panel, the Posting Date column now displays the date the refund was posted according to the user-set posting date; the Refund Date displays the real-time system date the refund was created. To set the posting date, double-click the date displayed at the bottom right of your PACS 9.0 window, then click the Change Posting Date button in the Payment Cart – Posting Date dialog box. |
Rendition Processing
|
18609/ |
Mailing addresses did not print on the Tangible Personal Property Listing (from a Personal Property view, choose Commands > Print Personal Property Rendition Application; or Activities > Rendition Processing > Print Personal Property Rendition Applications). The procedure generating the address has been modified, correcting the issue. |
Reports: Assessor
|
18410/ |
Because rounding procedures were enabled, values with up to two decimal places unexpectedly displayed in the Acres columns of the Legal Acres Verification Report (Reports > Property > Legal Acreage Verification Report). This column now displays values with up to four decimal places. |
|
18820/ |
The country code did not display on the Personal Property Rendition Application (from Property view, choose Commands > Print Personal Property Rendition Application). This issue has been corrected. |
Reports:Treasurer
|
15611/ |
The REET Rate Description code file did not function as expected on the Statement of Taxes Collected (Reports > Monthly > Statement of Taxes Collected). To help correct this issue, a new Non-Specific attribute option has been added to the REET Rate Description code file (in PACS.ADMIN, choose Tools > Code File Maintenance > REET > REET Rate Description); this code’s attributes determine how values are displayed in the Statement of Taxes Collected. Line 5a of the statement includes amounts collected from any local districts with Non-Specific rates. In a related issue, only the P&I for each specific district is displayed in the Excise Due grid of the Excise Calculation Detail dialog box (from the REET view, expand the Sale Information and Excise Due panel, select the appropriate row in the Excise Due grid and click Detail). |
|
17611/ |
Attempting to generate the Fund Status, Tax History Overlapping Debt Report caused an unexpected error (Reports > Accounting > Fund Status Tax History Overlapping Debt). The offending code has been modified, resolving the issue. |
|
18287/ |
The Escrow Value Listing Report included all escrow types no matter what the user selected in the Escrow Type field of the Escrow Value Listing Report Dialog box (Reports > Escrow > Escrow Value Listing Report). The escrow type selection is now processed as expected when the report is generated, correcting the issue. |
|
18314, 18735 |
|
|
18518 |
Totals displayed in the Tax Roll Report have been reformatted to achieve greater clarity (Reports > Certification > Tax Roll Report). |
|
18792/ |
Instead of the year, the word “display” displayed on the Refund Receipt header (open the Payment History panel in the Property view, select a payment in the Payment(s) grid and click Print Property Receipt). This issue has been corrected. |
|
18992, 19452 |
As a result of discrepancies found during beta testing, the query generating the Certificate to Tax Roll Report has been revised (Reports >Certification > Certification to Tax Roll). |
|
19084/ |
On the Refund Receipt, refunds on bills, special assessments, and fees paid for in cash were displayed as two transactions–the initial tender amount and the change returned (expand the Property view Tax Due panel, choose the Bills tab, select a bill or fee and click Refund in the tool bar; the Refund Receipt generated when posting). The change line has been removed. |
|
19240 |
Notes entered by the user did not display on the Overlapping Debt Report (Reports > Collections > Fund Status Tax History Overlapping Debt). This issue, as well as an issue with notes being only partially displayed, has been corrected. |
Split/Merge
|
16451/ |
A system configuration option has been added to PACS.ADMIN; it controls whether a parent property’s Deed History is copied to child properties during a split. Access the configuration option by choosing Tools > System Configuration > Split/Merge > Copy Ownership History. This setting is set to |
|
19079/ |
An unexpected error occurred on attempting to run the Mass Apply Split/Merge Credit Wizard on a supplement group (Activities > Supplement > Supplement Group Maintenance, highlight a group, right-click and choose Mass Apply Split/Merge Credit Wizard). Now, when a supplement group does not have any payable items, an informative message is displayed rather than an error. |
|
19148 |
Now, when attempting to merge a property to a property that has been supplemented, a message informs the user that the property is in an unaccepted supplement and that some of the values in the summary screen might not match as expected (open a property and choose Commands > Supplement > Supplement Property and complete the Supplement Property Wizard; then choose Activities > Merge Properties and merge a property to the recently supplemented property). |
Supplement Processing
|
14230/ |
Verification information did not save, transfer, and display after a property in a pending supplement group was verified and moved to an active supplement group (open a property in a pending supplement group, expand the Supplement History panel and click Verify; the verification record later displays in the Verified Date and Verified By columns of the Supplement Property List Search Results window, or in the Verification Information section of the Supplement History panel). This data is now retained and displayed as expected, correcting the issue. |
|
16938 |
Now, when the Supplement Group List window is opened, the ID column is wide enough to display numbers in full without having to adjust column width (Activities > Supplement > Supplement Group Maintenance). |
|
18305/ |
A new Include Statements with Credit Balance option is available in the Copies and Options page of the Print Supplement Statements Wizard dialog box (Activities > Supplement > Supplement > Supplement Statement Maintenance, highlight supplement statement run and click Print, navigate through the Wizard). This option includes statements with a balance of less than zero. |
|
18362/ |
A new system configuration option has been added. When Do Not Refund Delinquent Penalty and Interest is set to The default setting is |
Tax Statement Processing
|
18044, 18299, 18828, 18830, 19108 |
Expected due dates failed to display on statements (Activities > Levy > Tax Statements > Create Tax Statements). These issues have been corrected. |
|
19034 |
Due dates displayed in the Tax Payment Options sections of statements sometimes failed to match those due dates displayed on the Coupon portion of the statement. This occurred because the Tax Payment Options section displayed the full amount tax due date; the date called to display in this section has been changed to the effective due date, correcting the issue. |