1.9.0.25.2011 Release Notes Limited #

Fixes

ID

Description of Update

Inquiry Processing

13642/
HS 83665

When an appraiser was selected with the Reassign Inquiries option in an inquiry search results list filtered by a particular neigborhood, the appraiser was assigned to property IDs that were not in the filtered list. This has been corrected.

Reports: Assessor

13601

The following items have been corrected in the Abstract of Assessed Value Report (Reports > DOR > Abstract of Assessed Value):

  • The as of supplement number functionality.
  • The new construction value calculation on page 1.
  • Data on page 4. (Data on page 4 has been modified for balancing against page 2.)

The following items have been corrected in the Assessment Roll Report (Reports > Totals/Rolls > Assessment Roll Report):

  • The as of supplement functionality.
  • An issue involving the exemptions count.

The following items have been corrected in the RCMI Report (Reports > Levy > RCMI Report):

  • The calculation of the new construction value.

13669/
HS 83574

When ExcelRecord was selected as the format in the Output Settings section of the DOR Sales Report dialog box (Report > DOR > DOR Sales) for an Invalid Sales Report, the output was not being displayed. This has been corrected.

2.9.0.25.2010 Release Notes Limited #

Fixes

ID

Description of Update

Delinquent Tax Notices

13554

An error occurred when generating delinquent notices because of zero statement IDs.

The process has been modified such that current year zero statement ID items are no longer included.

DOR Reports

13507

  • The DOR Sales Report (Reports > DOR) has been modified such that it:
    • Uses the adjusted_sl_price field instead of the sl_price field, the chg_of_owner.excise_number for the REET ID, and the sale.sl_dt instead of the deed date.
    • Retrieves assessed value from the report year, not the year when the sale occurred.
    • Excludes mobile home properties from the summary and lists them separately in the detail.
  • Formatting has been corrected for the DOR Invalid Sales Report (Reports > DOR).

3.9.0.25.2009 Release Note Limited #

Fixes

ID

Description of Update

Bills

13433/
HS 82993

It was not possible to undo bills. This has been corrected.

13502/
HS 83101

  • Penalty and interest on fees were not being calculated correctly. This occurred because the system determined that the penalty, which was set up to be charged on the 214th day of the year, should be calculated on November 30 instead of after November 30. This has been corrected.
  • The fee search now returns the fees associated with a property as expected.

Delinquent Taxes

13505/
HS 83152

Comments entered in the Delinquent Notice Maintenance dialog box (Activities > Delinquent Notice > Delinquent Notice Maintenance) now print in the message area of the tax statement.

13519

The delinquent taxes check now includes current year overdue taxes.

New Year Layer Processing

13493,
13508

An error occurred when the new year layer creation was undone (Activities > Administration > Certification > Undo New Year Layer). This has been corrected.

13514/
HS 83184

  • Selecting the New Year button in a tax district record’s Penalties and Interest panel and selecting the new year resulted in an error stating that information already exists for the year. This has been corrected.
  • Selecting Add in the tax district record’s Penalties and Interest panel created a master row for 2010-2011 instead of 2009-2010. This has been corrected.

13517

External information and election data was copied to the new year layer. It should not be copied; this has been corrected.

(External information and election data is entered on the Levy Data panel of the Tax District dialog box, accessed by selecting Details for a levy from the Levies panel of a tax district record.)

Notice Processing

13464

The capture values process (Activities > Appraisal Notices > Capture BOE Submission Values > Capture Values) did not populate the tables. This has been corrected.

Reports: Assessor

13507

  • The DOR Sales Report for valid sales (Reports > DOR) now populates correctly.
  • Category headings in the DOR Sales Report for valid sales and the DOR Stratification Report for real property now reflect whether 2 stratification categories or 3 categories have been chosen.

REET

13510/
HS 83178

The error message “File name field cannot be empty” occurred after the import of a REET file. This has been corrected.

4.9.0.25.2008 Release Notes Limited #

New Features

DOR Reports & Stratification Settings

IDs: 7659, 13209,13210

There is now one dialog in PACS.ADMIN (Tools > Stratification Settings Maintenance) to be used for entering either real property or personal property stratification settings. This new dialog replaces the separate dialogs and menu paths (one for real property and one for personal property) that were previously available.

A new stratification “Agri./C.U.Ag./Other” is available; it can be generated as a category separate from Multi Family/Commercial/Manufacturing in the Stratification Report (Reports > DOR > DOR Stratification) for real property, and the DOR Sales Report (Reports > DOR >DOR Sales) for valid sales. (Previously, there was not an option to separate it from the Multi Family/Commercial/Manufacturing cateogry.)

In addition, Single Family Residential stratification data will be separated from Multi Family/Commercial/ Manufacturing stratification data.

To support these modifications, the Stratification Settings dialog box now includes a Use Separate Current Use Group check box, which when selected generates a current use grid that is separate from the Multi Family/Commercial Manufacturing grid.

dor strat cu ck box

The Stratification Settings dialog box is accessed by clicking Add from the Stratification Settings Maintenance window (Tools > Stratification Settings).

Fixes

ID

Description of Update

BOE

13470

  • When Taxpayer Presentation was selected from the context menu in the Protest Search Results for a protest with Image, Record, and Sub Types that matched the system settings in PACS.ADMIN (Tools > ARB Maintenance > System Settings > ARB Options – Taxpayer Presentation tab), an error was displayed indicating that the Image Type was not found. This has been corrected.
  • In the Quick Image Scan dialog box (Activities > BOE > BOE Quick Image), a BOE type is now available as an option for selection.

New Year Layer

13438

Special assessments with codes calc and cert are now copied to the new year layer, in addition to special assessments with codes BA, BC, and C.

13445

Protests and comp grids are now removed when the new year layer creation is undone (Activities > Administration > Certification > Undo New Year Layer).

13446

Data in the Previous Market on New Ag field (located on the Productivity Valuation panel of the Land Detail dialog box) was being copied to the new year layer along with the corresponding Override check box. This data should not be copied; this has been corrected.

Ownership

13442/
HS 82933

When Finish is selected at the end of the Ownership Transfer Wizard, an error occurred. This has been corrected.

Reports: Assessor

13440

When the DOR Sales Report is generated with the Valid Sales option selected, an error occurred. This has been corrected.

5.9.0.25.2007 Release Notes Limited #

Fixes

ID

Description of Update

BOE

13406

  • Choosing Tools > ARB Maintenance > Appraiser Meetings > Manage Meetings in PACS.ADMIN no longer causes an error.
  • Add of Notice of Protest
    • When searching for a property to add to the Add Notice of Protest dialog box (Activities > BOE > Protest), it is no longer possible to select multiple rows in the search results.
    • The year that defaults when searching for a property is now the assessment year, instead of the year displayed in the Add Notice of Protest window.
    • Default comp grids are now created for protests created from the Add Notice of Protest window.
    • When the File As Name was completed and the owner panel is displayed, the Add Notice of Protest dialog box now remain in focus.
  • Images – When adding an image to a protest, an extra image is no longer added, or an image that is different than the one selected.
  • Letters – After entering criteria to print a letter (Activities > BOE > Individual Letter), results are now returned.
  • Panels – After a new protest is created, its panels display as expected.
  • Protest Search Results
    • It is now possible to select multiple protests in the Protest Search Results window. In addition, when Quick Scan is chosen from the context menu for a protest in the Protest Search Results, the image is applied to the protest selected as expected.
    • Selecting Remove Selected Search Records from the context menu in the Property Search Results no longer causes an error.
    • When Export Results To is selected from the context menu in the Property Search Results window and the View check box is selected in the Export Search Results dialog box, the Excel file that is generated is no longer placed behind the other windows.
    • When CAD Presentation (Sales), CAD Presentation (Equity), or Commercial Presentation > Comp Grid is selected from the context menu in the Protest Search Results window, the default grid is now retrieved.
    • Commercial Presentation > Income is now available for selection from the context menu in the Protest Search Results window.

13434

  • The Add Notice of Protest window (Activities > BOE > Protest) now opens with the year set to prior year instead of the current assessment year.
  • When creating a new protest from a property record’s ARB Inquiry & Protest panel, the year is now editable.

Bills

13432/
HS 82982

It was not possible to activate bills. This has been corrected.

Notice Processing

13403/
HS 82943

On the notice of value, text on two lines is no longer truncated and the owner name is no longer too close to the note advising the owner to read the reverse side of the notice.

Payment Import

13208/
HS 82132

After importing a file from a mortgage company and selecting Activities > Payment Import > Imported Payment Files, an error was displayed. This has been corrected.

6.9.0.25.2006 Release Notes Limited #

Fixes

ID

Description of Update

BOE

13066

The following BOE issues were corrected:

  • When the check box Generate Comp Grid when protest is created is selected in PACS.ADMIN (Tools > ARB Maintenance > System Settings > ARB Options tab), the comp grid is no longer created when the protest is created.
  • In the ARB Options tab in PACS. ADMIN (Tools > ARB Maintenance > System Settings), some of the fields are no longer covering text labels.
  • In the ARB Options – Taxpayer Presentation tab, the Image Type, Record Type, and Sub Type fields now filter based on role type. (That is, there is a limited set of image types that a user with a BOE role type can select from.)
  • The Postage Fees tab in the ARB Options – Global dialog box in PACS.ADMIN (Tools > ARB Maintenance > System Settings) is not applicable for Washington and has been removed.
  • After agent information was opened from a protest (by selecting Commands > Agent), when the agent information panel was closed, a message prompting the user to save changes was being displayed although no changes were made. This has been corrected.
  • When a case is selected to copy fields to in the Copy Fields to ARB Records dialog box (Commands > Copy Fields To), an error message is no longer displayed.
  • When Record is selected in the Protest Hearing Case dialog box (Commands > Record Hearing Minutes), an error message is no longer displayed.
  • When adding a protestor to a protest in the General panel of a protest record, an error is no longer displayed.
  • When creating a protest from the Add Notice of Protest window (Activities > BOE > Protest), the following issues are no longer occurring in the Add Notice of Protest dialog box (accessed by clicking Add from the Add Notice of Protest window):
    • If there is a property ID entered and:
      • The user clicks the Search Property ID button, the button displays the details of the property ID in the pane rather than opening the Property Search Wizard.
  • The protester type and name now default from the selections made in the ARB Options – Global dialog box.
  • The pane that displays the property details is no longer editable.
  • Selecting New in the Protestor section now opens a new dialog box.
  • When Process was selected for a protest created from the Add Notice of Protest window (Activities > BOE > Protest), and the protest was being processed for a property on which a protest already exists, the existing protest was being modified rather than a new protest being created for the property. This has been corrected.
  • The Default Sort button in the Add Notice of Protest window now sorts the protests according to the order in which they were created.
  • Using the Set Codes button in the Add Notice of Protest window no longer moves the row for which codes were set to the bottom of the window.
  • The hearing date for some protests was being set to 12/31/9999 in the Add Notice of Protest window and no auto schedule hearing date was set up. This has been corrected.
  • An image attached with the quick scan dialog (Activities > BOE > BOE Quick Image) now displays as expected on the protest or the property.
  • In the top fixed panel of a protest record, the neighborhood information in the Situs & Neighborhood section is no longer truncated when the description wraps to a second line.
  • When Taxpayer Presentation was selected by right-clicking a protest from the Protest Search Results, an error message is no longer displayed.

Certification

13331

When a system certification is undone (Activities > Certification > Undo Certify System), a notification message is now sent to the user’s PACS inbox indicating whether the process completed or failed.

13335

It is now possible to add special assessment attributes on a property record’s Property Codes panel after certification of the year layer.

13336

It is now possible to add a new special assessment on a property’s Tax Area, Exemptions & Special Assessment panel after certification of the year layer.

Codes

13327

Land miscellaneous codes are no longer editable in PACS.ADMIN (Tools > Land Miscellaneous Code Schedules) in a year that has been certified.

New Year Layer Processing

13334

When penalty and interest data is copied to the new year from the Penalty and Interest panel of a special assessment agency record, an error no longer occurs.

13337

An error occurred while creating the new year layer. This has been corrected.

13389

Special assessment records for an agency did not copy to the new year layer. This has been corrected.

13398

The setting for retaining the prior year value of notices was copied as a selected option. It is now copied as deselected.

Penpad

12988

After checking out properties, an error occurred. This has been corrected.

REET

13297

An error message occurred after the import of a REET file. This has been corrected.

Treasurer Daily Processing

13284

An error message no longer occurs when closing a day (Activities > Daily Process > Close/Reopen Day).

7.9.0.25.2005 Release Notes Limited #

Updates

ID

Description of Update

Notice Processing

13207

Neighborhood codes were not being included for some properties in the Notice of Value export file. This has been corrected.

Property Record

13205

An error occurred when creating a property record because the year was incorrectly defaulting to ALL. This has been corrected.

Refunds

13162

An error occurred when clicking Next after entering owner or payor search criteria on the Generate Refunds – In Mass dialog box (Activities > Posting > Mass Post Refund wizard) because search criteria did not match any refundable items. This has been corrected.

Reports- Assessor

13139

Running the DOR Sales Report (Reports > DOR > DOR Sales) returned no results. This has been corrected.

Tax Statements

13144

An error occurred if agent, mortgage, and taxserver print options were deselected when printing supplement statements (Activities > Supplement > Supplement Statement Maintenance). This has been corrected.

13192

Supplement statement numbers were being displayed as -1, and in the Bill view, the statement numbers are blank. This has been corrected.

8.9.0.25.2004 Release Note Limited #

Fixes

ID

Description of Update

Codes

13160

It was not possible to add a new subset code in PACS.ADMIN (Tools > Code File Maintenance > General > Subset Code); an error occurred. This has been corrected.

Land

12787

When the Override check box was selected for the New Construction Value field in the Land Detail dialog box and the new construction value was modified, once the property was recalculated, the modified new construction value was not reflected in the New Construction Value field on the property’s Values panel. A correction is now available for this issue.

Important Caution Icon In order for this correction to take effect in your system, a mass recalculation needs to be performed on all properties (Activities > Mass Maintenance (Property) > Mass Recalculation) so that new value can be calculated correctly.

Payments

13040

When posting payments, it was possible to select a cash drawer that had already been balanced. This has been corrected so that now only an open cash drawer can be selected that has the same balance date as the batch.

If a closed cash drawer is selected, an error is now displayed.

13146

In the Payment Detail Listing Report (Reports > Daily > Payment Detail Listing), the total paid for a property on the report was not the exact payment amount made for the property. (There was a penny difference.)

This occurred when bills included different amounts due (for example, H1=50.66 and H2=50.67). In these cases, the first payment amount was recorded as the subsequent payment amount, even though the subsequent payment amount was different.

This issue has been corrected.

Note Existing imbalanced payments may need to be corrected manually.

9.9.025.2003 Release Notes Limited #

Fixes

ID

Description of Update

Notice Processing

13089

When selecting Print from a property record’s Event -Appraisal Notice panel, multiple notices were printing, not just the notice for the property record. This has been corrected so that a notice is printed only for the property record.

Property Records

13116

After owner information was entered when creating a new property record, an error occurred. This has been corrected.

REET

13123

An error message occurred after selecting Post to process a REET payment. This has been corrected.

10.9.0.25.2002 Release Notes GA #

New Features

Audit Trail (12812)

The following adjustments are now displayed from the Audit Trail panel in property records:

  • When the Set Bill/Fee Code Wizard is run, BFC is displayed in the Type column and Set Bill/Fee Code is displayed in the Action column.
  • When the Set Half Pay Status Wizard is run, SHPay is displayed in the Type column and Set Half Pay is displayed in the Action column.
  • When the Remove Half Pay Status Wizard is run, RHPay is displayed in the Type column and Remove Half Pay is displayed in the Action column.

Bills: Half Pay Status Wizard (12812)

Previously, the Set Half Pay Status Wizard (Bills/Fees > Set Half Pay Status) created equal first half and second half amounts.

Now in the Set Half Pay Status Wizard, a new Set H1 Due to Amount Paid check box is available, which sets the first half amount to the amount paid. This option is useful when half-paid taxes have to be manually increased, because the increase is applied to the second half amount.

set h1 due to amt paid

Bills: No Change Calculation Option (12812)

Previously, selecting NC (No Change) as the Calculation Option in the Modify Bills Wizard (accessed by choosing Bills/Fees > Modify Bills from a property record) reset any tax due item into Full Payment status. (Note The NC (No Change) option is used to change the effective due date on a bill.)

Now, when the NC (No Change) option is selected, the first half due date is set to the newly-selected effective due date. If the second half due date is earlier than the newly-selected effective due date, then the second half due date is changed to the newly-selected effective due date as well. To review examples, click here.

  • When the current payment due dates are 4/30/2009 (H1) and 10/31/2009 (H2) and the newly-selected effective due date is 6/30/2009, then the payment due dates are changed to 6/30/2009 (H1) and 10/31/2009 (H2).
  • When the current payment due dates are 4/30/2009 (H1) and 10/31/2009 (H2) and the newly-selected effective due date is 10/31/2009, then the payment due dates are changed to 10/31/2009 (H1) and 10/31/2009 (H2).
  • When the current payment due dates are 4/30/2009 (H1) and 10/31/2009 (H2) and the newly-selected effective due date is 12/31/2009, then the payment due dates are changed to 12/31/2009 (H1) and 12/31/2009 (H2).
  • When the current payment due dates are 10/31/2009 (H1) and 10/31/2009 (H2) and the newly-selected effective due date is 4/30/2009, then the payment due dates are changed to 4/30/2009 (H1) and 10/31/2009 (H2).

Delinquent Tax Roll Report (12375)

The Delinquent Tax Roll report now includes an As of Date field to be used in conjunction with the Totals Only option.

rep delinquent

Previously when the Totals Only option was selected, PACS retrieved amounts due on bills and fees. Now when the Totals Only option is selected, the As of Date must be specified, and PACS retrieves transactions with a batch balance date before or equal to the specified As of Date.

The functionality of the Details & Totals option remains the same. That is, when the Details & Totals option is selected, the Effective Date is used to calculate what is due on bills and fees, including penalties and interest.

Notice Processing (12804)

There is a new exclusion check box, Exclude State Assessed Utility Properties, available in the Appraisal Notice Selection Process Wizard, which is accessed by clicking Add in the Appraisal Notices window (Activities > Appraisal Notices > Appraisal Notice Maintenance).

When selected, properties with a sub type that has the State Assessed Utility attribute assigned to it in PACS.ADMIN are excluded. (The State Assessed Utility attribute is set under Tools > Code File Maintenance > Property > Property Sub Type.)

exclude state assessed utilities

Penpad (12695)

You can now determine whether a property is in a shape file by reviewing the Is In Shapefile column after properties have been checked out (Activities > Penpad > Penpad Maintenance).

Penpad (12799)

The Geo ID column is now available for review in lists of checked out properties.

Property Group Code Report (12672)

There is now an Include Deleted Properties check box available in the Property Group Code report dialog box.

property group code

Property Search Results (12261)

When the check box associated with the Year drop-down list is not selected, the default selection is now ALL.

property search year deselected

Property Search Results (12744)

The following columns have been added to the property search results so that the data can be exported as required: Address Line 1, Address Line 2, Address Line 3, City, State, Zip, Country.

property search columns new

Refunds (12860)

Previously, the PACS refund process used a tax due item’s current due date to calculate the delinquent penalty and interest to be refunded.

Now, to support the recalculation of delinquent interest for a refund based on the due date at the time of payment, there is a new setting, the Use Original Due Date setting in PACS.ADMIN (Tools > System Configuration > System category > Refund Calculation Process node > Use Original Due Date). The configuration options for this setting are:

original due dates

  • False -The refund process uses the tax due item’s current effective due date to recalculate penalty and interest.
  • True – The refund process uses the tax due item’s due date from the time the payment was made.

Note For either of the options, if interest begin dates are configured, then the configured begin date is used.

  • To review an example of the effect of this setting when interest begin dates are not configured, click here.

    Example: Interest Begin Dates not Configured

    Below is an example of property with $400.00 in taxes due in half payments for 2008-09. Interest begin dates are not configured.

    • First half (H1) payment due date = 4/30/2009. Amount due = $200.00.
    • Second half (H2) payment due date = 10/31/2009. Amount due = $200.00.
    1. Assume that H1 has been paid with $28.00 charged in penalty and interest as follows. (Note that the due date is 4/30/3009.)
      • Posted – 8/30/2009
      • Payment Due – H1
      • Payment Due Date – 4/30/2009
      • Base Paid – $200.00
      • Penalty – $12.00
      • Interest – $16.00
      • Total Amount Paid – $228.00
    2. Next, assume that by various processes the taxes due were increased and then decreased. (Note that the new effective due date is 7/31/2009.)
      • First half (H1) payment due date = 7/31/2009. Amount due = $50.00.
      • Second half (H2) payment due date = 10/31/2009. Amount due = $50.00.
    3. If the Use Original Due Date configuration is set to:
      • False – Then PACS recalculates the delinquent penalty and interest as of 7/31/2009 such that the total refund amount is $124.00. That is:

         

        Base Due Date

        7/31/2009

        Base Amt

        Penalty

        Interest

        Total

         

        Amt Paid

         

        200

        12

        16

        228

         

        Recalc Amt Due

        100

        3

        4

        107

         

        Total Refund Due

        100

        9

        12

        121

      • True – Then PACS recalculates the delinquent penalty and interest as of 4/30/2009 such that the total refund amount is $121.00. That is:

         

        Base Due Date

        4/30/2009

        Base Amt

        Penalty

        Interest

        Total

         

        Amt Paid

         

        200

        12

        16

        228

         

        Recalc Amt Due

        100

        3

        2

        105

         

        Total Refund Due

        100

        9

        12

        123

  • To review an example of the effect of this setting when interest begin dates are configured, click here.

    Example: Interest Begin Dates are Configured

    When interest begin dates are configured, then the configured begin date is always used. For example, if the interest begin date is 6/30/2009 for all taxes, then the interest amount is recalculated as of 6/30/2009:

     

    Base Due Date

    7/31/2009

    Base Amt

    Penalty

    Interest

    Total

     

    Amt Paid

     

    200

    12

    16

    228

     

    Recalc Amt Due

    100

    3

    2

    105

     

    Total Refund Due

    100

    9

    12

    123

    • If the Use Original Due Date configuration is set to:
      • False – Then the original due date is used ot denote the grace period, and the actual interest recalculated uses the begin date.
      • True – Then the current due date is used to denote the grade period, and the actual interest recalculated uses the begin date.

Refunds Paid (12833)

The Refunds Paid Report (Reports > Refund) now includes a header that displays the criteria selected for the report. For example:

refunds paid report header

Warnings (12679)

There is a new Notify Role drop-down list available in the Property Group Codes code file in PACS.ADMIN (Tools > Code File Maintenance > General > Property Group Codes), which specifies for what role a warning needs to be displayed when the property group code is set for a property record: Treasurer, Assessor, Both, or None.

notify role PGC

Warnings (12742)

There is a new Display on Warning Panel check box available in the Bill/Fee Code code file in PACS.ADMIN (Tools > Code File Maintenance > General > Bill/Fee Code), which, when selected, displays a warning as a yellow band in the warning panel at the top of a property record when the bill or fee code is set for the property record. (This is the functionality previously controlled by the Alert User check box.)

The functionality of the Alert User check box has been changed so that, instead of displaying a warning as a yellow band in the warning panel, it now displays a warning dialog box when a property or bill with the code is opened from the Treasurer role.

display warning BFC

Fixes

ID

Description of Update

Appraisal Cards

12814

The correct sequence numbers were not being displayed for improvement details. In addition, if a property had multiple improvements with mulitple improvement details, a second page was not generated to list the details that were not printed on the first page. This has been corrected.

Asset Manager

12835

The Details and Delete buttons were not enabled in the Asset Manager until a new segment was added. This has been corrected.

BOE

12761

Selecting the Lock properties that have been submitted to ARB check box in PACS.ADMIN (Tools > ARB Maintenance > System Settings) caused “Submitted to ARB” to display in a property’s title bar when the property was next opened. This has been corrected so that “Submitted to ARB” does not display unless Commands > ARB Submission Lock has been chosen for a property.

Comparable Sales

12613

The subject photo in a commerical sales comparable grid was repeated for the first comparable property, and the photos for the remaining comparable properties were not being displayed in their respective columns. These issues have been corrected.

Fees

12028

Although entries were made to modify a fee zero on a taxpayer record’s Fees & Excise Due panel, it was not modified on the bill. This has been corrected.

Imaging and Document Management

12632

It was not possible to print a sketch image in GIF format. This has been corrected so that images in GIF format are now supported.

Improvements

12864

When the Other Adj button was selected from the Improvement Detail dialog box, an error message was displayed indicating that a file name was too long. This has been corrected.

Inbox

12944

When the PACS inbox became full, it was no longer possible to work in PACS. To correct this issue, the PACS inbox now returns only the 100 newest items.

Land

13070

Recalculation processing has been modified to support zero dollar amount adjustments.

Levy Certification

12791

When Copy From was selected on the Statutory Limit panel to select the year to copy from, an error was displayed. This has been corrected.

The Statutory Limit panel is acessed accessed by selecting a run from the Levy Certification Runs window (Activities > Levy > Levy Certification).

12867

The Levy drop-down list in a levy certification’s (Activities > Levy > Levy Certification) Values and Tax District Summary panels now defaults to ALL.

Mass Maintenance

12989

The calculation for the percent difference in the Mass Update Audit Report has been corrected to the following formula: (current yr – previous yr) / previous yr * 100.

The report is accessed by right-clicking in the Mass Update Maintenance dialog box (Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update).

Mortgage Processing

12844

After changing the lender name in a property’s Mortgage & Permits panel, the Save button was not enabled so that the user could save the change. This has been corrected.

Notice Processing

12673

It is now possible to create appraisal notice configurations (Activities > Appraisal Notices > Configuration Maintenance) that expire on the current date.

12803

When using the Value Increase Greater than and Value Decrease Greater than options with the Appraisal Notice Selection Process Wizard (Actvities > Appraisal Notices > Appraisal Notice Maintenance), properties without prior year values are now selected.

12806

The Appraised Value column in the Appraisal Notice Listing, accessed by right-clicking Print Appraisal Notice Listing in the Appraisal Notices window (Activities > Appraisal Notice > Appraisal Notice Maintenance), displayed a cumulative amount for each property. This has been corrected so that previous values are no longer accumulated in the current row.

12836

The Appraisal Notice Listing was including prior year values for properties for which the Do Not Print Prior Year Values on Appraisal Notice check box was selected in the Property Codes panel.

In addition, notices for real properties were incorrectly including new value in the frozen value.

These issues have been corrected.

12938

When personal property notices were printed with the Duplex Printer option selected in the Appraisal Notices window (accessed by choosing Activities > Appraisal Notices > Appraisal Notices, then right-clicking a run and selecting Print Appraisal Notices), notices were sometimes printed on the reverse side of the preceding notice; this occurred where personal property listings exceeded one page. This issue has been corrected.

13059

Events were not being inserted for some real, mobile home, and personal properties. This has been corrected.

Owners

12560

Previously, ownership history grid columns were displayed differently on different PCs, and the recommended correction was to manually delete the saved grid’s .xml file to restore default column assignments.

Now, if the number of columns being restored from the saved grid information does not match the number of columns already in the grid, the grid will not be restored. The user will be notified if the saved grid info is incorrect and will not be restored.

Payments

12676/
HS 80551

A payment that was greater than the amount due but within the overpayment variance incorrectly defaulted to an Overpayment Credit payment type. This has been corrected.

12890

Previously, when the payment code Overpayment Credit was selected, the credit was distributed proportionally to the accounts involved in the payment.

Now, the Payment Distribution dialog box is displayed when the payment code Overpayment Credit is selected so that the user may specify the property or properties to receive the credit.

12892

The amount of time required for printing a receipt has been reduced.

12979

After delinquent years were selected for a propery that also had second half, current year amounts due and Pay H1/Next was chosen, only the delinquent years were moved into the payment cart, not the delinquent years plust the second half taxes of current year.

This has been corrected so that next half amounts are placed in the payment cart along with any delinquent taxes selected.

13007

When Post was selected to post a check payment for a statement selected from a property, an error occurred. This has been corrected.

13027

In the Import Payment file, some accounts paying current year taxes were not posting directly to the current year taxes when a second payment was in the payment file paying delinquent year taxes.

The issue involved records that had incorrect statement and year combinations, and the issue has been corrected.

Payout Agreements

12786

Some statements created for second half payments due for the current year agreements incorrectly included penalty due.

In addition, first half payments for the following year were displayed on the detail and the coupon, incorrectly indicating that a payment was due, and the Next Payment Due column displayed an incorrect due date.

To correct these issues, for bimonthly and annual agreements, when the start date is the last day of the month, the due date is now set to the last day of the corresponding month when the corresponding month has a greater number of days than the starting month.

For example, if the start date is April 30, 2010, and the payment term is biannual, the due date for the next payment would be October 31, 2010, instead of October 30, 2010.

Recalculation

12808

When selecting subdivision codes for a Mass Recalculation (Activities > Mass Maintenance (Property) > Mass Recalculation), neighborhood codes were displayed in the code chooser instead of subdivision codes. This has been corrected.

Refunds

12521

A statement with a previous refund was decreased, resulting in a credit, and the wrong amount was displayed in the H1/Next Due column. This has been corrected.

Reports – Assessor

12188

The Newly Created/Inactive Property Report (Reports > Property) was blank when generated. The report now includes the specified data.

12798

When Tax District was selected in the Print Totals By field in the Print Preliminary Totals dialog box (Reports > Totals/Rolls > Preliminary Totals), the report did not retrieve any data. This has been corrected.

12863

The Recalculation Errors Report dialog box no longer includes the Include PTD check box, which is not applicable for Washington.

12934

The property count in the DOR Stratification Report (Reports > DOR) was the same for both the stratum summary as well as the overall summary. This has been corrected such that the overall summary now includes all properties, and not just the properties selected for the stratum.

Reports – Treasurer

12668

The following modifications have been made to the Audit Trail Report (available from a property’s Audit Trail panel):

  • The report can now be printed for transaction types other than All.
  • The Modify Reason is now included for bill adjustment transactions.
  • The balance is displayed only for the transaction type All.

12795

The following modifications have been made to the Daily Detail Listing Report (Reports > Daily):

  • The Batch Balance Date range has replaced the previous Transaction Date range.
  • The report now includes both payment and refund transactions.
  • The full names of transaction types are now displayed (for example, “Pay Fee” instead of “Fee”).
  • The default report file name has been changed from “Payment Detail Listing” to “Daily Detail Listing.”

12800

The Check Register Report (Reports > Daily) now includes a Receipt Number column, and now lists payments made by check or money order, not just payments made by check.

12865

Headers were missing from a section of the Fiscal YTD Recap report (Reports > Monthly). This has been corrected.

12873

An error was displayed after choosing Reports > Fees > Outstanding Fees Reports. This has been corrected.

12899

When a batch balance date range was entered for the Daily Check Register report (Reports > Daily), no data was generated for the report. This has been corrected.

13024

An error was displayed when the Refund Due Report was run with overpayment credit criteria and now date parameters. This has been corrected.

Split/Merge

12628

After a split, bills that were created were not retaining the same due dates as the bills associated with the source property.

After a merge, bills that were created were not retaining the same due dates as the bills on the remaining property. This has been corrected so that:

  • For splits, the due dates for bills associated with the newly created property will be set to the source property’s due dates.
  • For merges, the maximum due date will be assigned to the remaining properties.

Note This update will not correct previously supplemented data. To correct due dates for supplemented data, use one of the following options:

  • For half payment statements, remove the current half pay status and associated due ates with the Remove Half Pay Status wizard (Bills/Fees > Remove Half Pay Status), and then use the Set Half Pay Status wizard (Bills/Fees > Set Half Pay Status) to set the new effective due dates.
  • For full payment statements, use the Modify Bills Wizard (Bills/Fees > Modify Bills) to set the new effective due dates.

Supplement Processing

12721

When Print Petition for Property Tax Refund Application was selected in the Supplement Statement Maintenance window (Activities > Supplement), no data was printed on the form. This has been corrected so that an error message is displayed instead of the form being printed without data.

12722

A supplement type of road split was incorrectly changing the tax due dates to a year out; a road type supplement should not affect tax due dates.

This has been corrected so that the due dates for a Current Use Removal are now handled in the same was as Manifest Error. That is, first and second half due dates remain the same. If taxes are increased, there is a 30-day grace period to pay the first half increased amount. If the payment is not made, interest and penalty accrues as of April 30.

12834

The create and activate bills process for supplements was creating a zero statement ID on prior year layers.

This has been corrected so that no zero statement IDs are creased, and if there is a levy statement ID for the tax year, then that ID will be used. Otherwise, a new ID will be assigned.

13028

It was not possible to create bills for a property supplemented multiple times.

The issue occurred due to temporary table issues, and it has been corrected.

Tax Statements

12730

The calculations for the amounts displayed with the “Property Taxes Paid in 2018” line and the “Interest and Penalty Paid in 2018” line have been changed to reflect the total amounts paid in the prior year for bills across all tax years, not just the amount of the prior year’s taxes paid in the prior year.

Note This change affects only new tax statements, not previously created statements.

12941

The geo ID is now included at the top left of corrected tax statements.

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