| Version Date | Details |
| 04/15/2024 | | General | | - | Limit updating the inspector when original inspector is inactivated on Certificates/CO's where the record is considered open.
For Certificates, open means: Hold, Ready, Certified, CertifiedWithStipulations, Expired.
For CO's, open means: ReadyToIssue, HoldInspect, HoldPrereq, HoldDeficiency, HoldPermit, HoldFees. | | Reporting | | - | Corrected the TrasnactionSource relationship within Certificate reports. |
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| 04/01/2024 | | BS&A ONLINE | | - | Fixed an issue so now only permits with a status of "Issued" can be printed online (if the permit type is setup to be printed online and the BSA Admin app setting to allow permits to be printed online are enabled). | | General | | - | Added a new property suffix for "Commons" and it will be displayed as "CMNS". | | New Features | | - | Added a new option for "Hold for bond payment" as an attribute on permit setup and permit. Also added the "HOLD (BOND PAYMENT)" status on permits. If there are any bonds on the permit that have an amount due and this attribute is set, then the permit status will change to hold for bond payment. |
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| 03/15/2024 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | When a process step restarts and prompts for what documents should be resubmitted, any documents selected will be marked as "required" on the newly created revision step. | | Reporting | | - | Fixed an issue with using display object filters involving grouped detail bands. |
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| 03/01/2024 | | BS&A ONLINE | | - | Fixed issue where deleted all-day, recurring Holiday appointments were still blocking off available scheduling days online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 02/15/2024 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected issue where a CO status would change to ready to issue even with open prerequisites on the certificate of occupancy record. | | - | Corrected an issue where changing the parent permit type of a permit type would not correctly clear out shared fee items. | | Other | | - | Additional back-end logging has been added for failed workflows that send emails. |
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| 02/01/2024 | | BS&A ONLINE | | - | When converting a web permit application and changing the permit type, the Contractor field will no longer clear out, but the licensee field will clear out if the defaulted licensee is not valid for the new permit type selected. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Added "add invoice item" action to permit expiration workflow event. | | Program Security | | - | Added a previously missing security item for "Add Additional Deposit Invoices". This security item is under the "Bond" security category. | | Program Setup | | - | Fixed security item "View Audit Table" so now it correctly hides the audit trail table from users that do not have security to view the audit trail table. | | Reporting | | - | Permit Number (source) field has been added to GL Activity Report. | | - | Fixed issue where the permit print button would "move" and not provide a list of reports. |
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| 01/15/2024 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | Reporting | | - | Permit Application reports can now be created. |
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| 01/01/2024 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | New Features | | - | New setting to allow issued permits to go into a suspended status if a process step is added to a permit after issuance for reviews. Look for the new option under > program setup > program settings > permit.... "Suspend Issued Permits for Reviews". | | Reporting | | - | Process Step Table now has an excel export option. |
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| 12/15/2023 | | BS&A ONLINE | | - | Fee Groups now load correctly when used online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 12/01/2023 | | BS&A ONLINE | | - | All permit hold reasons will display when viewing permits under "View My Activity" online. | | - | Inspection date availability had a hole in it where edited recurrence appointments would not be counted towards unavailable time. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 11/15/2023 | | BS&A ONLINE | | - | Improvements made to memory usage. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Lot, Block, and Subdivision fields on properties in BD will not have those fields emptied if Assessing does not have information in those fields. If Assessing does have information for Lot, Block and Subdivision then the fields in BD will still update as normal. |
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| 11/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Fixed issue where some inspection scheduling workflow events would not trigger if the user did not have security to add inspections. | | - | Added enforcement fields to violation based workflow events. | | - | Inspection completed workflow event that adds an invoice will now use the correct billing options from the parent record setup. | | - | Fixed a few crash errors when utilizing the attachment view directly on a contractor record. | | Reporting | | - | Added new Permit report to the report library called "Permit Metric" which calculates days spent on process steps and reviews on permits. |
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| 10/15/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 10/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 09/15/2023 | | BS&A ONLINE | | - | Added an option to 'Online Settings' form to not show review comments until the step is completed. This setting is on the top part of the online settings form located under program setup -> admin tab -> online settings button. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 09/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Errors will now correctly be displayed in instances where an attachment from a property in a linked Assessing database does not display correctly in the property attachment folder for the same property in the BD program. | | Program Setup | | - | Made memory usage improvements to Outlook Syncing. Background syncing interval as been hard set to 30 mins as the minimum. This is neccessary to keep the BD program from using too much memory and crashing with out of memory errors. |
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| 08/15/2023 | | BS&A ONLINE | | - | Request Account Linkage - When this is enabled, it will now have a clickable link "Don't have a PIN?" right next to the PIN number box and the link takes them to the request account linkage page. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Added an option to make it so a default documents for process steps can be set to not automatically get added to any reviews when step is started. |
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| 08/01/2023 | | BS&A ONLINE | | - | The window for "Request additional information" from teh web request queue can now be resized. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 07/15/2023 | | BS&A ONLINE | | - | Corrected issue with certain DLL files not correctly copying. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Prerequisite workflows now correctly trigger for certificate record type. | | - | Added additional spacing to violation fields in letters to help with read-ability. | | Reporting | | - | Added two new letter fields "All Review Revisions With Open Review Comments Grouped by Review Type" and "All Review Revisions With Open Review Comments Grouped by Review Type (w/ Filed As)" to print out the reviews grouped by review type. | | - | Corrected issue with "TotalProjectValue" field not working in project reports. |
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| 07/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Licensee Expiration and Licensee Status changed workflow events now work identically to permits. That is, licensee expiration will work through the daily process only, and licensee status changed will work when changing the status manually through the app. | | - | Fixed the "Final CO" link located on an issued Temp CO. |
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| 06/15/2023 | | Reporting | | - | The 6/15 update caused an issue with calculated fields in custom reports. We have pushed a new update out, dated 7/1, that corrects this. Please install this latest update for all .NET applications., following your municipality's protocol. |
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| 06/15/2023 | | BS&A ONLINE | | - | Web applications can no longer be deleted for converted online applications. | | - | Added HTML formatting to the "request additional information" window for web requests. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | "Revision Number" has been added as a new column to the review table. | | - | New workflow trigger event has been created called "Enforcement Next Action Date Changed". | | - | Checking for open prerequisites when manually editing CO status to "ready to issue" or "issued". If we find prereqs, we are showing the requested error message. | | Program Setup | | - | If a certificate type has the setting "rental certificate" enabled and the property -> rental tab -> billing units is set (NOT ZERO) then the billable units from that location will be used when the certificate is renewed. | | Reporting | | - | Added two new fields to Process Step Letters: "Reviewer Name" which just displays the name and "Reviewer Name with Contact Info" which shows the name and the email + phone. |
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| 06/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | New Features | | - | Added ability to set the email address on Name/Inspector records to multiple email addresses separated by either ";" or ",". |
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| 05/15/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Fixed issue with some properties not being able to be accessed due to bad project relationships. | | - | Fixed issue where invoice screen would appear when adding a code enforcement record, even when the option that triggers this behavior was turned off. |
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| 05/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Added some tweaks to our name queries to account for weird names that have the following characters in them for imports:'%', '(', ')', '{', '}', ':', '[', ']' | | Reporting | | - | Added another letter field for Process Step letters to include the filed as for All Review Revisions With Open Review Comments. |
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| 04/15/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected issue where reports that had been "hidden" by a user in their report library would still show up as available reports when emailing directly from a record. | | - | An Enforcement that has an MR invoice applied to it can no longer be deleted. | | - | Linked Properties - In the case where a child project is on a different property, we now always show the child project on that property when the parent project is on a different address. | | - | Corrected issue where workflows that were filtered to trigger for specific users would not fire off. | | - | Corrected issue where the "Scheduled By" field would come up as "Empty User" when a workflow scheduled an inspection. | | Program Setup | | - | Added system check when pushing inspections or appointments to Outlook. If an appointment already exists at the same time with the same subject and body, it will not be pushed from BD.NET, regardless of whether the two appointments are linked. | | Reporting | | - | Permit fields have been added to Attachment-based reports. |
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| 04/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 03/15/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Property links will now correctly be deleted when a property is deleted. | | - | Inactive Licensee records now show up when merging licensee records. |
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| 03/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | All user rules are now being reloaded when switching active databases to help with workflows triggering for the wrong database when utilizing multiple BD.NET databases. |
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| 02/15/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected database "speed" issues from feature that was implemented in the 12-15-2022 update. | | New Features | | - | Added "version 2" for Minnesota State Surcharge report. To use this report, it must be toggled "on" from the report library. That can be accessed by going to reports -> permit reports -> tools -> manage report library. This report is in compliance with the latest changes from the State of MN and what information they request.
The updated report works in the following way:
1. Provide the surcharge fee description corresponding to the surcharge fees that are being reported on when running the report (this is the same as the existing v1 report)
2. Require construction value, number of units, and construction category on all building, electrical, mechanical, plumbing permit types
3. The construction categories must be set to the following values exactly, or at least contain these as a subset:
-"Single-family dwelling"
-"Two-family dwelling"
-"Townhouse building"
-"Multi-family building"
-"Commercial/Industrial/Institutional building" |
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| 02/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | Reporting | | - | Corrected issue where the Invoice by Name report would not print accurate totals when invoices were billed to one person, but paid by another. |
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| 01/15/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 01/01/2023 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | "Date Started" and "Date Completed" added to Process Step Completed workflow event. |
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| 12/15/2022 | | BS&A ONLINE | | - | Emails will now be validated when applying fo rpermits or scheduling inspections online. Invalid email addresses will give an error that they are invalid and need to be edited. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | New Features | | - | You will now see a "Linked Properties" button on the toolbar when you are highlighted on a Parent Record Type (i.e. Project, Permit, PZE Process, Enforcement, Certificate, Certificate of Occupancy, Inspection Group).
This new feature will allow you to create a link on a main record type to as many additional properties (parcels and/or addresses) as needed. | | Reporting | | - | Licensee and Contractor name were added as email fields for "Letter Generated" workflow event. |
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| 12/01/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Fixed issue where the drop down option to change the bill-to name on an invoice that had not been paid or journalized yet would display no names. Now other names related to the main record will be displayed. | | New Features | | - | Property Type field has been added to the property view. |
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| 11/15/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 11/01/2022 | | BS&A ONLINE | | - | Fixed issue with disclaimer setting that sets the "accepted by" to the licensee name. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Resolve Duplicate Address Utility can be resized now. | | - | Added descriptive text to "Copy Work Description onto Permits" permit type setting to clarify that it does not work for permits applied for online. |
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| 10/15/2022 | | BS&A ONLINE | | - | Fixed issue with appointment logic and online inspection scheduling. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected issue where email service setting to send the email on behalf of the logged in user's email was not working. | | - | Process steps will recalculate their status after reviews are deleted. | | - | Workflow email field [BS&A Online All Reviewed Document Links] has been added to permit related workflow events and replaces the old field [Process Step - All Reviewed Documents Links]. | | - | "PZE Process Expired" workflow event now has date trigger options like the Permit Expiration workflow event. | | - | Fixed issue with review comment and review concern datafields in emails duplicating. | | - | Fixed issue with pooled cash entries being duplciated when a Cash Receipting transaction was voided in the Building Department app. |
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| 10/01/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected issue where acreage/squarefootage would change when clicking to other fields. | | - | Added link/URL email fields that will take the recipient to the BSAO Process step details page for process step workflows. |
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| 09/15/2022 | | BS&A ONLINE | | - | Corrected issues with granting other accounts access to apply for permits, inspections, pze processes. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Added "Stories" field to property view. | | - | Corrected issue with attachment exports when not exporting to a .zip file. | | New Features | | - | The fee wizard button is no longer greyed out when you have a schedule based fee. You must have a rate step row selected in the grid, as this row is what you are setting the amount and rate for. The quantities default to the to and from values for the rate step, but you can change these. Anything within the quantity range for the step is valid, otherwise it will not validate. You can also change cost 1 and cost 2 to anything.
This is essentially a linear equation solver, where you are giving two costs for two given quantities , and then we calculate the slope and intercept values needed for that given rate step. |
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| 09/01/2022 | | BS&A ONLINE | | - | Improvements made to memory usage. | | - | On Process Step parent views, the document summary area will show all document versions in the detail band. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | "Not Required" has been added as a default review result. Setting a review's result to "Not Required" will turn the review icon green and complete the review. | | New Features | | - | When a permit is in a project and listed below another project requirement that is set to "Blocking", you will be able to see next to the permit's status that there is another requirement blocking. | | - | There is a new setting for process steps called "Request Documents When New Revision Created". When this is enabled, when the process step fails and a new revision is created, the box to send an email for document requests will automatically pop-up for you. | | - | There is a new workflow email field that will take the recipient to the Project landing page for the permit on BSA Online. |
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| 08/15/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 08/01/2022 | | General | | - | Addressed reporting issue for calculated fields |
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| 08/01/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | New Features | | - | Invoice Item Paid workflow event has been added. | | Reporting | | - | Excel Export option added to the Transaction Item Table. |
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| 07/15/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 07/01/2022 | | BS&A ONLINE | | - | Option added to the BSA Online admin application to hide comments on Process Steps. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | "Permit Application - Applicant Email" can now be modified on permit web applications. | | - | ICC Construction Calculator now correctly imports up to four decimal places when importing the ICC's construction value excel file. |
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| 06/15/2022 | | BS&A ONLINE | | - | When logged into the BSA Online website, Contractors can now find a "Projects" tab under their My Activity view. | | - | When filling out form when requesting account linkage, wording has been udpated to reflect "Full Name/Company" instead of just Full Name. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | "HELP" link has been added to Online Settings screen for inspection scheduling to help list the logic used when inspections get scheduled online. | | - | Fixed issue where cloning PZE Setup would not clone the fees. | | - | Added system default review result for "Approved with Conditions". |
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| 06/01/2022 | | BS&A ONLINE | | - | Documents submitted online that fullfill required document placeholders will now have their "filed-as" naming match the document placeholder naming. Example: If your document placeholder for required documents online is called "Site Plan Documents", and the applicant attaches a file called "123 Main Street Documents", the file will be called "Site Plan Documents" in BD.NET so that it matches the required document placeholder text. | | - | Corrected behavior that prevented Occupants from applying for a permit online when the "Allow Occupant to Pull Permits" checked on the property. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | New Features | | - | There is now an option on pze process types to not require owner certification when applying online. This removes the text indicating that you must verify yourself as the property owner, as well as the checkbox stating that you certify you are property owner of the property. This works only if the applicant has a BSA Online username that is NOT linked to any name in the BD program. | | Program Setup | | - | We no longer allow the user to modify the email settings while in FI. Instead will display a message stating that all emails created while using FI will be synced back to BD on the next synchronization and then sent out via the email service setup in the BD program. |
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| 05/15/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 05/01/2022 | | BS&A ONLINE | | - | There is a new tab under My Activity View for Document Submittal. After sending a request for document submittal from within the BD program, a Contractor can continue to use the link in the email they receive. They can now also go to their 'My Activity View' and go under the Document Submittal tab and submit their documents there. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Fee Group setup can now select multiple fees at once. | | New Features | | - | When adding a new review step to an issued/completed PZE Process or Permit, the PZE Process or Permit will "re-open". This means the PZE Process will go back to In-Progress" and the Permit will go to "Suspended - Review" until the new review step is finished. | | - | Added an option under the basic setting tab when in process step setup that creates document slots on a new process step from the previous step. The setting is called "Create Documents Based Off Previous Step". |
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| 04/15/2022 | | BS&A ONLINE | | - | Corrected issue where owner name would still show up online in some areas even when excluded from showing up online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Fixed an issue where the bill-to name on a certificate could be set incorrectly during the renewal process. | | Reporting | | - | Fixed issue where the Revenue Summary Report would not generate due to NULL values. |
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| 04/01/2022 | | BS&A ONLINE | | - | Corrected issue where converting permit applications from the web could result in data filling in from a previously converted permit application. | | - | Corrected issue where issued permits could not be printed online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Added Licensee warning for expired business license to permit types setup. | | - | Local License and Business License Expiration dates on Licensees will now correctly set the Licensee status to Expired and Active. |
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| 03/15/2022 | | BS&A ONLINE | | - | Stop work orders that are set to still allow inspections now applies to online inspections as well as manually scheduled inspections. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 03/01/2022 | | BS&A ONLINE | | - | Corrected issue where creating a Contractor through the account linkage requests would not correctly fill out their contact information. | | - | Corrected issue where multiple large documents attempting to be uploaded at once when applying for a permit/pze process online would result in an attachment error. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected issue where the "Add Image" window could be enlarged but not put back to normal size. This window can no longer be enlarged. | | - | Comments/Concerns on reviews are now listed in the tree view in the order they were selected when using the "Do Review" button. | | - | Corrected issue where re-assigning open items when inactivating an inspector would not correctly re-assign appointments. | | - | Corrected issue where null results would prevent paying vendors from escrow fees. | | New Features | | - | There is now a new task performed by the daily process to check for permits and permit applications whose permit type is configured to autocancel after X number of days of inactivity.
"Inactivity" is defined on the permit as nothing occuring that triggers the DateTimeModified to update on the permit. For permit applications, inactivity is defined as nothing occuring that triggers DateTimeModified to update on the permit application 2 record OR the base application record.
For permits, we will only autocancel if the specified settings are set correctly and the permit is in a pre-issue state after the required time has elapsed. Pre-issue is either "ready to issue", "unknown", or any of the hold statuses. If a permit is detected to be autocanceled by the daily process, it is set to the canceled status and a comment is attached to the permit saying that is was cancelled by the daily process on that day.
For permit applications, we will only autocancel if the specified settings are set correctly on the the permit type that is tied to the permit application and the permit application is in a non-deadend state (either "hold" or "submitted" status). If a permit application is detected to be autocanceled by the daily process. it is set to the DENIED status (there is no cancel status for applications currently). We will also add a web request comment similar to the comment added to permits. We will also send out the system/override permit application denial email if one is configured in the online settings.
Note - Requesting additional info for a permit web request does trigger the DateTimeModified to be updated as it sets the application back to a hold status, so it would extend the time. | | - | "Project Number" and "Project Filed-As" now are columns available on the review table. |
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| 02/15/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 02/02/2022 | | Reporting | | - | Fixed report issue when generating PDF files |
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| 02/01/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Added additional checks to help with random program crashing. | | - | Fixed issue with parcel status options in regards to Assessing imports incorrectly marking a parcel inactive if the parcel status filter was being used but no parcel status options were selected. | | - | Web Queue will now auto-refresh when processing any inspection requests. | | Reporting | | - | Transactionitem reports now have access to certificate datafields. |
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| 01/15/2022 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Fixed issue when voiding a receipt in BD that used a debit account override tender type in Cash Receipting so that the void in BD correctly uses the debit account override. | | - | Fixed issue where letter file names were being scrambled when emailing out of the BD program. | | New Features | | - | BSA Online - Added options to show/require homeowner phone number and email when an applicant applies for a permit online. This setting is under program setup -> administration tab -> online settings button -> permit settings tab. |
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| 01/01/2022 | | BS&A ONLINE | | - | Delegation can now be given to a "linked BSA Online account" that will allow the linked account to apply for a PZE process on behalf of the main "main" BSA Online account. | | - | You can now enable a setting per permit type that will allow the permit category to be a field that gets filled out by the online permit applicant. | | - | Required names will now be listed first when applying for a pze process online. | | - | My Activity View will now sort the permitss by their date created, which will allow for the most recent permits to be shown first. | | - | Corrected issue where the Make a Payment link in automated BSA Online emails would not load up the correct unit's BSA Online site. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Review steps that are given a status of "Not Required" will no longer prevent other review steps that are set to dependent to not be started. | | - | Corrected crash issue when using the Warning Center fix for duplicate licensees. | | - | Corrected issue where information from an online permit request being converted into a real permit would flow into the next online permit being processed. |
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| 12/15/2021 | | BS&A ONLINE | | - | Added checks so that if a Contractor is marked Inactive, they cannot apply for a permit online. | | - | Correct an issue where the amount due was displaying incorrectly if looking at the project screen online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Added checks to help prevent duplicate appointments from being created when syncing with Outlook. |
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| 12/01/2021 | | BS&A ONLINE | | - | Fixed issue where a BSA Online user that was linked to another BSA Online user could not see permits in their My Activity View. | | - | Fixed issue with statuses not displaying correctly for records online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | When attaching existing letters to emails when emailing through the BD program, youu can now see the date added plus the parent record number for each attachment. | | - | A new warning center message has been added to indicate duplicate licensees. Using the "click to fix" option will simply opening the licensee merging window. | | New Features | | - | Updated the way revisions look in the "Tree View". Revision history is no longer buried in a Revision History folder, and instead you will see all revisions on the main record in the tree view. | | - | Multiple review steps can now be added to permits from within the permit type setup. |
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| 11/15/2021 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | New Features | | - | A different cash account for online payments can now be setup under program setup -> database setup tab -> accounting button -> GL Settings tab. |
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| 11/01/2021 | | BS&A ONLINE | | - | -We will now show a more detailed error when attempting to schedule an inspection that is in a blocking/dependent state on a project requirement. This will only take effect if online inspections are restricted to unfullfilled project requirements.
-The "my activity" permits grid will now show "holding for project requirement" in the status column if it is in a blocking/dependent state.
-The permit view will now show "holding for project requirement" in the status field if it is in a blocking/dependent state. Under the status, there will be an additional excerpt that explains what exactly is blocking or dependent.
-The occupancy cert view will now show "holding for project requirement" in the status field if it is in a blocking/dependent state. Under the status, there will be an additional excerpt that explains what exactly is blocking or dependent. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | New Features | | - | Stipulations, Construction Category, and Use Group can now be defaulted per permit type. |
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| 10/15/2021 | | BS&A ONLINE | | - | Fixed issue where linked sub-contractors would not see all permits in the My Activity view. | | - | Corrected issue that allowed an inspection to be cancelled outside of the allowed hours. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Fixed issue where CO-based workflow events would not filter by parcel number correctly. | | - | Made more permit userfields available in review-based workflow events. | | - | Fixed issue where bond transfers, forfeitures, refunds would not always post due to voided items. | | New Features | | - | 'TARN' is now an accepted street suffix option. | | - | Added 'Activate' as a new Fee Version option. |
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| 10/01/2021 | | BS&A ONLINE | | - | Added "Make Payment" links available when looking at project requirements online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected issue with certificate status not updating when mass applying certificate fees. | | - | Fixed issue with expression-based fees not cloning correctly when a permit is cloned. |
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| 09/15/2021 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 09/01/2021 | | BS&A ONLINE | | - | Corrected issue where emails would still send out when a permit's status was changed even if the system email was disabled. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 08/15/2021 | | BS&A ONLINE | | - | Fixed issue where linked homeowner could not see permits in their My Activity view online. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Transfer to Tax utility, when ran to an export file, will now include more than 5 characters for the transfer to tax code. | | New Features | | - | Minnesota Surcharge Report now includes a drop down option when filtering to select population which then determines the percentage calculation. Note that the report will need to be reverted to the default before running.Any custom reports based on this report will need to be recreated based on the new default report to receive these changes. |
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| 08/01/2021 | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. | | - | Corrected an issue using the certificate expiration method to calculate from initial issuance date. | | Reporting | | - | Corrected issue with the Aged Invoice Totals List report running very slowly and printing blank/incorrect fields. |
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| 07/15/2021 | | BS&A ONLINE | | - | When searching for an invoice to pay online, if the search is for a permit or PZE process, we will now include all invoices on all records of the searched record's project (if the searched record was on a project).
For example, if a permit on a project was searched, we should be returning all of these invoices in the result:
-All the invoices on the searched permit
-All the bond invoices on the searched permit
-All of the invoices on all other permits, PZE processes, and occupancy certificates on the project, on top of any bond invoices on any of those records. | | General | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 07/01/2021 | | BS&A ONLINE | | - | Fixed issue of PZE processes not being viewable online for Contractors in their "My Activity" view. | | General | | - | Added additional improvements to speed up certificate renewals. | | - | Made improvements for storing and saving application settings. | | - | Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked. |
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| 06/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2021 | | BS&A ONLINE | | - | Certificate Miscellaneous Fields can now be shown online. Certificate type setup has been revamped with new tabs added to mimic the permit type setup screen. | | General | | - | Fixed a rounding issue with the amount balance due field used in workflows. | | - | Fixed issue with all-day, week long appointments not syncing correctly with Outlook. | | Reporting | | - | When permits or certificates are printed through Cash Receipting when they are issued after payment, printer settings from the BD program for the user taking payment in CR will now be honored. | | - | Added GL Distribution bands to Invoice By Name report. |
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| 05/15/2021 | | BS&A ONLINE | | - | Added a new option per review step to allow or not allow documents to be submitted if the review step is completed. | | - | Fixed issue where disabled BSA Online email would still trigger. | | - | Building Department tab will no longer show online if a property is hidden in the BD program, but available in another program, such as Utility Billing. | | General | | - | Fixed display issue within the "Do Inspection" screen. | | - | Fixed wording issue within PZE process email fields for workflows. | | New Features | | - | Added an inspection view while on a project. This will help show all inspections for records that are within the selected project. | | Reporting | | - | Fixed issue with invoice reports running over 100+ records displaying incorrectly and taking a very long time to generate. |
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| 05/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2021 | | BS&A ONLINE | | - | Fixed issue with fee groups not showing up correctly when applying for a permit online. | | General | | - | Fixed issue with minimum fee amounts not cloning correctly when cloning a permit. |
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| 02/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2021 | | General | | - | Street Suffixes will now be in all caps if the street name is also in all caps. If the street name is not in all caps, then the suffix will not be in all caps. |
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| 01/15/2021 | | BS&A ONLINE | | - | Fixed issue of permits not being able to be re-printed online. | | General | | - | Fixed an issue regarding tender type from payment made in a subsidiary CR database. |
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| 01/01/2021 | | BS&A ONLINE | | - | When converting an online permit application, if you are setup to be prompted for project linkage, you will now only be given a lsit of projects that contain that permit type as a project requirement. | | General | | - | Review workflows can now filter based on the PZE Process being created from the web or not. | | - | Process Step workflow events can now trigger process step reports. |
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| 12/15/2020 | | BS&A ONLINE | | - | Added instruction text boxes for PZE process types for BSA Online setup. | | - | Made it so that BSA Online accounts that is a Contractor Account for one Municipality can be treated as a Homeowner Account for another Municipality when applying for permits. |
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| 12/01/2020 | | General | | - | Made improvements to letter generation speeds. |
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| 11/15/2020 | | BS&A ONLINE | | - | Added shortcut "Print" options to My Activity View so that Contractors can print issued permits from their activity view. | | General | | - | Fixed issue with project description field not showing correctly in workflows. | | - | Fixed issue that caused some User Defined Approvals to not sync over from BD.NET to FI.NET. | | Reporting | | - | Fixed issue that caused project inspection requirements to not print correctly on permit when issued through Cash Receipting. This will require both BD and CR to be updated. |
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| 11/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2020 | | BS&A ONLINE | | - | Fixed issue with permit workflows and BSA Online emails not triggering when permit was paid from online payment import in CR.NET. | | General | | - | Fixed attachment export for better handling of attachments that cannot be located. |
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| 10/01/2020 | | BS&A ONLINE | | - | Fixed issue with permit workflows and BSA Online emails not triggering when permit was paid from online payment import in CR.NET. | | - | Added a setting under the permit applications tab in online settings to prompt for name differences. This setting has been set to OFF by default so no more prompts will occur unless this option is turned on. |
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| 09/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2020 | | New Features | | - | There is now an option on fee groups to make them available to select online. This behaves similarly to how fee groups work in the desktop app when adding an invoice where you select the group and it goes through each fee on the group and prompts you for a value for each if necessary, and then it adds the individual fees.
Note that fees in the fee group must have the option to be visible on BSAO checked. In other words, only the fees in the fee group that are configured to be shown online will actually be added when selecting the group.
The option to "show fee only in fee group" on the invoice setup record behaves the same here, therefore if you want to hide the fee from being selected individually online, that option will need to be checked. |
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| 08/01/2020 | | General | | - | When moving a PZE to a new address, if the PZE was applied for online, the application will move with the PZE process. | | - | Adding application, property and parcel email filter fields and regular filter fields. Also adding permit application 2 filter fields for "Permit Application" workflow events. | | - | Fixed issue where a BSA Online account being linked to multiple names in the BD program would cause issues with attachments not appearing in the BD program when permits were applied for online. | | New Features | | - | There is now an option on fee groups to make them available to select online. This behaves similarly to how fee groups work in the desktop app when adding an invoice where you select the group and it goes through each fee on the group and prompts you for a value for each if necessary, and then it adds the individual fees.
Note that fees in the fee group must have the option to be visible on BSAO checked. In other words, only the fees in the fee group that are configured to be shown online will actually be added when selecting the group.
The option to "show fee only in fee group" on the invoice setup record behaves the same here, therefore if you want to hide the fee from being selected individually online, that option will need to be checked. |
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| 07/15/2020 | | BS&A ONLINE | | - | Invoices with a linktype of name are now available to search and pay. This will include licensee registration fees.
-"Allow Payments On Names" admin app payment option enables this functionality.
-Also added "Always Allow Online Name Payments" admin app CD security option. This makes it so more than just the bill to name can pay name invoices. | | - | Fixed issue where some required fields where getting overwritten when converting an online permit application. | | New Features | | - | Added two new settings to online settings -> permit/pze process settings -> only allow online payments on permits/pze processes that are setup to be applied for online.
When checked, invoices linked to permits/pze processes whose types do not have a visibility of type "allowed" will not be visible in either the main invoice search (by invoice number) or under the list of invoices under a specific record when doing a property/record number search. | | - | You can now go to "Shared Fee Schedules" on the permit setup form. This will give you the option of selecting any fees that are configured on the parent permit types of that permit type. This option is not available if there is no parent permit type. In addition, these intersection records have their own online settings which are initialized to the values of the invoice item setup that was selected. You can click "edit" on the grid to specify these to something else after the fact. |
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| 07/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2020 | | General | | - | Made improvements to program latency. | | - | Made improvements to handle very large number of invoices being paid at once via Cash Receipting. | | Reporting | | - | Bond Transaction Report now correctly uses the post date for the "as-of" date filtering. |
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| 06/01/2020 | | General | | - | Fixed error caused by cloning a permit. |
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| 05/15/2020 | | BS&A ONLINE | | - | Fixed issue where permit userlistfields 6 through 10 would not convert correctly from permits applied for online. | | General | | - | Fixed workflow filtering so a "Review Planned" workflow event would trigger correctly when filtering by revision number. |
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| 05/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2020 | | BS&A ONLINE | | - | BSA Online accounts that are linked to names on projects can now view project attachments online. | | - | Denied PZE process applications now prevent users from attaching more documents online. | | General | | - | Fixed issue where blank concerns could be created when canceling a review comment. | | New Features | | - | Bond invoices can now be paid on BSA Online by searching for the invoice number only. | | Other | | - | When uploading documents from BD.NET to Bluebeam, there is now a red toast message that appears to remind users to use their API Bluebeam credentials. |
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| 04/01/2020 | | BS&A ONLINE | | - | Made additional improvements to document uploading. | | General | | - | Fixed tree view display issue caused by large font text/display settings. | | New Features | | - | Added the ability to filter property imports from Assessing by parcel status. |
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| 03/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2020 | | BS&A ONLINE | | - | Enabled the updated fee selection screen for BSA Online. | | General | | - | Made speed improvements when performing certificate renewals. | | - | Added new workflow trigger event "Process Step - Document Arrived Online". | | - | Fixed issue with Licensee Registration workflow event not sending report in email. | | Reporting | | - | Unnecessary excel tab no longer show in excel export files. | | - | Added NameSubContractor table for permit reports. | | - | Governmental Unit filtering options have been added to the ISO, C4040, and Dodge permit reports. |
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| 02/15/2020 | | General | | - | Any document on a review step that has a status of "Not Started" will carry over to subsequent revisions. | | - | Work comp number has been increased to 40 characters from 20 characters. | | - | "Amount Document" column has been added to the bond table view. | | New Features | | - | New notes have been added when attempting to delete a record that has invoices on it. The notes explain how to void and adjust transactions and invoices. | | Other | | - | There was an issue with users being able to access the Manual from the Assessing application located in Help/View Documentation/Manual. The scheduled update on 2/15/2020 corrects this issue. |
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| 02/01/2020 | | New Features | | - | Under Help > View Documentation there is a document outlining our keyboard shortcuts | | Program Security | | - | Fixed the security item to resolve duplicate addresses. | | Reporting | | - | Fixed issue that was causing the GL Details Report to not generate any records. |
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| 01/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2020 | | BS&A ONLINE | | - | Fees that get automatically added online will now display the quantity amount. | | - | New Admin app security item and BD BSAO security item added to help hide PZE step details from owners. | | - | Permit types and pze process types that are set to auto insert will no longer say "estimate", they will say to select your fees as accurately as possible. | | - | Fees added automatically will no longer be available in the "available fees" list. | | Program Security | | - | A new feature was added to allow an Admin User the ability to set an Expiration Date for a particular user. This new option is located within the User Security/Inactivate User (disable user Login) and is labeled as Expire Date. | | - | A new feature was added to the system to add the ability to Mark a User as Inactive. An Admin User will have the ability within the User Security to Inactivate/Disable a User Login. | | Reporting | | - | Fixed issue where report filter security options were not sticking. |
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| 12/15/2019 | | BS&A ONLINE | | - | Fixed issue with available days not showing up when scheduling inspections online. | | General | | - | Improved the tabbing order on the "Add New Bond" screen. | | - | Showing workman comp expires date on add contractor wizard. | | - | The "City" field will now display next to the address for Municipalities that cover multiple governmental units. | | Reporting | | - | Bond table relationship has been added to transaction refund report. |
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| 12/01/2019 | | Reporting | | - | Fixed issue where BD app would go into a not responding state when editing/running reports. |
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| 11/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2019 | | BS&A ONLINE | | - | Fixed issue with PZE userlist fields not displaying correctly. | | - | Fixed issue when searching for addresses with words in the unit/apt field. | | - | Added HTML control to permit payment instructions, inspection scheduling instructions, scheduled email text, and notes description tabs. | | - | Fixed issues with inspection availability dates online. | | General | | - | Fixed issue with empty inspector field for CO records. | | - | Fixed issue with program crashing when loading contruction calculator. | | - | Fixed issue where duplicate violations would appear on inspections. | | Program Security | | - | Add security setting for "perform Inspector's view actions" for inspector's view. | | Reporting | | - | PZE invoice reports now have access to Bond datafields. |
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| 10/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2019 | | BS&A ONLINE | | - | Fixed issues that led to over-scheduling/under scheduling of online inspections. | | General | | - | Adding a new pze step to a completed pze process will now re-open the pze process. |
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| 09/15/2019 | | General | | - | Letter writer options have been added for reviews. | | - | Added the email field mapping for letter generated workflow events coming from PlanReview records. The event can now read the PlanReview parent record fields, such as [PermitApplicant] for example. |
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| 09/01/2019 | | BS&A ONLINE | | - | When requesting additional information for an inspection request that came from BSA Online, the inspection request will not show as an open request. When a response is received, the inspection request will change back to a submitted status and show again as an open request. | | General | | - | If a review document is set to "in progress", and the review's start date is not set, the start date will be set. |
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| 08/15/2019 | | General | | - | Made improvements to the certificate type setup screen for users using 125% font display size on their computers. | | - | Added the address information to the Email Links to Reviewed Documents. | | - | Bond document type has been added to the Bond Summary view. | | Other | | - | OnBase - Changed priority of setting filter field values on a Permit so that Property fields have a higher priority than Project fields when updating attachment metadata. | | - | OnBase - Added improvements to grab the Review Step as the attachment parent when running the process to update metadata over documents. | | Reporting | | - | Fixed issue were a temporary C of O letter would not pull in a linked permit number. |
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| 08/01/2019 | | BS&A ONLINE | | - | Permits that are linked to a BSA Online account by either the Contractor or Applicant will now appear in the user's "My Activity View" online. | | - | Attachments added in response to "Request add'l info" on BSAO permit/inspections will move the request back to Pending in the Web Request Queue. | | General | | - | "Quick Invoice" option is now always visible and located in the bottom right of the taskbar. | | - | Fixed an issue with property imports failing when addresses included the pattern of "# -123". | | - | Outlook calendar sync interval can no longer be set to 0. |
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| 07/16/2019 | | General | | - | Fixed issue where sub-records could not be created on existing setup records. |
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| 07/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2019 | | General | | - | Filter options in the Print Queue window are now saved per user. | | - | Added the ability to Schedule Inspections on PZE Process Created workflow events. | | - | Fixed error when attempting to create GIS custom layer from marked/blocked records on the PZE table view. | | - | Fixed issues with line breaks in the tools -> Email view. | | New Features | | - | Added logic to copy property owner to certificate holder on renewal. This attribute is available in certificate type setup. | | - | Added option to generate report workflow event to save the generated report as an attachment if applicable to the record in question. This runs in a background thread as to not hang the app when the workflow is fired, so the attachment may or may not immediately appear in the tree depending on when the workflow is fired...for example you can view the attachment immediately if this fires when a permit is created, but you may have to refresh the tree if it happens when a permit is issued for example. | | - | Added options for searching Enforcement and Certificate owing money when transferring bond money. | | - | Added the ability to add bonds to code enforcements. |
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| 06/15/2019 | | New Features | | - | HTML capabilities have been added to emails that are sent from Tools -> Email. |
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| 06/01/2019 | | BS&A ONLINE | | - | Payment Instructions now appear online correctly. | | - | Scheduling Instructions now displays online correctly. | | General | | - | Default attachment sources can only be set while editing the attachment source. | | - | Fixed "bond money deposited" workflow event. | | - | .tiff files are now treated like an "external document" when imported from OnBase. | | - | Attachment sources cannot be deleted if records had been added while the source was the default. | | - | Fixed issue where documents imported from OnBase would only attach to the first record. | | New Features | | - | Added ability to import/export OnBase mappings. | | - | Added help link to assist with Assessing's database rollover and having Assessing put their new database in the shared database group. | | Reporting | | - | Added CO Issued To and CO Owner name fields for letters. | | - | Fixed "All Review Revisions with Open Review Comments" letter field for PZE Step letters. |
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| 05/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2019 | | General | | - | OnBase - Fixed mapping for project number on bond record types. | | - | OnBase - Fixed mapping issue for project number on certificate of occupancy record types. | | - | OnBase - Fixed mapping for review step records when moved to different address. | | - | OnBase - Fixed mapping issue with Contractor field on permit application 2 record types. | | - | Fixed issue where the project number field would not populate for inspection completed workflow events. | | - | Removed the attachments node from contractors and licensees in the tree view. Attachments are accessible via the attachments link on the contractor and licensee view instead. | | - | Fixed display issue where "Print Selected Items" button from the print queue was not visible on certain display monitors. Users can now also use the shortcut Ctrl+P to trigger the printing options from the print queue. | | Program Security | | - | The "seal number" field is no longer editable by a read-only user. | | Reporting | | - | Added auditing of Copying Reports, Renaming Reports and Renaming of Report Profiles in Report Profiles. |
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| 04/15/2019 | | Reporting | | - | The Bond Summary Report has had a new filter option added to it that will allow for "as-of" reports to be generated for Bonds. |
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| 04/01/2019 | | General | | - | OnBase - Fixed crash when attempting to delete an attachment that was open in OnBase. | | - | Added "Right of Way" as a new basic usage choice. | | - | OnBase - Fixed issue where attachments were not being deleted in OnBase when their parent record was deleted in BD.NET. | | - | OnBase - Resolved error received when attempting to import documents from OnBase into BD.NET. | | New Features | | - | Additional Filters and Security have been added to the Print Queue.
This includes options to filter by "Date Added," "Added By," and a toggle to "Show Daily Process Items Only."
There is also a new Print Queue User Security Category with an option to grant/prevent users from being able to "Clear Items."
| | Program Security | | - | Added a Print Queue security category with a Clear Items security item. Note that this will need to be enabled for any user that should be able to clear print queue items. |
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| 03/15/2019 | | General | | - | Fixed display issue with multiple inspections scheduled for same inspection in Inspector's View. | | - | Fixed issue where attachments would not load correctly for Contractors. | | Program Security | | - | Fixed errant error message related to unfunded receivables when clicking on bonds. | | Reporting | | - | Added ability to pull images into reports for Code Enforcements. |
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| 03/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2019 | | Journalization Changes | | - | Corrected issue when trying to create Pooled Cash Fund Entries |
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| 02/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2018 | | General | | - | Fixed issue where "Image Quick View" was not appearing for attachments. | | Reporting | | - | Fixed issue where the "PaidTo" or "PaidBy" names were not printing on the Escrow Summary by Record report. |
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| 12/01/2018 | | BS&A ONLINE | | - | The option to override "Web Description" for PZE applications now works as expected. | | General | | - | Resolved issue where "Permit Application Submitted" workflow event would not trigger when expected. |
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| 11/15/2018 | | Reporting | | - | Added a new PZE Process Step report "Process Step History Report". |
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| 11/01/2018 | | BS&A ONLINE | | - | No longer allowing documents to be added to the pze application if the application has already been converted into a real pze process. | | General | | - | When a permit requirement is set to blocking/dependent in a project, you can now still add comments, linked names, images, letters, reminders, external documents, stop work orders, and subcontractors. | | - | Permit event workflows now have access to "Amount Grand Total", "Amount Paid Total", and "Amount Balance Due" data fields. | | - | Increased size of CO Type of Construction field to 50 characters | | New Features | | - | There is a new accounting option "Use CR Payment Details for Transaction Sources" that can be enabled to match a similar setting that was created in Cash Receipting to allow a payment to contain multiple sources. This new setting will allow the multiple sources to be pulled and shown in the BD program when payment is taken in CR. | | Other | | - | OnBase - Resolved issue were canceling the addition of an attachment would leave an orphan record in OnBase. Changing the title of an attachment in BD now updates the title field in OnBase. | | Reporting | | - | Added many new letter fields for review comments/concerns. |
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| 10/15/2018 | | BS&A ONLINE | | - | Added a new Feature Pack option for BS&A Online Admin Application that allows for Partial Payments to be entered for BD.NET invoices. | | General | | - | Workflows that have parcel filter fields can now filter by Parcel - Unit Code. | | - | Property imports will now use new address parsing for property addresses in the DotNet Assessing import when the import setting "Use New Address Parsing" is enabled. | | New Features | | - | BD.NET and Special Assessment now link together when in the same shared database group. Special Assessment will now show under the "Linked Applications" tab. | | Reporting | | - | PZE Step reports now have a data relationship to step revisions. | | - | Fixed issue where the Receivables by GL Number and Revenue by GL Number reports would not show correct totals for GL distributions that split the GL numbers. |
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| 10/01/2018 | | Reporting | | - | A "Project Setup Report" is now available in the default report library (found under the Category = Setup Reports). This report lists all of the project requirements on the projects in the database setup. |
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| 09/15/2018 | | General | | - | Fixed issue with merging properties that already had the same display string. | | - | Enhanced audit entries created from merging names. | | - | Fixed issue where some workflows would trigger multiple times during the Daily Processes. | | - | Images, external documents and letters can now be added to records in projects regardless of project requirements being fulfilled. | | - | Made additional enhancements to the "Balance by GL Number" report. | | - | Fixed error message referring to modifying projects when updating address fields. | | New Features | | - | Added the ability to put [TODAY(+X)] or [TODAY(1)] or [TODAY(-X)] in quick text which will then fill in the date when used. Please note that the X should be replaced with a number. |
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| 09/01/2018 | | Reporting | | - | An 'Invoice Item Setup List Report' is now available in the default Report Library. This is a simplified version of the previous "Invoice Item Setup Report." It shows the same general information, but does in a condensed view. It's also built to be easily saved and opened in Microsoft Excel (once the report is ran, go to File>Save As>CSV file). |
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| 08/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2018 | | BS&A ONLINE | | - | Fixed issue where overriding the default inspector for inspection types would result in an error on the website while scheduling inspections. | | - | Added a Document Summary view to the given parent record online. This shows all of the given documents across a record's Steps (either the Permit Step or the many Steps on a PZE Process). | | - | Fixed issue with permit minimum fees not always calculating correctly. | | General | | - | Enhanced the print queue screen to contain multiple pages now and allow for clearing out of items. | | New Features | | - | Linked names on a property can now be used when searching for properties by name. |
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| 07/15/2018 | | General | | - | Additional improvements made to scanning. | | - | Fixed issue where you could not sort the columns within the permit history view on a Contractor. | | New Features | | - | New setting has been added to Online Settings -> Inspection settings to 'Allow web users to add scheduling comments after submitting request'. This has been defaulted to off. If it is on, and the inspection cutoff date has not passed, and the user has sufficient access to edit the inspection, then a link should show up next to the inspection in View My Activity to Add Note for Inspector. This pops a box to enter note text, which then gets appended to the inspection's scheduling comment with a date. | | Reporting | | - | An Accounting>"Revenue Totals with Details" report is now available by default. To enable this report, go to Tools>Manage Report Library>navigate to the Accounting report category, then find the Revenue Totals with Details; check the box and press OK, and that template will now be available for use.
This report groups and totals transactions by record type and fee type. It also has a third "Additional Report Options" tab for easier filtering. |
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| 07/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2018 | | General | | - | Improved PZE loading times when adding a new process to a property. | | - | Improved performance of loading of reports, letters, and attachments via Tools -> Send Email -> Add Attachment. | | - | Improved performance when adding projects to properties. |
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| 06/01/2018 | | General | | - | Fixed scanning issue that results in errors when scanning in black and white. | | - | Added meeting date fields to PZE and review step workflows. | | - | Added PZE Process -> Staff Contact field as email field for PZE related workflows. | | - | Added the 'Add Invoice' option for Review Completed and Process Step completed workflow events. | | - | Fixed issue where the NAMES button would not properly open. This also fixed the issue of not being able to move records. | | New Features | | - | When an inspection is in a scheduled status, the date scheduled will print beside the inspection type in the tree view. When the inspection is completed, the date completed will print instead. | | Reporting | | - | Fixed issue where BD app would go into a not responding state when editing/running reports. | | - | Fixed issue where switching between All Records and Current Records in report options could cause the program to freeze. |
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| 05/15/2018 | | BS&A ONLINE | | - | Made improvents to cut-off time logic for inspection scheduling. | | General | | - | Fixed tree view display issue caused by large font text/display settings. | | - | Made improvements to "Name Variantions Found" link when BD is linked to the Assessing app. | | - | Users will now only receive one prompt when registering licensees. | | - | PZE Process step statuses will now correctly update when reviews are completed. | | Reporting | | - | "Web Username" column has been added to the Names table view. |
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| 05/01/2018 | | BS&A ONLINE | | - | Enhanced functionality of the rental property search. | | - | When "Only allow linked contractors to apply for permits" is turned on, each permit type will show a checkbox "Only linked contractors can apply for this permit type" that is checked by default. You can uncheck this option to allow non contractors on the website to apply for that type of permit. | | General | | - | Fixed a rounding issue with multiple GL accounts tied to a single fee. | | - | Added enhancements to loading times in Inspector's View. | | - | Bonds can now have a $0 initial bond amount. | | - | Fixed issue where the merge button from the Contractor screen would not work. | | - | Emails that fail to send from a workflow will now have an "Errors" button on them that can be clicked to show the reason why the email could not send. | | - | Added further enhancements to scanning documents. |
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| 04/15/2018 | | Reporting | | - | Bond TransactionSummary relationship has been added for permit-based reports. | | - | Fixed an issue where deleted comments would still print on reports. |
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| 04/01/2018 | | General | | - | Made improvements to scanning documents into BD.NET. |
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| 03/15/2018 | | Reporting | | - | Made improvements to reporting and memory usage. |
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| 03/01/2018 | | Access My Gov | | - | Online instructions can now be set per permit type in the permit type online settings tab. | | General | | - | GIS can now be enabled in FI.NET. This must be done on each tablet. | | - | Added a "LinkFromKey" to letter generated workflow events. This field will print the record number that the letter is attached to. | | - | Fixed issue where some record types would not correctly expire on their expiration date. | | - | Made improvements to scanning documents into BD.NET. | | - | Fixed issue where manually added violations would not get the appropriate numbering. | | - | Added a new "record" column when performing refunds/adjustments on transactions. | | Reporting | | - | Added certificate list report as a system report. Needs to be enabled through report library. | | - | Added a new system report for reviews. The report is called "Current Review" and must be enabled per user by going to reports -> review -> tools -> manage report library and enabling the report. | | - | Made improvements to reporting and memory usage. |
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| 02/15/2018 | | General | | - | Only the last 4 digits of a name's SSN now display unless the field is clicked on. | | - | Fixed crash related to fee versions. | | - | Fixed issue where program would become unresponsive when merging inspectors. | | - | Made further improvements to syncing of attachments between the Building and Field Inspection program. | | - | Fixed issue where emails entered in all CAPS would not be recognized as valid emails. |
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| 02/01/2018 | | General | | - | Fixed issue with project requirement placement after a failed inspection. | | - | Made improvements to how transaction history is loaded for name records. | | - | When attempting to navigate to attachments via the Any Record Search, the program now goes to the parent record instead of giving an error. | | - | Fixed issue where switching active database would lead to properties not displaying correctly. | | - | When running the assessing dot net import, if there is no gov unit assigned to the parcel and the unit is set to be inferred, then the government unit will update on new/updated parcels. | | - | Improved sorting capabilities by a new "order" column in the do-inspection screen. | | - | Inactive bond types no longer show in Modify Project Requirements screen. | | - | Added improvements to loading the Linked Apps tab for properties. |
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| 01/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2018 | | General | | - | Workflows that are triggered by the "Letter Generated" event will now track the "sent email" node on the record that the letter was generated for. |
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| 12/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2017 | | General | | - | "Partially Approved" is now a review status option and will cause a step to restart. This new status has replaced the old "Approved with Conditions" status option. | | - | Fixed issue where inactivating a PZE process step in the setup would hide that step from being reactivated. | | - | Resolved the issue of the taxpayer name being compared with the owner name which was causing "Name variations found..." to show when it should not. | | - | Letter writer settings now sync between BD.NET and FI.NET. | | Program Setup | | - | Fixed issue where the Warning Center message would not go away after completing the utility. |
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| 11/15/2017 | | Access My Gov | | - | Certificate issuance report can now be printed from AMG. This must be enabled in the certificate type setup first. | | New Features | | - | When performing mass certificate renewals, there is now an option to send an email to the certificate holder/responsible party. The email template can be customized and there are some add-in field choices to populate the address, certificate number, etc. |
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| 11/01/2017 | | General | | - | A new workflow has been created called "Inspection Scheduled Date Event". This workflow can be used to send an email X amount of days before an inspection's scheduled date. | | - | When searching by address, name, or parcel, you can now see the city table in the search results. | | New Features | | - | When a certificate type has it's recurrenece pattern set to yearly, there is a new setup choice to pick the day and month that certificate type should expire. | | - | When performing mass certificate renewals from the certificate table, a 'certificate year' numberbox that will override the current year when renewing certificates has been added. The box will default to the current year. | | Reporting | | - | The Balance by GL report has been updated to accurately reflect bond balances. With this update, a new warning in the warning center will appear if there are any transaction sources that are empty. The fix option will fix these records and should be ran if you get the warning. | | - | Due to the recent changes in the Florida surcharge fee percentages, we have broken out the previous surcharge report into two new permit reports called "Florida Surcharge DCA Fees 1.0%" and "Florida Surcharge DBPR Fees 1.5%". These reports will need to be toggeled on from the report library section. |
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| 10/15/2017 | | Access My Gov | | - | Attachments on AMG are now viewable from the Property page. | | - | Inspections marked as "Passed" will now show on AMG. | | General | | - | Certificate agent contact fields have been added to certificate letters. | | - | Fixed issue where comment titles were not being saved to the database. | | - | Importing addresses from Assesing into Building will now import addresses that have a street name, but no number in Assessing. |
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| 10/01/2017 | | General | | - | Fixed issue where cloned permits would not calculate fee amounts correctly. | | New Features | | - | PZE Applications can now be setup to prompt for project creation and linkage when converting a PZE application from the web request screen. |
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| 09/15/2017 | | General | | - | Increased the character limit for parcel numbers. | | - | Added the following email fields for workflows:
Inspector email address for the body of Inspection events, Project Filed As for Inspection events, CO Date Temp Expires for CO events, CO Stipulations for CO events, Permit Information (concatenation of permit type and permit number) for CO events. Permit information is comma separated if there is more than one permit.
| | - | Fixed error when attempting to add a permit without a valid permit type. | | New Features | | - | Added new accounting option to auto journalize cond transfers/forfeitures. If all previous transactions on a bond have been journalized, then the current transaction will be automatically journalized if it came from a transfer, refund, or forfeiture.
Deposits will not auto-journalize.
This setting can be enabled under View -> Program Setup -> Accounting -> Auto-Journalize Bond Transfers, Forfeitures and Refunds | | - | Invoice items now have their own post date. Whenever an Invoice item is added to an invoice, the item's post date will default to the current date. There is also an option under the Edit Invoice Item form to override this post date manually.
The option to update the post date when running the "Apply Invoice Penalties" has been removed. | | - | There is a new setting that is per step in the PZE setup that allows documents from the PZE AMG application to automatically be attached as documents to the desired steps. | | Program Setup | | - | Added many new "Avery Mail Label -" reports. These new reports will need to be enabled through the report manager by going to tools -> manage report library and checking the box next to each report you wish to have available. |
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| 09/01/2017 | | Access My Gov | | - | Permit review results can now be shown on AMG. | | General | | - | 5 new User List fields have been added to all the record types (Certificate, CO, Contractor, etc.) shown in the "User Field Labels" form in program setup (Program setup > Program Settings > "User field labels...") | | - | An inspection's "Scheduling comment" can now be used in an email sent from an inspection workflow. | | - | A new workflow event for "Inspection Group Inactivity" has been added. | | New Features | | - | Added a new PZE report called "Process Step - Review Details". |
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| 08/15/2017 | | Access My Gov | | - | Filtered table views from web request queue will remain filtered when leaving and re-entering the queue. | | General | | - | Added additional fields for use in "permit created" workflow event. The fields are parcel owner address, city, state, and zip. | | - | Updated transaction view to display ampersand for the "Paid by" link label. | | - | "Inspection Completed" workflow events will now only trigger the first time the inspection has its result set. | | - | When the option to hide the take payment button is enabled, bond deposits can no longer be taken in the Building application. | | - | Added "Quick Text Setup..." button to the Edit Checklist Item window. This pulls up the Quick Text Setup window currently under Database Setup -> Quick Text Entries. The default category picker will update with any changes the user includes. | | - | Fixed issue where default category field would not copy and paste correctly when copying and pasting quicktext/checklist items. | | - | Added the review table as a default view option. | | Reporting | | - | Added an extra condition to the AP Transfer selection logic that ensures transfers from Bonds with a different GL number are excluded from the Balace by GL accounting report. |
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| 08/01/2017 | | Access My Gov | | - | Under Program Setup>4. Administration>Online Settings>Inspection Settings there is an option to "Only allow linked contractors to schedule inspections on their permits." This required users to have an AMG username linked to the Contractor record in BD.NET in order to schedule inspections on the given permit. There is now an additional option to "Also allow linked permit owner to schedule inspections." This functions the same way, but allows users to schedule inspections if their AMG account is linked to the Owner name record on the given permit. | | General | | - | Comment section has been added when performing a bond to bond transfer. | | - | Permit names are now options for review related workflows that send emails. | | - | The quick invoice payment is now broken up into 4 options: Search by Record Number, Name, Invoice Number, or Barcode.
The name search now returns only names that have invoices with money due. The name search results table will show the total amount due for that person across all invoices. Clicking on the name brings up the payment screen with this total shown.
The invoice search now searches all invoice numbers. If a direct match to the search query is found, the user is taken directly to the payment screen for that invoice. If no direct match is found, the user is shown a results table of all invoice numbers that contain the search query and have money due.
No changes were made to the search functionality for record numbers or barcodes. | | - | Further improvements made to "Do Inspection" window. | | New Features | | - | There is now a new permit default field that requires ISO information to be filled out while adding a permit. | | Reporting | | - | Added a new PZE system report called "PZE Process Totals by Type Detail". | | - | Improved flow of prompts when using datafield prompts in table filters. | | - | Added new Inspection History with Passed Item report to report library. |
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| 07/15/2017 | | Access My Gov | | - | Under Program Setup>4. Administration>Online Settings>Inspection Settings there is an option to "Only allow linked contractors to schedule inspections on their permits." This required users to have an AMG username linked to the Contractor record in BD.NET in order to schedule inspections on the given permit. There is now an additional option to "Also allow linked permit owner to schedule inspections." This functions the same way, but allows users to schedule inspections if their AMG account is linked to the Owner name record on the given permit. | | General | | - | Permit names are now options for review related workflows that send emails. | | - | The quick invoice payment is now broken up into 4 options: Search by Record Number, Name, Invoice Number, or Barcode.
The name search now returns only names that have invoices with money due. The name search results table will show the total amount due for that person across all invoices. Clicking on the name brings up the payment screen with this total shown.
The invoice search now searches all invoice numbers. If a direct match to the search query is found, the user is taken directly to the payment screen for that invoice. If no direct match is found, the user is shown a results table of all invoice numbers that contain the search query and have money due.
No changes were made to the search functionality for record numbers or barcodes. |
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| 07/01/2017 | | General | | - | Fixed issue with project requirement placement after a failed inspection. | | - | Workflows that send emails to multiple names (contractor, applicant, owner, etc) will only send one email if the same person is listed in multiple names. | | New Features | | - | There is a new setting in General Settings to enable Google Maps as the source when obtaining driving directions via Inspector's Schedule. |
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| 06/15/2017 | | Access My Gov | | - | When making payments on AMG, users can now pay multiple invoices attached to the searched-for name. | | General | | - | Can now double click column header to sort checklists while in do inspection view. | | - | Updating the Bldg/Ref # field on a certifiicate will no longer change that same field on all certificates listed on the property. | | New Features | | - | A new table view has been added for PZE Process Steps. | | Reporting | | - | The bond table can now be filtered over invoice fields. | | - | Billing statements can now be ran from the bond table under the tools menu. |
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| 06/01/2017 | | General | | - | Added new Violation Created workflow event. | | New Features | | - | Added new functionality to the GL Activity view (found at the bottom of the main REPORTS dropdown from the top toolbar). The "Reference #" column shows the given receipt number and is now a clickable link which opens that transaction in a pop out window. A "Source" column has also been added that shows the given parent record. This is also a clickable link which navigates to that record behind the GL Activity window. |
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| 05/15/2017 | | General | | - | Sent email node will now appear on records where the email was triggered from synchronization. | | - | Added PZE Name options for the Send Email action on a "Letter Generated" Workflow event. | | - | Miscellaneous fees can now be set to used on all invoices, miscellaneous and name invoices, or just miscellaneous invoices. | | - | Corrected issued with batch number on invoices not generating correctly in some instances when applying penalties. | | - | Added CO Issued to, Owner of Record, and Occupant of record names as options to email for CO workflows. | | - | Certificate of Occupancy names are now available as choices to email on inspection completed workflows. | | - | Reports can now be emailed from a review by going to tools -> email while on the selected review. |
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| 05/01/2017 | | General | | - | Corrected issue with running copy down into existing Field Inspection database. |
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| 04/15/2017 | | General | | - | Comments can now be added to names and structures. | | - | Corrected issue with certain symbols not generating correctly in letters. | | New Features | | - | A new basic usage option called "Mixed" is now available for Permits and PZE records to better track projects that involve combinations of residential, commercial, industrial, etc. | | - | From the inspector's view, when the scheduling option for "Scheduled Today - Incomplete" for a specific inspector is chosen, there is an option to "Set scheduled time for inspections...". This allows the user to input a "Start Time" for the day, which then updates the list of inspections' "Scheduled Time" based on their Estimated Durations (set in the Program Setup on each inspection type). |
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| 04/01/2017 | | General | | - | Fixed issue where attempting to print more than one copy of a letter from the print queue would still only print one copy. | | - | Corrected issue with certain PZE fields not populating in PZE letters. | | - | Expanded character length of contractor Insurance Carrier field. | | - | Fixed "Letter Generated" workflow events so they can correctly schedule re-inspections. | | - | Fixed issue where Quick Violations would not show the desired checklist category based on the setup. | | Program Setup | | - | Added new setting to hide Take Payment button in BD when linked with Cash Receipting. | | Reporting | | - | Added PZE datafields to property reports. | | - | Added Government unit fields to PZE reports and Excel exports. |
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| 03/15/2017 | | General | | - | Corrected issue where users would get stuck in loop of "modify driver license" security message. | | - | Fixed issue where the "Import Extra Addresses" option for property imports would cause the property import to finish too early. | | Program Setup | | - | Corrected issue with Default Bill To not working correctly on certificates when renewed. |
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| 03/01/2017 | | General | | - | Added comment field to bond forfeitures. | | - | Sent email node will now appear on records where the email was triggered from synchronization. | | - | Corrected issue where the checklist item was not being checked on quick code violations. | | Reporting | | - | Fixed issue where filters were not working with certain accounting reports using an advanced filter over a revenue description field. | | - | Fixed issue where name prompts in letters would occassionally prompt you multiple times when it should only prompt once. |
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| 02/15/2017 | | Access My Gov | | - | Added option to allow letters to be visible on AMG. | | General | | - | Added additional filtering option, on direct imports, to allow filtering by property class code. | | - | Corrected issue with manually entered zip codes not pulling in correctly on name records. | | - | Corrected issue with the validate address setting not working correctly. The program will no longer try to validate an address when that setting is off. |
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| 02/01/2017 | | Access My Gov | | - | Fixed issue with inspection scheduling cut-off time not being reset when changed. | | - | Fixed issue where the "sent email" node was not appearing on an inspection in the tree view when a workflow sent an email. | | General | | - | Added lookup to linked name label. | | - | Decimal places are now supported in Construction value field on permits. | | - | Fixed issue with attempting to print from the print queue when nothing was selected. | | - | Added new workflow event for owner name changes. | | - | Corrected issue with program giving error when trying to renew certificates with the expiration date calculation setting set to "Calculate expire date on each issuance". | | New Features | | - | Added new workflow capabilities to have emails send when a check request for a Building Department refund gets canceled in Accounts Payable. | | - | New "Do Inspection" window has been enabled for all customers. This new view will allow for "Passed" inspections to be tracked. A passed inspection will be placed in a "Passed Inspections" folder under the inspection in the tree view when completed. |
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| 01/15/2017 | | General | | - | The "staff contact" field now shows in the main PZE view under the basic usage field. | | - | Added 'State' field for driver's license number under personal info on a name record. | | - | Extended character limit on neighborhood, property class, school district, and historical district fields. | | New Features | | - | Implemented water sample test types. These are similar to Review Types, Inspection Types, etc. These types contain the unit as well as minimum and maximum amounts that the water sample can contain of the substance. Default Water sample test should be able to be set up per permit type as well as requiring a water sample and automatically creating one. | | Reporting | | - | Added record number to the Escrow Summary Report. | | - | Corrected issue when reporting by additional filter options on some accounting reports was breaking the filter. | | - | Fixed issue where linked name field was not consistently printing in reports. |
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| 01/01/2017 | | General | | - | Added columns to the Bond table (target amount, amount held, amount returned, amount forfeited, and amount transferred). | | - | Added 'View Contractor' link on licensee records. | | Reporting | | - | Reworked how Revenue reports load data. |
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| 12/15/2016 | | Access My Gov | | - | Corrected issue where program would not recognize required attachment was met when uploading multiple documents on AMG. | | General | | - | Bond admin fees can now be edited in the invoice screen prior to bond deposit. |
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| 12/01/2016 | | General | | - | Corrected issue with certain workflows not triggering if multiple permits were paid for in Cash Receipting with one payment. | | - | Corrected issue with Certificate Renewal Proof Run sometimes causing duplicate certificates to be created. | | - | Permit Extended workflows will now be triggered when manually pushing out a permit's expiration date or by approving an inspection on the permit. | | - | Payments taken in Cash Receipting for Bond Admin Fees will now display as an "In" and "Out" on the bond transaction summary view. | | - | Corrected issue preventing users from deleting a linked name or comment. | | New Features | | - | New Well fields have been added to permit type setup. | | - | New Septic fields have been added to permit type setup. | | - | New Soil Erosion fields have been added to permit type setup. |
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| 11/15/2016 | | General | | - | Proof run report for certificate renewal now shows more information. | | - | Corrected issue where linked names would add in reverse order when checkbox to prompt to add another was turned on. | | - | Added a new field to the Construction tab of PZE processes called "Construction Category". | | - | Added code enforcement officer email as option for enforcement workflow emails. | | - | Subcontractors will now copy over when a permit is cloned. | | Reporting | | - | Added "Due Date" as a common filter option for review reports. |
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| 11/01/2016 | | General | | - | Added additional user fields to name records. | | - | The Bond Transaction and Summary sections have been improved, with improved views and functionality. | | - | Fixed issue with project requirement placement after a failed inspection. | | New Features | | - | A new workflow event for "Amount Bond Held Changed" has been added. This can be used to generate letters/reminders/emails if a bond reaches a certain threshold Held amount. | | - | There is a new hold option for pemrits to "Hold for ISO information". Is a permit has "Use in ISO report" enabled in the permit type setup, as well as "Hold for ISO information", you will be unable to issue a permit until the ISO information is filled-in. | | - | The last selected inspectors now save from the Inspector's Schedule view, and when Scheduling an Inspection. | | Program Setup | | - | Added permit name options for emails in permit based workflow events. | | - | Added permit name options for emails in inspection based workflow events. | | - | Added permit name options for emails in prerequisite based workflow events. | | - | Added new enforcement workflow events- enforcement status changed, enforcement code officer changed, and enforcement category changed. | | - | Added the fields "Filed-As" and "Liber/Page" to be used in emails sent from PZE Process Step workflow events. | | Reporting | | - | The Permit C404 report can now be ran over an entire year, rather than just monthly. | | - | A new checkbox 'Filter by Month' has been added to the ISO/C404 Report options form. When turned off, the month drop-down is disabled and these reports may be run for an entire year. | | - | A default Bond Invoice Report is now available, and can be generated from the Transactions section on a Bond record. | | - | Added the ability to filter Name reports by userfield datafields. |
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| 10/15/2016 | | General | | - | Fixed issue with BD.NET display on Surface Pro tablets. | | New Features | | - | Users can now approve inspections en masse from Inspector's View. | | Program Security | | - | Previously only program Administrators had access to make changes to the AMG Online Settings. There is now a separate security setting for this found under the Online Application/Requests categrory, "Manage Online Settings." | | Reporting | | - | GL Activity report now displays correctly. |
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| 10/01/2016 | | General | | - | Emails generated on Certificates of Occupancy through a workflow now show on the sent email node. |
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| 09/15/2016 | | General | | - | Character limit for names has been increased. | | - | Certificate fields are now available to choose in inspection related workflow emails. | | - | New shortcut on permit to easily link to project. | | - | Added ability to print and pay invoices from the project transaction view. | | - | Added 'Go' shortcut link on Resolve Duplicate addresses utility to take you to the address. | | New Features | | - | Added new project invoice report that prints one report for all permit invoices on a project. | | Reporting | | - | Added report that works similarly to GL activity screen in GL.NET. This can be found by going to Reports-> GL Activity. |
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| 09/01/2016 | | Access My Gov | | - | Expanded property search results on AMG to load more than 100 records. | | - | Insurance Information can be set to be required on AMG permit applications. This can be updated by hand when reviewing the application in the Web Requests queue, or be set to automatically update the information when the application is processed. These options are set under Program Setup>1. Database Setup>Permit Types>Online Settings. | | General | | - | Corrected issue where CO issued workflow events would not trigger by just entering the date finaled. Workflow will now trigger if you click issue button or enter the date finaled. | | - | Fixed issue when moving properties. | | - | Property fields are now available in bond letters. | | - | Fixed issue where accrual invoices on certificates would not show as TX Required when renewed en masse. | | - | Added additional violation fields for inspection workflow emails. | | - | Added new setting to prompt to add additional linked name after adding one. | | - | Fixed issue with the "Test Due" dates on Cross Connects. | | - | The inspection setting to fill in the completed date with yesterday's date now correctly skips weekends. | | - | Fixed issue with CityStateZip field not populating in some reports. | | - | There is a new warning center message that will appear when the defualt inspector is not set in FI.NET. | | New Features | | - | The "Sprinkler System Type" PZE field now allows for multiple selections. | | Reporting | | - | Corrected issue with linkage between CO and permit in filters. |
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| 08/15/2016 | | Access My Gov | | - | Added the ability to override AMG emails. Inspection scheduled time and permit amount due are just a few of the fields available. | | - | Added autocomplete functionality for AMG PZE names. | | General | | - | The terminology on PZE revisions has been improved. Previously when a step started the first batch of reviews was labeled Revision 1, and each subsequent revision counted up from there (IE-Revision 2, Revision 3, etc.). This has been changed and when a step starts it is now labeled as the "Original Submittal." If the step fails and resubmitall is necessary, each step then counts from there (IE-Revision 1, Revision 2, etc.). | | - | Improved 'Any record by record number' search. It now will give message when no result is found. | | New Features | | - | The Next and Last Action fields on Code Enforcements are now list options rather than free-form field. |
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| 08/01/2016 | | Access My Gov | | - | Fixed issue where the note entered on AMG when scheduling an inspection would not show up as a scheduling comment for the inspection in the BD program. | | - | Fixed issue were "tax" fee items would not display until converting a permit application into a real permit. | | General | | - | Fixed a crash error related to opening the web request queue. | | - | Added PZE "filed-as" field to the PZE table view. | | - | Add Autocomplete functionality to pze process application names. | | - | Fixed issue with the display of the application view panel for computers using 125% font display size. |
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| 07/15/2016 | | Reporting | | - | ISO Permit report will no longer exclude permits with a status of "expired". |
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| 07/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2016 | | Access My Gov | | - | Licensees checked as inactive in BD will no longer show on AMG. | | General | | - | Fixed issue where canceling an AP check request in AP would not communicate to BD and cancel the check request in BD as well. | | - | "Serial #" is now a displayed column for Cross Connects. | | - | Cross Connect meter tests now only show tests that have been entered for the specific meter instead of showing all tests from all meters. | | - | Fixed issue where Trip List Mode was not saving the inspection order. | | - | Fixed issue where cloned projects would not allow a permit to be linked to them. | | - | If a payment has been applied to an invoice, then voided, you are now not able to delete fee items on that invoice. You can still edit them though. | | - | Documents that are marked as Not Required can now be hidden from the Document View. | | - | "Date Received" on Documents will now only populate when an attachment is added. | | - | New fields have been added and updated for PZE Process Specific Details tabs. Changes are related to the Parking Details, Construction Details, Fire Prevention, and Zoning/Rezoning and Usage tabs. | | - | Fixed issue where PZE documents were not loading in the Field Inspection application. | | New Features | | - | Added a "Print Queue" that can be used to re-print letters. Any letter that is set to be added to this print queue (which can be done individually or toggled on for workflows for automatically generated letters) can be viewed and later re-printed from this new view. |
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| 06/01/2016 | | Access My Gov | | - | Fixed an issue where the permit issuance report on AMG permit applications was printing the BS&A default. | | - | Added the "Fee Prompt" and "Quantity" fields from AMG to the Web Requests queue view. | | New Features | | - | Added a new workflow event type for Certificate Hold Reasons Changed". | | Reporting | | - | "As Of Date" has been added to the report options for the Escrow Summary By Record accounting report. | | - | Added new flood plain activity log reporting fields to parcel reports. | | - | Fixed issue where the inspection information linked to a project would not generate on reports correctly due to the project guid. |
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| 05/15/2016 | | General | | - | Fixed issue with how Checklists are updated when their corresponding Quick Text changes. | | - | Fixed issue with the Printer settings not being recognized when running the journalization report. | | - | Fixed issue with the blocking/dependent attributes in regards to PZE processes on projects. | | - | Fixed issue where inspections could be scheduled on a permit that was linked to a project, even though there was a blocking attribute. This inspeciton would appear on the permit only, but not link to the project even though the "Auto Link inspections to projects" attribute was selected. This now blocks the user from scheduling the inspection on the permit as expected. | | - | Added a better error message to AMG when an AMG user that is linked to multiple names in the BD database is submitting documents online. | | New Features | | - | Added option to search by state license number for contractor licensees associated with PZE processes. | | - | Improved the display when a name has an overpayment balance. | | - | The "Due Date" field has been added to the "W. Review Table." |
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| 05/01/2016 | | Access My Gov | | - | Fixed issue where the Default Inspector would not copy to a new certificate when renewed. | | General | | - | Fixed issue where the Inspection Duration time would not copy onto a project requirement. | | - | Fixed issue where all the names on a given PZE process were not displaying in the Application View tree. | | - | Fixed issue where editing a Quick Text item from the Do Inspection window would not save. | | - | Fixed issue where marking "Location has no Violations" on an inspection would not save when the inspection was completed. | | - | Fixed issue with the inspection setting to "Fill Completed date when inspection Result changes." Even with this option off it would fill in a Completed Time. | | - | Fixed issue with the Enforcement Comment data field not working on Inspection letters. | | - | Fixed a bad error message when trying to adjust a transaction on a bond using unfunded balances. | | New Features | | - | Added a utility under Tools for each record type to 'Assign Inspectors' or 'Assign Code Officers.' This resets the default inspector for each record. This is available on the following tables: Permit, Certificate, CO, Enforcement, Inspection Group. | | - | Added option to choose the default inspector by Quick Code. | | - | Added an "Inspector Title" field to Inspector records. | | Program Setup | | - | Added option to hide the PZE number from displaying in the Application View tree. This is found under Program Settings-> PZE Process. | | - | Added a new Bond Security setting to "Create Unfunded receivables." | | Reporting | | - | Added a "To Address" filter to the Common Filter screen on the AA. Sent Email table. This allows users to quickly filter for all email correspondences sent to a specific address. |
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| 04/15/2016 | | General | | - | An Audit trail has been added to Name Records. | | - | Improved logic that would sometimes lead to incorrect balances showing on records in the Application View (ths was normally fixed by manually running the "Update Child Records" utility). | | - | Corrected error when modifying Linked Names added to a record. | | - | Added an additional workflow filter for the "Certificate Status Change" event | | - | Corrected error when trying to clone a permit. | | New Features | | - | The PZE "Scope of Work" data field can now be added into PZE related workflow emails. | | - | The "Hide" button now also hides closed/cancelled projects on a property. | | Reporting | | - | Added Group Security Summary Report under Other Reports. | | - | Corrected the User Security Setting report to display the correct settings when a user is part of a user group. |
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| 04/01/2016 | | General | | - | Added "Scheduled Time" as an email field for inspection based workflows. | | - | The "contact" field is now considered when determining whether two names are the same. The logic is this:
If assessing's contact field is empty, the system does not care what is in the BD contact field on the name, as some customers use this to store additional information on these names.
If assessing's contact field does have a value, the BD name's contact field must match assessing. | | - | Fixed crash issue when editing the building list while adding a violation. | | New Features | | - | A new 'Escrow Summary by Record' report has been added under the Accounting report category. This may be filtered by record number, project number, GL number, or transaction post dates. |
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| 03/14/2016 | | Access My Gov | | - | Fixed issue where estimated fees from AMG permit applications would not save correctly when converted to a permit. | | General | | - | Added new PZE process step setup options to allow more a different amount of days to calculate the Date Due for subsequent revisions. | | - | Fixed issue where inactive fees that were set to add automatically to invoices would still add to the invoice. | | - | Fixed issue with updating or merging properties. | | Reporting | | - | You can now filter contractor reports by the contractor name sub-table and the licensee reports by the licensee name sub-table section. | | - | Barcodes can now be added to PZE-based reports. |
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| 03/01/2016 | | General | | - | Fixed an issue with the Escrow Summary screen not refreshing when an adjustment was made. | | - | Made general speed improvements when opening invoices or transactions. | | - | Fixed issue where you could not mark records from the PZE process table view. | | - | Fixed issue where you could not mark records on the transaction table view. | | New Features | | - | Added a "start time" field for inspections that automatically gets set once the "Do Inspection" button is pressed on an inspection. | | - | A new override default inspector checkbox and default inspector lookup have been added to the inspection type setup screen. These will override the default inspector of the parent record type (ie parent permit type) when adding or scheduling an inspection. | | - | Added an option to hide inactive workflow rules from the workflow setup screen. | | - | A warning now pops-up when trying to add or schedule an inspection on a suspended permit. You are still able to by-pass the warning and schedule the inspection. | | Reporting | | - | You may now filter inspection reports and the inspection table view by parcel fields. | | - | Made improvements to the Balance By GL Number accounting report. |
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| 02/15/2016 | | General | | - | Increased the description character length for Construction Calculator rows. | | - | Fixed issue for applying discounts to invoice items on records that already had an invoice applied. | | - | Resolved a crash that would occur when clicking on the "Create Quick Text Entry" button from within the quicktext input screen. | | - | Fixed issue where searching for names that contained commas and periods would not give expected results. | | - | Improved program speed when disapproving inspections. | | - | When using the "Add Check List Item" button while in the Do Inspection screen, the Category and Violation Type will be remembered for all subsequent entries to allow for faster check list item creation. When you log out of the program and log back in, the Category and Violation type will reset. | | - | Fixed a crash bug when deleting an invoice item on the edit invoice view, then adding more invoice items. | | - | Fixed issue where voiding accrual invoices would sometimes crash the program. | | Reporting | | - | Added additional filter options for the Journal Summary Report accounting report. |
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| 02/01/2016 | | Access My Gov | | - | Added the ability to setup instructions for each step of applying for a permit online. | | General | | - | Fixed issue where program would crash if a bond was marked to expire but did not have an expiration date. | | - | There is now an option when doing property imports from Assessing to NOT import the "NAME EXTRA" field into the BD.NET program. | | - | Fixed the display of CO inspections when viewing project requirements. | | - | Fixed issue where cloning a permit type would not correctly clone any tax fee items. | | - | Fixed an issue with Variance numbering. | | New Features | | - | Added a new workflow even related to Stop Work Orders. | | - | We have added two new help videos inside the BD application. The first video is for importing directly from Assessing and is located under File -> Import -> Property Imports -> Standard and is located right below the "Options" button. The second video is for filtering reports and is located in the "Report Options" filter screen and positioned in the upper right corner. | | - | Project Numbers can now be shown along with their Filed As name in the Application View. This setting is found under Program Setup>2. Program Settings>Project>Display Project numbers on tree nodes. | | Program Security | | - | Added a new security option "Permit Category Setup" security item under the Program Setup category. This option is not checked by default and an Admin User will need to grant access to any user that should be able to edit the permit category setup. |
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| 01/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2016 | | General | | - | Fixed issue where Prerequsites did not copy onto new certificates after being renewed. | | - | Fixed issue with letters not appearing as attachments on PZE Process Steps. | | - | Fixed an issue when cloning a permit to the same property and editing the work description would cause the work description of the original permit to change. | | - | Fixed issued with the "Final CO" button not working on Temp CO's. | | Program Setup | | - | Added a "Default Reviewer" option under My Settings. | | Reporting | | - | Added a bond reporting field to print the "Unpaid Invoice Amount". |
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| 12/15/2015 | | Access My Gov | | - | Implemented a fix to the mass setup screen regarding assigned inspectors to relieve the error messages received regarding invalid inspectors. | | General | | - | Added "Job Superintendent" as a name in the send email action for inspection completed workflow events. | | - | You can now add PZE inspections as requirements in project type setup as long as one of the existing requirements is a pze process. | | - | Fixed an issue where editing a fee item's description during the invoice creation would not correctly update the description until the invoice was created. | | - | Fixed an issue where invoices created through certificate renewals would not get their "linkfromcode" set. | | New Features | | - | Overpayments can now be taken in the Cash Receipting Program for Building Department invoices. The overpayment accounts must be setup in BD.NET in order for this to work. Overpayment accounts can be setup in Program Setup - Accounting - GL Settings tab - System GL Numbers. Overpayments can only be taken on invoices, you cannot deposit money onto a name record only. | | Reporting | | - | Fixed an issue where an equal sign (=) in a permit's work description would cause an excel export that used the work description to fail. The equal sign made excel think a formula was being used when it was not. |
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| 12/01/2015 | | General | | - | Fixed issue where PZE bonds would not show in project bond summary. | | - | Added "Complaint" field as optional field to set on Quick Code Violations. | | - | Added Transaction filter options to bond reports | | - | The revision number now displays next to the step in the tree view for PZE Processes. | | - | Inspection Completed workflow events can now send emails to names associated with projects. | | - | Added a new option under Program Setup -> My Settings -> Inspection to choose to have the comments bar flash or not when a comment resides on the inspection in Inspector's View. | | New Features | | - | Overpayments can now be taken in the Cash Receipting Program for Building Department invoices. The overpayment accounts must be setup in BD.NET in order for this to work. Overpayment accounts can be setup in Program Setup - Accounting - GL Settings tab - System GL Numbers. | | - | All the PZE Name fields are now available on Review letters. | | Program Setup | | - | Permits can be setup to have their Iso information auto-fill when added. To use this, go to Program Setup>1. Database Setup>Permit Types>find the "Iso Report Defaults" section under the second tab, New Permit Defaults. | | Reporting | | - | New "Florida State Surcharge" Permit report available. This is for Florida users who need to report on their surcharge amounts that are collected on permits. To use, enter the Post Date to filter on and the name of the Surcharge to show (the Fee Item Description). | | - | Fixed issue where historical inspection information would not print in the list report from Inspector's View. |
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| 11/15/2015 | | General | | - | Fixed issue where pooled cash fund was not getting used when voiding a transaction for an invoice that uses pooled cash. | | - | Increased email field on name records to be 100 characters. | | - | Fixed issue where manually entering a PZE Process number without using the format could allow for duplicate numbers. | | - | Added additional improvements to memory usage. | | - | Fixed memory issue related to workflows that generated letters. | | - | Fixed issue where program would crash when using a fee item set to be a schedule and there was no schedule setup. | | New Features | | - | There is now a "View All Holds" link by permits that shows all the reasons it's on hold. | | Reporting | | - | Added a new comment field to the inspector's view reporting fields that allows you to print the date and username for each comment added to the inspection's parent record. | | - | The "Simple Image Report" has been added to the "Other Reports" reporting category. This is the report that prints when you choose to print an attached image to the screen. This report can now be edited to show the date + time an attachment was added to the program. |
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| 11/01/2015 | | Access My Gov | | - | Correct issued where an email would be generated when an AMG permit was attempted to be deleted. | | - | Corrected issue with Same Day AMG inspection cut off times for users in the Central Time zone. | | General | | - | The filter options under Tasks>Journalize now save per user. | | - | Corrected an issue | | New Features | | - | Overpayments can now be taken in the Cash Receipting Program for Building Department invoices. The overpayment accounts must be setup in BD.NET in order for this to work. Overpayment accounts can be setup in Program Setup - Accounting - GL Settings tab - System GL Numbers. | | - | "Admin Fees" can now be setup on bonds. These fees are allowed to be linked to a bond, but go into a separate GL account than the regular bond deposit. | | - | From the Contractor name, you can now see Linked Names, Attachments, and Comments that are associated with that Contractor record. | | Reporting | | - | Fixed an issue where letters would not generate correctly when a "\" was at the end of the Attachment Path. | | - | A "Bond Transaction Summary" report has been added. This prints over the Transactions on a bond and shows all the money that has gone in or out of the bond. |
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| 10/15/2015 | | Access My Gov | | - | New option to search by CofO number on AMG | | General | | - | Added "Process Step Started" as a workflow trigger event. | | - | You can now send emails from the tools menu on the Process Step. | | - | Fixed issue where bonds added as project requirements would prompt for a unique number instead of using the auto-numbering option. | | New Features | | - | Bond Types can now be marked Inactive | | - | Inspection Group Types can now be marked Inactive | | - | A new workflow Event is available for "Review Reviewer Change" | | - | The PZE Comment and Date Due data fields are now availalbe on PZE process workflow emails | | - | "Name variations found" is no longer displayed when taxpayer name is different between Assessing and Building, only when the owner name is different.
| | - | There is a new shortcut from the Web Request view to jump straight to the chosen record |
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| 10/01/2015 | | Access My Gov | | - | The ability to view, search for, and take payment for Certificates of Occupancy on AMG has been added. New security items for CO's have been added to the AMG Admin App as well. | | General | | - | When a new record type is created in the setup, you will be forced to select a numbering format. | | - | "PZE Process Completed" workflow can now generate letters. | | - | You can now apply a discount to an entire invoice instead of one line item at a time. | | - | Meeting details can now be shown on the Process level as well as the step level. | | - | The reviewed document is now accessed through the GO link after it has been reviewed. The original document can still be viewed under the "details" link to view original document. | | - | Additional detail has been added to the synchronization process that indicates what the sync is working on, when previously it appears as though the sync had frozen, when in fact it was still moving records. | | New Features | | - | You can now setup and create fee groups for PZE processes. |
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| 09/15/2015 | | General | | - | When taking payment in Cash Receipting for a Building invoice that does not have a bill-to name, the name can be entered in CR and it will update the transaction and invoice in BD with the name entered. | | - | In Inspector's View, the notification that an inspection has a scheduling comment will no longer flash. | | - | The "sent email" node will now show when emails are sent on CO's from the tools menu. | | New Features | | - | There is a new checkbox on quick code violation setup that can suppress the "Do Inspection" screen from popping up when the quick code is added. | | - | Added a new tab for PZE processes called "New Subdivision" that contains fields for Lot/Block Details and New Subdivision Name. | | Reporting | | - | Added an audit record for user password changes. This will be audited like changing user information, in the administration database. |
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| 09/01/2015 | | General | | - | Our customer survey is now available through Help~ Contact Customer Support. Please take the time to complete the survey and let us know how we are doing. | | - | Fixed issue where transaction would not appear in the transaction history of who paid it, if the bill-to name was different than the paid-by name. | | - | Fixed issue where Sub-Contractor's insurance section was cut-off from view. | | - | Added the ability to generate letters from workflows based off of pze steps. |
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| 08/15/2015 | | General | | - | When submitting a Technical Support Help Request through the help menu in the program users will need to select a How can we help item. | | - | Made enhancements to the program's memory usage in various areas of the program. |
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| 08/01/2015 | | Access My Gov | | - | Improved the flow of submitting documents through the AMG website for PZE.
| | - | Fixed an issue where documents submitted from AMG would double under the property folder. | | - | Fixed an issue where the option to generate a new AMG web pin would not work correctly. | | General | | - | An accrual invoice from the BD program can no longer be paid in CR until the invoice has been journalized in the BD program. | | - | The attachment required checkbox for documents on PZE Processes can now be checked from the main document view. | | - | Added Enforcement and Certificate name options to the send email event for inspection based workflows. | | - | Fixed a display issue with adding subcontractors with 125% font size on a computer. | | - | Closing a finaled permit will no longer erase the date finaled. | | - | Fixed crash that could occur while editing reports. | | - | A "sent email" node will now appear on the step of a PZE Process when an email is sent from the step level. | | - | Made further enhancements to memory usage related to the Web Request view. | | - | Fixed issue where an error would occur when editing certain letter templates. | | New Features | | - | "Agent" has been added as an available name for certificates. | | - | There is now a Bond Target Difference amount that displays on bonds. The Target Difference shows the difference between the target amount and the amounts deposited, returned, and transferred. | | - | Bond amount held can now go into a negative amount. This would reflect paying a vendor more money than they have currently deposited into the bond. If you pay a vendor more money than they have deposited, an accrual invoice will automatically be created on the bond for the missing amount. This new feature can only be enabled via a Tech Support Utility. | | Reporting | | - | Fixed issue where the option "Email report after Run Report" was not running correctly from the Report Profile section. |
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| 07/15/2015 | | Access My Gov | | - | Fixed an issue where the new 'Hold for Invoice' status did not display correctly on AMG. | | General | | - | Fixed an issue where you could not delete the last added invoice from the Invoice Table. | | - | Fixed an issue where changing column sizes did not save from the Transaction History view. | | - | PZE Records now have a NAMES button that can be used to view and update the associated names, similar to other BD.NET records. | | - | Fixed an issue where the Paid By name did not fill into the Transactions are when paying a vendor from a bond. | | - | Fixed an issue with the "Filed as" data field being cleared on Misc. Violation when the inspection is completed. | | New Features | | - | PZE Records can now be moved to other properties, similar to other records. To do this, select the PZE and go to Tools>Move PZE Process>search for the new property to move the record to. | | - | Added "Job Superintendent" as a name option for projects. | | - | When manually sending an email from a permit through the Tools -> Send email method, there will now be a "sent email" node that appears on the permit in the tree view that shows you the email that was sent. | | - | A new 'LinkToSubTypeParent' data field has been added to the ProjectDetail report table. This shows the parent permits of the inspections on a project. |
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| 07/01/2015 | | Access My Gov | | - | There is a new setting 'Hide Attachments On Amg By Default' on the online setting setup form.
| | - | When attempting to reschedule after the cutoff time on AMG, users will now see a message that the cutoff time has passed rather than the error message stating "Error Withdrawing Request". | | - | A new setting has been added to the permit type setup -> online settings tab to prompt for project creation (it has also been added to the online settings -> mass setup tab).
The prompt shows all projects with open requirements of the current type. There is also a Create New Project option which automatically links the permit to the project.
| | General | | - | Fixed an issue that caused the "Paid To" name to be blank when refunding a bond to someone other than the bond holder. | | - | When adjusting a transaction on a bond, the information message "No Transactions currently exist." has been removed. | | - | Setting the status of a review that is on a permit to "Not Required" will now remove the "HOLD FOR REVIEW" status of the permit. | | - | Made enhancements to the program's memory usage in various areas of the program. | | - | Fixed an issue where the Quicktext Title was being displayed when performing an inspection and using the checklists. Now the Cheklist Title will be displayed as it should be. | | - | Fixed issue where the violaiton type was not getting set on Checklist setup. | | New Features | | - | There is now a "Hold for Inspection Approval" checkbox in the CO setup. | | - | There is now a new Licensee Types button on the permit type setup screen. Adding licensee types to the permit types changes the behavior of the insert permit screen as well as the AMG licensee loading for permit applications.
If permit types are related to licensee types in this way, this list of licensee types overrides the default licensee type loading and this filter is used instead of the loading licensee types linked directly to the permit type.
| | Other | | - | Made multiple memory usage fixes in attempt to reduce the number of "SystemOutOfMemory" crash errors. | | Program Security | | - | Made further enhancements to read-only security levels. | | - | Added a new security item for Enforcements. The new item is called "Modify Enforcement Comment" which will allow a user to be able to edit the comment field on an enforcement, without having the ability to modify other fields. | | Reporting | | - | A new field has been added to Inspection reports that allow you to total up the inspection duration hours. | | - | Fixed issue when running invoice reports in mass. | | - | Added a relation between Invoice and Permit to accounting reports. | | - | Fised issue where cross-filtering the Contractor Table over fields from the Names Table would not yield desired results. | | - | Fixed issue were the city, state, and zip of the bond holder would not display correctly in the Bond Receipt report. |
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| 06/01/2014 | | Access My Gov | | - | When searching for a permit, it now takes you to the permit instead of the property when using the Building Department search.
| | - | Fixed issue where rescheduled or canceled inspections did not have their email appropriately filled out in the "Sent Email" node on the inspection. | | - | The "Status" column header for the Web Requests screen and Inspection Request Table view has been renamed to "Request Status". | | - | Added WebUserName, LinkFromKey, email and phone to the Inspection Requests table view. Also added web user name, email, and work description on Permit Application table view.
| | General | | - | Transfer Fees to Tax log now sorts by Parcel Number then Invoice Number. | | - | Enhanced the wording for the Transfer Fees to Tax task for when the transfer fails. | | - | Fixed issue where inactivating a fee item while adding it to a permit would cause the program to crash. | | - | Updated the functionality of manually issuing Certificates by setting the issued date instead of using the "Issue" button. | | - | Fixed the Linked Apps tab to always display from the property view even if the parcel is not found in a linked application. | | - | Added new certificate expiration option to calculate expiration date based off of the certificate's applied date. | | - | Added Variances to the search "Any record by record type" search method. | | - | Added the "Filer" name to the enforcement table view. | | - | Fixed issue where common words were getting cut off. | | - | Fixed an issue with exporting permit information where the permit's work description contained extra spaces at the end. | | Reporting | | - | Added a user security report under Help/View Documentation. | | - | Enhanced filtering for dates. When a date is entered in the left side of the filter, it will now auto-fill in the right side field as well. This will help when filtering for just one specific date or money amount. | | - | Updated the tab order when using advanced filters for reporting. | | - | Added new report to Enforcement category called "Enforcements Completed by Month". | | - | Added new report to Certificate category called "Certificates Issued by Month". | | - | Added new report to Permit category called "Permits Issued by Month". |
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| 05/15/2014 | | Access My Gov | | - | Fixed issue with canceling inspection requests online. | | - | Resolved issue where inspections could be scheduled on records that had a Stop Work Order applied to them. | | - | Subcontractors can now schedule inspections for permits they are associated with. | | General | | - | Added the ability to filter by permit type, enforcement category, and certificate type to the Invoice Paid workflow event. | | - | You can now manually change a bond's status to "Canceled" through the tools option for a bond. | | - | Increased the "Title" field on letters to 100 character limit. | | - | Fixed issue where invoice amounts would result in negative dollars if an invoice item was partially adjusted and then deleted from the system. | | - | Made speed improvements to the Inspector's View section. | | - | Fixed issue related to attaching letters using older versions of Microsoft Word. | | - | Added new formatting option of "mm" (must be lowercase) that can be used to represent the month. This will function the same way YY does when it brings in the year. | | - | Fixed issue with "Letter Generated" workflow events. | | Other | | - | Fixed issue that would cause Memory Usage to increase exponentially while the program was left open. | | Program Security | | - | When records get updated due to the Daily Processes running upon first login of the day, changes that get made (such as permits that expire) will now show the username of "Daily Process" in the audit history instead of the person's username. | | Reporting | | - | Updated the look of the "Property List" report in the Property report category. Reverting the report to default under tools will give you the new format. | | - | Added a new report to the Occupancy category called "CO List". | | - | Added Contractor and Licensee datafield relationships to Occupancy reports. | | - | Fixed grouping issue for TransactionItem based reports. | | - | Added "Aged" invoice item fields to Invoice Item based reports. |
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| 05/01/2014 | | General | | - | Corrected the Inspection "Inspection Totals" and "Inspections by Month and Type" default reports to group by a more accurate field (Inspection Type instead of Filed As) | | - | Corrected an issue with Stop Work Orders not preventing a contractor's permit from being processed. | | - | Added a "Help" link next to the 'Auto-Link Inspections to Projects' option in project setup. | | - | The issue with certficates renewing without their correct default inspector has been corrected. | | New Features | | - | Added Governmental Unit datafields to Certificate, Certificate of Occupancy, Enforcement, Inspection, Inspection Group, Permit, Property, Variance, and Violation letters. | | - | Added a new keyboard shortcut to the program. Control + F will bring up the "Search Any Record by Record Number" search method. | | - | Added Lot, Block and Subdivision to the "List View" tab for Scheduling View. | | - | Program now allows for updating Default Inspection Times en masse in addition to the default duration. | | - | Sub-Contractors have been added to the program: this allows for several contractors on the same permit (also, when utilizing AMG, this feature allows different linked contractors to request inspections on the same permit).
To add a sub-contractor to a permit, go to the permit in the program>Add>C. Add New Sub-Contractor | | - | When bond refunds are sent to Accounts Payable, its parent record information is also shown (record type, record category and record number). | | - | The Batch Number now appears on the Invoice table; this allows for easier filtering, particularly when dealing with penalties. | | - | Workflows involving sending emails have been improved to allow for additional email addresses; the list now includes Contractor Email, Licensee Email, Applicant Email, Certificate Holder Email, Certificate Responsible Party Email and Parcel Owner Email. | | Reporting | | - | The default contact info on the Dodge report has been modified to reflect the most up to date information. | | - | Added "Temporary" as a common filter to Occupancy reports and Occupancy table filters. | | - | Added "Address" as a common filter to Name reports and Name table filtering. | | - | Add "BondHolderName" datafields to Permit, Project, and Bond reports to show the current bond holder information if the current holder is different than the original holder. | | - | The group of permit reports that were not working have been fixed (reports included: Envelope - Applicant, -Approved, Closed and Finaled Permits, Dodge/Census List, Mail Label--Applicant, Permits without Inspections and Yearly Permit Comparisons) |
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| 04/15/2014 | | Access My Gov | | - | There is a Sent Email node located under a permit that was applied for through AMG and it shows all emails that get automatically sent and who they are sent to. | | - | When using the Rental Property Search, the name search has been renamed to "Agent/Responsible Party". | | - | Added a "Go To Property" button in the Web Request screen. Pressing the button will take you to the property. Pressing the "Escape" key on your keyboard will then open the Web Request screen back up for you. | | General | | - | When only one Certificate Type exists (or is active) the system will now autofill the Certificate type when you add new certificates. | | - | Quick Violations are now sorted by Title in the setup. | | - | Application View folder options have been removed from the View menu. | | - | The Date/Time created column in the Contractor table view is now a sortable field. | | - | Added User Fields to Projects. | | - | Added the ability to resize the Merge Contractor screen when merging contractor names from the Contractor table view. | | - | Fixed issue where completed time would not fill out correctly on completed inspections. | | - | Fixed issue where some users could not view the results of an Assessing Import. | | - | When emailing from the Property view, it is no longer required that you need to send an attachment. | | - | When manually changing the completed date on a disapproved User Defined Approval on a project, the status will now stay as disapproved. | | - | Added an "Origin" datafield to Code Enforcements that will allow an accurate place to track the origin of a code enforcement. | | - | Fixed issues with Inspector's View sorting. | | - | Fixed issue where moving or merging properties would not take you to the property after the move or merge was completed. | | - | When cloning a permit, you are now taken to the newly created permit. | | Reporting | | - | Fixed issue where report profiles would not save accurate filter when using the "Use same report options for all users that run the profile" setting. | | - | Added additional information to refund transactions. |
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| 04/10/2014 | |
| 04/01/2014 | | Access My Gov | | - | Added a new column to the contractor table called "WebUserName". This will display the contractor's AMG username. | | - | Fixed issue where the "Go to Inspection" button for Inspection requests would not load the inspection. | | - | Fixed issue that would cause program to close if the permit type was too long when selecting "Allowed Statuses" for insepction requests. | | General | | - | When finalizing a permit, the prompt that appears asking if you would like to mark violations as corrected now defaults to "Yes" instead of "No". | | - | Added column to workflow setup to show inactive workflows. | | - | When searching for a name in CR.NET, only names owing money will be searchable. | | - | Added a new set field for the Contractor table to set the "Hide from Lookups" checkbox. | | - | Fixed issue where the Lot and Block would not merge when merging properties. | | - | Added the ability to add zip codes to the zip code master list from the zip code search screen. | | - | When deleting the last property on a parcel, that parcel will then be deleted from the system as well. | | - | Attachments will now be sorted from newest to oldest when viewing attachments for a particular record. | | - | Fixed issue where failed inspections on projects were not prompting to schedule a reinspection for the failed inspection. | | Reporting | | - | Added additional information to refund transactions. | | - | Fixed issue where newly created filter would not automatically load. | | - | Added FOIA reports to the report library for various reporting categories. | | - | New report called "GL Summary Report" to the accounting report category. | | - | Fixed invoiceitem based reports so that if an invoice is linked to a bond and the bond is on a permit, you can now show the permit number in the report. |
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| 03/15/2014 | | Access My Gov | | - | Fixed issue where Contractor's linked email would not display on contractor record in BD.NET. | | General | | - | Improved the "Check Request" screen with clearer instructions and labels. | | - | Enhanced the Bond Summary view on projects. | | - | Added a record count to List View on the Schedule Inspection Dialog screen. | | - | Fixed issue where Certificate of Occupancy could not be deleted. | | Program Security | | - | Added security setting "View Audit Table" under category Database Options. This is defaulting to disabled. Any non-admin user will need this option enabled to view the Audit table. | | Reporting | | - | New UserFields can now be filtered by for reporting and table filters. | | - | Added "Buildings Inspected" and "Units Inspected" to report fields. |
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| 03/01/2014 | | Access My Gov | | - | New workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted). | | General | | - | Improved the "Check Request" screen with clearer instructions and labels. | | - | The Charts feature has been fixed and is working as expected. | | - | The "Radius" tool in GIS has been fixed. | | - | The issue regarding a permit not showing who it was entered by or issued by has been fixed. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Program Security | | - | The Security Rights for Deleting/Editing letters have been improved and are easier to navigate. | | Program Setup | | - | Enable 'Linked Applications' tab to view information in other programs. | | - | Corrected issue with the End of Year reset not scrolling back Temporary Certificates of Occupancy. | | Reporting | | - | Added additional information to refund transactions. | | - | Corrected issue on letters with Jurisdiction Fields using incorrect data. | | - | Corrected issue with the "Due Date" field not displaying on the Invoice By Name report. |
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| 02/19/2014 | | General | | - | Fixed schema update issues |
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| 02/15/2014 | | Access My Gov | | - | New workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted). | | General | | - | Security Rights for GIS Mapping has been added. | | - | Issue with applying penalties has been fixed. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | - | Additional user fields have been added to most program record types. This includes custom lists, dates, text boxes and check boxes (NOTE-These fields can be added to reports but are not currently filterable; this functionality will be added soon). | | - | On the property summary there is now the ability to show/hide invoices with amounts due, allowing a quicker way to view only the open invoices. | | Program Setup | | - | Enable 'Linked Applications' tab to view information in other programs. | | Reporting | | - | When using Snap to Grid and Draw Grid, when creating a new report, these options will stay when set. | | - | A new Accounting report has been added which is based on the Journal Entry Table. This allows users to view activity of one or more journal detail records (by GL account #) and the total of the credits and debits. |
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| 02/01/2014 | | Access My Gov | | - | New workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted). | | General | | - | Improved the filtering window to easily setup the most commonly used conditions. | | - | Enhanced visual appearance of program loading. | | - | Added the bond number to the description colum in the transaction window, when the bond is the source. | | - | Fixed Pervasive import issues. | | - | Improved logic to save changes when the red X is clicked on a name record. | | - | Fixed issue where the '&' sign was not appearing when searching for contractors. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | - | Implemented calendar syncing between Bd.Net and Microsoft Outlook. | | Program Setup | | - | Enable linked apps tab to view information in other programs. | | Reporting | | - | Added additional information to refund transactions. | | - | Fixed an issue where the Project Financial Summary Report was 'freezing' when adding a general ledger distribution field. | | - | Added ability to sort records in 'project' order in the Project Financial Summary Report. |
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| 01/15/2014 | | Access My Gov | | - | New workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted). | | General | | - | Fixed conversion error. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Program Security | | - | Removed ability to take payment on a voided invoice. | | Program Setup | | - | Enable linked apps tab to view information in other programs. | | Reporting | | - | Fixed error running charts. | | - | Fixed 'Mail Label - Contractor' report that wasn't sorting correctly. |
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| 01/01/2014 | | Access My Gov | | - | New Workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted) | | - | In the Mass Setup section, you can now update fees to show online in mass. | | - | When information is returned from an applicant on an online permit application after additional info was requested, the application now returns to the queue as an Open Request. | | General | | - | The "View" option on a property record was fixed to show the correct section. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Other | | - | Fixed issue where comments in scheduling view would only show a quotation mark. |
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| 12/18/2013 | | General | | - | Prevent several end of year utilities from displaying. | | - | Fixed bond numbering for bond types that are not set to auto-number. |
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| 12/15/2013 | | Access My Gov | | - | New Workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted) | | - | Phone Numbers are now required for Permit Applications. | | General | | - | USer Field 1 column has been added to the Property Table View. | | - | Fixed issue that caused a few menu buttons to not increase in size when using 125% font size on a computer. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Reporting | | - | Corrected issue where changes would not save when editing a user report. | | - | Fixed issue that casued sorting by category when exporting to Excel not work correctly. | | - | Fixed issue that caused report to return to its defaulted state when being copied. | | - | Added more property fields to the common filter options for property reports. | | - | Added the ability to perform Cross-Table filtering for table views. | | - | Fixed issue that caused Bond Numbers to not print on the Transaction Receipt report. |
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| 12/01/2013 | | Access My Gov | | - | New Workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted) | | - | There is a new setting that can be enabled to only allow only inspections scheduled for open project requirements. | | - | New security measure has been added to scheduling inspections online that only allows Contractors linked to that permit to schedule an inspection on it. | | - | Permit Application details will now display as a new node under permits that originated from the web. | | - | Added option to email contractor web PINS from the Contractor Table View. Option is located under Tools from the Contractor Table View. | | - | A new table view has been added for Permit Applications. | | General | | - | A new table view has been added for InvoiceItems. | | - | Only escrow fee items will now show up in Escrow Summary View. | | - | Added a "DateCreated" column to the Contractor Table View to show when that contractor record was created in the system. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | - | Filtering table views can now use cross-table filters. Example: You can filter by parcel information on the property table. | | - | Letters can now be generated in mass from the Land/Parcel Table View. | | Reporting | | - | Added QR codes to report designer. | | - | Fixed issue where contractor fields were not printing on inspection reports. |
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| 11/15/2013 | | Access My Gov | | - | New Workflow events available for permits inserted through AccessMyGov.com (Permit Web Application Submitted and Permit Web Application Auto-Inserted) | | - | New table views now available for AMG Web Request info (Permit Applications and Inspection Requests). | | - | Contractor PIN input updated for linking new users. | | General | | - | Workflow corrected when an inspection is attached to a project and permit to not insert re-inspection twice when failed. | | - | Enforcements are now ordered in the tree by date added rather than enforcement number. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | - | QR Codes are now available to insert into reports through the Toolbox in the Report Designer. Use this to link to data fields in your program or to a web address.
| | - | When a Final CO is added off of a Temporary CO, the building information copies into the new CO. |
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| 11/01/2013 | | General | | - | Fixed issue where the tax fee amount would not update correctly when used in Fee Groups. | | - | AMG - Contractor AMG accounts will now see permits that they applied for when requesting inspections online. | | - | Inspections will now show "Closed" or "Cancelled" next to them in Inspector's Schedule view. | | - | Fixed issue where certain settings would cause a Permit's finaled date to fill in with the incorrect date. | | New Features | | - | Added Search Function to assist finding users in active directory list. | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Program Setup | | - | Fixed issue with removing and adding fee items to fee groups. | | - | Fixed issue where the maximum and minmum amounts were not being calculated correctly on tax fee items. |
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| 10/15/2013 | | General | | - | AMG - Fixed issue where permit cateogry would not fill in for online permit applications. | | - | AMG - Fixed issue where Bill-To would not fill in on invoices for online permit applications. | | - | Required fields are now marked with an asteric * when paying a vendor from an escrow fee item. | | - | The Lot and Block fields have been increased to a 50 character limit. | | - | Increased the character limit for Enforcement Statuses. | | - | User Defined Approvals on a Project can now be edited in the Field Inspection .NET program. | | - | Condensed violation numbering options into Add number to text, Add number to title, or Do not add number to violation. | | - | Fixed issue were import results were not displaying correctly. | | - | Fixed issue that resulted in error message when exporting to Excel. | | - | Fixed issue with removing Stop Work Orders that are on Projects. | | New Features | | - | Added Search Function to assist finding users in active directory list. | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Program Setup | | - | Contractor and Licensee buttons have been removed from Program Setup. | | Reporting | | - | Fixed issue with printing an Invoice By Name report from the Contractor Transaction History screen. |
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| 10/01/2013 | | General | | - | AMG - "Mandatory Fees" can now be setup in BD.NET program for fees available on AMG. These fees will be automatically applied to the invoice during the permit application process. | | - | Added the ability to update the inspection type via a set field from the inspection table. | | - | Added the action "Send Email" to the Permit Expiration workflow event. | | - | Added the ability to add a comment to a bond during the Add New Bond wizard. | | - | Added the ability to choose the export directory when exporting to excel via table view. | | - | Newly created workflows will now default to being inactive and must be manually activated before they will begin working. | | - | AMG - Fixed issue where permit cateogry would not fill in for online permit applications. | | - | AMG - Fixed issue where Bill-To would not fill in on invoices for online permit applications. | | - | AMG - Fixed issue where fee quantity would not update correctly on invoices for online permit applications. | | - | AMG - Fixed issue where Basic Usage would not fill in for online permit applications. | | New Features | | - | Added Search Function to assist finding users in active directory list. | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | - | Added abillity to update Property Occupant and Responsible Party from the Names option on the property view. | | Reporting | | - | Added "Address2" datafield for the PaidBy name in Accounting reports. | | - | Fixed issue where filter datafield would display an incorrect filter even though the report still ran over the correct filter. | | - | Added ability to pull Project Architect datafields into Permit Letters.
| | - | Added ability to pull Project Engineer datafields into Permit Letters. |
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| 09/15/2013 | | General | | - | Fixed issue where changing accounting settings would move the user to a different property. | | - | Fixed display issue when using the BigFont option that hid the "Use Group". | | - | Inspector field now displays on the main Inspection Group record. | | - | Fixed issue where the address would not update correctly when switching between sub-properties. | | - | From the table view, users can now navigate to a record that was hidden when the "Hide/Show" option was enabled. | | - | Added billing units column to the certificates table. Enabled a set field choice to edit billing units en masse. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Reporting | | - | Fixed issue where manually typing in a font size would not increase the selected report data field. |
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| 09/01/2013 | | General | | - | Fixed issue were sort order would not retain previsouly selected choice. | | - | Prerequisits have been added to the main screen of the permit wizard. | | - | Fixed issue where the Application View's font size would not stick when logging out and back in. | | - | Fixed issue where "Close" and "Disard Changes" buttons were being hid on the Names screen when using 125% font size. | | New Features | | - | Completed integration with Work Order.Net. | | - | Added ability to move multiple properties to a new parcel number from the property table via the Tools option. |
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| 08/15/2013 | | General | | - | Fixed issue where changing accounting settings would move the user to a different property. | | - | When Cash Receipting uses a "Paid By" name that the Building Department does not have, the Building Department program now creates a name record for that name. | | - | Added "Add" and "Delete" options when right-clicking on records in the Application Views. | | - | Renewing Certificates correctly recalculates fees based on the number of billable units for renewable fees setup to calculate based on billable units. | | - | Fixed an issue that would allow duplicate Inspection Group types to be created. | | - | Added "Map Number" to the set fields options for the parcel table view. | | New Features | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Other | | - | Deleting attachments will now complete successfully. | | - | Fixed issue where scheduling a re-occuring appointment on the last day of a month would not save correctly. | | Program Security | | - | Added report profile user security allowing you to specify users or groups that can or can't access the report profile.
| | Reporting | | - | Added the ability to add watermarks to reports. The file must be .jpg and can be set in Program Setup | Administration | Global Report Watermark Setup. | | - | Updated the default Permit printouts to not show voided invoice items. | | - | Fixed issue where the transaction item's address would not print correctly on transaction item based reports. | | - | Added Mulit-Column support for sub-detail bands in Report Writer. |
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| 08/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2013 | | General | | - | Corrected issue with C of O not allowing completion of a project. | | - | Improved auto-scrolling when adding quick text. | | - | Grayed out the ability to modify the 'Current Format' when 'Generate Manually Not Using the Format' is selected in Program Setup. | | - | Issue with adjusting column widths on Inspection Groups quick table is now resolved and works as intended. | | - | Greater clarification when clearing a filter. | | - | Correctly changed 'credit' to 'debit' on Transfer to Tax account setting. | | - | Fixed issue where changing accounting settings would move the user to a different property. | | - | Corrected issue where cancelling a 'search' would provide a 'No Records Found' message. | | - | Fixed issue where some inspections settings were being ignored. | | New Features | | - | Completed integration with Work Order.Net. | | - | On the property table, those properties on an inactive parcel are now a different color than those on an active parcel. | | Other | | - | AccessMyGov - Fixed issue when clicking the "view" link to view a permit that was applied for online would not display the permit. | | Reporting | | - | Enhanced ability to use 'total number of records' in reporting. | | - | Fixed issue with old report filters not clearning when a new filter is added. | | - | Corrected an issue with the Excel export where grouping was not working properly with the permit table. |
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| 07/15/2013 | | General | | - | Fixed issue with deferring a workflow event to "Synchronizing". | | - | Added new workflow action to the event "User Approval Status Changed". You can now generate a report for this workflow event. | | - | Fixed issue with fee items not working correctly when they had a question prompt. | | New Features | | - | You can now clone the permit type's setup into a new permit type. | | Other | | - | Access My Gov - Updated the Credit Security Code wording to show American Express's CSC Code example. | | - | AccessMyGov - Required fields now have a star beside them indicating that they are required. | | - | AccessMyGov - Fixed issue when clicking the "view" link to view a permit that was applied for online would not display the permit. |
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| 07/03/2013 | | General | | - | Fixed issue with fee prompting. |
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| 07/01/2013 | | General | | - | The fee wizard used to create fee items now retains previously entered data. | | New Features | | - | Users can now mark a licensee as "inactive". Marking a licensee as inactive will hide them from the licensee lookup. | | - | Added ability to create fee groups. Fee groups allow you to group certain fees together to add to a permit all at one time. Ex: If you have 5 fees that you always add to a building permit, the fee group will allow you to add all 5 of those fees with one click of the mouse. | | Other | | - | Access My Gov - Updating a permit's status to denied, canceled, issued, or expired will now send an email to the applicant. | | - | Access My Gov - Fixed issue where applicant was not getting filled in for a permit that was applied for online. | | - | Access My Gov - Fixed word wrap issue for very long work descriptions for permits applied for online. | | - | Access My Gov - Fixed issue where searching by name for the letter "b" would cause the webpage to freeze. | | - | Access My Gov - Enhanced the wording of error messages received when a contractor is not linked to his Access My Gov account and when a valid licensee is required for the permit type being requested. |
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| 06/15/2013 | | General | | - | Fixed issue where the "Linked Record" was not getting filled in on the Inspection Table from Quick Code Violations | | - | Increased the Project "Filed As" field to 15 characters | | - | New workflow option added to allow finalization of permits when payment is taken | | - | Can now see the Governmental Unit in Scheduling View | | - | Running the Dodge Report for permits no longer requires the "Use in C404 Report" option checked under the Building Info section. You will still need the "Use in Dodge Report" option checked | | New Features | | - | Address now displays and prints on the "print schedule" option when in
scheduling view | | - | Cloning Permits - When cloning a permit, the fees from the original permit will now be copied to the new permit | | Reporting | | - | New System Reports:
Permits By Month and Category
Permits By Month and Type
Permits To Date
Enforcements By Month and Category
Inspections By Month and Type
Inspections By Month and Inspector
Certificates of Occupancy By Month
Envelope Report for the Name Report Category
Certificates By Month and Type
| | - | Added the ability to see an 'occupant' on a receipt |
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| 06/01/2013 | | General | | - | Ability to view GL distribution for invoices paid using Cash Receipting. | | - | Enhanced the "clone" option for permits to include permit type, permit category, all building information, contractor, licensee, applicant (only if the the current applicant is the contractor or licensee). | | - | Synchronizing date range has been increased from 30 days to 60 days. | | - | "Inserter error" when adding a letter to a violation has been resolved. | | - | Improvements made to 'Licensee Merge' window. | | Program Security | | - | Improved wording of some security options in the Accounting category. | | Reporting | | - | The assessing import results report now accurately displays 'Rental Owner' changes. | | - | Functionality has been added to permit reports to print the project's requirements. |
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| 05/15/2013 | | General | | - | Improved payment source description in transaction view on records | | - | Fixed issue with scheduling reinspections in workflows. Can now choose from appropriate inspection type list. | | - | Added the ability to auto-fill the project title when sending an email in a project based workflow event |
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| 05/01/2013 | | General | | - | The program will now remember your last viewed filter for tables and reports. This filter is saved even after logging out of the program and logging back in. | | - | Enhanced the "clone" option for permits to include permit type, permit category, all building information, contractor, licensee, applicant (only if the the current applicant is the contractor or licensee). | | Other | | - | Utilities that parse addresses have been updated to handle more obscure parsing methods. | | - | When paying a vendor from escrow, Accounts Payable will now see the contact information that it has for the vendor instead of what the Building Department has. | | Reporting | | - | Fixed issue with exporting property information to Excel. A name record's address information will no longer be overwritten by the propery's address. | | - | Fixed display issue for data field when exporting the Contractor's name in an Excel export. | | - | Added further enhancements to report filtering. | | - | Fixed issue with filtering an inspection report. The "result" filter will no longer limit you to choosing an address and will correctly allow you to choose a result choice. |
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| 04/15/2013 | | General | | - | Fixed rare issue where inspection was not linked to parent record | | - | Fixed issue with workflows so that scheduling a reinspection action now gives you the correct choice of inspections | | - | Phone extensions now fill in when sending a Support request for assistance | | - | When cloning a permit, ISO information now copies to the new permit | | New Features | | - | New Workflow - Ability to create a workflow that automatically schedules an inspection when a record is created | | - | Added 'Bond Receipt' report to the print menu that appears when choosing to Print from the current bond | | - | Resolve Duplicate Address Utility - Now groups by unit and displays the unit in the grid |
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| 04/01/2013 | | General | | - | Attachments now display under Projects | | - | The description viewing field for Inspection Groups has been increased | | - | Certificate User Field has had its character length extended to 50 characters | | - | Fixed "Failed Locating Permit" issue with cloning permits | | - | Removed false error while applying Quick Payments | | Reporting | | - | Fixed issue with filtering on sub tables | | - | Weather Card report now skips the "current record" option when chosen from the print drop down menu. It will now automatically select the record you currently have highlighted. |
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| 03/15/2013 | | General | | - | Added a Letter of Credit (L.O.C) Number field option for Bonds that are held externally | | - | It is now possible to void transaction adjustments | | - | Can now view PDF attachments from the Assessing Program when linked to Assessing | | - | No longer display inactive permit types or inspection types when creating checklists | | - | Will now receive warning message when deleting a project that has linked records on it | | - | Searching by Contractor name now recognizes dashes | | New Features | | - | Report Library has been updated with new custom reports | | - | Download option has been added to download our default table/report filter library. This option is located in File -> Import -> Report Filters | | - | Added the ability to track a numerical value as a user field for certificates | | Reporting | | - | Fixed issue with filtering on sub tables |
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| 03/01/2013 | | General | | - | Bonds now get updated when AP requests are canceled in Building Department | | New Features | | - | The BS&A Quicktext Library can now be downloaded through the Building Department Software. Simply go to File, Import, and choose "Online BS&A Quick Text Library". | | Reporting | | - | Added new report to Permit report category titled "Yearly Permit Comparisons" | | - | External Invoice Numbers will now display on the Escrow Summary Report |
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| 02/15/2013 | | Reporting | | - | Fixed issue with reports not running. |
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| 02/15/2013 | | General | | - | Fixed issue where filtering a table view would limit your available search options | | - | Fixed issue where you could not pay a permit fee from a bond associated with a Contractor. | | - | Improved performance in driving directions | | New Features | | - | Added print feature to calendar views | | - | Now sending Field Inspection error reports on sync | | - | Added multi-jurisdiction reports | | - | Field Inspection.Net now has 'export to Excel' function |
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| 02/01/2013 | | General | | - | Fixed issue where checking "Work Done By Owner" while creating a permit with no Owner filled in would crash the program. | | - | Fixed issue that would cause software to slow down/crash when merging certain name records. | | - | Fixed issue where filtering a table view would limit your available search options. | | - | Fixed issue where you could not pay a permit fee from a bond associated with a Contractor. | | - | Fixed issue where the new option "Cancel AP Request" would not show up for certain transaction adjustments. | | Reporting | | - | Fixed rare issue when running a bond report would produce an error when no records were found to populate the report. |
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| 01/15/2013 | | New Features | | - | Fixed the ability to print the update log | | - | Added tool to manually cancel a refund request |
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| 01/01/2013 | | General | | - | It is no longer needed to enter in a comment and Escrow Description when paying a vendor from an escrow fee item. Only Escrow Description is a required field now. | | - | Newly created certificates will no longer lose connection to their parcel number. | | New Features | | - | Added a new option to select the expiration date of a renewed certificate. You can now have the expiration date be based off of the date the renewed certificate is issued. | | Program Setup | | - | Enabled several year-end clean-up utilities that should be ran on January 1st, 2013. A list of the utilities will show up for the first person that logs into the BD.NET software after the update is downloaded. Only Admin users will be able to run the clean up utilities. | | Reporting | | - | Can now access Contractor contact information data fields in Project reports. |
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| 12/15/2012 | | General | | - | Navigating in trip list mode more intuitive | | - | Fixed issue where finalizing a Temporary Certificate of Occupancy on a project would not create the Final Certificate of Occupancy. | | - | Increased the clarity of audit descriptions for Transaction audit trail. | | - | Added ability to filter by bond type for work flows. | | - | Fixed issue with moving inspections by using the "Move Up" and "Move Down" buttons in Trip List Mode. | | - | Fixed issue related to parcel number not displaying for a newly created certificate. | | New Features | | - | Can now write a letter to a project. | | - | New Permit Setting - When adding an inspection to an expired permit, you will be prompted if you want to extend the permit. | | Other | | - | Fixed error some users were receiving when attempting to add an MR invoice to an enforcement. | | Program Security | | - | Fixed rights issue where sending AP check request for a bond would not fill in the closed date if user did not have security rights to modify a bond's date field. | | - | Added new security option to allow a user to run property imports only. |
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| 12/01/2012 | | General | | - | Implemented ability for Permits to be issued without expiration, similar to Certificates.
In order to utilize this ability, set the “Days Good” field to 0 on the Permit Type.
| | - | Fixed an error when adding a duplicate certificate type. You will now receive a message informing you that the certificate type is already in use. | | - | You now have the ability to renew certificates without filling in an invoice date range. | | - | Fixed an issue that was related to editing the property flag after a property flag was deleted. | | - | Fixed an issue that was related to Stop Work Order view. | | New Features | | - | Added "Address" as a field when sending an email through a permit workflow event. | | - | "Municipal" is now an option under Basic Usage. | | Reporting | | - | When running all reports from the report profile section, you are now able to sort through all reports after they are displayed on the screen. | | - | Fixed an issue with Historical Permit Inspections printing duplicates. |
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| 11/15/2012 | | General | | - | Logout feature reinstated | | - | Navigating in trip list mode more intuitive | | - | Adding certificate without an invoice now defaults with appropriate status | | Program Setup | | - | Moved permit category into main window of permit wizard | | - | New workflow event created - Invoice Paid | | Reporting | | - | Made navigating report profiles easier | | - | Added more information to default Invoice By Name Report | | - | New reports created:
'Permits without Inspections' and 'Enforcements without Inspections' |
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| 11/06/2012 | | General | | - | Fixed issue with property fields not getting set when adding Certificates. | | Financial | | - | Changed errors to warnings when applying penalties. | | - | Fixed obscure check request bug. |
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| 11/01/2012 | | General | | - | Now automatically adding Licensee to permit if only one licensee exists for the selected contractor. | | - | Added Date Due and Effective Date fields to Certificate Renewal Dialog. | | - | Fixed issue where Name fields didn't update in names view immediately after editing name record. | | - | Enabled User Fields on Certificate view in Field Inspection. | | Reporting | | - | Fixed error using marked or blocked records on Journal reports. | | - | Fixed Transaction Number and Transaction Source fields on TransactionItem reports. | | Workflow | | - | Added Invoice Paid workflow event. | | - | Added Address field to Certificate Expiration workflow event. | | - | Fixed occasional Word errors printing letters via delayed workflows. | | - | Fixed issue where copying a workflow copied a random workflow rule rather than the selected rule. | | Other | | - | Removed extra "Result" field from Inspection Excel export fields. |
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| 10/15/2012 | | General | | - | Fixed crash bug while editing Invoice Item setup records from within Edit Invoice form.Fixed User Approval Status text in Project reports. | | - | Added Audit Trail cleanup on startup. | | - | Fixed issue with blank Transaction window. | | - | Fixed issues with Auto Numbering on Projects. | | - | Now defaulting Permit Category in Permit "wizard" if only one category choice is available. | | - | Added flag/comment titles to searchable items when searching by record number. | | - | Increased size of text entry when searching by record number. | | - | Fixed issue with Inspector's View not saving sort column. | | - | Fixed security issue when editing Invoice Item setup records from Fee Estimator. | | - | Fixed issue with Bill To not defaulting to correct person on new permits. | | Financial | | - | Fixed issue with AP Check requests for transactions with multiple sources. | | - | Fixed issue with taking payment on an open invoice using a bond. | | Reporting | | - | Fixed User Approval Status text in Project reports. | | - | Added Effective Date field to Invoice By Name reports. | | - | Fixed issue with transaction section not printing in Bond reports. |
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| 09/28/2012 | | General | | - | Fixed issues with Remove Suffixes from Addresses tech support utility. | | - | Fixed security issue with read-only users and inserting records. | | - | Fixed maximum length issue with Construction Category setup. | | - | Fixed bug when viewing Assessing attachments when added from other databases. | | - | Fixed issues with Project numbering. | | - | Fixed crash bug while entering user defined approvals to certain projects. | | Financial | | - | Increased precision of tax item percentages to five decimal places. | | Web | | - | Fixed inspection request approval emails to properly include custom text from the online settings. | | Workflow | | - | Fixed issue where setting up workflows on record expiration events would cause those events to fire multiple times. | | - | Added Permit Status Changed workflow event. | | - | Added Inspector option to Schedule Reinspection workflow action. |
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| 09/11/2012 | | General | | - | Fixed permit status issue. | | - | Fixed issue where TempCo Status field was displaying in reports as a number rather than a string. | | - | Added check for deleted items to prevent crash when modifying Project requirements. | | - | Fix crash bug that was fixed for Project Requirements dialog. | | Web | | - | Fixed issue with inspection request emails. |
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| 09/05/2012 | | General | | - | Fixed CONumber field on Permits. | | - | Save order of columns in TableView when reordered via drag-and-drop, not only when double-clicked. | | - | Added InvoiceItemSetup report as system report. Also deleted the now unused blank report. | | - | Fixed data integrity issue with AP. | | - | Fixed letter generation on UserApprovals. | | - | Workflow rules to copy are now alphabetized. | | - | now edits a prerequisite. |
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| 08/31/2012 | | General | | - | Added a common emails list (accessed via Setup Lists in Program Setup) that gets loaded when emailing record information. | | - | Added default "Bill To" name to Certificate Types (like in Permit Setup). | | - | Fixed issues with Permit status. | | - | Fixed the tech support utility "Fix Extended Permits". | | Financial | | - | Fixed ability to Transfer Bond Funds to Permit fees when the holder has been changed. | | Reporting | | - | Fixed bug with printing current inspection. | | - | Fixed GlDistributions under Tax Items on InvoiceItemSetup report. | | Web | | - | Added ability to override default web inspectors for specific inspection types. | | - | Added feature to reschedule inspections via the web. | | - | Implemented prohibition of inspection requests when permit status is in a configurable set of statuses. | | - | Implemented online inspection request cancellation. | | Workflow | | - | Added Enforcement Created workflow event. |
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| 08/28/2012 | | General | | - | Added a new utility to set the Spreadsheet bond records to have the correct amounts held. | | - | Removed audit trail cleanup on startup. | | - | Added mass Verify Status tool to Project TableView. | | - | Added Assessing attachments to Property attachments view when linked to Assessing. | | Reporting | | - | Added TaxInvoiceItemSetup->GlDistribution relationship to InvoiceItemSetup reports. | | Web | | - | Added ability to withdraw previously submitted online inspection requests. |
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| 08/28/2012 | | General | | - | Fixed timeout error on startup. |
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| 08/27/2012 | | General | | - | Fixed issue with tree display on log in. | | - | Cleaned "Update All LinkFrom Keys" out of audit trail. Also no longer auditing this workflow. | | - | Added "Update related properties..." link on Property names form. | | - | Added auto-complete suggestion to Inspection Type. | | - | Fixed "duplicate key" issue when exporting Permits and grouping by Permit Type. | | - | Fixed Novi spreadsheet import. | | Financial | | - | Added output rounding to tax items. | | Reporting | | - | Fixed issue where Current Date filter would not save for tables that have only one date field. | | - | Fixed index/string types on TaxInvoiceItemSetup table. |
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| 08/24/2012 | | General | | - | Fixed crash bug preventing some users from logging in to the application. | | - | Make sure to use actual value of Permit's Balance on the Permit view, rather than calculating it. | | - | Fixed crash bug clicking Escrow Summary button on certain Permits. | | - | Fixed some issues with the order in which Project requirements and Project Setup requirements were added. | | Reporting | | - | Added Project->Permit relationship to CO Reports. | | Workflow | | - | Improved usability of managing people to remind in the "Schedule Reminder" workflow action. |
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| 08/23/2012 | | General | | - | Fixed crash bug clicking Escrow Summary button on certain Permits. | | - | Make sure to use actual value of Permit's Balance on the Permit view, rather than calculating it. | | - | Fixed bug with Move Property that was not correctly setting the redundant Parcel Number on records that get moved with the property. | | Reporting | | - | Added Project->Permit relationship to CO Reports. | | Web | | - | Clarified the wording of the email sent when an inspection request is approved. | | - | Notes entered with online inspection requests are now properly added to the inspection and visible in the tree. | | Workflow | | - | Improved usability of managing people to remind in the "Schedule Reminder" workflow action. | | Other | | - | Fixed "Move Property Suffixes" and converted it from a Tech Support Utility to a Tool on the Property TableView. Please test this for Novi. You enter a street name, and it should pull the suffix (e.g. DR, Court, Ave., etc.) out of the Street Name, and move it to the explicit Suffix field. | | - | Fixed" Move Zero Parcel Properties" Tech Support Utility to update financial totals after running. | | - | Added "Parcel - Fix redundant parcel number" tech support utility. |
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| 08/18/2012 | | General | | - | Fixed the Square Footage setting on the Construction Calculator. | | - | Fixed crash bug in Move Project. | | - | Fixed id for Online Security category so it doesn't mess up the Permit Setup security category. | | - | Improved sorting of Tech Support Utilities. | | Reporting | | - | Fixed issue where certain Data Columns would not show up in the Data Binding section of report fields. | | - | Added Property->ResponsibleParty to Enforcement reports. | | - | Fixed loading of AdjustmentTransaction records in Transaction Item reports. | | Workflow | | - | Added "UserApproval Status Changed" workflow event. | | Other | | - | Now converting government unit (township) in Delta County conversion. | | - | Fixed a couple issues with the Delta County Conversion. |
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| 08/16/2012 | | General | | - | Added setting to allow user to configure the permit number example text displayed for inspection requests. | | - | Added tech support utility for Novi to move non-conversion properties on the zero parcel (00-00-00-000-000) to new temporary parcels. | | - | Added Contractor/Licensee Merge buttons to respective views. Also pulled those merge buttons out of tools and put on main toolbar for respective tableviews. | | - | Fixed name security issue when paying vendors from escrow. | | Reporting | | - | Fixed DetailReports available to InvoiceItemSetup reports. | | - | Added AdjustmentTransaction table and relationship from AdjustmentTransactionItem to Transaction Item reports. | | - | Added special case into Inspector's Schedule report (ONLY when run from Inspector's View) to include other scheduled inspections on the same parent record for other inspectors. |
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| 08/14/2012 | | General | | - | Fixed issue with copy downs of contractor table. |
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| 08/13/2012 | | General | | - | Now showing GL Due To/From masks in Accounting Setup form when linked to GL. | | - | Added tech support utility to update all relevant records' DateLastInspection field. | | - | Added UserField1 column to Name table. | | - | Added "Date/Time Created" and "Scheduled By" columns to Inspection table view. | | - | Added flag to hide Misc. Fees from all Add Invoice windows except when adding Misc. invoices. | | Reporting | | - | Added/Updated Violation system reports. | | - | Added/Updated Licensee system reports. | | - | Added/Updated Contractor system reports. | | - | Added/Updated Enforcement system reports. | | - | Updated new Inspection Group List. | | - | Added/Updated Inspection system reports. | | - | Added TransactionItem->AdjustedTransactionItem data/relationship to TransactionItem reports. | | - | Added * Blank Invoice Item Setup * report to the new category "Setup Reports". |
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| 08/09/2012 | | General | | - | Added new tech support utility. |
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| 08/08/2012 | | General | | - | Fixed crash bug in MR Invoicing. | | - | Fixed security issue with extending Permits. | | - | Now ALWAYS clearing empty names in Assessing import. | | - | Fixed Break Link to Project tool. Now breaks all project links on down the tree (under the record who's link is broken). | | - | Hide DueTo/DueFrom button (to edit the settings in GL). | | - | Fixed issue with printing invoices by name. | | - | Fixed ordering issue when adding requirements via tree node right-click. | | Reporting | | - | Fixed issue with some data not loading for inspection reports. | | Web | | - | Fixed formatting of inspection request emails. |
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| 08/07/2012 | | General | | - | Fixed bug which prevented new contractors from being added. | | - | Fixed "phantom" cancel button issue. | | - | Added maintenance tools for Transaction Sources/Items so the GL Distribution can be changed if necessary. | | - | Fixed project moving issue with Bonds. |
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| 08/06/2012 | | General | | - | Fixed crash bug when adding requirements to projects with no existing requirements. | | - | Fixed network issue with multiple users trying to enter records at the same time. | | Reporting | | - | Fixed Inspector's Schedule report. | | Web | | - | Added feature to allow user to link an AccessMyGov contractor account to the local contractor record. |
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| 08/03/2012 | | General | | - | Fixed recently introduced conversion issue. | | - | Fixed crash bug when adding requirements to projects with no existing requirements. | | - | Fixed Inspector's Schedule report. | | - | Made startup database maintenance comment more user-friendly. | | - | Fixed project ordering on tree. | | - | Added new system reports. | | - | No longer automatically scrolling tree horizontally when selecting nodes with text that overflow the view. |
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| 08/02/2012 | | General | | - | Added workflow to email to web users with the result of their inspection changes. | | - | Display an error message when a permit type is not created because it is a duplicate. | | - | Attempted fix for obscure letter template saving issue. | | - | Added more detailed error message for network issues with multi-user adding. | | - | Fixed Bond autonumbering to use new method of separate auto number setup records. | | - | Fixed visual issue with buttons in Quick Text Setup form. | | - | Fixed property move issue when identical properties exist on different parcels. | | - | Attempt to fix random deadlock error. | | - | Added Address, Project Number, and Project Type fields to Data Field Updated workflow event. | | - | Added "Project Number" and "Project Type" fields to Permit Created workflow event. | | - | Added CO Created workflow event. Also added "Project Number" and "Project Type" fields to CO workflow events. | | - | Reverted certificate renewal setting to work correctly. | | Financial | | - | Fixed bill to name issue on Misc. Payments. | | Reporting | | - | Added Linked Names to the main record report datasets that did not have them. | | Web | | - | Added option to control which permit types are available to be viewed and printed online. |
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| 07/27/2012 | | General | | - | Fixed issue with copying and pasting user defined approvals between projects. | | - | Fixed issue with copying and pasting project requirements which caused the application to crash. | | - | Fixed problem where the option to control which responsible party is defaulted for a renewed certificate was not being properly honored in all cases. | | Reporting | | - | Fixed relationship which prevented attached comments from being displayed in certificate reports. |
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| 07/25/2012 | | General | | - | Fixed an issue with the Trip List Mode in the Inspector's View that caused the application to crash. | | Reporting | | - | Enabled the property class field for the Accounting report category. |
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| 07/19/2012 | | General | | - | Fixed crash bug when adding a Permit. | | - | Updated default ICC values. | | - | Added Contact field to Name tableviews. | | - | Fix bug where "Date Last Status Changed" wouldn't always update when changing status manually on Permits and Certificates. | | - | Some changes to how the "Required" status of user approvals works. | | Reporting | | - | Added TotalAmount field to Name table on record invoice reports. | | - | Added Permit/CO Prerequisites to Project report DataSets. | | Other | | - | Added some data fix-up queries to the conversion. |
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| 07/17/2012 | | General | | - | Now loading linked records from main records (and property) in quick name dropdowns. | | - | No longer updating the owner/taxpayer automatically when updating the other (if name references are the same). This diverges from the way the import works, but gives the user a little more control. | | - | Now setting blank dates to today's date when setting a UserApproval's status to Not Required. | | - | Fix crash bug when trying to enter trip list mode on Inspector's View when sorted by virtual (non-inspection) columns. | | - | Attempt to fix the elusive, intermittent bug where mass-generated letters can get attached to an incorrect record. | | - | Fixed Add Requirement functionality in Project Setup Requirements to work like the new fix to Project Requirements. | | - | Fixed order when adding multiple requirements. | | - | Fixed crash bug when making/breaking inspection links. | | - | Fixed issues with updating names during Assessing import. | | - | Added option to skip weekends on workflow actions "Schedule Inspection" and "Schedule Reinspection". | | - | Friendlier behavior when validating inspector on Permit view. | | - | When importing with live link, set new name to "Import Controlled". | | Reporting | | - | Fixed issue with report options (destination and number of copies) were not being recognized during Permit issuance. | | - | Updated the Revenue Totals by Item / Type system report. | | - | Added two new Accounting system reports: Invoices with Balance List and Adjustment Transaction List. | | - | Updated a TON of Accounting system reports. | | - | Fixed crash when clicking options on "* Blank - Invoice *". | | - | Fixed loading of related data on certain accounting reports. |
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| 07/09/2012 | | General | | - | Fixed issue where changing Inspection result fails. | | - | Added warning when deferring workflow actions to later events. | | - | Added Move Up/Down buttons to aid Trip List ordering on Inspector's View. | | - | Added scrolling of the Trip List grid for drag and drop like project requirements. | | - | Fixed some font scaling issues and layout. | | - | Made import dialog indicate that the process was "Completed" rather than "Successful", because there may have been any number of warnings or errors. |
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| 07/03/2012 | | General | | - | Added a new UserApproval status of Required that works on dates the same way as Approved. | | - | Improved Data Field Updated workflow event to use strings rather than integers for enum fields (e.g. Status, Link Type, etc.) | | - | Implemented ability to add reminders to User Approvals. FogBugz 22559 | | - | Added ExternalKey to Enforcement records and now recording it when Enforcement is created from external app. | | - | Added Tech Support Utility called " Accounting - Clear System GL Numbers" to fix the old issue of Tax/AP/Overpayment GL numbers not saving correctly, or changing "with" each other. | | - | Added AutoNumber setup record creation/linking to end of legacy conversion. Also added tech support utility for those conversions that already took place. | | - | Fix project number formats to automatically include the prefix now. Also, we can now require the format to be unique in the auto number setup records. | | - | Updated Pervasive Text Assessing import to match new Assessing export file format. | | - | Fixed bug with saving records on shutdown. | | - | Fixed general timeout when counting records. | | - | Implemented Certificate Billing Import. | | Financial | | - | Increased scale of GL Distribution percentage to 4 decimal places. | | - | Fixed rare issue where invoices couldn't be added to certain records. | | Reporting | | - | Fixed report population when using Custom Map Sets. | | - | Updated ProjectBondSummary Report. | | - | Added Linked names to Project reports. | | - | Fixed report crash. |
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| 06/26/2012 | | General | | - | No longer requiring auto-number formats to be unique. | | - | Made Legal Description editable. Now, users must use security to limit access to that field. | | Financial | | - | Fixed error when posting journal entries to GL. | | - | Don't show Overpayment GL Number error if overpayments are not enabled. |
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| 06/20/2012 | | General | | - | Re-run the CR fix schema update, and mark it to affect linked apps. This prevents the problem from rearing its head again. | | - | Fixed security issue when completing inspections. | | - | Improved error message when failing to insert record due to previous record existing with that record number. | | Reporting | | - | Added PermitList System Report. | | - | Fixed issue where newly introduced system reports conflict with existing user reports. | | - | Improved Parcel List system report. | | Other | | - | Fixed the size of another Assessing structure. This is to handle zoning in Pervasive imports. | | - | Fixed bug in Assessing Text import. |
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| 06/19/2012 | | General | | - | Improvements to Fee Schedule setup screen and Inspection Type setup screen. | | - | Reworked auto-numbering of Permits, Certificates, and Projects to use centralized numbering records. | | - | Fix to Pervasive Assessing import. | | - | Fixed security issue with Issuing/Finalizing Permits. | | Financial | | - | Fix to CR interface when refunding Bond/Name transactions. | | Reporting | | - | Fixed a bunch of reports resource files. | | - | Sanity check to fix crash when trying to revert Weather Card to default. | | - | Fixed editing/running of two of the new system reports. |
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| 06/14/2012 | | General | | - | Fixed Convert User Approval Status Tech Support utility. | | - | Fix to show status bar tooltips better when application is maximized. | | - | Fixed crash in import dialog. | | - | Updated the wording on the journalizing window. | | - | Fixed issue with importing from Equalizer Assessing since that application was updated. | | - | Fixed security issue with Issuing/Finalizing Permits. | | Financial | | - | Fixed crash trying to add Invoice Items to an existing Invoice. | | - | Added a button on the status bar that displays unjournalized record counts. Clicking it shows record count breakdown and gives a shortcut to the journalization screen. There is an option to turn it on/off in accounting settings, protected by security. | | Reporting | | - | Added title to Project Inspection History report. | | - | Fixed name fields on basic permit report. | | - | Fix to system report names. | | - | Added the new (updated the existing) the GL Distribution List report per request. |
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| 06/11/2012 | | General | | - | Added option to Excel exports for skipping rows with all zero totals. | | - | Fixed intermittent "detached row" crash bug while inserting Permits. | | - | Attempt at focusing intermittent issues where tree scrolls to point where selected node is not in view. | | - | Now correctly loading quick names for Bond holder when inserting a Bond. | | - | Now fixing missing properties on startup (including adding an initial property to an empty database). | | - | Cosmetic updates to status bar. | | - | Fix delete of Tax items. | | - | Fixed jumping to record after moving it to another property. | | - | Fixed issue where typing full ntext of Inspection Type in workflow filter caused crash. | | - | Tweaked the sorting of the grid to better handle multi column sorting, and fixed the display issue for the deposit transaction number. | | - | Fixed some issues with the logout feature. Crash bug when holding down the keys is fixed, as well as now successfully allowing a user with auto login to successfully log out. | | Financial | | - | Fixed issue where the minimum fee logic was overriding the tax fees logic. | | - | Added schema update to mark CR transactions which are voided as Tx_NotRequired in Building Department when needed. | | - | Regardless of where the transaction is created now (BD or CR), if it is not journalized when it is voided then both of the transactions will be marked to TXNotRequired. | | - | Reverted AP check request logic to once again put the reference number into the Invoice Number field on the check request for requests that are not escrow refunds. | | - | Added fix to the initial journal status of AP escrow refunds excluding journalization of the new transaction. | | - | Added support to the BD/GL Interface for changing GL numbers. | | - | Worked a little more magic in the vendor search; now recognizing name searching into the vendor table in AP. | | - | Implemented the Journal Manager is the status bar. | | Reporting | | - | Efficiency improvement (memory and speed) when running reports with Inspection data. | | - | Added a bunch of system Permit reports. | | - | Fixed crash in IsoReport editing. | | Other | | - | Implemented the Certificate Billing export. | | - | Fixed legacy Building Department conversion to update User Approval statuses. |
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| 06/04/2012 | | General | | - | No longer prompting for minor schema changes. | | - | Fix what prereqs get added to a Permit when the Permit type is changed while adding a Permit. | | - | Fixed Permit's CodeBook length to match length of Permit Type's Default Code Book to avoid crashes. | | - | Renamed "Calculate Fees" dialog to "Cost Estimator". Also added tooltips to buttons on Status Bar to clarify functionality. | | - | Fixed issue with Bonds not showing up right away when adding to Contractors. | | - | Fixed issue with wrong name record loading when clicking through from Licensee view. | | - | Allow issuing COs under Permits on Projects when COs are not linked directly to Project. | | - | Added new workflow event: Data Field Updated. This is a very flexible event that will let us know when a field changes. | | - | Don't automatically (or prompt to) clear/select licensees when changing Contractors on existing permits' name links form. | | Financial | | - | Increased precision of Quantity field to 3 decimal places when Adding Invoices. | | - | Added some nice automation to prompts when adding Invoices. | | - | Implemented more sophisticated Minimum Fees. | | - | Changed wording of "Print Refund Request" buttons to "Print Request" since they can also apply to Escrow Payments. | | - | Made the project bond summary tree node change color depending on if there are any bonds there or not, also made the tree node for related projects show the number of related projects so you don't have to click on it to see. | | - | Fix for crash bug and improvements to logic regarding refunding bond refunds and transactions. | | - | Added additional record information to the notes on an AP check request for payment refunds and escrow refunds. | | - | Fixed crash bug on tax items in the add invoice item screen. | | - | Added new setting to Invoice Item setup for determining whether or not to utilize previous fee prompts as new default value. | | - | Fixed rounded output on fee test dialog to use 3 decimals. | | Reporting | | - | Added a bunch Mail Label and Envelope system reports. | | - | Add Print button to Cost Estimator. | | - | Fixed issue setting population to Current Record on tables without a Guid column. | | - | Fixed InvoiceItem reports to show all data in even when reporting over large amounts of data. | | - | Fixed group fields on envelope reports. | | Other | | - | Now indicate the "Update Like Names" setting of the import on the Assessing Live Link form. |
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| 05/22/2012 | | General | | - | Make Transaction button blink on Licensee views when money is owed (just like Contractor view). | | - | Fixed issue with adding inspections on Project COs. | | - | Fixed error message for odd case where a record was partially linked to a project. | | - | Added a new security item for Permit Category Setup. Also added the button back to Program Settings -> Permit Setup dialog; user will be prompted to select a Permit Type first. | | - | Now loading correct fee item between visits to Fee Schedule setup form. | | - | Now checking for link to GL before popping up Chart of Accounts program setup dialog so we don't crash if not linked. | | Financial | | - | Implemented escrow refunds for payments that were made from a bond. | | - | Made the escrow summary grid sort grouped by invoice/transaction by default, left option under the hood to change it if need be. | | - | Allow escrow refund of bond payments. | | Reporting | | - | Added Name1, Name2, Name3 tables to Inspection reports. | | - | Added Licensee table to Inspection reports. | | - | Added Linked Names to Enforcement Reports. | | - | Fixed Contractor->Bond relationship in Contractor reports. |
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| 05/21/2012 | | General | | - | No longer showing inspections scheduled for midnight on previous day. | | Reporting | | - | Fixed issue with Inspection comments not appearing on Project Inspection History report. | | Other | | - | Fixed schema update error message when coming from linked apps. |
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| 05/16/2012 | | General | | - | Fixed bug with tree font size "randomly" changing. | | - | Added Project's "Filed As" as one of the fields we search when searching "Any record by record number". | | - | Increased the height at which the Certificate view tabs rearrange on Field Inspection so users can actually use the Stipulations and Comments fields. | | - | Added the Basic Usage field to the ISO Info areas to clear up confusion that the field is required for ISO reports. | | Financial | | - | Default post date of Transaction Adjustments to today, rather than the previous post date. | | - | Added the two additional escrow information fields to the transaction view when needed. | | - | Made it so the escrow summary grid jumps to the selected transaction all the time instead of the original. | | - | Fixed an issue in the transfer to AP when doing escrow items and the name did not yet exist. | | Reporting | | - | Now including Suspended and Finaled Permits in ISO Report. Also simplified options to work just like the C404 report. |
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| 05/16/2012 | | General | | - | Fix for the recurring appointment crash bug seen in Lansing. | | - | Fixed all name/contractor/licensee search and merge forms to use the "Starts With / Intelligent Match" style searching. | | - | Now correctly setting Date Finaled when manually changing a Permit status to Finaled. | | Synchronization | | - | Fixed some record counts on sync/copydown. | | Other | | - | Fixed the conversion to copy generic Permit Categories into each Permit Type. |
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| 05/15/2012 | | General | | - | Added Alt+E shortcut on Permit view for "Issue Permit". | | - | Fixed Assessing Live Link to be much more user friendly. | | - | Added numbering options to Variance insertion "wizard" that works like the Permit insertion "wizard" numbering options. | | - | Don't require confirmation when deleting Permit categories. | | - | Fixed tree image for UserApprovals. Now basing the image upon the UserApproval's status rather than its date. | | - | Added GovernmentUnitCode and GovernmentUnitName fields to the Permit table for Permit reports. | | - | Fixed random Inspector lookup screen displaying on Permit view. | | - | Added Logout feature under File menu. | | - | Added Reload User Security button under My Settings in Program Setup. | | - | Significant speed improvements when jumping from tableviews to records on the current property and viewing names under the Names toolbar. | | - | Fixed memory issue with Name Links forms. | | - | Now focusing Value control when editing Building Info from the Permit "wizard". | | - | Reworked how project blocking/dependent attributes work. Now if requirements are blocked, here is the result: Inspections are not allowed to be scheduled, Permits/COs cannot be issued, and Bonds cannot be returned. | | Financial | | - | Fixed crash bug while attempting to refund a Bond forfeiture. | | - | Added Escrow summary view to toolbar on Permit and Project transaction views. | | - | Fixed journalization Due To/From issue. | | - | Updated the escrow summary view to show the transaction detail for only the selected summary item. | | - | Improvements to how the names are filled in on the escrow summary grid, also fix to not show zero line items when they are there. | | - | Added a Print button on the escrow summary view. | | Reporting | | - | Added ability to revert Permit/Certificate reports to their default implementations. | | - | Speed improvements to the Balance Details report when using the single GL Number option. | | Synchronization | | - | Increased timeout on Synchronization. | | - | Fixed issue where failed syncs could put tablets into a state where users could not log in. | | - | Added command-line switches /autosync and /autocopydown to Field Inspection, These switches automatically log the user in and perform a sync or copy down, then exit. | | Other | | - | Fixed Assessing Text import of Pervasive data. | | - | Added Help links for .NET Assessing import options "Update Like Names" and "Clear Empty Names". |
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| 05/04/2012 | | General | | - | Fix bug in Project Inspection Requirement remapping utility. | | - | Fixed a couple small issues in Data Import. | | - | Fixed conversion to replace trailing spaces in Permit numbers with underscores. | | - | Made BD's cash receipting interface more tolerant of schema changes. | | - | Permit categories are now set up per Permit Type. | | - | Added the word "enforcement" to the dialog for quick enforcements. | | - | Added accelerator key to save on the MR invoice window. | | - | Improve functionality of Change Status on Permit's when setting to Denied or setting a Finaled Permit to a different status | | Financial | | - | Added the ability to search for name by vendor code when doing an escrow refund to AP. The setting is under Accounting Options. The Pay from Escrow tool is found on the Transaction View under Tools. | | - | Now appending the comment from the Transaction Adjustment screen onto the AP notes field. | | - | Fixed refresh on MR transaction view. | | - | Made it so we now always pass along the Transaction Number in an AP check request as the ReferenceNumber2 field on the AP side. | | - | Improvements to escrow refunding | | Reporting | | - | Now filtering out non-issued Permits from ISO report |
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| 05/01/2012 | | General | | - | Close Enforcement action has been renamed to "Update Enforcement" and you can now choose whether or not you want the Date Closed field to be automatically set on the Enforcement | | - | Added "Clear Empty Names" option to Assessing import | | - | Added "Use in ISO Report" field to Permits. Also added a "default" version of it in Permit Type setup | | - | Added Date Status Last Changed field to Certificates | | - | Now allowing negative value for Days to Add in the letter writer's date fields | | - | Fixed bug where running the import twice in a row would crash the app | | - | Added address fields to Letter table | | - | Updated AP check requests to include the BD TransactionNumber in an AP check request as the ReferenceNumber2 field | | - | Added numerous tools for mass updating of inspectors, inspection types, and assigned inspectors | | Financial | | - | Fixed tax item type calculations | | - | Fixed ordering of invoice items when adding more than 10 | | Reporting | | - | Updated the logo on the default permit report | | - | Fixed issue with Project reports when Project has UserApproval with title's longer than 30 characters | | - | Fixed related table report filters to work even if those tables aren't referenced in the report itself | | - | Fixed bug with report filter summary display |
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| 04/25/2012 | | General | | - | Added Project workflow events. | | - | Fixed the Permit's Verify Status tool to work better based on dates. | | - | Implemented Assessing Live Link. | | - | Fixed bug with additional separator getting inserted onto the toolbar every time we switch active databases. | | - | Major memory improvements when viewing very large attachments, including highly compressed attachments. | | - | Fixed crash error on adding a quick text entry from the text entry area when the title violated the maximum field length. | | - | Fixed the list form to not allow creation of permit report categories that are too long for the field in the database. | | - | Some tweaks and fixes to attempt to correct for the errors on the insert permit dialog. | | Financial | | - | Changed the text of the escrow item in the transaction tools. | | - | Change user interface of escrow refund. | | - | Now clearing the name when entering the escrow refund window. | | - | Small fixes for AP refund adjustment journalizing when an AP transfer account is not set. | | - | Fixed issue with clicking refund all on a transaction escrow refund in Novi's converted data. | | - | Fixed the issue with mass refunding of bonds from the table view. | | - | Changed it so that the original journal entry also gets passed to the created event. | | Reporting | | - | Added the invoice and transaction financial relationships to the enforcement report dataset. | | - | Fixed an issue with validating the name record on the print invoice screen from a bond when the name had multiple exact matches. | | Other | | - | Added indexes to UserDatabaseSettings, UserDBTableColumns, and UserDBTableSettings tables. | | - | No longer necessary to rebuild indexes on every import. | | - | Implemented Angola import. |
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| 04/18/2012 | | General | | - | Major memory improvements when viewing very large image attachments, including highly compressed images. | | - | Fixed an issue with validating the name record on the print invoice screen from a bond when the name has multiple exact matches. | | - | Fixed screen refresh on Invoice Item Setup screen. | | - | Fixed the merge address utility to properly set the new Parcel Number and key if it changes when merging. | | - | Allow delete of Permit Types with associated Inspection Types if the Inspection Types are unused. | | Financial | | - | Fixed an issue with mass refunding of Bonds from the table view. | | - | Improved the terminology used when displaying journal entries for Building Department. |
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| 04/16/2012 | | General | | - | Better display of Bond parent record when viewing transaction details | | - | Added new IsCommissionPaid field to Inspection table and to reports | | Financial | | - | Fixed issues with crash errors on editing invoice items | | - | Improved security when adding permits to prevent payments when security is not assigned | | Reporting | | - | Added relation for transaction source on bond reports | | - | Added option to program tool for clearing report filters |
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| 04/12/2012 | | General | | - | Added ability to set Enforcement status when calling Close Enforcement action from workflow (for Lansing). | | - | When printing a file or letter, we now wait for the printing to finish before moving on. This way, MS Word doesn't fail to print multiple letters simultaneously. | | - | Fixed empty user on workflow-generated letters. | | - | Fixed minor workflow issue in Letter Generated event. | | - | Fixed a couple crash bugs. | | - | Corrected intermittent "Failed running inserter" row removed errors when adding letters and other records. | | - | Updated the transaction view to show the Bond Number in the record column instead of the Bond Holder. | | - | Added a print button to the GL setup screen to run the GL List report for the current record. | | Reporting | | - | Added two Project system reports: Project Financial Summary and Project User Approvals. | | - | Added TransactionItem table to list of filterable tables on Transaction Item reports. | | - | Added the GL Distribution and GL Distribution Item relationships under Invoice Item and Transaction Item on Project reports. | | Synchronization | | - | Fixed sync bug with InvoiceItemSetupTax table. | | Other | | - | Fixed small bug to update like names in Assessing import. | | - | Fixed neighborhood column in Assessing import. | | - | Now verifying the Transfer to Tax GL distribution before launching the transfer to tax wizard. |
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| 04/05/2012 | | General | | - | Added a tool to the Invoice view that jumps you directly to the GL distribution information for that invoice item. | | - | Fixed a crash bug caused by not delimiting a table name. | | - | Added Inspection Group Created workflow event. | | - | Fix selection/deselection of report and letter attachments in Email tool. | | - | Fixed default order of Permit table view columns. | | - | Added User Number field to User Approvals. | | - | Added new "Not Required" status to User Approvals. This status treats the requirement as "Finished" so that Blocking/Dependent rules basically ignore it. | | - | Improved the way we handle a Bond's Holding Institution. | | - | No longer show Inactive sub-types in fee calculator. | | Financial | | - | Added an additional optional notes field to the AP check request on refund of a bond. | | - | Improved taxable fees so that identical taxes are now combined and moved to the bottom of the Invoice. | | Reporting | | - | Improved efficiency of revenue reports with large datasets. | | - | Added lookup to Inspection Group Type report filter field. | | Other | | - | Tweak to the Transfer to Tax wizard interface for improved usability. |
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| 04/02/2012 | | General | | - | Fixed crash bug trying to merge names with transactions. | | - | Fixed occasional crashes on record insertion. | | - | Added back in the secondary sort for Category on Add Invoice form and fixed the crash bug. | | - | Implemented tax fees. | | Reporting | | - | Added two new Accounting balance reports to help new customers compare invoice numbers. | | - | Fixed the aging amounts on InvoiceItem reports. | | - | Added Revenue GL account to the Receivables by GL Number report. | | - | Added GL Distributions and details to the Permit reports. |
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| 03/28/2012 | | General | | - | Added ability to mark Certificate setup types as Inactive | | - | Improved program startup speed | | - | Added BasicUsage, ISO fields, and Date Status Last Changed to the Permit table in Occupancy report | | - | Fixed crash issue on add invoice screen | | Reporting | | - | Fixed GL Distribution loading in Invoice reports |
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| 03/27/2012 | | General | | - | Added Inspector to list of selectable email addresses to email record info. | | - | Fixed a "hanging" bug when pasting project requirements. | | - | Fix obscure crash bug in Select Type of Construction form. | | - | Fixed bug where conversion failed because no Tablet attachment paths were set up. | | - | Fixed issue where user could remain with id of 0. This could be exhibited as many symptoms, one of which is loading other users' report filters. | | - | When sorting by category, we now sort secondarily by item description in the Add Invoice form. | | - | Now auto-breaking link to permits when project is deleted. | | - | Fixed wording on Permit Type setup form. | | - | Fixed crash bug when clicking "Add Invoice" on MR Transaction View if link is not established. | | - | Fixed bug with blank audit details form. | | - | Added Approved By field to Prerequisites. | | - | Fixed error generating letters with name prompts. | | Financial | | - | Condensed the notes sent to AP on a bond refund during the check request process. | | Web | | - | Hooked up the ability to print permits online. | | - | Fixed some field display issues on the web. |
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| 03/23/2012 | | General | | - | Fixed bug with blank audit details form. | | - | Fixed clipboard bug in Checklist items. | | - | Added Tech Support Utility to display info about the current user. | | - | Added Status field to UserApprovals. | | - | Fixed typo on contractor setup window. | | - | Fixed wording in a prompt in mass pay old invoices. | | - | Fixed typo on MR Invoices view. | | - | Fixed the filer lookup on the insert enforcement window to use the new name lookup. | | - | Fixed some security bugs for read only users (and other limited security users). | | - | Implemented cutoff time features on inspection requests. | | - | Fixed crash bug on Permit grid in Licensee view. | | Financial | | - | Fixed bug where post date on Payments was previous day if program was left open overnight. | | Reporting | | - | Fixed the Constraint bug in some reports. | | - | Added in the ability to filter on the "IsEscrowFee". | | - | Updated some financial report datasets to have the InvoiceItemSetup table. | | Synchronization | | - | Fixed sync to check both attachment paths on server (read-write and read-only) to find attachments on sync. | | Web | | - | Added attachments to inspection requests. | | - | Added note fields to web requests. | | - | Added many more views to the web. | | - | Improved navigation on the web. |
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| 03/19/2012 | | General | | - | Added option to adjust how "Inspector Comments" behaves when editing Checklist Item violation description in Do Inspection process. | | - | Now loading inspection parent's names when running Email tool on an inspection. | | Reporting | | - | Fixed status field on inspection reports. | | - | Fix to some issues with Inspector's Schedule printing order. | | - | Added Property->ResponsibleParty relationship for Certificate reports. |
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| 03/15/2012 | | General | | - | Do not show the take payment screen when adding a Permit or Certificate and adding a zero invoice. | | - | No longer hiding expired Permits when hiding inactive records in the tree. | | - | Added utility to fix converted Permit User Index 1 field. | | Reporting | | - | Made it so the advanced filters on the invoice item report work on invoice item table (allowing for better queries). | | Other | | - | Fixed conversion to convert Permit User Index 1 field correctly. |
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| 03/13/2012 | | General | | - | fixed rare crash bug for frozen columns when resetting table column settings | | - | Added attribute for using original Certificate's responsible party when renewing rather than the Property's responsible party | | - | Added prompts to all Letter categories | | - | Added Tech Support Utility to go back to Pervasive data and grab the Certificates' "Date Applied" field and update the field in the .NET data | | - | Uppercase GIS in tree node | | - | Fixed crash bug when creating database from Advanced database management dialog | | - | Fixed bug where pasting items into a Quick Text category in Quick Text setup would crash if one of the items contained a single apostrophe in them | | - | Fixed bug where scheduling comment didn't get inserted when scheduling reinspection via workflow | | - | Fixed a display issue with the quick text boxes | | - | Fixed name reference issue when clicking on the references link on a name | | - | Updated the bond holding institution field to be a link to a NAME record | | - | Fixed Set Fields showing twice in tableview tools menu | | - | Fix GUI issue on the schedule inspection screen | | - | Fix to NOT show inactive inspection types when adding a project requirement | | Reporting | | - | Now printing Inspector's Schedule in same sort order as list in Inspector's View. | | - | Fixed bug where Owner name was not showing up in Do/Edit Inspection view | | - | Fixed bug where Area Description wouldn't print in letters if Area was empty | | - | Fixed reporting contstraints error in various reports | | Financial | | - | Fixed a bug in the adding of invoice items where using a construction calculator fee | | - | Added the option to refund a payment to a another party if the new "escrow" flag is on for that fee |
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| 03/07/2012 | | General | | - | Improved warning and error reporting in applying fees to certificates process | | - | Fixed layout issue on schedule inspection screen | | - | Added a holding institution field onto document type bonds | | Reporting | | - | Added bond and bond invoice tables to record based invoice reports | | Financial | | - | Fixed minor bug in transaction refund process that disallowed a valid refund | | - | Added the ability to do manual adjustments to document type bond balances |
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| 03/06/2012 | | General | | - | Fixed small bug where linked record title didn't update with new title when renaming an external document (while attaching it) if it initially has a duplicate title. | | - | Fixed some Bond wizard focus issues. | | Reporting | | - | Fixed issue with Inspector's View not printing Inspection List correctly if sorted by property fields (Map, Lot, Block). | | - | Added invoice and invoice item tables under Permits and CO's on the project reports. | | Other | | - | Made some improvements to the conversion. |
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| 02/29/2012 | | General | | - | Fixed issue with deferred workflows with filters skipping right through the filters and executing always if the user had exited and restarted the app. | | - | Fixed current record report population prompt for first time user visits the population control in report options. | | - | Fixed report population prompt when going to a Table View for the first time. | | - | Added Project category to Permit letters. | | - | Added dedicated Engineer name to Projects. | | - | Added balloon tip to introduce users to the construction calculator. Only shows up when you focus the Construction Value field. | | - | Updated the Ctrl+PrintScreen to have an option to send the screenshot to support via email. | | Reporting | | - | Added GL distribution information to the Bond report dataset. |
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| 02/28/2012 | | General | | - | Fixed a crash bug when multiple schedule conflicts are detected for a single inspector. | | - | Fixed a crash bug that can happen when a duplicate invoice is detected. | | - | Added report relations and made a fix to the transaction report data source. | | - | Fixed data loading issue which was causing out-of-memory error. | | - | Some name link/button fixes that should hopefully help address out-of-memory errors from customers. | | Reporting | | - | Fixed constraint issue in some accounting reports. | | Financial | | - | Fixed the case where an unpaid bond invoice would not show up if target amount was changed. |
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| 02/23/2012 | | General | | - | Make checking for reminders more memory efficient. | | - | Fixed crash error when editing Units from the Do Inspection screen. |
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| 02/22/2012 | | General | | - | Fixed issue with reminders only inserting once for certain events. | | - | Fixed crash error when creating new databases. | | - | Added Enforcement Category field to Inspection Completed workflow event. | | - | Print List now prints in correct order. | | - | Fixed pasting issue for Project and Project Setup requirements. | | - | Fixed loading of Permit Applicant records in CO letters. | | - | Fixed Inspector Result String Lookup on database creation now. | | - | Fixed database crash error for Holland/Brownstown/others. | | - | Fix for generating transaction setup detail rows for Porter. | | Reporting | | - | Added Hearing Notice Labels property report. | | - | Fixed CityStateZip fields in Property reports. |
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| 02/17/2012 | | General | | - | Added VerifyStatus tool to Permit, Licensee, CO, and Bond table views. | | - | Fixed Project moving issue where Project inspections would not move. | | Reporting | | - | Added Bond table and relations to project dataset for reports. | | - | Added project bond summary report. | | Financial | | - | Added totals to the bond project summary screen. |
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| 02/15/2012 | | General | | - | Fixed a crash bug with deferred workflows |
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| 02/14/2012 | | General | | - | Fixed issue with program not remembering column size and order on certain screens | | - | Misc small bug fixes |
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| 02/09/2012 | | General | | - | Added Bond Summary view under project node of main tree | | - | Added transaction history link to bond view for non document bonds | | - | Speed improvements to viewing invoices and transactions on large properties | | - | Better handling of appointment conflict resolution with recurring appointments | | - | Now showing permits linked to other properties under a project | | - | Improved parcel number modification utility | | - | Misc. Bug Fixes | | Reporting | | - | Fixed reporting bug on permit reports | | - | Improved display of single column/bar charts | | - | Improvements to import reports |
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| 01/31/2012 | | General | | - | Added Tool to Property Table View to Move a Property to another parcel. | | - | Now limiting the max length of Prerequisite Name field during setup. | | - | Added Wetland Acres and Woodland Acres fields to Parcel and all reports. | | - | Added new Bond Status: "Document - Cashed". | | - | Added option to "Add New Sub-Project" to Project node. | | - | Improvements to the synchronization of Registration and License expiration dates for Licensees. | | - | Fixed bug in Mass deletion of records with related financial records. | | - | Fixed issue where only administrators could delete StopWorkOrders. | | - | Fixed ability to write letters on Bonds. | | Reporting | | - | Added numerous charts per requests. | | - | Added ProjectDetail table and relations to Project reports. | | Financial | | - | Fixed Transaction Number maximum length crash bug. | | Other | | - | Improved warning message in conversion of inspections. | | - | Now checking for bad path before trying to export (and thus failing). |
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| 01/25/2012 | | General | | - | Fixed layout of accounting options form to fix cutoff controls | | - | Now updating project setup details with new Inpection Type name so as to ease the use of the Project Requirement Remapping Utility | | Other | | - | New Charting Features |
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| 01/24/2012 | | General | | - | Fixed display of Balance column in MR Transaction View. | | - | Added Audit Button to all of our setup record forms. | | - | Implemented Permit cloning. Under Tools->Clone Permit. | | - | Fixed crash bug on manual appointment form. | | - | Fixed attachments on permit applications to recognize image vs external docs. | | - | Fix for crashing when scheduling an inspection after adding a permit. | | Reporting | | - | Fixed issue where the filter was not getting fully set when printing from the TableView. | | Other | | - | Fixed import hanging issue. | | - | Fix to the issue of QuickText not importing when there are duplicates. |
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| 01/20/2012 | | General | | - | Set date found on new violations when changing inspection completion date | | - | Fixed sync of Corrected date with DateCorrected field | | - | Increased maximum size of Quick Violation screen | | - | Fixed maximum length of enforcement category setup items | | - | Fixed crash in test fee calculation for tax types | | - | Do not prompt for correction of violations when there are none | | - | Added lookup for letter templates when editing workflow filters | | - | Added move variance feature | | - | Added external key field to reports and parcel view | | - | Fixed quick marking when column is from another table | | Reporting | | - | Speed improvements for reports | | - | Added comment relationship to bonds and projects in reporting | | - | Fixed bond loading on CO reports |
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| 01/16/2012 | | General | | - | Fix bug with syncing Licensee Registration and State License expirations. | | - | Added yet one more way to show Quick Text for the Area Description. | | - | Try to do better violation numbering when there are existing violations on an inspection. | | - | Added SubType columns to "Update GL Distributions on Invoice Items En Masse" utility. | | - | Implemented project attachment aggregation. | | - | Fixed bug where clicking lookup button didn't set value on Quick Violation dialog. | | - | Added ability to add attachments, comments, and linked names to User Approvals, Projects, and Bonds. | | - | Improved behavior of QuickMark when multiple results are found. It now marks them all. | | Reporting | | - | Added NameResponsibleParty and NameOccupant to Property table on Certificate reports. | | - | Added Checklist reports. Added Print button to Checklist setup form. | | - | Fix to Inspector's Schedule report. | | - | Improved report converter. | | Financial | | - | Fixed a crash bug when voiding an invoice in certain cases. | | Other | | - | Fixed some import stuff. | | - | Fixed bug in Pervasive conversion. | | - | Improved Imports to reduce entry of duplicate names. |
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| 01/10/2012 | | General | | - | Fix to duplicate report menu item. | | - | Fixed pagination on Table View detail forms. | | - | Added Report Filters to import menu. | | - | Removed PDF preview due to memory issues. | | - | Fixed ALL City text boxes to use the new "Force caps on cities" setting. | | Reporting | | - | Fix for record-based invoice printing allowing to skip invoices with no Bill To, or creating a fake bill to as a place holder for the report. | | - | Fix C404 to only break down Permits with value over $1,000,000 rather than $500,000. |
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| 01/09/2012 | | General | | - | Fixed crash bug on do inspection window | | - | Added general setting to force caps in city text boxes | | - | fixed sort index bug on tableviews | | - | fixed year end numbering reset utility to only prompt once | | Reporting | | - | Fixes to handling of name invoice report from billing window and race condition on billing window | | - | Fixed report options window crash bug |
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| 01/06/2012 | | General | | - | Added support for PDF previewing on Attachments views | | - | Improved auditing date stamps to prevent out of order entries | | - | Now marking inactive parcels green in the table view | | - | Implemented ability to mark Invoice Item (Setup) records as inactive | | - | Enable all operations except for Delete in Quick Text setup. | | - | Fixed row removed error | | - | Increased the max number for NextNumber in setup forms | | - | Fixed certificate project expiration date on "wizard" | | - | Fixed security on Address field | | - | Added new option for enabling/disabling the ability to remotely manage BD billing etc from MR | | Reporting | | - | Added Parcel Owner to Certificate reports | | - | Fixed loading filters in BD processes from MR | | Financial | | - | Changed the bond view to have a button for original holder, which is always there and flashes if the names do not match | | Other | | - | Re-enabled the show web tips (message center) for users of BD and FI |
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| 12/29/2011 | | General | | - | Fixed bug in incremental find for descending strings (e.g. Invoice Number). | | - | Added a separate security setting for transaction maintenance. | | - | Allow the user to click the name paid by link when they do not have edit security. | | - | Made it so when linked to CR and adding a new bond it honors the setting to print a new invoice if they have it set that way. | | - | Fixed the display of the name paid by for transactions coming from CR (or anywhere) that were modified or do not have linked name records in our system. | | - | Added the button to view the linked name record if there is one from the paid by details screen. | | - | Show the nice shortcut buttons above the tree by default. |
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| 12/28/2011 | | General | | - | Fixed End-of-Year reset utility to actually save changes. | | - | Allow approved inspections to finalize Permits in a Ready to Issue state. | | - | Fixed conversion so that Permit Types that are added only for referential integrity with Licensees are marked Inactive. | | - | Added some better error handling. | | - | Now sorting by name when searching for Property by name. | | - | Fixed bug where incremental search didn't work when sorted by name. | | - | Swapped position of Property and Parcel user fields tabs on Misc. view to match relative positions on Property Info view. | | - | Removed minimum width from status column on Permits grid. | | - | Added Description column to Property Projects view. | | - | More major memory improvements. | | - | Now showing override reason for invoice items on transaction view. | | - | Showing "Issued (Final)" as a choice on Temp COs like the old app. | | Reporting | | - | Added lookups for ConstructionType and ConstructionCategory Permit filter fields. |
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| 12/20/2011 | | General | | - | Fixed data entry control focusing in regards to combo boxes. | | - | Eliminated necessity of running Verify Address Keys before conversion. | | - | Implemented ability to "Inactivate" inspection types. | | - | Better handling of bad dates in conversion. Corrects dates that are merely days that are too large for given month (e.g. 2/29/2006). | | - | Added a Select Today link to the Schedule Inspection view. | | Reporting | | - | Fixed some lingering street number prefix maximum length changes on the name rows in the Permit report data set. | | - | Added CityStateZip field to property table in Permit report dataset. | | Financial | | - | Fixed tax fee calculations not working. | | - | Added another option on the accounting settings setup form for action to perform on initial bond deposit (take payment, prompt, do not take payment, or print invoice) works just like the permit and cert options. Option does not matter when linked to CR. | | - | Added additional option to additional bond deposits to create invoice and print. | | - | Added default filters on mass refunding of bonds that force an amount held and ready to return. | | Other | | - | Tweaks to server/tablet host checking when copying down admin database. |
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| 12/14/2011 | | General | | - | Added ability for user to change his/her password even when authenticating against Active Directory. | | - | Added option to print report on Permit issuance (prior, it always did). | | - | Now selecting sibling node when deleting a record from the tree. | | - | Prompt to register Licensee when warning for Expired Registration during Insert Permit process. | | - | Fixed crash bug when adding attachment. | | - | Can now delete non-inspection appointments from the List View tab on the Scheduling View. | | - | Added TransactionItem tableview and common filter fields. | | - | Fixed conversion of EnfDateNextAction letter field. | | - | Added "Delete Unreferenced Names" tech support utility. | | - | Added default value for Flood Plain Map Date. When set in Parcel setup dialog, checking the "Flood Plain" on a property will fill out the date. | | - | Now deleting ALL extraneous comments at the end of the legacy conversion. | | - | Fixed bug where clearing Contractor on a Licensee cleared the name on the Contractor record. | | Synchronization | | - | Fix for obscure syncing error. | | Reporting | | - | Fixed bug where Enabled state would not save for filters when closing/opening report filter dialog. | | - | Updated default record invoice reports to have better page breaks and hide zero invoices in billing mode. | | - | Added CityStateZip to Property table in Permit reports. | | Other | | - | Now importing correct PRE field from Assessing. |
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| 12/12/2011 | | General | | - | Improved user experience when editing description of violation description on checklist during Do Inspection process. | | - | Fixed bug where trying to jump to a Project actually selected the Related Projects node. | | - | Disabled addition of letter templates with duplicate names. | | - | Added more totals to Assessing import: Rental Owner changes and Address Conflicts. | | - | Added better checking for Server/Tablet admin database being the same database. | | - | Fixed filtering of Results (ResultString) on Inspection tableview. | | - | Added more useful error when trying to edit a template on a machine that does not have Microsoft Word installed. | | - | Added link in Licensee view to open the unit's license verification lookup website. This is customizable in the "Jurisdiction" settings in program setup. | | - | Added Audit button to Workflow rule dialog. | | - | Jump directly to correct quick text category/entry when clicking "Edit Quick Text" on Quick Text selection form when editing Checklists. | | - | Hide "Triggers parent record closing" checkbox on irrelevant types. | | Reporting | | - | No longer print duplicate labels on system Licensee Mailing label report. | | - | Fixed Permit printing error for Livonia and Northville. |
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| 12/07/2011 | | General | | - | Revamped the editing of check numbers on the transaction view. | | - | Fixed a case where a new user or a user with a bad tree location would occasionally get dropped in an "empty" tree. | | - | Cleaned up user interface of Inspection Group setup dialog. | | - | Implemented "Schedule Inspection" workflow user action for CO Expiration event. | | - | Implemented "Schedule Inspection" worklfow user action for Letter Generated event. | | - | Improved category editing experience when setting up checklists. | | - | Add CO Issued To Name relationship to Inspection reports. | | - | Major improvements to initial column widths. | | - | Fixed correct misspelled name security issue. | | - | When updating via Assessing live link, we no longer update the Name field. | | - | Fixed intermittent sizing issue with Manage Filters dialog. | | - | Improved filtering on Quick Text selection window. | | - | Fixed Quick Text setup to not allow empty category name AND to trim spaces off beginning/end of category name. | | - | Add Parcel Number to Address Conflict warnings for Assessing import. | | - | Fixed MaxLength setting on some controls. | | - | Fixed crash bug in CheckListItems setup window when you deleted items then closed the dialog. | | - | Separated out the Licensee and Licensee Name categories in every letter. | | Reporting | | - | Added address display string to the invoice datasets on invoice and invoice item reports | | - | Fixed data loading issue on invoice item mode when not in GL mode (special flag for certain reports). | | - | Added each InvoiceItem's AmountTotal to Permit Inspection History report (next to Quantity). | | Other | | - | Implemented Import/Export of Excel export definitions. | | - | Fixed divide by zero bug in text imports. |
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| 11/29/2011 | | General | | - | Fixed issue where Last Inspection Date was not filling out on Enforcements when completing inspection. | | - | Fixed bug where Contractor/Licensee merging still jumped to other records if sorted by certain columns. | | - | Fixed error grouping by Unit in Excel exports when they have multiple units with the same name. | | - | Fixed bug where Enforcement last inspection date wasn't getting updated. | | - | Fixed issue where Contractors/Licensees were not guaranteed to print correctly on Inspection letters. | | - | Also, added Date Status Last Changed field to Permits. | | - | Fix record jumping on Name merge. | | - | Stay focused on (or jump to) record (like inspection) under project on tree when adding. | | - | Added better error handling of Workflow Letter generation. | | - | Changed shortcut on Contractor view's Licensees link to Alt+E | | - | Added Alt+V as shortcut to prereqs view for Approve All. | | - | Added Copy, Cut, and Paste buttons to Quick Text Setup form. | | - | Fixed obscure bug where adding a new QuickText category caused a weird search dialog when adding items. | | - | Added Cut button to Checklist setup window. | | Financial | | - | Now updating unpaid Invoice names when a bond holder is changed. | | - | Fixed button text on the add bond screen to say "Add Bond" instead of "Add Bond and Take Payment" when there is no holder and the application is not linked to CR. | | - | Added up-front warning when trying to request an AP refund if there are missing GL distributions. | | - | Fix issue with empty invoice amount when adding a bond with no holder. | | - | Fixed deleting a bond invoice support utility. | | - | Added a bond tool for adjusting bond amounts manually. | | - | Now setting Bond's closed date when transferring a bond completely. Thus the parent project is able to become completed. | | - | Bond refunds through AP now tally the amount into the Bond's Amount Refunded field. | | Other | | - | Fixed mapping of ParParcelNumber in old letter templates. | | - | Fixes to Assessing text import. Now handles versions 1 AND 2 of .NET Assessing export. | | - | Added a test to make sure all fixed length record files have consistent record lengths. |
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| 11/28/2011 | | General | | - | Fixed bug where the Audit trail for a record with encrypted fields always audited a change to encrypted fields even if they didn't change | | - | Fixed the adding a bond screen to properly clear and fill the original name holder stuff when clearing/selecting the holder field | | - | Fixed crash bug on inserting a bond when clearing a name | | - | Made it so all maintenance utilities under receipt maintenance require a tech support password | | - | Made it so you can set security to modify a check number when using accounting, create special audit entry with reason for change | | - | Fixed issue where inspection letters were not generating correctly. | | Reporting | | - | Added financial tables to bond report dataset |
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| 11/22/2011 | | General | | - | Fixed bug where Merging Licensees/Contractors could change the current record on the tableview | | - | Fixed bug where tree text wasn't displaying on special "Locations with no violations" comment node | | - | Made contractor entry optional in Add Licensee wizard | | - | Added prompt to auto-register a licensee when adding him/her IF the Permit type is set to require registration | | - | Fixes to prevent rare crash when printing report on Resolve Duplicate addresses | | - | Fixed small bug where moving a parcel to another where property address existed | | - | Fixed crash bug when clicking "Edit Record(s)" from Permit Type lookup in Add New Permit "wizard" | | - | Improvements to MR transfer | | - | added comment field to the licensee table | | - | Improvements to modifying project requirements | | - | added the inspector column to the permit table view | | - | Updated the search logic for "today's invoices" in CR to allow for a set period of time to search as well as turning on and off the batch only setting | | Reporting | | - | Added Certificate Responsible Party relationship to Inspection reports | | - | Fixed an error with enabling constraints on a permit report |
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| 11/17/2011 | | General | | - | Improved error checking in link to AP when viewing corresponding BD records | | - | Now sending more information on AP check request notes for bond refunds | | - | Fixed a very rare journalization bug when refunding payments and sending AP check requests | | - | Crash bug fix for sorting by 'Licensee' in licensee search list and then typing into the grid | | - | Fixed crash bug on duplicate invoice number insertion | | - | Added in a special check for field inspection logins, now showing a toast message if password does not meet requirements | | Reporting | | - | added the ability to filter some accounting reports by Category and Description of the invoice or transaction items | | - | Fixed type in default enforcement bill report | | - | Enabled printing invoices with zero amounts due (on default record invoice formats). |
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| 11/11/2011 | | General | | - | Fixed changing Category of Quicktext entries and other improvements to QT import | | - | Added new bond security item for modify ready to return field | | - | Added Bill To name column to invoice table view | | Reporting | | - | Added CityStateZip column to property table in reports | | - | Fixed conversion of CO reports to have proper names | | Financial | | - | Added printing of BD receipts from CR when taking payments | | - | Added custom invoice transfer utility |
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| 11/10/2011 | | Other | | - | Improved Project Type Remapper utility to fix existing projects in addition to the project setup records. |
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| 11/10/2011 | | General | | - | Fixed bug in Set Fields when running it with no filter set. | | - | Fixed obscure crash bug in Quick Text selection window. | | - | Qucik search for Names now searches all Property names, not just Owner. |
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| 11/09/2011 | | General | | - | Fixed bug where reminders were not being scheduled correctly via workflows. | | - | Fixed default size of Building Info window when inserting a Permit. | | - | Fixed bug where Violation title was not getting automatically filled out by first few words of violation text when it was empty. | | - | Made Project Number column sizable on Property Projects view. | | - | Fixed default sizing of columns on related properties form. | | - | Added Excel export to Invoice table. | | - | Added ability to generate letters (individual and en masse via table view) for Contractors and Licensees. | | Reporting | | - | Fixed bug where prereqs weren't loading for Permit reports. | | - | Added "Status" as common report filter column for Bond reports. | | - | Added ImportControlled, CanReceiveTextMessages, MobileCarrier, and PrefersEmail columns to every name table in every report. | | - | Added ability to select reports based off of "* Blank *" as Permit issue reports. | | Other | | - | Fixes to Convert Letters tech support utility. | | - | Improved tech support utility to know reimport Lot, Block, and Subdivision from Pervasive database. |
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| 11/04/2011 | | General | | - | Added "Correct All Violations" to violations tab. | | - | Fix focus issues with the tree. Hitting Enter no longer beeps. Also, searching for Property keeps focus on tree rather than focusing right-hand view. | | - | Fixed TableView focus bug when hitting Ctrl+T | | - | Permit Applications and Transactions should now show up when you click "View References" on a Name | | - | Added ability to select a new Application Type (BD or FI) when copying workflows | | - | Improved query to fix timeout issue with .NET Assessing import | | - | Fixed crash bug when adding a Licensee | | - | Fixed crash bug with setting populations on tableviews with User Field indexes when the user field was given the same name as an existing field. Affected Permit, Parcel, Enforcement tables | | - | Make sure to disable reminder/schema checking timers when running commands off of menus. It was disabled for import, but not for other tasks | | - | Fixed issue where Licensee status could not be manually changed | | - | Added the ability to right click on a project setup requirement and move it to s specified location | | Reporting | | - | Added Prerequisite table to Permit/CO reports | | - | Changed field from Result to ResultString on Inspection List Report |
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| 11/01/2011 | | General | | - | Added logging for Address Conflicts and Rental Owner changes to .Net Assessing import. | | - | Adjust bug fix where Licensee name still wasn't filled with Contractor name if user didn't type the name into the Licensee Name textbox beforehand. | | - | Added additional error checking to fix crash bug when editing a Checklist item. | | - | Now hiding the confusing "Inspection Type to Filter By" field on "Schedule Reinspection" workflow action. | | - | Added new name control to the Add New Bond form. | | - | Added setting (on Permit setup dialog) to disable the adding of Permits that are not attached to a Project. | | - | Fixed crash bug caused by allowing comments longer than 50 characters to be entered on the transaction adjustment screen. | | - | Now automatically enabling the "Live Run" flag in the Transfer to Tax wizard after proof report is run and user selects to run the live run. | | - | Transfer to Tax wizard now automatically adds a filter for Invoices with balances. | | - | Fixed crash bug when showing a name selection form in rare cases. | | - | Added the financial amount columns to the table views for CO, Certificate, Enforcement, and Permit. | | - | Fixed the Resolve Duplicate Address utility to not force financial totals recalcualtion on parent records. | | - | Added "Renew Certificate" user workflow action that can be used with the Certificate Expiration event. | | - | Filter out all related record audits in Import Audit report. | | - | Do NOT default subject of new appointments to "New Appointment". | | - | Fixed crash on GIS node selection. | | - | Implemented functionality to automatically issue Certificates when paid from CR (just like Permits) | | - | Don't force user to change password in Field Inspection | | - | Minor display issue fix to the transaction screen (showing "no unpaid bond invoice" row when not needed) | | Reporting | | - | Now hiding Permit/Certificate issue reports from the main report dialog. | | - | Now hiding inactve Permit types when trying to edit the system "Permit" report. | | Financial | | - | Fixed an error with refunding a bond where if you changed the holder (refund to) name on the refund screen it would crash. |
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| 10/26/2011 | | General | | - | Fixed filtering by invoice item and description fields on the penalty and transfer to Tax windows. Also made it so the category and description show in the filter description for the transfer to tax process | | - | Re-enabled the checkbox for the grouping by invoice on transaction view | | - | Added GL Formatting tech support utility | | - | Added the ability to not show the "add invoice items" window when adding new permits or certificates | | - | updated the apply fees to enforcements and certificates processes to have an improved output report | | - | rearranged the common words and quick text select on screen keyboards to be QWERTY layout | | - | Fixed name lookup crash bug | | - | Changed behavior of the transaction view and take payment screen to better handle "full payment". | | - | Added the ability to take full payments for multiple names directly from the main transaction window | | - | Fix security on editing QuickText entries from Checklist Item editing form | | - | Allow editing of Quick Text category when editing an Entry | | - | Remap Insert/Delete keys on Quick Text setup form to be more user-friendly | | - | Fixed Quick Text import to merge better | | - | Improvements to workflow Filters. Now allowing multiple conditions to an individual filter. Note that conditions are evaluated as "OR" conditions. In other words, if ANY condition matches, then the filter allows the workflow to continue | | - | Added Occupant Name and Occupant Email fields to Inspection Completed event for use in Filters, Emails, etc | | - | Added a separate section for editing ISO Info when adding a Permit | | - | Made improvements to Checklist Item setup form. Now showing the Quick Text text on the form and added a link to easily edit it from there | | - | Fixed sizing issue on QuickText selection screen (when selecting entry from the "Edit Checklist" form). Also correctly selecting the initial category/entry when bringing up the form from here | | - | Make sure to allow printing of Driving Directions even if GIS is not enabled | | - | Fixed crash bug when trying to "Set Scheduled Date For Inspections" in Inspector's View when a selected inspection does not have a scheduled date | | - | Improved tab orders on various views | | - | Fixed bug where Schedule Reminder workflow action would fail when Reminder Title was longer than 30 characters | | - | Now grouping violations (in Inspection letters) by Building/Unit/Area | | - | Now correctly defaulting Permit type when adding new Licensee from Add Permit window | | - | Don't allow setup of Quick Violations in Field Inspection | | - | Fixed bug where Inspection Completed workflow wizard prompted for sub-types on record types that don't have sub-types (Enforcement and CO). | | - | Fixed issue where name wasn't filling out automatically when adding licensee from Permit add form | | - | Fixed name search anomaly | | - | Fix shortcut keys on Table menu | | - | Improved layout and percentage complete display of transfer to tax wizard | | - | Added Print button to Bond view | | - | Added a user preference (which is ON by default) to show a new column called "Pass?" in Do Inspection. This is informational only for Inspectors to help track what they've covered. Checking this box will UN-check the "Failed" box if it is checked | | - | Fixed crashed bug when trying to add a condition to a Filter Event workflow action without changing any default values | | - | Fixed folder collapsing/expanding when traversing records | | - | Fixed letter template conversion utility to work even after it is run initially pointed at the wrong attachment path | | - | Fixed a crash bug on the transaction view |
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| 10/20/2011 | | General | | - | Force Word to foreground when editing a template. Also, force BD to foreground when done. | | - | Changed Import logging to an Audit report. | | - | Fixed two crash bugs on Inspector's View when right clicking (on Day view and Week view). | | - | Now limiting length of Zoning, Use Group, and Flood Zone list entries to prevent overflows on Property/Parcel records. | | - | Now showing Parcel audit records with Property audit records when clicking "Audit" button on Property view. | | - | Fixed Set Fields to handle enumerated fields (e.g. Certificate Status, Permit Basic Usage, etc.) correctly by letting the user select from a DropDown rather than entering the corresponding number. | | - | Fix tree bug where names under property didn't update when changed until the tree was refreshed. | | - | Give better error when encountering corrupt "Name (PROMPT)" fields in letter templates. | | - | Fixed sizing issues with Inspector's View. | | - | Major speed improvement on Transaction Views for records with large histories. |
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| 10/18/2011 | | General | | - | Fixed some name merge issues. | | - | Fixed sizing issues in Permit Building Info view. | | - | Fixed crash bug in "Project Type - Remap Project Inspection Type Requirements" utility. | | - | Fixed bug where deleting a linked name from a property navigated to the previous property. | | Reporting | | - | Improved the Audit List report. |
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| 10/17/2011 | | General | | - | Now allowing deletion of Project Types even though they are referenced by Project Type Requirements. | | - | Fixed security issues with Merge Name. | | - | Added "Permit Created" workflow event. | | - | Now handling prefixes (rural routes) in Property and Name addresses. | | - | Split out Project - Modify Requirements security into separate Add/Edit/Delete Requirements security settings. | | - | Added Print buttons to Name view and Name table view. | | - | Fixed sizing of vehicle description screen with large fonts | | Reporting | | - | Fixed issue printing of by name invoices for duplicate name records |
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| 10/13/2011 | | General | | - | Fixed obscure startup crash bug. |
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| 10/13/2011 | | General | | - | Now always grouping by invoice number in the transaction view. | | - | Fixed typo. | | - | Don't allow editing/deleting of Excel export fields when not in edit mode. | | - | Fixed bug where Excel export failed when trying to export Guids. | | - | Tweak to Letter Writer. Now correctly handling strings of "[ ]" and "[]" in templates. | | - | Added generic "Occupant" name to name prompting in letters that just uses the property address. | | - | Fixed bug related to field size of Certificate Hold Reasons. | | Reporting | | - | Added 'change returned' line to the journal report. | | - | Added the transaction refund request report to the system, printed from transaction view or adjustment view. | | - | Only show 'Equal' and 'Not Equal' for Inspection Result report filters. | | - | Fixed bug with how Inspection Result report filter was handled. | | - | Added Inspection Result to common filter. | | - | Added a Lookup button to the Inspection Result report filter. | | - | Removed extraneous comma from CityStateZip columns. | | - | Add Corrected to common Violation report filters. | | Other | | - | Implemented the new Project Requirement inspection re-mapping tech support utility. | | - | Fixed name importing for Linn County. |
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| 10/10/2011 | | General | | - | Fixed obscure crash bug to Excel export. | | - | Fixed issue with violations occasionally getting inserted in incorrect order during Do Inspection process. | | Reporting | | - | Fixed Inspector's Schedule report printing multiple copies of certain inspections. |
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| 10/06/2011 | | General | | - | Updated the transaction adjustment screen to uncheck the 'Reverse all' checkbox when an adjustment value changes. | | - | Fixed Project Bond links that were not properly disconnected. | | - | Now checking items in checked list boxes with a single-click. | | - | Converted Quick Enforcement capability into improved Quick Violation capability. | | - | Fixed crash bug in Do Inspection with deleted violations. | | - | Added user-saved option to Name search for using a new "Starts with" method or the default "Intelligent match" method. | | - | Fixed inspection deletion bug when deleting projects. | | Reporting | | - | Created ISO Report. |
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| 09/29/2011 | | General | | - | Fixed rare crash bug in invoice item setup | | - | Fixed to filtering by invoice item category and description in the penalty process | | - | Fixed bug in creating a new excel spreadsheet export when Excel was already open | | - | Improvements to map number import | | - | Fixed bug in workflow letter generation | | - | Fixed field replacement in letters when there are embedded newlines and carriage returns | | - | Now prompting for inspection type during quick enforcement when not set in enforcement setup | | - | Enabled Excel export from table views | | - | Fixed an issue with some comments not showing on the tree | | - | Fixed "wait cursor" showing on dropdown menus | | - | Now allowing merging names with financial transactions on them | | - | Save record when clicking print buttons | | - | Added generate letter action to enforcement closed workflow event | | - | Fixed interface glitch in multiline text box controls | | Reporting | | - | Added additional name relationships to record invoice reports | | - | Added new certificate and enforcement billing formats | | - | Added violation->Comment relationship | | Financial | | - | Fixed rare issue on adding invoice items where negative amounts were allowed on invoice items |
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| 09/23/2011 | | General | | - | Fixed sorting by next action and last action field on Enforcement table view |
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| 09/22/2011 | | General | | - | Added a 'Edit Name Record' link to the name lookup button | | - | Improved the apply enforcement fees process to allow adding multiple fees at once |
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| 09/21/2011 | | General | | - | Implemented "Resolve Duplicate Addresses" utility. | | - | Fixed breaking links on bonds or linking bonds to new records to properly fully break project link details when appropriate. | | - | Added the ability to clear a name from the quickname button. | | - | Added the apply enforcement fees process. | | - | Fixed a couple of minor bugs. | | Reporting | | - | Added new receivable by GL number report. | | - | Added the Aged Invoice Totals list report. | | - | Added the Invoice Totals list report. | | - | Added additional available fields to Invoice reports. | | - | Added the Unjournalized Invoice list report. |
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| 09/15/2011 | | General | | - | Fixed a couple rare crash issues. | | - | Fixed a couple Project<->Inspection linking issues. | | - | Turned off hover effect on Existing Violations tab in Do Inspection form. |
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| 09/12/2011 | | General | | - | Fixed occasional startup crash bug | | - | Updated all remaining screens to use name lookup controls | | - | Improved status message reporting in transaction journalization | | - | Fixed refresh bug on transaction history screen after taking a payment | | - | Added error handling to avoid rare crash on transaction history screen | | - | Database update to fill missing parcel numbers on invoices | | Financial | | - | Updated penalty process to skip zero amount invoice items | | - | New tool on edit invoice screen to jump to invoice fee setup window |
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| 09/09/2011 | | General | | - | Fixed permit finalizing bug | | - | Make sure to use original user name during workflows | | - | Converted additional forms to use name lookups | | - | Fixed display issue on edit invoice view | | - | Fixed issue on refund bond view | | Reporting | | - | Fixed invoice printing bug |
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| 09/08/2011 | | General | | - | Updated additional views to use name lookup controls | | - | Fixed small issues on print invoice options window | | - | Copy responsible party from property to certificate when renewing | | - | Fixed small issue with modifying project requirements | | Reporting | | - | Added functionality of printing additional misc invoice formats from transaction window and invoice screen |
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| 09/07/2011 | | General | | - | Added name lookup controls to invoice view and contractor view | | - | Made Filter Event and Generate Letter actions available to the Certificate Created event | | - | Removed some fields from set fields utility | | - | Added inactivity workflows for Certs/Permits/Enforcements | | - | Fixed a bug in conditional certificates when violations are corrected | | Reporting | | - | New Journal Detail report | | - | New Journal Summary Totals Report | | Financial | | - | Fixed small security issue with editing invoices |
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| 09/06/2011 | | General | | - | Added more Cert fields as filterable to Cert Expiration workflow event | | - | Added Delete button to Name table view | | - | Go to GIS (from Inspector's View) now also jumps to that property in the tree | | - | Turn off "import controlled" when merging names | | - | Correctly set/update User Field column display names for User fields | | - | Added "Is Temporary CO" field (for filtering) to CO workflow events | | - | Fixed boolean fields to use checkboxes rather than textboxes | | - | Make sure to grab DateRentalSince off of property record when inserting certs | | - | Reworked name management forms using new name lookup controls | | Reporting | | - | added the category field to invoice by name report dataset |
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| 09/06/2011 | | General | | - | Added Property lookup to report filters for Address columns. | | - | Fixed sorting of Building Units form. | | - | Fixed bug trying to jump to related properties when view's changes were not yet saved. | | - | Fixed occasional error when trying to attach images to records. | | - | Fixed error on contractor registration when Contractor name was different from Licensee name. | | - | Fixed bad schema that resulted in error when trying to merge Contractors. | | - | Update CO view to use new name lookup controls. | | - | Minor fix to searching names that contain "/" character. | | Reporting | | - | Fixed handwriting-related crash issue when editing reports. | | - | Made improvements to invoice report filtering. |
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| 08/31/2011 | | General | | - | Fixed workflow to print multiple letters for multiple name prompts | | - | Added DateTimeCreated to Letters table view | | - | Added user setting for tree font size | | - | Fixed bug in discard changes in some settings views | | - | Added additional names to clear names utility | | - | Fixed crash bug on insert permit view | | - | Fixed tree refresh when changing accounting setup | | - | Updated several main views to use name lookup controls |
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| 08/31/2011 | | General | | - | Fixed obscure bug where clicking and keying could "lock up" views. | | - | When extending Permits, only set to issued if currently expired. | | - | Fixed headers/colons of Violation letter fields. | | - | Don't load reminders in background to fix image formatting error. | | - | Fixed bug with generating multiple letters in a row quickly. | | - | Added some code to better handle/debug obscure syncing crash bug. | | - | Fixed ordering of Name/Description in letter name prompting. | | - | Converted record adding forms to use new Name lookups. |
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| 08/29/2011 | | General | | - | Implemented generic prompt fields in letters. | | - | Fixed security for adding a sub-address. | | - | Fixed bug in Reminders view. | | - | Fixed security annoyance in Code Enforcement and Project setup dialogs. | | - | Fixed issues where link records didn't move when record is moved to new property. | | - | Added utility to fix obscure crash bug. | | - | Now showing recurring appointments on the list view of multi-tab calendars. |
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| 08/26/2011 | | General | | - | Added violation auto-numbering option. | | Reporting | | - | Improvements to printing in Inspector's View. | | Other | | - | Fixed conversion bug where Code Book Choices weren't converting. |
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| 08/25/2011 | | General | | - | New tree now enabled for everyone. | | - | Added a couple fixes for crashes. | | - | Inspections scheduled flush to each other no longer trigger conflict resolution. | | - | TableName filter in Audit filters now a drop down. | | - | Added Date Attached field to Attachment Table View. | | - | Clarified "Go to record" text on Audit details dialog. | | - | Upgraded GIS view. | | - | Finalize Permit on Final Inspection Completed workflow now discerning between more statuses. | | - | Added checkbox to Mass Invoice Item GL Distribution update tool to filter out items with no balance. |
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| 08/24/2011 | | General | | - | Fixed hanging bug with letter template editing. | | - | Hide useless "Generate & Print" button when selecting a template for Generate Letters workflow action. | | - | Fixed obscure crash bug in Issue Certificate. | | - | Now auditing the declination of closing parent records on final inspection completion. | | - | Now forcing record save before refreshing the tree when hitting F5. | | - | Fixed obscure crash bug when Syncing. | | Reporting | | - | Added Stop Work Order reporting. |
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| 08/24/2011 | | General | | - | Attempted fix for bug where Default Inspector was getting lost | | - | Fixed speed of Reminders view | | - | Added expanded description view to existing violations tab | | - | Fixed issue with bond transaction view | | Reporting | | - | Fixed Reminder List report from Reminders view | | - | Updated and improved penalty results report in penalty process |
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| 08/23/2011 | | General | | - | Fixed bug where Bond transaction nodes weren't showing in tree. | | - | Now updating Existing Violations tab text with uncorrected/total violations. | | - | Now selecting Existing Violations tab when opening Do Inspection form, if existing violations exist. | | - | Fixed bug where arrowing on grid added quick text. | | - | Fixed obscure crash bug on table views. | | - | Improved security to allow certain fields to be changed, despite lack of security access, if the change was initiated by workflow or other process. | | - | No longer recreating Address when entering it on a Name view. | | - | Don't show inactive Permit types when adding Project requirements. | | - | Split out adjustment/refund security on transactions. | | Reporting | | - | Added Code Officer to common filter for Enforcement reports. | | - | Added lookup into Inspector table for Code Officer filter. | | - | Added Government Unit table and relation from Parcel to Inspection Reports. | | - | Make all invoice by name formats printable from the transaction view and invoice view. | | - | Added new default behavior to the print invoice buttons for "Display report list". | | Financial | | - | Removed limit on additional bond deposit amounts. | | - | Always show unpaid bond invoice that may exist on bond transaction history. | | - | Added the ability to add a bond deposit invoice in BD for later payment in CR. |
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| 08/18/2011 | | General | | - | Added "Go to record" link to Audit form for Name records. | | - | Implemented Update Government Units tech support utility. | | - | Fixed security issues with running business services. | | - | Now hiding all irrelevant User security setup areas in Field Inspection. | | - | Fixed minor crash bug when jumping to selected inspection from Inspector's View. | | - | Made major speed enhancements to tree. | | - | Added the quantity column to transaction view. | | - | Fixed security bug in Transaction view. | | Reporting | | - | Added Audit trail entry for "Revert to Default" report tool. | | - | Fixed bug where Comments weren't loading on Enforcement reports. | | - | Added ability to print any record invoice format from the billing process and invoice/transaction views. | | Financial | | - | Added Post to GL flag back onto the Bond setup screen. | | - | Now allowing for "paper" accounting of Bond refunds. | | - | Now providing a prompt letting people know an AP check request is getting sent from the refund transaction screen if they are linked to AP. | | - | Added option to "post" journal entries when using paper accounting. | | - | Added a lastbatchnumber column to invoices for easier filtering in processes. |
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| 08/16/2011 | | General | | - | Added "Go to record" link to Audit dialog. | | Reporting | | - | Updated record invoice reports to be runnable from the accounting reports menu. |
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| 08/15/2011 | | General | | - | Fix issue with default report updating. | | - | Fix memory issues when selecting Permit and Certificate issue and final reports. | | - | Don't prompt to close Inspector's View from within Building Department. | | - | Added 'Renewed' field to Certificate Table View. | | - | Added 'Import Controlled' field to Name Table View. | | Financial | | - | Added Penalty process. |
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| 08/15/2011 | | General | | - | Cosmetic improvements on Invoice Item setup form. | | - | Fixed a bug trying to edit Misc. Fees from Add Invoice screen. | | - | Added some safety checks to Certificate and Prereqs views. | | - | Added a fix to the way names import in Assessing import. | | - | Added much friendlier handling of attachments/images when the file cannot be found. | | - | Fixed new tree speed issue with very large properites. | | - | Setting Date Time Scheduled to current date and time for Quick Enforcement inspections. | | - | Fixed bug with comments displaying under main Property node. | | - | Added Copy All Fees tool to Fee setup window. | | Financial | | - | Added new record billing tools to Table Views. | | - | Added new and improved invoice printing settings. |
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| 08/11/2011 | | Reporting | | - | Some more reporting fixes. |
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| 08/11/2011 | | General | | - | Fixed Certificate User Fields view. | | - | A couple fixes for obscure crash bugs. | | - | Fix Comment view when on a Property with flags. |
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| 08/10/2011 | | General | | - | Fixed tree bug with selecting node with mouse occasionally selected a different random node. | | - | Fixed obscure crash bug when saving records. |
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| 08/09/2011 | | General | | - | Fixed calendar display bug in scheduling inspection into the future (via workflow). | | - | Improvement to Certificate Renewal process so that one failure doesn't cancel entire process. | | - | Added ability to make Generate Letter open letter for editing rather than print and/or email. | | - | Added ability to include letter as email attachment in Send Email workflow action when it's a result of Letter Generated. | | - | Fixed possible bug in Security migration. |
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| 08/09/2011 | | General | | - | Improvements to Quick Text and Checklist security. | | - | Fixed a couple small issues with filter loading on TableViews. | | Reporting | | - | Significant improvements to report editing. | | - | Added more Invoice parent fields to the Invoice by Name report. |
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| 08/05/2011 | | General | | - | Added ability to issue and print a permit when paying off through CR. | | - | Fixed default view (Escape) bug. | | - | Added "/bigfont" command line argument to Building Department to scale the font as in Field Inspection. | | - | Fixed bug with mass letter generation of letters with headers/footers. | | - | Now correctly showing the property's aggregate attachment node on the new tree. | | - | Now defaulting the "Import Controlled" flag off on cloned names. | | - | Fixed Drag & Drop row highlighting on Project Requirements views. | | Reporting | | - | Added lookup button to Permit category in report filtering. | | - | Fix bug where filters would disable line items when creating a new filter. | | Financial | | - | Moved batch number from Invoice records to InvoiceItem records. |
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| 08/03/2011 | | General | | - | Fixed small reporting bug. | | - | Hide non-functional Payment Taken event. |
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| 08/02/2011 | | General | | - | Changed double-click and enter on mass letter generation form to initiate generation rather than template editing. | | - | Fixed issue with attached PDF files not working correctly in Field Inspection. |
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| 08/01/2011 | | General | | - | misc. bug fixes | | - | changed behavior of building addition in Do Inspection form | | - | fixed issue with default inspector on inspection tied to a project | | - | updated name searches on Insert CO form | | - | changed behavior of batch number on invoices | | - | only show invoices with amounts due under today's invoices link in CR | | Reporting | | - | added new workflow events for printing reports | | - | added inspector table to several reports |
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| 07/28/2011 | | General | | - | Fixed Contractor/Licensee warnings when they are corrected during Insert Permit process. | | - | Fixed Set Fields utility to work beyond 250 records. | | - | Fixed bug where SubType was not getting set on certain Invoice Item setup records. | | - | Fixed focus issue with Spell Check button. | | - | Fix a couple crash bugs. | | - | Refresh tree when saving records. | | - | Improved speed of mass certificate renewal. | | - | Added Certificate Type to Certificate Status Changed workflow event. | | - | Added "linked" names to View References dialog. | | - | Increased precision on a couple Invoice Item setup fields. | | - | Now showing "Units" on Certificate Table View. | | - | Now showing message when trying to click "Go" on letter templates on Attachments Table View. | | - | Added Generate Report workflow action. | | - | Added a conversion fix and data fixup for Project Type Requirements. | | - | Added security item for Invoice deletion. | | - | Initial entry of new Name lookup controls on Insert CO window. | | Financial | | - | Now checking "Ready to Return" flag during mass bond refunds. | | - | Now filtering today's invoices with amount due only when searching from Cash Receipting. |
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| 07/25/2011 | | General | | - | Moved some settings from My Preferences to Inspection setup dialog. | | - | Removed transaction screen from various places. | | - | Fixed jumping to Project inspections in new tree. | | - | Fixed crash bug when adding attachments. | | - | Swithched what comment date is displayed in the Attachments grid. | | - | Fixed crash when inserting AutoNumbered records that have no unit code reference. | | - | Added better error handling in various places. | | - | Fixed crash bug when cancelling the creation of a new Enforcement. | | - | Implemented fix to have permits actually use the inspector on the permit for a default inspector when one is no default inspector is found otherwise. | | - | Exposed "Conditionally Certified" field on Certificate TableView. | | - | Fixed bug with Project Details not having setup type set correctly, thus prompting for Inspection Type. | | Reporting | | - | Added blank Transaction item report. | | - | Improved Transaction report speed. | | - | Added blank Invoice item report. | | - | Fixed seemingly intermittent bug where certain reports just wouldn't display. | | Financial | | - | Fixed blank invoice printing from transaction history screen | | Other | | - | Fixed license number in Contractor import. | | - | Added data fixup call for Grand Haven conversion. |
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| 07/21/2011 | | General | | - | Added Inspector phone number field | | - | Added initial status for quick enforcement inspections | | - | Added tool button to property table to add quick enforcement | | - | Fixed issue with not launching the Do Inspection window when adding a quick enforcement | | - | Added options to skip prompts when completing an inspection on an enforcement | | - | Fixed User Approval screen issues when using new tree | | - | Fixed re-ordering of project requirements when deleting a requirement | | - | Fixed Licensee type setup screen to properly allow unique licensee types to be added |
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| 07/20/2011 | | General | | - | Fix bug in workflow of inspection result changed getting fired too often | | - | fix to missing parcel number fields on CO's linked to projects | | Other | | - | Improved Fix Comment Links tech support util |
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| 07/19/2011 | | General | | - | Now clearing Date Violations Due on Certificate when all violations have been corrected. | | - | Automatically add a building if not exist in "Do Inspection" process. | | - | Add units on the fly if they do not exist in "Do Inspection" process. | | - | Fix to bug where linked names weren't always showing up under Property. | | - | Implemented sorting by Title/Description in "Do Inspection" checklist. | | - | Fixed crash bug in Quick Enforcement insertion. | | - | Fixed bug where Inspection Result Changed workflow event fired too often. | | - | Fixed tree refreshing after certain financial actions. | | Financial | | - | Fixed Due To/From entries when linked to GL and not using Pooled Cash. | | - | Made some tweaks to GL setup. | | - | Improvement to Bond Refund journalization. | | - | Added property address to Bond Refund notes. | | Other | | - | Implemented Contractor/Licensee import from CSV data. | | - | Added Violation to the available categories in Letter Template export. |
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| 07/18/2011 | | General | | - | Moved Letter Template and QuickText Import/Export out of Utilities menu into Import/Export submenus under File menu. | | - | Hide SpellCheck button on read-only fields. | | - | Improved letter generation by handling field that wrap lines correctly. | | Financial | | - | Now always defaulting return journal status to Deposit status on new bonds. | | Other | | - | Implemented Map Number import for Lansing. |
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| 07/15/2011 | | General | | - | Implemented Vehicle Description to Alternate Input window. | | - | Now handling letter generation errors in a user-friendly manner. | | - | Fix scheduled date bug when inserting inspections. | | - | Fixed obscure crash bug when changing inspection results. | | - | Fixed crash bugs on edit invoice screen in Field Inspection. | | - | Removed some "expired date" error messages on the Bond view. | | Reporting | | - | Fixed some bugs in the way Quarter and Quarter-to-Date filters are calculated. | | - | Added "Next" to the period filters. | | - | Fixed bug in some Inspection reports. | | Financial | | - | Fixed bug in taking initial deposit on bond with voided invoice. | | - | Added two new lines to the journal summary report for is adjustment and adjustment reason. | | - | Fixes and changes to the way bond refunds journalize. |
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| 07/13/2011 | | General | | - | Added ability to add attachments/letters to Violations. | | - | Added ability to order columns on main Property record folder views. | | - | Fixed MaxLength bug on Project Types. | | - | Now keeping Licensee dialog open when heeding the Licensee warnings in Permit wizard. | | - | Fixed tab numbering bug on Property Information view. | | - | Now defaulting inspections' DateScheduled to today if not otherwise determined. | | - | Implemented "Add Quick Enforcement" functionality. | | - | Improved cooperation between DateCompleted and Result fields on Inspections. | | - | Now firing Inspection Completed workflow event when Result is changed manually. | | - | Added Spell Checker to all multi-line textboxes. | | - | Fixed a couple minor tree display issues. | | Reporting | | - | Fixed bug loading Invoice data for InspectionParent records in Inspection reports. |
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| 07/11/2011 | | General | | - | Fixed bug with inspection reports. |
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| 07/11/2011 | | General | | - | Fixed bug with Registering Licensees. |
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| 07/08/2011 | | General | | - | Improved Letter dialog. "Generate Letter" button replaced with "Generate & Edit" and "Generate & Print". | | - | Added Record and Address to Letter Generated workflow event. | | Other | | - | Implemented QuickText Import/Export. |
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| 07/08/2011 | | General | | - | No longer require current user when creating reminders. | | - | Now showing Created By user in reminder view. | | - | Fixed bug where inspector was not getting correctly set on Certificates when inserting them. | | - | Fixed some wording on utilities and security. | | - | Improved speed of GL Distribution editing en masse utility. |
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| 07/07/2011 | | General | | - | Added Created/Completed dates to Related Projects view. | | - | Fixed bug in printing letters automatically via workflow. | | Synchronization | | - | Now creating replication audit records during imports. | | Reporting | | - | Fixed bug when running Inspector's Schedule when no historical inspection exist. |
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| 07/07/2011 | | General | | - | Fixed auto-numbering of records to correctly replace "UUU" with unit. | | - | Added checkbox to Certificate setup to determine whether or not to print Certificate upon issuance. | | - | Now marking Property as "Rental" when a Rental Certificate is updated. | | - | Fixed small grid display bug in Checklist setup. | | - | Now showing Permit number after fulfilled Inspection requirements in Modify Requirements view. | | - | Renamed "Deficiency" to "Violation" in Violation view. | | - | Don't allow selection of fees that aren't set to "Add Automatically" when performing mass Certificate renewal. | | - | Allow adding/editing of requirement types even when none initially exist in Project Setup. | | - | Fixed tab order in Quick Text setup and Personal Info views. | | - | Fixed error message when searching for Licensee by Name. | | - | Implemented utility to update GL Distributions on Invoice Items en masse. | | - | Default all auto-numbering to true, with next number of 1 and format of "YY####". | | - | Now allowing Send Email to use System.UserEmail to send the email to the current user. | | - | Now allowing Schedule Reminder to use System.User to add a reminder for the current user. | | - | Alphabetize project choices and make choice dialog larger when inserting a project. | | - | Created Tech Support Utility to update bond numbers with 'yy' in the number with the current year. | | - | Added Fee Calculator button to status bar. | | - | Fixed bug with address parsing on Name view. | | Reporting | | - | Added ability to change the report that prints on Permit Finalization (and the option to print it at all). |
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| 06/30/2011 | | General | | - | Implemented mass editing of Project Requirements. | | - | Implemented new features of managing Project Types' requirements for Projects' requirements. | | - | Improved keyboard/mouse handling while managing requirements. | | - | Now sorting Table View filters alphabetically. | | - | Now allow editing of Project Type and Inspection Type titles for Administrators. | | - | Added ability to Inactivate Project types. | | - | Fixed the generic list to handle maximum lengths correctly. | | - | Now trimming category on Fee setup if it violates the maximum length. | | Financial | | - | Update mass invoice payment utility to support invoices with no "Bill To" name. |
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| 06/29/2011 | | General | | - | Major improvements to the usability of Project Setup's Modify Requirements dialog. | | - | Improvements to handling auto-numbering "duplicate record" failures. | | - | Improve order of auto-linked inspections. | | - | Fix security for changing licensee types/affiliations. | | - | Added Date Finaled to Permit Table View. | | - | Added option to hide distributions with valid keys already set. | | - | Fixed issue with project numbers not getting updated when making/breaking links. | | - | Now updating project's corresponding financial records when making/breaking links. | | Reporting | | - | Fixed crash bug when selecting "Other" reports category. |
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| 06/28/2011 | | General | | - | Improved stability of interaction with Microsoft Word | | - | Fixed attachment node issue on attachment insert | | - | Added Gov. Unit List fields to Permit Letters. | | - | Better error handling for viewing maps | | - | Added shortcuts to buttons on Modify Project and Project Setup Requirements windows | | - | Scrolling indicator on the main table views | | Financial | | - | Added 'Copy Fee' tool to permit and certificate fee setup screens |
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| 06/27/2011 | | General | | - | Fixed some user interface issues with attachment editing view. | | - | Fixed bug in Make Link to Project tool. | | - | Fixed a bug in adding reinspection requirement. | | - | Added a letter template import/export. | | - | Fixed Verify Status tool on Project view. | | - | Tweaked infinite loop bug fix in Set Fields utility. | | - | Added "Always show Inspector's View button" option in "My Preferences". | | - | Simplified Inspection Type setup lookup form. | | - | Fixed bug in Inspection History user reports. | | - | No longer recreating Address when entering name addresses or importing addresses. | | - | Now showing Construction Categories in Lists setup form. | | - | Now keeping Lists setup form open until user decides he/she is done editing lists. | | - | Fixed Quick Text form to no longer trim newlines off of the front of text. | | - | Fix bug where selecting tree node did not always set the current record. | | - | Added option to print invoice after adding a Permit/Certificate. | | - | Fixed some issues with the tree buttons. | | - | Fixed formatting for number generator to property handle lower cases due to converted data. | | Reporting | | - | Improved speed/layout of common revenue reports. | | - | Added more display options to the revenue reports. | | - | More work on revenue report options. | | - | Fixed Permit report to properly load invoices for bond on the permit. | | - | Show bond refunds as negative amounts on revenue reports. | | - | Allow for negative/positive bond refunds on the slice and dice report. | | - | Added barcodes to all of the invoice default reports. | | - | Fixed bug in filtering transaction items in the spreadsheet report. |
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| 06/20/2011 | | General | | - | View data loading efficiency improvements. | | - | Fixed some obscure crash bugs. | | - | Set "Show Uncorrected" to false by default in Letter Writing settings. | | - | Fixed old letter template conversion of Violations fields to default "w/ Filed As". | | - | Fix Main Project link text on Project view. | | - | Now updating applicant correctly in Insert Permit form when work is being done by owner. | | - | Fixed max. length bug in name address parsing. | | - | Moved Expire Permits Relative to Activity from global Permit Setup to Permit Type Setup. | | - | Fixed issue with deferred workflow not saving when exiting program via schema conflict notification window. | | - | Improved tree text of dual-linked Inspection nodes under Projects. | | - | Added Holder to Certificate letter fields. | | - | Fixed tab order on Insert Permit form. | | - | Fixed name import issue for Lincoln Township. | | - | Fixed more ProjectDetail stuff on new tree. | | - | Fixed Assessing import issues. | | - | Fixed issue with moving Property. | | - | Fixed infinite-loop bug in Set Fields utility. | | - | Added Create Inspections table view utility for the major inspection parent record types. | | - | Fixed small display issue when running utilities. | | - | Fixed issue with automatically issuing Certificates and closing open violations when complying inspections. | | - | Fix for zombie transactions. | | - | Added some better error handling on Attachment view. | | - | Tweaked the text on the Transfer to Tax view. | | - | Improved editing of Attachments. | | - | Fixed bug with Default Inspector not displaying when adding a Permit. | | - | Fixed small issue with Lookup buttons. | | Reporting | | - | Fixed a default report bug. | | - | No longer showing the incorrect "Result" field in reports (use "ResultString" instead). | | Financial | | - | Fixed to Invoice totals synchronization issue. | | - | Better logic on the bond setup screen for setting journal status. | | - | Fixed a small quick payment bug. | | - | Fixed an issue with the recalculate totals utility. | | Other | | - | Fixed issue with schema updates. | | - | Tweaked the conversion of DateCreated on Link (attachment) records. | | - | Created Tech. Support Utility for filling missing attachment Date Created data from Pervasive. | | - | Created Tech. Support Utility for correcting Violation close dates from parent Enforcement records. | | - | Automatically run old data fix for linked comments. |
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| 06/10/2011 | | General | | - | The Zip Code field now gets focused before City/State when Validate City/State/Zip option is enabled. | | - | Fixed issue in Assessing name import. | | - | Added "Fix Extended Permits" tech. support utility. | | - | Licensee status now updates correctly. | | - | Now indicating on Tree when Certificate is Conditionally certified. | | - | Fixed crash bug in Sync Batch window. | | - | Found another warning to suppress in Field Inspection regarding copying of Setup File to network. | | - | Added Email button to the Attachments view. | | Reporting | | - | Now correctly hiding User Reports from Report window that should not be visible. | | - | Fixed Inspector's Schedule report to now group by Inspector, then by Property. | | - | Fixed bug where incorrect Filters were loading but not visible. This update WILL clear existing filters. |
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| 06/08/2011 | | General | | - | Fixed quicktext listview bug | | - | Changed behavior of Violation list to jump to tree | | - | Improved attachment viewer with zoom, gamma, copy to clipboard | | - | Added 'Add' buttons to contractor, licensee and name table views | | - | Added keyboard shortcuts for licensee tools on licensee view | | - | Fixed applicant refresh bug on insert permit screen | | - | Fixed a bug with adding new flags to a property | | - | Added a list view of appointments to scheduling calendar, now saving last tab viewed | | - | Fixed a crash bug in new attachment viewer for non image files | | - | Fixed jumping to attachment node after adding new attachment | | Reporting | | - | Added flood plain fields to parcel data and related reports | | - | Added Contractor comments data fields to contractor and permit reports | | Financial | | - | Updated tech support utility for invoice totals | | - | Fixed a bug adjusting parent totals when using move record tools |
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| 06/03/2011 | | General | | - | Added Map Number column to Inspector's View. | | - | Fixed issue with the pushing of Permit expiration dates relative to last inspection. | | - | Fixed obscure crash bug on Licensee view. | | - | Added User field to Invoices and InvoiceItems. | | - | Fixed rare crash bug when editing Property flags. | | Reporting | | - | Fixed bug where related table filtering was not accounting for relative date filters. | | - | Fixed some issues with report data sources. | | - | Added Transaction Register, Revenue Totals, Revenue by Record Type, Revenue Totals by Item, and Revenue Totals by Item and Type reports. |
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| 06/02/2011 | | General | | - | Fixed issue emailing Project attachments. | | - | Fixed issue emailing Certificate attachments. | | - | A couple fixes to Inspector's View. | | - | Fixed issue with conditional certificates immediately suspending. | | - | Fixed crash bug with View Map in Field Inspection. | | - | Added Inspector field to COs. | | - | Fixed potential crash bug in the Licensee list. | | - | Fixed Licensee conversion issue. | | Reporting | | - | Added some missing Certificate fields to Certificate reports. |
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| 05/31/2011 | | General | | - | Improved BOCA calc import to no longer require old Pervasive file. | | - | Added numbering options to Certificate creation, just like Permit numbering options. | | - | Fixed some tab orders. | | - | Allow user to reorder columns in Checklist Item setup and Do Inspection views. | | - | Fixed obscure issue to saving when indexed by columns from alternate tables. | | - | Fixed issue with Applicant not defaulting correctly from Contractor/Licensee when inserting Permit. | | - | Added the option to not show appointment conflict messages when conflict is on the same property. | | - | Improvements to conditional certification. Can now conditionally certify with open violations AND non-complied inspection. | | Reporting | | - | Report conversion improvements. | | - | Make Dodge/Census checklist user-editable. | | - | Added new total lines on the journal report. | | - | Improvements to the revenue spreadsheet report. | | Financial | | - | Improved performance of Take Payment process and other financial record saving significantly. | | - | Fixed bug in saving of transaction adjustments. | | - | Increased the length of the Check Number field. | | Other | | - | Added utility to fix Livonia's data by reimporting Block field from Pervasive data. |
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| 05/23/2011 | | General | | - | Fixed small issue with Prerequisites in data conversion. | | - | Fixed issue with lookup buttons, including false Licensee expiration warnings. | | - | Fixed issue with names not showing in Add dialogs. | | - | Added small fix for an obscure crash bug. | | - | Improvement to case handling on GIS Map URLs. | | - | Fixed small issues with Comments dialog. | | - | Improvements to QuickText/Checklist setup. | | - | Fixed a couple crash issues. | | - | Added blinking indicator for inactive Parcel status. | | - | Added County Code to Parcel setup for use with GIS. | | Financial | | - | Improvements to financial calculation performance. | | - | Improved searching via Cash Receipting. |
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| 05/18/2011 | | General | | - | Added new Quick Payment functionality | | - | Added Permit Export process | | - | Now creating appointments for scheduled inspections during conversion | | - | Added Tech Support Utility to create appointments from inspections | | - | A few speed improvements | | - | Fixed bug with Map URL link | | - | Added Audit button to Invoice and Transaction setup views | | - | Fixed bug with names not showing in the Add Permit window | | - | Fixed Attachment view bug | | - | Added Date field to Comment view | | - | Fixed Licensee by Name search | | - | Fixed crash bug when adding user approval requirements with very long titles | | - | Fixed loading of names on Property Information view | | - | Changed many date fields to sort descending in TableViews | | - | Added ability to Add Invoice (user workflow action) from Letter Generated event | | Reporting | | - | Added Revenue by Category reports | | - | Margin and label sizing tweaks in report conversion | | - | Improved Revenue report | | - | Fix for the Permit w/ Bond Info report | | Financial | | - | Added ability to drill down into the Invoices from the Property Summary |
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| 05/11/2011 | | General | | - | Added BOCA setup button to Program Setup | | - | Fixed layout issue on CO view | | - | Improvements to remote numbering | | - | Performance improvements to a few views | | - | Improved address editing on Name view | | - | Fixed issue with cross-wiring Licensees in the Add Permit dialog | | - | Fixed rare issue on startup if starting on the Property node for certain records | | - | Added Comments button to Contractor view | | - | Some improvements for viewing audit records | | - | Added keyword to Map URL format | | - | Converted Map URL format to be case insensitive | | - | Fixed issue in moving Project requirements up/down. | | - | Fixed some issues in the Invoice Item Setup dialog, including the wizard | | - | No longer show Inspection types from other Projects when adding Project requirements | | - | Fixed a deferred workflow issue where actions executed out-of-order | | - | Fixed issue where tree totals were not updated when deleting an invoice item | | - | Fixed issue where some inspections would not show in Inspector's View | | - | Fixed rare column moving issue when loading up certain forms with grids | | Reporting | | - | Added an options form for the Journal Summary report | | - | Fixed bug where incorrect Inspection History report was being used from the Inspection view's Print button | | - | Added security checks in reporting for secured fields | | - | Added "Revenue by Category" report | | Other | | - | Added better warning message to conversion for missing parent records | | - | Fixed minor issue with Assessing import | | - | Fixed rare crash bug when backing up a database |
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| 05/05/2011 | | General | | - | Major performance improvements to Inspector's View | | - | Added remote Enforcement numbering capability | | - | Fixed minor crash issue with Checklist setup | | - | Now retaining scheduled time when rescheduling inspections in Inspector's View | | - | Now saving column orders on views with grids | | - | Fixed moving layout issue on CO view | | - | Fixed letter issue with Name (PROMPT) fields | | - | Improvements to Generate Letter workflow action | | - | Fixed workflow issue where deferred/scheduled actions could fail to execute upon application restart | | - | Fixed a couple minor issues with the Certificate renewal process | | - | Fixed sorting of Certificates on the tree | | - | Removed the filter on selectable users when adding a Reminder | | - | Added a Print button to the Help forms | | Reporting | | - | Added user option to show report even after cancelling the report run | | - | Tweak to improve Portrait/Landscape determination during report conversion | | - | Renamed "System Permit/Certificate" reports to "Permit/Certificate" | | Other | | - | Fixed conversion issue with receipts | | - | Added Assessing text file import |
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| 04/28/2011 | | General | | - | Added database indexes for performance improvements | | Reporting | | - | Added total adjustment amount line to journal summary report |
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| 04/19/2011 | | General | | - | Major fixes/improvements to letter writing. | | - | Fixed bug on initial inspection type lookup on new certificate types. | | - | Added Contractor, Licensee, Invoice, and Transaction references to Name references view. | | Reporting | | - | Added common filters for Type and Status to Licensee reports. | | - | Fixed Project and Inspection Group Inspection History reports. | | - | Improved speed of the Revenue Summary spreadsheet report. | | Financial | | - | Fixed an issue with the GL interface. | | Other | | - | Fixed an issue with the conversion of Inspection comments. |
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| 04/15/2011 | | General | | - | Fixed an issue in system workflows when checking a null date. | | - | Fixed letter conversion for Property Type field. | | - | Fixed inspection date completed filling option. | | - | Fixed tree focusing issue. | | - | Fixed a formatting error in the Do Inspection form. | | - | Fixed null Violation date issue in the Do Inspection form. | | - | Improved memory use in the Schedule Inspection view. | | - | Field parsing improvements to the letter writer. | | - | Major improvements to decryption in data loading and reporting. | | - | Now using COMB GUID keys. | | - | Fixed an issue with n-deep relationships when generating mass letters. | | - | Added graceful exception handling to the background schema conflict checker. | | - | Added a setting to disable the conflict resolution when scheduling an inspection. | | - | Fixed bug where Certificate status wasn't getting updated when taking a payment. | | - | Fixed an issue with name cloning. | | - | Fixed a user interface issue on the Journal Options form. | | - | Fixed manual inspection result balloon positioning. | | - | Now forcing population to All Records when setting Inspector's View options. | | Reporting | | - | Fixed an issue with report grouping. | | - | Added Clerk field to the journal summary payment details. | | Financial | | - | Fixed issue with bond-to-bond transfer when the destination bond had no balance. |
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| 04/12/2011 | | General | | - | Made comment editable on Attachment view. | | - | Fixed font size issue on Add Invoice Items screen. | | - | Fixed issue when no construction type was entered for valuation. | | - | Fix obscure crash bug when jumping to a record on the tree. | | - | Enabled Close Enforcement action from Inspection Completed event. | | - | Fixed some Field Inspection layout issues. | | - | Assessing Import improvements. | | - | Fixed issue when trying to sort by Corrected column on Existing Violations tab in Do Inspection view. | | - | Fixed obscure searching bug. | | - | Fixed crash when trying to merge names that have financial transactions. | | - | Now setting Date Corrected on violations to overridden inspection completion date in Do Inspection when toggling. | | - | Updated elevated security screen. | | Reporting | | - | Added extra data to choose from for Invoice reports. | | - | Added optional section on the Journal Summary report for showing check/payment information. | | - | Now sorting by Date/Time Created on Journal Summary report. | | Financial | | - | Added override comment to the Edit Invoice Item screen. | | - | Fixed Quick Receipt issues. |
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| 04/07/2011 | | General | | - | Some slight speed improvements. | | - | Fixed violation sorting on letters to match sorting on the tree and reports. | | - | Fixed crash bug that occurred when adding records from alternate folders (e.g. Add a Permit while the Property folder node is highlighted). | | Reporting | | - | Now allowing user to filter Permit reports by related Invoice Item fields. | | - | Now defaulting each report to run over Current Record population the first time it runs. |
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| 04/07/2011 | | General | | - | Now defaulting Quick Search links to visible under tree. | | - | Now allowing column resizing on Violation lists on all views. | | - | Improved clarity of label on Merge Name dialog. | | - | Fixed occasional crash issue on startup due to loading reports on table views. | | - | Made Permit Type modifiable on Add Licensee wizard. | | - | Convert comment auto-complete history to be user-based. | | - | Increased timeout on tech support utility command. | | - | Fixed issue with redundant fields not filling in. | | - | Added expandable/collapsible panel for violation description on Violation lists on all views. | | - | Disabled the message center by default. | | - | Default the question to Finalize Permit (and other parent closing tasks) to "Yes" when a final inspection is approved. | | - | Removed the success notification dialog when closing the parent after a final inspection is approved. | | - | Added a Date Completed field to the bottom of the Do Inspection form. Completing the inspection now uses this date, which defaults to the inspection's existing Date Completed or today's date. | | - | Fixed sorting of address column on the Invoice table view. | | - | Now allowing user to reorder columns in the Inspector's View. | | - | Added Lot and Block columns to the Inspector's View. | | - | Fixed Inspector's View "Go" link to always jump to the inspection, unless the GIS link is clicked. | | - | Fixed Driver License printing on reports to print decrypted. | | - | Fixed an occasional crash bug when switching to Field Inspection from another application or minimizing/maximizing the application. | | - | Fixed some issues with focus on the tree. Specifically when navigating between the Inspector's View and the tree. | | - | Added utility to set the scheduled date for multiple inspections from the Inspector's View. | | - | Made "header" information on the Inspector's View expandable/collapsible. | | - | Now defaulting the first focused control to something reasonable on every view, rather than the default "last focused control". | | - | Fixed an issue with arrowing around on the inspections grid on Inspector's View. | | - | Inspector's View inspector filter to automatically looks up inspector rather than prompting. | | - | Moved the "Do Inspection" button over to the left side of the Inspection view and made it the default control to focus. | | - | Made the Inspection Type text field editable when scheduling an inspection. | | Synchronization | | - | Canceling out of the Synchronization process now works without requiring a force-close. | | Reporting | | - | Added Common Filter for "Ready to Return" field on Bond reports. | | - | Fixed a couple data gathering issues for the Revenue report. | | - | Fixed printing of Driving Directions. | | Financial | | - | Fixed crash bug when taking payment immediately when inserting Permits/Certificates. | | Other | | - | Fixed a couple issues with Letter writing. More robust handling of corrupt and wrapped fields now. |
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| 04/03/2011 | | Reporting | | - | New and improved Invoice Statement report - printable from invoice table view on custom filter | | - | Added barcodes for names and invoices to the Invoice Statement report |
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| 04/02/2011 | | General | | - | Fixed crash issue when taking payment on Certificate insertion. | | - | Fixed crash issue when trying to access Permit's contact in Inspector's View. |
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| 04/01/2011 | | General | | - | Fixed redundant field issue on Certificate creation. | | - | Added Lot and Block columns to Inspector's View in Trip List editing mode. | | - | Updates to missing redundant field data. | | Financial | | - | Fixed CR interface issue with extraneous records in memory. | | - | Utility update to fix missing link fields on Invoices and detail records. |
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| 04/01/2011 | | General | | - | Fixed updating some redundant fields when taking a payment directly upon adding a Permit. |
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| 04/01/2011 | | General | | - | Fixed issue with extra inspections sometimes showing on Inspector's View. | | - | Added Invoices and Transactions to the records that get searched by generic search. | | - | Tweaked sorting of violations and comments on tree and in reports. | | Synchronization | | - | Fixed synchronization of recurring appointments. | | Reporting | | - | Fixed a field binding issue on the Transaction report. | | - | Updated the reports list on the Invoice table view. | | - | Fixed Inspection Result on inspection reports. | | - | Several improvements to the Inspector's Schedule report. | | Financial | | - | Fixed issue where voiding invoices with multiple line items didn't properly update redundant fields. |
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| 03/30/2011 | | General | | - | Fixed crash bug when canceling out of adding new Quick Text Entry. | | - | Added print button to Invoice, Transaction, and GL Distribution table views. | | - | Now disabling OK button on list selection dialogs. | | - | Improved font size on Application Views tree. | | Synchronization | | - | Fixed tablet workflow syncing. | | Reporting | | - | Fixed violations on Inspection Group Inspection History report. | | - | Print->Licensee toolbar button on Licensee button now respects Licensee Type's registration report. |
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| 03/30/2011 | | General | | - | Fixed crash bug in Default Certificate Report selection. | | - | Fixed threading/caching issues with Print buttons. | | - | Fixed some issues with Contractor and Name views. | | - | Added mass edit tools to the Accounting options screen. | | - | Fixed some issues regarding multiple appointment creation. | | - | Fixed security issue with merging Contractors and Licensees. | | - | Showing total inspection count near filter info on Inspector's View. | | - | Fixed scrollbar issue on Inspector's View. | | Synchronization | | - | Improved error checking on completion of Synchronization. | | Reporting | | - | Fixed issue where problem with Permit-related tables weren't loading on CO reports. | | Financial | | - | Fixed issue with CR search resulting in multiple matching names. | | - | Fixed issue with changing the Paid By field when taking payment. |
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| 03/25/2011 | | Other | | - | Disable Active Directory integration in Field Inspection |
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| 03/24/2011 | | General | | - | Added "conditional certificates" feature | | - | Fixed a bug in invoice item setup screen | | - | Corrected display of date fields in certain screens | | Synchronization | | - | Fixed an issue with copy down audit entries | | - | Fixed an issue with synchronization of some QuickText entries | | Reporting | | - | Fixed minor bug in reporting dialog | | - | Added a GL Distribution list report | | - | New ability to select a "default font" for a report | | - | Corrected display and filter issues on the BD Journal Summary Report | | - | Added print buttons to selected table views | | - | Fixed an issue with barcodes on record specific invoice reports | | Financial | | - | Added automatic zero padding on invoice searches from CR |
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| 03/17/2011 | | General | | - | Improved memory handling on scheduling views | | - | Made invoice columns sort descending in table views | | - | Added automatic database reindexing for improved performance | | Reporting | | - | Fixed loading of contractor names on inspection reports | | Financial | | - | Updated transaction history tree nodes with consistent text | | - | Updates to journalization of AP refunds | | Other | | - | Fixed a bill to name bug when copying a certificate | | - | Bug fix to schema update alert |
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| 03/16/2011 | | Synchronization | | - | Fixed issue in Synchronization that occurred when the Transaction table was updated. | | Reporting | | - | Fixed bug where a given Inspection report would only print on the first attempt. |
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| 03/15/2011 | | General | | - | Added an alert that displays when another user updates the database version. | | - | Improved handling of rental Certificates. | | - | Now allowing pasting of duplicate Checklist items in Checklist setup. | | - | Increase maximum Next Number on Permit Types to 10,000. | | Synchronization | | - | Allow time window for Synchronization to be lowered to one day. | | Reporting | | - | Improved editing of System Permits/Certificates. | | - | Fixed report summary field issue when filtering by related tables. |
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| 03/11/2011 | | General | | - | Split out security options for greater flexibility | | Synchronization | | - | Fixed synchronization error caused by edited invoice items. | | Reporting | | - | Improved Report Summary Fields |
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| 03/10/2011 | | General | | - | Major improvements to performance of Set Fields utility. | | - | Fixed issue with new Certificate Types not saving. |
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| 03/09/2011 | | General | | - | Make sure all printable views show Print button when in modal forms. | | - | Added some fixes to Mass Letter Generation over Blocked and Marked populations. | | - | Added fix to saving of records with comments (like Violation) that was preventing the saving of these records. | | Reporting | | - | Now showing Toolbox pane by default in report designer. |
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| 03/03/2011 | | General | | - | Fixed End-of-Year reset utility to include Licensee types. | | - | Update to Inspector to allow editing on tablet with proper security. | | - | Fixed crash bug on converted violations with very long deficiency text. | | - | Fixed crash bug in Checklist Item setup. | | - | Now clearing and disabling block when filtering TableViews. | | - | Fixed obscure bug where TableView filter managament window can get in a "blank" state. | | - | Made all GetListItem forms resizable. | | - | Removed "Mass Delete" security items and now requiring Administrator access. | | - | Fixed crash bug that occurred occasionally when searching for records. | | - | Added CO printing to CO view. | | - | Fix to unique index schema update. | | - | Fix to another index schema update to work better with SQL 2000. | | - | Added filter fields of Letter and Parent Record Type to Letter Generated workflow event. | | Synchronization | | - | Changed Field Inspection sync to grab security from Building Department security on sync. | | - | Increased SQL timeout period for synchronization. | | Reporting | | - | Fixed an issue on a DDA report. | | - | Added lookup to Enforcement Category report filter. | | - | Added Inspection History to Inspector's Schedule report and made it editable (as "Default - Inspector's Schedule") | | Financial | | - | Added amount fields directly to financial tables. | | - | Allow filtering of reports and tableviews by invoice amount due | | - | Added the ability to choose accounting method (cash/accrual) by record type | | - | Added simple Transaction History view to Projects. | | - | Added Property Summary under tree showing balance. | | - | Added Bond Type accounting for future use. |
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| 03/01/2011 | | General | | - | Improved checklists by adding Title. | | - | Added 'Foreclosed' field to Parcel. | | - | Added TableViews and Reports for Attachments and Letters. | | Reporting | | - | Fixed Permit/Certificate issuance reports to honor last destination/copies settings. | | - | Added UserEmail to all reports and letters. |
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| 02/24/2011 | | Reporting | | - | Added a new accounting report showing invoices with outstanding balance | | Financial | | - | Fixed memory issues in mass pay invoice tech support utility | | Other | | - | Improvements to security settings |
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| 02/22/2011 | | Synchronization | | - | Fixed an issue where security settings would not sync from server to tablet when running the same exact version of SQL. |
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| 02/19/2011 | | Synchronization | | - | Converted Replication Auditing records to use Guid keys. | | - | Turned off KeepIdentity for all tables except Admin tables. |
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| 02/18/2011 | | Synchronization | | - | Fixed obscure sync issue where User Groups weren't syncing down to tablet correctly. |
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| 02/18/2011 | | General | | - | Now allowing multiple Invoices to be created in Field Inspection. |
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| 02/17/2011 | | General | | - | Fix obscure crash bug when canceling out of Enforcement wizard after creation failed because of duplicate number. | | - | Clicking update globe in Field Inspection now brings up the combined Community Development update log. | | Synchronization | | - | Fixed sync issue with a couple of transient data columns. | | Financial | | - | Made some improvments to the MR transfer request features. |
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| 02/17/2011 | | General | | - | Fixed "Prompt" filters on TableViews and added Refresh buttons. | | - | Fixed bug in Field Inspection where only one Pending case could be added at any given time. | | - | Added new Technical Support Utility for Battle Creek. | | - | Fixed crash bug on forms that use Filters. |
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| 02/16/2011 | | General | | - | Fix end-of-year reset utility to not run on new/converted databases. | | - | Added ability to mark workflow rules as inactive. | | - | Now prompt to create attachment path if it doesn't exist. | | - | Removed unnecessary messages when loading/saving filters. | | - | Fixed issue where we couldn't close Connection Settings if we haven't filled it out. | | Synchronization | | - | Fixed synchronization issue when modifying City/State/Zip on names. | | Reporting | | - | Fixed small issue with reports when filtering bands. |
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| 02/15/2011 | | General | | - | Now sorting Checklist Categories alphabetically in Do Inspection. | | Synchronization | | - | Improved synchronization of Administration database records. |
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| 02/08/2011 | | General | | - | Made improvements to the process of inspections triggering parent record closings. | | - | Now only adding prereqs to a new CO if it is the first CO on the Property. | | - | Removed all TableView utilities and other unnecessary functionality from Field Inspection. | | - | Fixed an issue with the Unit field on the Property view. | | - | Added Comment field to Enforcement view. | | - | Fixed focus issue on Reminder view. | | - | Added street suffix field to Name Address Details view. | | - | Update program logo and icons. | | Reporting | | - | Created the Revenue Detail Report. | | Financial | | - | Fixed obscure issue with CR/BD payment journalization. |
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| 02/01/2011 | | General | | - | Fixed some user interface layout issues and inconsistencies. | | - | Now defaulting the Bond type when inserting a Project's required Bond. | | - | Added "Edit Records" button to record type lookups. | | - | Added Reminder button to status bar. | | - | Expired Permits now included in the records that are hidden on the tree. | | - | Made major improvements to the letter writing process to make better use of memory. | | Financial | | - | Fixed conversion of CR payment records and added utility to fix converted data. |
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| 01/28/2011 | | General | | - | Fixed warnings for Licensees and Contractors when adding Permits. | | - | Integrated all relevant tables with GIS. | | - | Added a Violations table view. | | - | Fixed invoices to use Enforcement number rather than Code Officer as a reference field. | | - | Fixed some GUI issues with Field Inspection. | | - | More GIS improvements. |
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| 01/24/2011 | | General | | - | Added feature to request a phone call from support from within the Application. | | - | Added a fix to issue with a database that was missing unique key constraint, which allowed duplicate Permit numbers. | | - | Added a method to edit the address on a Name that did not have an existing address (e.g. a new Name). | | - | Fixed issue in handling Project types with very large titles. | | - | Enabled Tip-of-the-Day functionality. | | Reporting | | - | Added Inspection Comments to Certificate reports. |
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| 01/13/2011 | | General | | - | Implemented relative date filtering. | | - | Fixed some layout issues in Field Inspection. | | - | Fixed tab layout issue on Permit Building Info view. | | - | A few fixes for memory issues. | | - | Made improvement to "Add Indices to Database" technical support utility to add unique constraint to appropriate indices. | | - | Improvements to daily process tablet record expiration processes. | | - | Fixed painting issue on Basic Transaction view. | | - | Fixed issue with inferring inspection result on inspections with existing violations. | | - | Implemented editing of Construction Calculator table data. | | - | Improvements to valuation fee. | | - | Improvements to GIS. | | - | Improved workflow to differentiate between server and tablet workflows. | | - | Redesigned the name view. | | - | Added the field "Prefers Email" to Names. | | - | Added violation list to Property view. | | Synchronization | | - | Some improvements to setup and execution of Field Inspection synchronization process. | | - | Improvements to synchronization process. | | Reporting | | - | Now showing Bond totals on Permit report. | | - | Fixed issue with Temp COs not loading Permit data in reports. | | - | Made C404 user-copyable. | | - | TableView filter now sets active filter for the table. | | - | Fixed an issue with the bond balance on the Permit report. | | - | Added ability to edit the system's default reports directly from the report dialog. | | - | Fixed issue with advanced sorting in reports. | | Financial | | - | Implemented transfer to MR functionality. | | - | Fixed crash and display issues on Take Payment form. | | - | Added Property to Invoice reports. |
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| 01/04/2011 | | General | | - | Improved filters: they may now use relative dates and date periods. | | - | Fixed issue with lookup buttons not ignoring inactive records. | | - | Made the tools menu and the bond summary options consistent. | | - | Fixed crash issue with scrollbar on the month view. | | - | Fixed crash issue on Contractor view. | | - | Added option to show/hide the Quick Search links under the Application Views tree. | | - | "Escape" also now updates text when entering New Permit details when adding a permit. | | - | Added Buildings Inspected and Units Inspected to Inspection records. These fields are automatically updated via the Do Inspection process. | | - | Improved reminder bell notification: it now only "flashes" if the record has reminders due. | | - | Fixed issues with DateTime workflow events. | | - | Added a Replication Audit TableView for Administrators. | | - | Fixed display issue of transaction when taking payment. | | - | Fixed tab order on Take Payment form. |
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| 12/30/2010 | | General | | - | Added ability to copy a Workflow rule. | | - | Prompt to link to main project when clicking on Main Project link on Project view if no link exists. | | - | Fixed small tree update issue when modifying Licensee/Contractor on a Permit. | | - | Added Go link to Bond History form. | | - | Some improvements to Date/Time-based workflow events. | | - | Fixed crash bug when trying to mass generate letters based on old templates. | | - | Fixed display issue with Inspection Groups grid. | | - | Added Last Inspection date to missing views (e.g. CO and Certificate). | | - | Added Email tool to Enforcement view. | | - | Fixed crash bug when added new Invoice Item setup records with very long descriptions. | | Reporting | | - | Added Permit Applicant to Inspection reports. | | Financial | | - | Added new tool for setting GL distributions for invoice item setup records en masse. |
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| 12/21/2010 | | General | | - | Implemented a full-screen image attachment viewer. | | - | Now correctly deleting User Approval records when parent Project Detail record is deleted. | | - | Fixed display of application name (Building Department.Net). | | - | Added option to add a Property flag when inserting a Stop Work Order. | | - | No longer pushing TableView columns to the front when sorting. | | - | Now consulting Certificate Type to adjust whether or not the expiration date is required when creating a Certificate. | | - | Fix bug where Save & Finish later wasn't working for certain older databases. | | - | Fixed bug with empty values in Table View filters. | | - | Fixed obscure display issue with Common Filters. | | - | Added option to Certificate Type to attach a comment to an Inspection (in Do Inspection process), with the details of visited locations that had no violations. | | - | Added Next/Last Action[Date] fields to Enforcement TableView. | | - | Fixed Project Status description bug. | | - | Fixed Show/Hide button bug that occurred when switching active databases. | | - | Fixed painting issue when starting the application in full-screen mode. | | - | Added ability to delete multiple reminders at once in the Reminders view. | | - | Fix to crash bug that occured when trying to set the Area Description during the Do Inspection process. | | - | Fixed some issues with expiration events. | | - | Added indicator to flags scrolling label indicating which flag and how many. | | - | Fixed issue with newlines when editing inspector's comments in Do Inspection process. | | - | Converted Notes dialogs to use new Quick Entry textboxes. | | - | Now filtering inspection type lookups when modifying Schedule Inspection workflow action options. | | - | Fixed some security issues with commands. | | - | Added Technical Support Utility that runs a report outlining all of our enumerator strings. | | - | Adjusted layout of Permit Building Information view. | | - | Added inactive field to Permit Types. | | - | Now prompting to mark a Permit Type inactive if it cannot be deleted due to references. | | - | Fixed issue with lookup fields not ignoring inactive records. | | - | Improved setting start date/time when adding an appointment. | | - | Added user option for using Tree function buttons (expand, collapse, refresh). | | Reporting | | - | Improved display of the TableView filter management dialog (no longer showing unecessary population options). | | - | Now prompting to save changes to a loaded filter when closing the report filter dialogs. | | Financial | | - | Implemented Bond-to-Bond transfer. | | - | Implemented ability to add Bonds to Names. |
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| 12/13/2010 | | General | | - | Fixed a Quick Text hover button focus issue | | - | Improved the process of associating licensees with a new contractor | | - | Added screens for missing Permit Setup settings | | - | Fixed calculator buttons being incorrectly placed on property info screen | | - | Utilize the contractor expired insurance field when issuing a permit | | - | Improved inspection completed workflow wizard | | - | Added the ability to set default inspection times for inspection types | | - | Implemented the year end reset utility | | - | Fixed small bug with enabling of a licensee link | | - | Rename filter label to be search in letter writer | | - | Prompt to add an invoice item on setup screen if none exist | | - | Fixed some small typos | | - | Added filtering ability to TableViews. | | - | Fixed error when deleting Inspection Types. | | - | Fixed display issue on Certificate Type's Inspection Type setup form. | | - | Created Dodge Report. | | - | Moved some Accounting settings around in Program Setup for the sake of clarity and consistency. | | - | Added lookup buttons to Default Code Book fields in setup forms. | | - | Added scheduling calendar to "Schedule Reinspection" workflow action. | | - | Fixed crash bug when editing Units on a Property. | | - | Now handling rare bad debit GL number issue. | | - | Fix attachment title length error when taking pictures during Do Inspection process. | | - | Converted Quick Text buttons into ever-present Quick Entry buttons. | | - | Added functionality where completing a Project Inspection prompts to create a new Project Requirement if the inspection is not approved. | | Reporting | | - | Corrected the Amount Due field on default basic permit report | | - | Added new custom report for Wyoming bond processing | | Financial | | - | Improved behavior of modify invoice item button when adding line items | | - | Improved behavior of Take Payment button on transaction history screens | | - | Fixed a security restriction issue when taking bond payments through CR | | Other | | - | Added a new tab to the Inspector's View to display the schedule calendar view | | - | Added the ability to set recurring reminders for Inspectors on the calendar views |
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| 12/06/2010 | | General | | - | Fixed wording on Add Letter Template Form. | | - | Fixed sizing on Name prompt dialog. | | - | Fixed wording on Alternate Text input form. | | - | Fixed crash bug when adding requirements to Project Types with titles longer than 24 characters. | | - | Many minor improvements to Licensee view. | | - | Fixed wording on Licensee setup and Permit setup forms. | | - | Fixed error in mass Certificate renewal process. | | - | Changed Name form to use Close and Discard Changes buttons for consitency. | | - | Fixed small issue with contractor add wizard. | | - | Fixed sorting on Reminders view. | | - | Fixed a weird Add button issue when searching for a Contractor. | | - | Fixed the way searching by Contractor name works on a Property. | | - | Fixed bug in Inspection result inference logic in Do Inspection view. | | - | Removed "Clear" option from Permit Type and Licensee Type links on Licensee view. | | - | Delete now correctly removes link to Contractor/Licensee on tree. | | - | Added option to turn Quick Text hover button off. | | - | Fixed bug in Licensee status logic. | | - | Changed wording of Force Caps option for consistency with other applications. | | - | Show time added in Attachments view. | | - | Fixed another Quick Text hover button focus issue. | | - | If there is only one name associated with a Contractor, we no longer prompt for which name to use when adding a Licensee. | | Reporting | | - | Created Dodge/Census List report. | | - | Fixed bug that prevented Audit Trail report from running. | | - | Added safety check to prevent crash when an invalid report exists while selecting default Permit issue report. | | - | Fixed the Amount Due field on the Basic Permit report. | | Financial | | - | Added "Misc. Fees" to Fee Calculations setup options. | | - | Updated the Modify Invoice Item to only activate when you have one to edit. | | - | Made the Take Payment button work a little more magically. |
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| 11/29/2010 | | General | | - | Refinements to scheduling views. | | - | Fixed issue with comments/names not displaying under Contractors/Licensees. | | - | Rearranged Program Setup buttons to be in more logical locations. | | - | Reworded Fee Setup buttons for consistency. | | - | Fixed issue where Contractor/Licensee Stop Work Orders weren't loading into their respective views. | | - | Fixed typo in Variance setup dialog. | | - | Fixed restrictions on Stop Work Orders for Contractors/Licensees. | | - | Fixed issue where Contractor/Licensee Stop Work Orders were displaying on grid of Property's Stop Work Orders. | | - | Added warnings when selecting Contractors/Licensees with Stop Work Orders on Permit insertion. | | - | Added "disabled" icon for Stop Work Orders on Contractor/Licensee views so we can access inactive Stop Work Orders. | | - | Added some improved error handling. | | - | Fixed issue where name didn't display on tree when adding Properties. | | - | Fixed "flashing screen" issue on Schedule Inspection view. | | - | Fixed issue with newlines not showing correctly when inserting Quick Text. | | Reporting | | - | Implemented C404 report. | | - | Fixed issue where Inspection comments weren't loading in Enforcement reports. | | Financial | | - | Fixed deletion of an invoice linked directly to a name record. | | - | Fixed voiding miscellaneous payments from Cash Receipting. |
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| 11/19/2010 | | General | | - | Improvements to Parcel searching | | - | Small bug fixes | | - | Updated Parcel format to match other applications | | Financial | | - | Improvements to CR interface | | - | Added Transaction Source table view for check number searching |
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| 11/18/2010 | | General | | - | Fixed recurring crash issue when clicking "Add Misc. Violation" in Do Inspection view. | | - | Added ability to add Linked Names to Variances. | | - | Fixed issue with "Auto-Link Inspections" attribute on Projects. | | - | Fixed issue with adding COs to default Project requirements in Project Type setup. |
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| 11/16/2010 | | General | | - | Made naming/position of rental fields on Property/Certificate views more consistent. | | - | Now copying Property's rental fields into Certificate rental fields when creating a Certificate. | | - | Fixed issue where clicking "Final CO" on CO view did not respond. | | - | Fixed issue where screen would occasionally not refresh when inserting records. | | - | Fixed issue where the Licensee lookup could return the wrong Licensee if multiple Licensees with the same name existed on a given Contractor. | | Reporting | | - | Fixed issue where UnitInformation fields didn't show up in report Page headers. | | Financial | | - | Now defaulting conversion to use cash-based accounting. |
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| 11/15/2010 | | General | | - | Fixed some bugs with the QuickText hover button. | | - | Added email field to Inspector record. | | - | Fixed sizing/layout of Add/Edit contractor search forms. | | - | Fixed a couple obscure crash bugs. | | - | Fixed a small report conversion bug. |
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| 11/10/2010 | | General | | - | Added secure Driver License number button to Personal Information view. | | - | Added convenient way to access Quick Text from all multi-line textboxes. | | - | Fixed minor issue with Certificate user-defined hold reasons conflicting with system reasons. | | - | Fixed obscure tree crash bug. | | - | Fixed option for scheduling new inspection "tomorrow" to skip weekends. | | - | Added Validate Address option to General Settings form. | | - | Improved Do Inspection to only have "Save Inspection" and "Cancel" buttons on inspections that have already been completed. | | - | Do Inspection no longer increases duration for Inspections that have already been completed. | | - | Added ability to copy letter templates. | | - | Fixed bug when editing inspections with non-existent inspection type records. | | Reporting | | - | Added some invoice fields to the Permit reports. | | - | Fixed issue where Utility report category was showing up with no reports. | | - | Implemented ability to ship editable reports. | | Financial | | - | Fixed some "Recur on Renewal" Certificate invoice issues. | | - | Fix for CR interface regarding the updating of parent record totals. |
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| 11/04/2010 | | General | | - | Fixed a bug in the move certificate utility | | - | Updated the layout of the inspection view | | - | Fixed a bug in the editing of prerequisites | | - | Now encrypting the drivers license field | | - | Fixed address sort order in transaction history view | | - | General Bug Fixes | | - | Send screenshot to BSA functionality | | Reporting | | - | Added ability to filter on Permits in Invoice reports | | - | Updated the default reports dialog to have inspection history report settings | | - | Added project inspection history report | | - | Added the inspection group inspection history report | | Financial | | - | Improved the interface with Cash Receipting | | - | Bug fixes and improvements to the bond depositing process | | - | Updated the bond transaction history screen |
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| 11/01/2010 | | General | | - | Added parent record field to the Invoice table view. | | - | Now filtering Add Invoice workflow action lookup based on the workflow's otherfilters. | | - | Fixed visual issue on Add Bond wizard. | | - | Tweak to lookup field behavior. | | - | Implemented ability to to add Permit/CO inspections as project requirements. | | - | Implemented Insert menu on Variance nodes. | | - | Fixed bug in "More Search Options...". | | Financial | | - | Improvements to Bond payment taking. | | - | Improvements to process of changing a Bond's amount held. | | - | Now showing filter checkboxes on the Take Payment by default. | | - | Fix payment recalculation issue. | | - | Improvements to CR interface. | | - | Fix to not allow adjustments to be dated prior to the original transaction date. |
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| 10/29/2010 | | General | | - | Improved add new Contractor wizard yet again. | | - | Added a Inspection Completed workflow wizard. | | - | Reminder view now remembers last selected reminder. | | - | Wrote a Letter Template conversion utility. | | Reporting | | - | Added Bond Invoices to Permit reports. | | Financial | | - | Fixed printing of invoices from CR. |
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| 10/27/2010 | | Reporting | | - | Fixed report sorting issue (specifically visible or Property mailing labels). | | - | Fixed issue with inspection comments not showing in Permit Inspection History report. | | Financial | | - | Fixed some small issues with invoice item calculation code. | | - | Made the bond setup screen default to the selected GL distribution item for deposit/forfeit when searching for one | | - | Fixed two issues pertaining to adjusting/voiding payments from CR in the BD system. | | Other | | - | Added option to conversion which separates out choices to convert attachments and letter templates. |
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| 10/25/2010 | | General | | - | Fixed bug that could cause program to hang when inserting a Bond. |
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| 10/21/2010 | | General | | - | Fixed issue where creating projects did not create the User Approvals correctly. |
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| 10/20/2010 | | General | | - | Fixed crash bug that could occur when trying to print in the Inspector's View. | | - | Fixed crash bug that occurred when canceling out of the device selection screen when adjusting camera settings. | | - | Fixed missing image column in Licensee list form. | | - | Fixed small issue with search key handling on letter template selection form. | | - | Added Permit's related names to letter fields. | | - | Fixed street number search results. | | - | Now jumping to Inspections directly under Projects when applicable. | | - | Fixed bug where attributes would not get default settings on Permit insertion. | | - | Fixed conversion issue. | | Reporting | | - | Fixed reporting issue where certain reports wouldn't run. | | - | Fixed crash bug when selecting issuance report in Permit type setup. | | Financial | | - | Improved options for taking payments on Permits and Certificates. | | - | Added ability to modify transaction sources under certain conditions. | | - | Disabled payment taking in Field Inspection. |
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| 10/18/2010 | | General | | - | Multiple security updates. | | - | Changed appointment view to show 7:00am at the top instead of 8:00am. | | - | Added Quick Names button and now utilizing it in the CO insertion wizard. | | - | Added an image to every view to indicate when that record has associated reminders. | | - | Fixed issue where completing an inspection that closes its parent sets its completed date to the same date you enter to close the parent. | | - | Added an error message for when letter generation fails due to network issues. | | - | Added a tool to the Certificate View to allow modification of the expiration date. | | - | Fixed a crash bug when entering names. | | - | Major revisions to the Contractor/Licensee wizards to streamline entry. | | - | Fixed bug that could occur when affiliating a Licensee with a Contractor. | | - | Made some improvements to the Schedule Reminder workflow action. | | - | Now sorting violations by Building, Unit, and Area when generating letters. | | - | Fixed an issue with name searching. | | - | Fixed bug in Building/Unit selection in Do Inspection view. | | - | Fixed a lookup bug. | | - | Fixed key handling issue on Permit insertion wizard. | | Reporting | | - | Added Contractor Info report and Print button to Contractor view. | | - | Added support for showing "Date Created" on the Invoice by Name report. | | - | Implemented filtering by related tables in reports. | | - | Tweaked the loading of the receipt report to be more efficient and fixed a data loading bug. | | - | Fixed bug in report designer where certain field choices weren't displayed if they had the same name as a table. | | Financial | | - | Added option to require the check number to be entered on check payments. | | Other | | - | Added verification of duplicate Contractors/Licensees before conversion. | | - | Fix to conversion concerning Inspectors. |
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| 10/10/2010 | | General | | - | Fixed missing inspectors on Permit Type setup records. | | - | Improved organization and key handling of Print button on views. | | - | Now saving current record before displaying custom views from the View menu. | | - | Fixed formatting of Inspection History reports. | | - | Implemented incremental find on Letter Template selection form. | | - | Swapped a couple of the certificate fee fields on the main certificate view so they are displayed correctly. | | - | Changed the inspector link on the inspection view to a lookup box | | - | Fixed some security issues. | | - | Implemented incremental find on tree and fixed a couple key-handling issues. | | Reporting | | - | Added printing of single inspection on Inspection History reports (and from the Print button on Inspection views). | | - | Added/fixed default sort order of inspections and violations in reports to match the tree. | | - | Added reports for Certificates with/without Inspections. |
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| 10/07/2010 | | General | | - | Fixed bug Coldwater found when trying to insert inspections under an Inspection Group that lacks a Code Officer. | | - | Fixed bug in Scheduling View that Wyoming found when a large number of appointments existed at the same date/time. | | - | Increased size of "Select Inspection Type" form when adding inspections. | | - | Now focusing the "Categories" area when launching the "Do Inspection" form. | | Financial | | - | Do not journalize invoice adjustments when adjusting invoices downward. |
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| 10/06/2010 | | General | | - | Fixed issues with Certificate expiration date calculation. | | - | Fixed a couple obscure crash bugs. | | - | Fixed issue where incorrect filter was being used in TableView tools. | | - | Added hotkey (Ctrl + Alt + I) for "Do Inspection" process. | | - | Fixed an obscure workflow bug with deferred workflows when restarting application. | | - | No longer using QuickMode in GetValue forms in Field Inspection. | | - | Fixed bug when adding a name record from an action link | | Financial | | - | Made some improvements to the transaction adjustment screen while refunding. | | - | Fixed an incorrect message in the invoice adjustment process. | | - | Corrected an issue with AP check requests showing multiple times in AP. | | - | Made improvements to voiding transactions. | | - | Now disallowing entry of a zero invoice adjustments. | | - | Now allowing voiding of receipts from CR. | | - | Fixed crash on clicking void button on invoice adjustment screen. | | - | Added journalizing a single transaction from the view trx screen. | | - | Improved searching for accounts through CR | | - | Numerous improvements to transaction adjustment/voiding process |
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| 10/04/2010 | | General | | - | Fixed a couple of small issues with Project requirements. | | - | Added ability to add violations from the tree. | | - | Fixed issue where inspector didn't get set when adding inspection under an Enforcement with a Code Officer set. | | - | Adding a new name now defaults the Name to the search string. | | - | Fixed letter template deletion error. | | - | Pulled attached comments and names out of attachments view and into the tree. | | - | Fixed crash bug when licensing a Licensee. | | Reporting | | - | Added Print button to Inspection view. | | Financial | | - | Added double-click to edit invoice items when adding invoice. | | - | Cleaned up interaction of adding/editing GL Distributions. | | - | Implemented "Transfer to Tax" utility. |
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| 09/24/2010 | | General | | - | Fixed a couple minor issues with creating/editing Certificates. | | - | Added visual improvement to the add forms. | | - | Added verification prompt to the Set Fields utility. | | - | Added some fixes to reported crashes. | | Reporting | | - | Update to how the Print button is handled on views and moved the Inspection History reports to under the Print button. |
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| 09/22/2010 | | Reporting | | - | Added Licensee mailing label report. | | - | Added some tables to the Property reports. | | - | Fixed issue in report options form where you could apply filter to current record. | | - | Now allowing selection of any Permit report as default report to print. |
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| 09/16/2010 | | General | | - | Improved validation of auto-numbering formats. | | - | Fixed occasional crash bug when adding/editing Licensees. | | - | Added Generate Letters workflow action to all DateTime-based events (e.g. Permit Expiration) | | - | Implemented the association of a renewed certificate with its originating Certificate. Issuing the new Certificate now closes the originating Certificate. | | - | Now inserting an audit entry when merging Properties. | | - | Increased the size of the Variance's DefaultCodeBook field. | | - | Fixed sizing/layout of the Name view. | | - | Fix to missing InvoiceSetupRow in conversion. | | Reporting | | - | Fixed Audit Details form for Reports. | | - | Added Username as a common filter field to Reminder reports. | | - | Added the CO Inspection History Report and link to print it from the CO view. | | - | Added the Violation table to Property reports. | | Financial | | - | Added utility to fix old transaction numbers. | | - | Added incremental search to the Add Invoice window. | | - | Updated some Cash Receipting interface logic. |
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| 09/13/2010 | | General | | - | Fixed an occasional crash issue when selecting/adding Licensees. | | - | Fix to occasional crash issue when setting up a Building's units. | | - | Limit Licensee lookup correct Permit type on Permit view when a contractor has NOT been selected. |
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| 09/08/2010 | | General | | - | Fixed small issue with some Table View tools. | | - | More improvements to Cash Receipting interaction. | | - | Fixed small issue with Inspector appointment scheduling. | | - | Fixed issue where User Field label was not displaying correctly on Enforcements. | | - | Fixed occasional crash bug in Report Options form. | | - | Improved layout of Permit, Certificate and Enforcement views. | | - | Implemented "Modify Parcel Numbers" tool on Parcel Table View. |
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| 09/02/2010 | | General | | - | Fixed bug with auto-numbering of simultaneously entered records. | | - | Now showing the transaction origin on the edit transaction window. | | - | Added some enhancements to the database. | | - | Fixed small issue where inserting a new property didn't set the redundant Parcel Number field. | | - | Fixed the layout of the Edit Invoice screen. |
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| 09/01/2010 | | General | | - | Fixed issue with Date Closed getting set on status update. | | - | Added support utility for updating Date Closed fields on Bonds. |
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| 09/01/2010 | | General | | - | Implemented "Renew Certificates" tool on Certificates Table View. | | - | Implemented "Fill Rental Fields" tool on Certificates Table View. | | - | Made some improvements to adjustment journalization. | | Reporting | | - | Added several tables to the Bond reports. |
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| 08/31/2010 | | General | | - | Fixed issue with Inspection date option settings since moving them to user settings. | | - | Implemented Move tools for appropriate Table Views. | | Reporting | | - | Fixed issue with Parcel List report. | | - | Fixed a few small cosmetic issues with Report and Report Options forms. |
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| 08/27/2010 | | General | | - | Made some visual improvements to the Certificate view. |
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| 08/25/2010 | | General | | - | Added invoice number column to the transaction history view | | - | Added the ability to select which invoices to print from print invoice button | | - | Added the option to take payment for full balance due vs. single invoice | | - | Added tools to view associated journal entries from an invoice/transaction | | - | Added detailed GL info to the bond setup screen | | - | Added the ability to create zero amount invoices to the system | | Reporting | | - | Added a new journal report to the system |
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| 08/24/2010 | | General | | - | Added Category to Enforcement table view. | | - | Added GL details to Bond setup view. | | - | Fixed a crash bug with property flags. | | - | Fixed behavior of Done button on Add Invoice view. | | - | Fix to SQL tech support utility. | | - | Fixed small issue with inspection scheduling. | | - | Fixed small issue in Take Payment form. | | - | Now defaulting Post Date to the current date. | | - | Added logic to allow selecting for whom to print invoices on Basic Transaction view. | | Reporting | | - | Just about finished with Inspector's Schedule report. | | - | Added action buttons to all default report formats. | | - | Added tweaks to default invoice reports. | | - | Added some journal reporting. |
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| 08/17/2010 | | General | | - | Implemented Erase SSNs tool. | | - | Improved refund journalization. | | - | Implemented Merge Contractor/Licensee tools. | | - | Made Merge Name tool available from Name Table View. | | - | Fixed issue with conversion of Variance attachments. |
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| 08/13/2010 | | General | | - | Fixed issue with Quick Text selection. | | - | Added Permit Type as a filterable field to all Permit-based workflow events. | | - | Fixed some visual glitches. | | - | Fixed display of property flags that contained new line characters. | | - | Fixed Set Fields utilitly to allow setting certain fields to null (clearing the field). | | - | Fixed small issue with Certificate renewal process. | | - | Improved Attachments view under Property node. | | - | Fixed issue to allow multiple like-titled comments to be added to records. | | - | Added FTP settings dialog. | | - | Fixed small issue with inspection scheduling. | | - | Improved searching on Parcels and Properties. | | - | Cleaned up Project Types setup form. | | Reporting | | - | Improved some accounting reporting. | | - | Cleaned up the Project report data fields. |
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| 08/12/2010 | | General | | - | Fixed overriding of post date when taking a payment | | - | added record name column to transaction history screen | | - | improved layout and interaction to GL distribution setup area | | - | No longer showing zero amount payment sources on transactions | | - | Added option to prompt for overpayment usage when taking payment | | - | Added link to view payments posted to an invoice on invoice view | | - | Improved user interaction on payment window | | - | added address column to transaction history screen for names | | - | fixed bug in edit invoice item screen relating to discount amount | | - | fixed incorrect error for zero invoice when choosing to accept overpayment | | - | minor user interface improvements | | - | fixes to name merging utilities | | - | added in posting to GL by date range and journalization by clerk name | | Reporting | | - | New Invoice Statement report added | | - | New Invoice formats for permit, co, certificate, enforcement added | | - | New default invoice report settings added | | - | improved speed and funcionality of Invoice by Name report | | - | added link name columns to some reporting tables |
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| 08/05/2010 | | General | | - | Fixed issue with some Name tools. |
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| 08/04/2010 | | General | | - | Added Merge Name and Correct Misspelled Name utilities to Name View form. | | Reporting | | - | Fixed Inspection History links to run on Current Record only. |
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| 08/03/2010 | | General | | - | Fixed an issue in adding of fees. | | - | Some improvements and fixes to Scheduling view. | | - | Fixed a couple conversion issues. | | - | Improved certificate expiration logic. | | - | Many improvements to cash/accrual accounting. | | - | Fixed issue with refunding Bond monies. | | - | Made some minor user interface improvements. | | - | Fixed issue where generic tools in the TableViews were not displaying. | | - | Added ability to delete last inserted Invoice if it has no activity. | | - | Added utility to fix malconverted data. | | - | Added SetFields utility. | | - | Added Mass Deletion utility. | | - | Made Take Payment form resizable. | | - | No longer showing Invoices with no balance in list of Invoices on Take Payment form. | | - | Added prompt to update Amount Tendered when changing filter on Take Payment form. | | - | Fixed sorting of TransactionItems in the Transaction view (and report). | | - | Now saving the date range and population options between Journalization runs. | | - | Fixed issue where an incremental search on a TableView did not set the current record. | | - | Converted Contractor view Transaction History link to button, and now it flashes if the Contractor owes money. | | - | Fixed issue where clearing the Date Completed on a variance did not reset its status. | | - | Added Street Number as searchable field on Property table. | | - | Fixed display issue on schema update form. | | - | Fixed validation of email field in Send Email workflow action to account for field replacement (e.g. [Contractor's Email]). | | - | Fixed some issues with property merging/moving utilities. | | Reporting | | - | Fixed some report printing issues. | | - | Fixed some report editing issues. | | - | Added blank report templates for all categories to base new user reports off of. | | - | Improvements to the Permit/Certificate reports. | | - | Added Inspection History reports to Permit/Enforcement views. | | - | Added Population/Filter field to all reports. | | - | Added option to print Invoices in Fee Detail or Invoice Summary mode. | | - | Fixes to Invoice by Name report. | | - | Created Permit Invoice report. |
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| 07/21/2010 | | General | | - | Small fix to Take Payment form to disallow source < spread when manually spreading. | | - | SetFields utility implemented. | | - | A couple fixes to the Inspection scheduling view. | | - | Updated hardware requirements. | | - | Initial cash accounting implemented. | | - | Added matching fund validation to GL Setup. |
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| 07/20/2010 | | General | | - | Fixed the mixup for the Owner/Parcel search links. |
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| 07/19/2010 | | General | | - | Fixed bug that prevented occasional record inserts. |
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| 07/19/2010 | | General | | - | Added Inspection/Violation tables to Enforcement reports. | | - | Fixed Edit Invoice screen bug (changing quantity on invoice items). | | - | Fixes Appointment Scheduling conflict bug. | | - | Major improvements to Workflow’s FilterEvent action. | | - | Fixed the issue where results would not display if there were multiple matching cities with the same zip code. | | - | Some fixes to small issues in financial areas. |
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| 07/14/2010 | | General | | - | Added Apply Fees to Certificates utility. | | - | Improved tree to follow selected node and bold selected node. | | - | Fixed order of street drop down. | | - | Spelled out Search and Index on toolbar buttons on TableViews. | | - | Added Parent Record Sub-type field to Filter Event workflow action for Inspection Completed event. | | - | Added "K." prefix to Audit TableView to be consistent with other TableViews. | | - | Added QuickSearch hotkeys: F6, F7, and F8 | | - | Fixed bug where selected property would occassionally revert to previously selected property. |
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| 01/29/2010 | | General | | - | Improved layout of Stop Work Order view. | | - | Fixed a couple workflow bugs. |
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