Update Information

IN GENERAL: None.

ACCOUNTING: Added - The ability to selectively omit projects from being included in a Multi-Property Report check run in the Check Printing Process feature .. Upgraded - The Security Deposit Report feature to .NET 4.0 programming .. Upgraded - The Security Deposit Historical Entry feature to .NET 4.0 programming .. Upgraded - The Security Deposit Interest Refunds feature to .NET 4.0 programming.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - More detailed Race & Ethnicity Code selections for the Asian, Native Hawaiian and Hispanic catagories that will be part of new TRACS 203A MAT file submissions in 2017.

RD SPECIFIC CHANGES: Revised - The RD 3560-7 MFH Project Budget / UA feature to increase the maximum number of proposed rent rate schedule lines that can be entered from 15 to 25.

LIHTC SPECIFIC CHANGES: None.

IN GENERAL: Added - A direct link to the FHA Software Web Site in the Help pull down menu.

ACCOUNTING: Added - A Specific Vendor Only option to the Aged Payables Report feature that will allow a report to be generated for one vendor account only .. Added - A new By Due Date selection criteria option to the Check Printing Process feature that would limit payables included in a check run based on Due Date instead of the defaulted Invoice Date .. Added - A new Specific Vendor Only selection criteria option to the Check Printing Process feature that would limit payables included in a check run to a specific Vendor Account only .. Modified - The Select Specific Payables option in the Check Printing Process feature with the ability to make a Partial Payment towards any existing A/P entry amount .. Added - A new Tenant Payment Entry Search option to the A/R Tenant Payment Entry feature that provides the ability to search for matching text in Check No. ( Description ) fields of existing A/R Tenant Payment Entries and list matching payment entries on the screen.

HUD SPECIFIC CHANGES: Revised - The HUD-50059 Tenant Certification form to not display the SSN Benefits Claim No. in Section D. Income Information when it's the same as the household member's own SSN .. Fixed - The Gross Rent / UA Change feature that was not including BMIR and Section 236 Subsidy Types .. Added - A new HUD Income Limit Summary option to the Project Filename Summary feature in Project Data.

RD SPECIFIC CHANGES: Added - A new RD Income Limit Summary option to the Project Filename Summary feature in Project Data.

LIHTC SPECIFIC CHANGES: Updated - The Indiana Tenant Income Certification form [ IN-Sec42 TIC ] to the current 02/01/2015 revision .. Updated - The Missouri Tenant Income Certification form [ MO-Sec42 TIC ] to the current 08/30/2016 revision .. Updated - The Illinois Tenant Income Certification form [ IL-Sec42 TIC ] to the current 06/10/2016 revision .. Added - A new California Department of Housing & Community Development ( HCD ) Tenant Income Certification form [ CA-Sec42 HCD ] to the print options list of available LIHTC Certification selections .. Updated - The New York City HDC Tenant Income Certification form [ NYC-Sec42 TIC ] to the current 02//2015 revision .. Added - A new LIHTC Income Limit Summary option to the Project Filename Summary feature in Project Data .. Added - A new North Carolina Tenant Income Certification form [ NC-Sec42 TIC ] to the print options list of available LIHTC Certification selections.

IN GENERAL: None.

ACCOUNTING: Revised - The Security Deposit Interest Refund feature with the option to omit having an A/J entry created that records the transfer of interest funds from SD Savings to Operating Checking for projects that have a SD Savings Account.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - A new Sample HUD NonSec8 Inc Status Summary option to the Certification Data Summary feature that provides Current Income Status for other Non-Section 8 HUD Subsidy Types.

RD SPECIFIC CHANGES: Revised - The RD 3560-7 MFH Project Budget / Utility Allowance feature to fix issues with reporting YTD amounts for Fiscal Year periods.

LIHTC SPECIFIC CHANGES: Revised - The Ohio Tenant Income Certification form [ OH-Sec42 TIC ] to accurately split Pension and Child Support income amounts out to their specific columns.

IN GENERAL: Added - The ability to insert Previous Certification Effective Date in a form generated from the Tenant Certification Data - PRINT options feature .. Added - Total Number and Percentage of Dependents to the bottom section of the Race / Ethnicity Report.

ACCOUNTING: Revised - The G/L Posting Utility feature to more accurately post monthly recurring A/R and retroactive tenant changes in the month they were actually processed instead of adversely affecting prior month financial statement amounts that now will be locked in time.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Fixed - The issue with not being able to fully remove the Rent Override option from a HUD-50059 that previously existed .. Fixed - The minor issues occuring when submitting a MAT10 - HUD-50059 for a tenant with 811 PRA Demo subsidy .. Revised - The Move-Out/Unit Available/Move-In - # Days columns on the Section 8 Special Claims Summary and added a description of what each # Days column means at the end of the report.

RD SPECIFIC CHANGES: Revised - The RD 3560-7 MFH Project Budget / Utility Allowance feature to fix issues with Beginning Cash & Reserve Balance amounts when reporting Fiscal ( non-Calendar ) Year periods.

LIHTC SPECIFIC CHANGES: Revised - The LIHTC Data Transfer Standard XML 3.1 feature to create filenames in all lower case to accomodate State HFA's ( ex: WCMS ) that don't recognize an all cap .XML extension as actually being an XML file type.

IN GENERAL: Added - The ability to Copy User Login Account settings from one existing User Account to another in the Password Protection feature .. Fixed - The pull down list of Project Filenames being displayed to User Accounts with limited Project Filename access.

ACCOUNTING: Added - Payee - Account Number and Owner - Property ID as fields that can be automatically inserted on IRS 1099 MISC forms .. Fixed - The issue with displaying the Detailed Report in the A/P Check Listing Report feature .. Revised - The Tenant Ledger Report - Setup window in the A/R Tenant Payment Entry feature to leave the Grouped By Charge Code box unchecked by default .. Fixed - The Date read issue that was occurring occasionally when including Past Tenants.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release.

RD SPECIFIC CHANGES: None.

LIHTC SPECIFIC CHANGES: Fixed - The database read issue that occassionally occurs in the LIHTC Data Transfer Standard XML 2.0 feature.
 

IN GENERAL: None.

ACCOUNTING: Revised - The A/R Tenant Payment Entry - Tenant Selection feature with the ability to manually add a Future Tenant account which can be used to record Tenant Charge, Adjustment and Payment entries made before they have been officially moved into the project by activating their Move-In/Initial Tenant Certification .. Added - A Sort By option to the Tenant Selection window of all Tenant Report features that allows the list to be sorted by Unit #, Tenant ID or Last Name.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release.

RD SPECIFIC CHANGES: None.

LIHTC SPECIFIC CHANGES: Updated - The HUD Income Limit DataSet with the new HOME Income Limit Schedule that is effective 06/06/2016 .. Updated - The Missouri Tenant Income Certification form [ MO-Sec42 TIC ] to the current 04/22/2016 revision .. Updated - The Oklahoma Tenant Income Certification form [ OK-Sec42 TIC ] selection to print the Spectrum TIC form version that is now used in OK .. Added - LIHTC Certification selections for the State of AR, CT, HI, MD, MA, WV that will print the Spectrum TIC form version used by those States.

IN GENERAL: Added - An Email Address field to the Waiting List - Applicant entry window .. Added - A new Sample Source Summary to the Waiting List Data Summary feature that will list how the applicant was directed to the project, using custom SOURCE text stored in the COMMENTS section of each applicant's account entry.

ACCOUNTING: Upgraded - The Rent Statements feature to .NET 4.0 programming .. Upgraded - The Tenant Ledger Report feature to .NET 4.0 programming .. Added - A Group by Charge Code checkbox option to the Tenant Ledger Report option that is available in the A/R Tenant Payment Entry feature .. Added - A new Sample Late Fee Summary to the Rent Statements feature that will list only tenants with LATEFEE activity for any reporting month defined.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Revised - The existing iMAX Communications feature to use HUD's new URL address for TRACS MAT file submissions .. Updated - The HUD-92006 Supplement to Application for Federally Assisted Housing form with the new 02/28/2019 Expiration Date.

RD SPECIFIC CHANGES: None.

LIHTC SPECIFIC CHANGES: Revised - The Section 42 Transfer window when transfering 100% LIHTC units with the ability to re establish Tenant Paid Rent, Other Non-Operational Charges, and Rental Assistance amounts for the unit being transferred to .. Added - A new Sample LIHTC Rent Roll Summary to the Unit Data Summary feature .. Added - A new LIHTC AMT field in the Income/Expense Entry window of the Tenant Certification Data feature that only displays for layered RD/HUD projects with Tax Credits ( LIHTC ) which allows LIHTC annual income calculations to be different than the calculations used for RD & HUD Tenant Certifications from the same income source .. Revised - The IHDA TST-2A Tax Credit Analysis form to include Vacant units .. Updated - The existing Kansas LIHTC Compliance Rent Roll report to the current legal paper size version.

IN GENERAL: Fixed - The issue in the Generate Recertification Notices feature which would prevent entries from being entered in the Recertification Notice Status window when printing Annual Recertification Letters .. Added - The ability to add Unit Address, City, ST Zip to custom reports printed from the Tenant Certification - PRINT Options feature.

ACCOUNTING: Revised - The Rent Roll Report feature to speed up program operation .. Revised - The Aged Receivables Report feature to speed up program operation .. Revised - The Check Disbursement Summary report by adding a new Debit COA # column .. Added - A new Overpaid Balances Only report to the Rent Statements feature that will list only tenants that have an overpaid ( credit ) balance.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Revised - The View HAP Adjustments feature to include missing Change Codes that were not available when adding HAP Adjustment Calculations manually (such as GR*, UT*, etc.) .. Revised - The Generate a HAP Voucher feature, making the "Auto Create a Tenant MAT File for the Report Date selected" box checked by default .. Revised - The HUD Income Limit DataSet file, used to select HUD Income Limit Schedules from for projects that process HUD-50059 Tenant Certifications, with new FY2016 HUD Income Limit Schedules that are effective 03/28/2016.

RD SPECIFIC CHANGES: Updated -All Ohio related RD Lease forms to new January 2016 form revisions.

LIHTC SPECIFIC CHANGES: Revised - The Tax Credit Analysis feature to accommodate valid February 29th TC Effective Dates and Next Scheduled Effective Dates in non-leap year reports .. Revised - The HUD Income Limit DataSet file, used to select LIHTC Income Limit Schedules from, with new FY2016 MTSP Income Limit Schedules that are effective 03/28/2016.

IN GENERAL: Added - A new Tenant/Applicant Screening menu option called VERISCREEN Comprehensive Background Checks that gives FHA Software users a third, fully integrated option for acquiring and complying with background screening compliance .. Added - A Move-Out Code column and new section to the bottom of the Vacancy Listing report which provides reasons for each individual vacancy .. Added - A Move-Out Code column and Move-Out Code Column Definitions section to the Vacancy Listing report.

ACCOUNTING: Revised - The built-in PayLease - Payment Transactions import feature to accomodate the new .CSV file layout being sent to clients from PayLease that is automatically imported as A/R entries into FHA Software.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - Unit Type (Small, Medium, Large) to the HUD Tenant Rent / Analysis report .. Added - A new section at the bottom of the HUD Tenant / Rent Analysis report which provides a summary of the Total No. of Units by Size for each applicable HAP Contract No. the project has .. Added - A new Sample HUD Unit Size Count by HAP # summary to the Unit Data Summary feature which will list units by HUD HAP Contract # and provide a unit size count summary by HAP Contract #.

RD SPECIFIC CHANGES: Added - Unit Type (Small, Medium, Large) to the RD Tenant Rent / Analysis report.

LIHTC SPECIFIC CHANGES: Revised - The current Kansas Tenant Income Certification form #2 ( KS-SEC42 TIC ] and Kansas Annual Household Certification Update form #18[ KS-SEC42 AHCU ] so that all Annual Recertification Effective Dates ( DAY ) is always the same day as the Move-In Date ( DAY ) for LIHTC projects with RD/HUD Subsidy .. Revised - The current Iowa Tenant Income Certification form ( IA-SEC42 TIC ] so that all Annual Recertification Effective Dates ( DAY ) is always the same day as the Move-In Date ( DAY ) for LIHTC projects with RD/HUD Subsidy .. Added - A Fair Market Rent Limit for this unit amount notation to the Iowa Tenant Income Certification - Part VI - RENT form section, as approved by IFA.

IN GENERAL: None.
 
ACCOUNTING: Upgraded - The Payment Alerts feature to .NET 4.0 programming .. Upgraded - The Bank Accounts feature to .NET 4.0 programming .. Upgraded - The Tenant Charge Codes feature to .NET 4.0 programming .. Upgraded - The Chart of Accounts feature to .NET 4.0 programming .. Fixed .. The newly upgraded Rent Roll Report feature from including past tenants with no charge, adjustment and payment activity when the Include Past Tenants option is selected.
 
HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Enabled - The use of the new Section 811 PRA Demo subsidy type throughout the entire program .. Fixed - Recent inaccurate balance reporting issues with Rent Roll Report feature.
 
RD SPECIFIC CHANGES: None.
 
LIHTC SPECIFIC CHANGES: Fixed - Recent issues with the new LIHTC Data Transfer Standard XML 3.1 feature .. Revised - The Tax Credits section of Project Data to reposition the ADD BUILDING ID button that was inadvertently hidden when adding the HUD Income Limit Setup feature in the last update release .. Updated - The New Hampshire Tenant Income Certification form [ NH-Sec42 TIC ] to the current 01/01/2016 revision.

IN GENERAL:  None.
 
ACCOUNTING: Added - The 2015 Vermont Landlord's Certificate form to the Certification of Rent Paid (CRP) feature .. Added - The 2015 Minnesota Certification of Rent Paid form to the Certification of Rent Paid (CRP) feature and added the ability to split and print a separate form for all adult members .. Added - The 2015 Wisconsin Rent Certificate form to the Certification of Rent Paid (CRP) feature .. Added - The 2015 Missouri Certificate of Rent Paid form to the Certification of Rent Paid (CRP) feature.
 
HUD SPECIFIC CHANGES:   Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Revised - Entry of the 11 character HUD Section 8 Contract Number to allow the seventh character to change from being numeric to an alpha-numeric character to allow new HUD Contract Numbering being issued to be recorded .. Revised - The Gross Rent / UA Changes feature to more accurately recalculate TTP and HAP amounts that are subject to Non-Citizen Rule Proration Calculations.
 
RD SPECIFIC CHANGES: None.

IN GENERAL:  None.
 
ACCOUNTING: Upgraded - The Vendor Accounts feature to .NET 4.0 programming .. Added - A Tenant Charge Codes Total section at the end of the Tenant Ledger Report ( that has the Grouped By Charge Codes option selected ) which is similar to what already exists at the end of a Rent Roll Detail Report .. Added - A Total # of Checks notation at the bottom of the Check Listing Summary report.
 
HUD SPECIFIC CHANGES:   Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - A new HUD IL DataSet button option to the HUD Income Limits feature in Project Data that provides the ability to pull HUD Income Limit amounts directly from HUD's official Income Limit DataSet file ( by County or HUD Metro FMR Area ), when adding new HUD Income Limit schedules each Fiscal Year.
 
RD SPECIFIC CHANGES: Revised - The automated RD Income Limit Schedule calculation feature to correct rounding issues that were occurring with Very Low Income amounts.
 
LIHTC SPECIFIC CHANGES: Revised - The current Indiana Tenant Income Certification form ( IN-SEC42 TIC ] and Indiana 100% Recertification Waiver TR form [ IN-SEC42 100% ] so that all Annual Recertification Effective Dates ( DAY ) is always the same day as the Move-In Date ( DAY ) for LIHTC projects with RD/HUD Subsidy .. Added - A new HUD IL DataSet button option to the Tax Credit Income Limits feature in Project Data that provides the ability to pull Tax Credit Income Limit amounts directly from HUD's official Tax Credit Subsidy Income Limit HOME or MTSP DataSet file ( by County or HUD Metro FMR Area ), when adding new Tax Credit Income Limit schedules each Fiscal Year.

IN GENERAL: Added - A new Address #2 entry line to the Address Book feature that can also be edited during the Tenant Certification entry process and automatically inserted in all Recertification & Verification related forms .. Added - A new Allow Completed TC's to be Revised checkbox option to the Password Protection feature that would control if a user is allowed to Revise an existing Tenant Certification that has already been sent to MINC or TRACS.

ACCOUNTING: Upgraded - The Rent Roll Report feature to .NET 4.0 programming .. Added - A Tenant Charge Code Selection section to the Rent Roll Report - Setup window ( similar to existing Rent Statement, Tenant Ledger Report, Delinquent Rent Report, etc. Setup windows ) that allows the report to limit activity being reported to selected charge codes only .. Added - A Tenant Charge Code Selection section to the Aged Receivables Report - Setup window ( similar to existing Rent Statement, Tenant Ledger Report, Delinquent Rent Report, etc. Setup windows ) that allows the report to limit activity being reported to selected charge codes only .. Added - A new Import .. PayLease - Payment Transactions feature to the A/R Tenant Payment Entry window that will upload Property, Bank Account, & Resident information to and import Tenant Payment Transactions from an online rent payment system called "PayLease LLC" .. Added - A new Export .. Positive Pay Banking feature to the A/P Check Disbursement Entry window that automatically creates a .CSV export file containing printed check activity that can be uploaded to your Bank Institution's web portal ( starting with Wells Fargo ) for Positive Pay Banking program participation compliance.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - The current Special Claims Processing Guide document to the HUD .. TRACS/MAT File Submissions .. TRACS 202D Info & Error Message Reference selection menu.

RD SPECIFIC CHANGES: Revised - The MINC/XML - Tenant Transactions feature to speed up the time it takes to read in and list existing XML files.

LIHTC SPECIFIC CHANGES: Updated - The Iowa Tenant Income Certification form [ IA-Sec42 TIC ] to the current 08/31/2015 revision.

IN GENERAL: None.

ACCOUNTING: Added - A new Sample Late Notice form selection [ SAMPLE_LATE_NOTICE_LEDGER_LN.RPT ] to the Delinquent Report feature that inserts a six month Tenant Ledger Detail in the notice in place of the lump sum charge code total summary that the Standard Late Notice form provides.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release.

RD SPECIFIC CHANGES: Revised - The RD 3560-7 MFH Project Budget / UA feature to accommodate print drivers having issues with generating XML file types.

LIHTC SPECIFIC CHANGES: Upgraded - The Certification On Line (COL) XML file creation feature to .NET 4.0 programming .. Added - A new Combine XML files option to the Certification On Line (COL) XML file creation feature.

IN GENERAL: Added - Five additional Parts Used entry lines ( now totaling at 10 ) to the Edit Cost window of the Work Order feature .. Added - a new List of Veteran Members ( SAMPLE_VETERAN_LIST_CS.RPT ) report to the list of available Certification Data Summary forms that will only list members that have been labeled a US Military Veteran in their Tenant Certification.

ACCOUNTING: Added - A Separate Reports for each individual COA # Selected checkbox option to the General Ledger Report feature that will add a page break between each individual Chart of Account ( COA ) Number selected so that each COA # is reported on a separate report .. Added - A Separate Reports for each COA # Selected checkbox option to the Check Register Report feature that will add a page break between each individual Chart of Account ( COA ) Number selected so that each COA # is reported on a separate report .. Upgraded - The G/L Posting Utility feature to .NET 4.0 programming.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - The ability to generate a HUD-92410 Statement of Profit and Loss form and HUD-92547-A Budget Worksheet ( Income and Expense Projections ) form to the existing HUD Statement of P&L feature .. Upgraded - The iMAX Communications feature to .NET 4.0 programming.

RD SPECIFIC CHANGES: Fixed - An amount display issue in RD 3560-7 MFH Project Budget / UA - Part II Lines 3 & 4 when Current Budget column amounts are automatically copied to the Proposed Budget column.

LIHTC SPECIFIC CHANGES: None.

IN GENERAL: Added - Column Total & Percentage amounts to the bottom of the existing Sample Waiting List Race Summary .. Added - A new Pre-View the Report Request File button to the Tenant / Applicant Information section of the TRAK-1 Background Screening feature that can be used to validate information being sent before the Report Request is actually sent .. Upgraded - The Auto-Update Process feature to .NET 4.0 programming .. Added - A Total Units number notation at the bottom of all User-Defined Summaries generations .. Added - An F1 function key option to the Unit Data - Preview window that provides a quick way to select a desired Unit Number instead of returning to the Find window .. Added - An F1 function key option to the Tenant Certification Data - Preview window that provides a quick way to select a desired Unit Number instead of returning to the Find window.

ACCOUNTING: Upgraded - The Accounting Defaults feature to .NET 4.0 programming .. Upgraded - The Aged Receivables Report feature to .NET 4.0 programming .. Upgraded - The Custom Layout Designer feature to .NET 4.0 programming .. Upgraded - The Bank Balance Summary feature to .NET 4.0 programming .. Upgraded - The Close Batch Process feature to .NET 4.0 programming .. Upgraded - The Close Month Process feature to .NET 4.0 programming .. Upgraded - The Purge A/R, A/J, A/P Entry features to .NET 4.0 programming .. Upgraded - The Quickbooks - Payroll Transaction Detail Import feature to .NET 4.0 programming .. Fixed - An issue with phantum COA #'s appearing when running Trailing Trend Operating Statements in Multi-Property Report mode.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - A new Sample Utility Information Release [ SAMPLE_UTILITY_RELEASE_UD.RPT ] form to the Unit Data - Custom Report Generation feature list of available forms .. Added - A new Self-Certification - Cash on Hand [ V_CASH_ON_HAND_H_RN.RPT ] form to the list of available verification forms .. Upgraded - The Review Miscellaneous Accounting feature to .NET 4.0 programming .. Upgraded - The Review Repayment Agreements feature to .NET 4.0 programming .. Fixed - A Voucher MAT File creation issue that was not reporting Vacancy Claim amounts in a rounded to whole dollar format.

RD SPECIFIC CHANGES: Updated - The existing RD 3560-12 Request for Authorization to Withdraw Reserve Funds feature by adding a new Current Operating Balance as of ( Date & Amount ) line to the setup window and printed form that USDA/RD Servicing Offices now require be reported on this form .. Added - A new Self-Certification - Cash on Hand [ V_CASH_ON_HAND_R_RN.RPT ] form to the list of available verification forms .. Upgraded - The RD/MINC Tenant Transactions feature to .NET 4.0 programming .. Upgraded - The RD-3560-12 Reserve Authorization Request feature to .NET 4.0 programming.

LIHTC SPECIFIC CHANGES: Updated - The California Tenant Income Certification form [ CA-Sec42 TIC ] to the current 01/2015 revision which now shows cents for all Income & Asset amounts and the new .06% PB Savings Rate change.

IN GENERAL: Added - A new Only list Expired Certifications as of the Report Date above checkbox option to the Certification Expiration Report - Setup window that will limit the report to only listing tenant's with expired certifications .. Added - A new Continuous checkbox option to the Certification Expiration Report - Setup window that will consolidate individual Multi-Property Reports into one continuous report .. Added - A new Tenant/Applicant Screening menu option called TRAK-1 Background Screening that gives FHA Software users a second, fully integrated option for acquiring and complying with background screening compliance .. Added - A new Gross Rent Potential Report feature to the REPORTS menu that provides an accurate unit-by-unit GRP report for any 12 month period defined.

ACCOUNTING: Added - Bank ID and Account Number to the heading section of the printed Bank Deposit Slip.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - A new USDA Generated SSN field to the HUD SSN Exception Code window that stores the temporary "A" SSN assigned by USDA/RD for each applicable household member missing a valid SSN that is used when submitting a HUD-50059 Tenant Certification to MINC.

RD SPECIFIC CHANGES: Added - A new Consolidated Payment Summary checkbox option to the RD 3560-29 Notice of Payment Due .. Generate a Project Worksheet - SETUP window that will generate a continuous project-by-project list of Payment Summary information that can be used by large management companies to validate MINC Pre-Release Project Worksheet accuracy.

LIHTC SPECIFIC CHANGES: Updated - The existing IHDA TST-2A Tenant Profile Compliance Report [ IL-IHDA TST-2A ] to the current 04/20/2015 form Revision that is generated in the LIHTC .. Tax Credit Analysis feature .. Added - The current IHDA TSHCN-2A Unit Status Report for High Income Units [ IL-IHDA TSHCN-2A High ] and Low Income Units [ IL-IHDA TSHCN-2A Low ] forms to the LIHTC .. Tax Credit Analysis feature.

IN GENERAL: Added - Tenant Specific Comments as an available data insert field for all Recertification Notice generations which can be used to pull user defined information into Recertification Notice processing .. Added - A new Verification of Deposit [ V_ASSET_WELLS_FARGO_RN.RPT ] Recertification Notice form that is required to acquire third party verification of tenant Wells Fargo bank accounts.

ACCOUNTING: Added - A new Saved COA #'s Only checkbox option to the General Ledger Report - Setup window that provides the ability to save frequently used multiple Chart of Account Number selections to a unique filename that can be selected for all future G/L report generations without having to manually reselect the same COA #'s each time .. Added - A new Saved COA #'s Only checkbox option to the Check Register Report - Setup window that provides the ability to save frequently used multiple Chart of Account Number selections to a unique filename that can be selected for all future Check Register Report generations without having to manually reselect the same COA #'s each time.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - Two new Section 8 sub-type designations ( RAD & SPRAC ) to the Type of Section 8 selection list in the HAP Contract Information window of Project Data that will allow RAD & SPRAC project notations to be reported in Part I - Item #4 Type of Subsidy on the printed HUD-52670 Voucher cover page .. Fixed - A rounding issue that occurred when calculating the TRACS 202D Non-Citizen Rule Section 8 HAP amount.

RD SPECIFIC CHANGES: Added - The MS USDA/RD Dwelling Lease form [ RD_MS_LEASE_CD.RPT ] Revision 01/01/2015 .. Updated - The CO USDA/RD Rental Housing Lease Agreement & Addendum forms [ RD_CO_LEASE_CD.RPT & RD_CO_LEASE_ADDM_CD.RPT ] to the 10/30/2014 Revision .. Fixed - The issue when Elderly Member Household Status was incorrectly being applied to a Live-In Attendant.

LIHTC SPECIFIC CHANGES: Updated - The Illinois Tenant Income Certification form [ IL-Sec42 TIC ] to the current 03/19/2015 revision which now shows cents for all Income & Asset amounts and the new .06% PB Savings Rate change .. Revised - The WNC MITC - Tax Credit Analysis Report to show the actual MSA% instead of OTH% in the Unit Set-Aside column for all tenants that have MSA % set as Other.

IN GENERAL: Revised - The Edit Cost window in the Work Order feature by adding four additional Labor Description lines.

ACCOUNTING: Revised - All Actual & Budget Comparison Reports ( Balance Sheet, Operating Statements, etc. ) to recognize an increase from or decrease to a zero amount as a 100% Difference .. Revised - The Rent Roll Detail report to include a * No Activity * notation for all vacant units as it already does on the Rent Roll Summary report .. Revised - The Tenant Ledger Report to include the Charge Month & Year in the Description field for all recurring tenant charge entries.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Revised - The Household Member Information section to allow a SSN Exception Code to be selected and maintained when a blank, all 9's or T-ID has been recorded for the member's Social Security Number.

RD SPECIFIC CHANGES: Added - A new Allow Changes to Worksheet Date option to the RD Menu of the Password Protection feature that controls whether a User can or cannot change the RD Project Worksheet Date from the default date established for each tenant change by the program .. Revised - The RD COA Associations feature by expanding the total number of Accrual to Cash Adjustment account numbers allowed to 15 and Authorized Debt Payment ( Non-RHS ) to 10.

LIHTC SPECIFIC CHANGES: Updated - The Alabama Tenant Income Certification form [ AL-Sec42 TIC ] to the current revision that includes the .06% PB Savings Rate change.

IN GENERAL: Added - The option to exclude internal *.OLD & *.BAK backup files ( automatically created when installing an update or running the Reindex & Optimize feature ) from being included in a project database backup when the backup file becomes too big to email or fit on a USB Memory Stick .. Added - The option to exclude saved RD 3560-7 Budget ( *.BGT ), RD 3560-10 Balance Sheet ( *.BAL ), RD Project Worksheet History ( *.WKS ), and HUD HAP Voucher History ( *.VCH ) files from being included in a project database backup when the backup file becomes too big to email or fit on a USB Memory Stick .. Added - A new Sample Income & Asset Report [ SAMPLE_INCOME_ASSET_REPORT_CS.RPT ] to the Certification Data Summary feature that shows the Bank Passbook Saving Rate % used in the Tenant Certification being reported .. Added - A new Comment section to the Project Data feature that can be used to record project-based information for placement in custom reports and summaries.

ACCOUNTING: Revised - The Address Book edit & retrieval windows, making them wider to include a Phone Number column .. Added - A new Round Down to Nearest Dollar checkbox to the Delinquent Rent - Late Fee section which will round the calculated late fee amount down to the nearest whole dollor when selected .. Added - New Current vs Prior Month and Current vs Prior Year report types to the Balance Sheet - Setup window .. Added - New MTD & YTD Actuals w/Prior Year Comparisons report types to the Operating Statement - Setup window.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Revised - The HUD-50059 Tenant Certification form to automatically include a TRACS 202D Non-Citizen Rule Proration Calculations page when Tenant Rent & HAP is prorated due to Non-Citizen Rule.

RD SPECIFIC CHANGES: Fixed - The issue where a Modify TI is allowed to correct an existing CoTenant-To-Tenant action.

LIHTC SPECIFIC CHANGES: Revised - The Georgia Income Certification [ GA-S42 TIC ] to automatically insert the Adjusted Annual Income amount on page #2 Part III when HOME is the applicable program type and it's a Recertification, not Initial .. Revised - The WNC Monthly Initial Tenant Certification Report to the 2006 form revision and added the ability to use information recorded in the new Project Data - Comment section to be automatically inserted on this printed form.

IN GENERAL: None.

ACCOUNTING: Revised - The IRS 1099 Form Processing feature by adding a Consolidated checkbox option to allow Vendor Account payment activity for multiple projects to be consolidated onto one 1099-Misc form with Owner or Management Agent information as the common Payer .. Added - A Sort By option to the Aged Payables Report - Setup window .. Fixed - The issue with printing 1st Month Prorated Utility Refund Checks that did not include the Utility Company name as the Payee on the printed check.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - The current VHDA Lease Agreement [ VHDA_LEASE_AGREEMENT_CD.RPT ] form to the HUD-50059 Tenant Certification - PRINT options window .. Revised - The HUD-52671-C Special Claims for Regular Vacancy form with the actual form image ( not facsmile ) and added page #2 Public Burden Statement that didn't previously exist.

RD SPECIFIC CHANGES: None.

LIHTC SPECIFIC CHANGES: Updated - The Iowa Tenant Income Certification form [ IA-Sec42 TIC ] to the 11/26/2014 Revision .. Updated - The Texas Tenant Income Certification form [ TX-Sec42 TIC ] to the 01/26/2015 Revision .. Updated - The Mississippi Tenant Income Certification form [ MS-Sec42 TIC ] to the 02/2015 Revision .. Added - The new LIHTC Data Transfer Standard XML 3.1 file creation feature to the LIHTC menu .. Added - The new LIHTC XML 3.1 File Conversion Utility feature to the LIHTC menu.

IN GENERAL: Added - The ability to sort Occupancy Reports by Unit Number or by Move In/Out Date .. Revised - The Waiting List Data Summary feature to insure that Existing Tenant Transfers are treated as the number one preference in the Standard RD/HUD Housing Compliant Sort.

ACCOUNTING: Added - Prev/Next buttons to the Recurring Tenant Charges feature that helps simplify the Tenant Selection process, once the first tenant is selected .. Added - The Vermont 2014 Landlord's Certificate form to the Certificate of Rent Paid (CRP) form feature .. Added - The Print to PDF Files bullet option to the Accounting Defaults feature .. Added - The Print to PDF Files bullet option to the A/J Adjustments Jounal Entry feature .. A/P Check Disbursement Entry - Print options .. General Ledger Report feature .. Vendor Ledger Reports feature .. Rent Roll Reports feature .. Tenant Ledger Report feature .. Delinquent Rent Reports feature .. Security Deposit Report feature .. Security Deposit Interest Refund feature .. Added - A new Allow A/R Access to Past Tenants checkbox to the Password Protection - Accounting tab that will restrict designated users from adding, editing or removing A/R entries for Past Tenants .. Fixed - The Vacancy Listing issue where a report was not being printed for projects with zero vacancy.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Revised - The Generate a HAP Request Voucher feature to correct an issue with the Miscellaneous Accounting Request total, being reported in the Voucher MAT file, not including amounts from the new TRACS 202D catagories .. Added - A new Auto create a Tenant Change MAT file for the Report Date selected checkbox to the Generate a HAP Request Voucher - Setup window that will automatically create a Tenant Change MAT file that includes all new tenant change activity for the Voucher month/year selected, when the entire HUD-52670 HAP Request Voucher is printed .. Added - The Print to PDF Files bullet option to the Review Payment Agreements feature .. Added - A new Verification of Assets on Deposit form [ V_ASST_SUMMARY_H_RN.RPT ] that will automatically list all asset entries for the same Asset Source ( Bank Name, etc. ) belonging to each individual household member that can be used instead of printing an Asset Verification form for each individual asset entry .. Added - The ability to Create a new Repayment Agreement Entry for Non-Existing Tenants and Owner/Agent Agreement types to the Review Repayment Agreements - File menu option .. Revised - The Review Miscellaneous Accounting feature with the ability to select which HAP Contract Number an entry applies to for projects with multiple HAP Contracts .. Added - The Print to PDF Files bullet option to the Review Repayment Agreement feature .. Review Repayment Agreement feature .. Review Miscellaneous Accounting feature .. Review HAP Voucher History feature .. HUD-27061 Race/Ethnicity Report feature .. HUD Tenant/Rent Analysis feature .. HUD Income Targeting Report feature .. HUD Statement of P&L feature .. HUD Management Fee Calculation feature.

RD SPECIFIC CHANGES: Added - A new Verification of Assets on Deposit form [ V_ASST_SUMMARY_R_RN.RPT ] that will automatically list all asset entries for the same Asset Source ( Bank Name, etc. ) belonging to each individual household member that can be used instead of printing an Asset Verification form for each individual asset entry .. Added - The Print to PDF Files bullet option to the Review Project Worksheet History feature .. Generate a Project Worksheet feature .. RD Tenant/Rent Analysis feature .. RD R/A Assignment Report feature .. RD 3560-10 Balance Sheet feature .. RD 3560-12 Reserve Authorization Request feature .. RD Management Fee Calculation feature.

LIHTC SPECIFIC CHANGES: Added - A new Verification of Assets on Deposit form [ V_ASST_SUMMARY_T_RN.RPT ] that will automatically list all asset entries for the same Asset Source ( Bank Name, etc. ) belonging to each individual household member that can be used instead of printing an Asset Verification form for each individual asset entry .. Revised - LIHTC Data Transfer Standard XML 2.0 file creation to accomodate recent changes that allow household members to decline reporting their Sex and an issue with reporting the S8V Subsidy Type, when applicable .. Updated - The Missouri Exhibit B - Tenant Income Certification form [ MO-Sec42 TIC ] to the 01/29/2015 Revision.

IN GENERAL: Added the Print to PDF Files bullet option to the Occupancy Reports feature .. Added - The Print to PDF Files bullet option to the Unit Data Summary feature .. Added - The Print to PDF Files bullet option to the Certification Data Summary feature .. Added - The Print to PDF Files bullet option to the Project Data Summary feature .. Added - The Print to PDF Files bullet option to the User-Defined Summaries feature.

ACCOUNTING: Added - The Wisconsin 2014 Rent Certificate form to the Certificate of Rent Paid (CRP) form feature .. Added - The Minnesota 2014 Certificate of Rent Paid form to the Certificate of Rent Paid (CRP) form feature .. Added - The Missouri 2014 Certification of Rent Paid form to the Certificate of Rent Paid (CRP) form feature .. Added - The Print to PDF Files bullet option to the Operating Statements feature .. Added - The Print to PDF Files bullet option to the Aged Receivables Reports feature .. Added - The Print to PDF Files bullet option to the Check Register Reports feature .. Added - The Print to PDF Files bullet option to the Balance Sheet feature .. Added - Vacant Unit notations with no activity to the Security Deposit Summary with Accrued Interest Payable report.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - A notation to the D. Terminations section of the HUD-50059A Partial Certification form that provides the new Tenant Rent amount.

RD SPECIFIC CHANGES: Added - The Print to PDF Files bullet option to the RD 3560-7 MFH Project Budget / UA feature when running Multi-Property Reports.

LIHTC SPECIFIC CHANGES: Revised - Existing State HFA Tenant Income Certification forms that had Passbook Savings Rate of 2.000% hard coded on their master forms to automatically insert the new 0.060% rate effective 02/01/2015, when applicable.

IN GENERAL: Posted - A PBSR Update Utility program to our ftp site that will automatically add a new 02/01/2015 Passbook Savings Rate ( .06% ) entry to HUD INFO and RD INFO sections of PROJECT DATA to eliminate the manual data entry process for our large management companies. A Broadcast Email Message was sent to all FHA Software users with detailed instructions.

ACCOUNTING: Revised - Restrictions placed on characters that are allowed when entering text in A/R, A/J, and A/P DESCRIPTION fields.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Added - The ability to add multiple Repayment Agreement records for individual tenants to separate new instances of misreporting .. Revised - TRACS 202D MAT file creation issues that have come up since releasing 202D compliance ability in the previous update.

RD SPECIFIC CHANGES: None.

LIHTC SPECIFIC CHANGES: None.

Note: This FHA Software Update Release provides TRACS 202D Compliance to all HUD Project users !!!

IN GENERAL: None.

ACCOUNTING: None.

HUD SPECIFIC CHANGES: Revised - The Automatic HAP Adjustment Calculation feature to correct minor adjustment calculation accuracy issues that have come up since the last update release .. Revised - With TRACS 202D Compliance.

RD SPECIFIC CHANGES: Revised - The RD 3560-7 MFH Project Budget / UA feature with minor fixes that have come up since the last update release.

LIHTC SPECIFIC CHANGES: None.