GRM News – The Latest T1 Information and Updates Fall 2012

Thomson Reuters Tax & Accounting Aumentum, Newsletters, Resources November 12, 2012

From the Desk of Marshal Rogers

Welcome to the second edition of our newsletter for the T1 product in Nebraska.  The previous eleven months have brought many changes for the staff here in Lincoln, NE but they have responded well and we continue to move forward.  As many of you know the TerraScan name was phased out in favor of our new global identity with the Thomson Reuters brand and we also completed our office move.  Our new location is on the corner of 70th and O St in Lincoln and we definitely feel at home now.  Please feel free to stop by our offices for a visit anytime you are in the Lincoln area.

In addition to all the changes going on with our name and physical location we have been working to increase our level of communication with our customers.  Many of you have already signed up for our Connexion’s website and receive updates from us via this site so you can attest to its ease of use.  In addition to the website we will also be transitioning our staff to new Customer Relationship Management (CRM) software that will allow for better issue tracking and more transparency in the process.  Please watch your inboxes for our official announcement in the next few months.

If you have any questions about what is going on with the T1 or T2 products and our support staff here in Lincoln please don’t hesitate to reach out to me.  I am always interested in getting feedback about our service levels and suggestions for improvements.

Thank you for your business,

Marshal Rogers

Operations Manager, Tax & Accounting, Government

1.800.279.5770  (Office)

1.402.416.0590 (Cell)

Marshal.Rogers@ThomsonReuters.com

 

T1 Windows 7 Issues

Several counties have installed new computer workstations with Window 7 and are having issues getting their connection to the server set to 256 or Low 8 bit colors since it’s not an available option.  If your color settings are not set to 256 or Low 8 bit, sketch images will not save properly.  Here are the steps needed to easily fix this issue.

Start on your local computer.

Save the RDP connection to the sever somewhere.  Your desktop, a folder, doesn’t matter as long as you can easily access it.

Open the .RDP file in Notepad by dragging the file into an open Notepad document, or right-click and select Open With, Notepad.

The line “session bpp:i:15” (typically the forth line) controls the color settings for the connection.  Edit this line to read “session bpp:i:8” and save the file. Make sure that Notepad does not add a .TXT extension to the file when it saves.

This will not show the 256 color option in the Display tab, but when used to connect it will use the 256 color settings and allow sketches to save properly.

NE T1 Assessor Location and Valuation Group Codes

The Assessor Location and Valuation Group code fields are on the 2nd page of the ATR.  You must first populate the code tables before you assign codes to records.  To populate the tables go to Table Maintenance / County Information Table / Assessor Location Table or Valuation Grouping Table.  Here you can create codes with descriptions.  You can create as many as your county needs.  Once you have created your codes access your ATR.  You can edit records individually and press Alt F5 to receive a pop up menu to select your code.  If you already know which code you want to assign you can type in the code.  The description will automatically populate.  Alternatively, you can assign codes in mass by creating indexes and performing replace commands.  Because the nature of a replace command being sensitive, please contact Support for assistance should you be interested in this option.

Once you have assigned codes to either of these fields the information will automatically be on the 2nd page of the Sales file when you create a new sale.  This information will not update for pre-existing sales and replace commands will need to be performed in order to populate these fields.  If this is something your county is interested in please contact Support.  Please be sure that you have already created your codes so that you are prepared.

T1 – Using Templates in Sketch 

Did you know that you can create templates in the T1 Sketch program?  Templates are a great way to save time when sketching neighborhoods that have similar housing layouts.  Not only is it easy to create a template, it is also easy to edit them to fit your needs should a house have additional or fewer improvements.

To create a template first go into the Sketch program.  Create your sketch including the house and any improvements that are standard in that area (ie garages, car ports, wood decks).  After you have finished your sketch go to File / Template / Save As and enter a name for the template.  This could be the name of the construction company, the type of house design, a neighborhood, anything that you will be able to know what type of house the template is for.  When you go to the next parcel that has that same house layout go into the Sketch program and File / Template / Open.  The templates box will display with a drop down list to select your template and the Ok button to apply it to the sketch.

If you need to make any adjustments such as moving a deck to the other side of the house, select that section either by clicking on the section to highlight it or cycling through the objects by use of the left and right arrow buttons.  Once the object is selected choose the move button (the button with a building and a downward pointing red arrow) and move it to the desired location.

You can create as many templates as you like and make changes and resave them.  You can also remove templates if they are no longer needed.  If you apply a template to a pre-existing sketch it will clear the sketch before applying the template.  For more information about available options in the Sketch program please contact Support.

Nebraska Treasurer – T1

During the year you will have situations arise in which you may want to accept a payment for a parcel that is out of the ordinary.  TerraScan has the ability to allow you to deposit these amounts and hold the money until it is appropriate to apply to the parcel.  This can be completed by using the Partial Pay functionality within the system.  Below is an excerpt of the documentation for using the partial pay functionality.

Partial Pay

The Partial Pay file allows the users to accept payments for less than the first or second amounts of real estate taxes.  A taxpayer can use the partial pay file if they are enrolled in a payment plan for bankruptcy.  The Treasurer adds the payment to a holding account and then when all of the tax has been paid, the money is taken out of the holding account.

The receipts allow the office to collect a part of the tax and have a receipt of the payment.  The office can also post the partial payment to their general ledger.

If a partial payment has been made, the collection, statement, and parcel files will be flagged to show that there is a partial pay on that parcel and the amount that has been paid.  If more than one payment has been made, the total of the payments will be displayed.

Full documentation for this process can be found on the Connexion site.  Please review this information and give us a call if you have any questions.

District Totals Report

As part of the new year set up instructions you will be running the Districts totals report as part of your balance procedures.  Please find below a little extra detail about the report.

The District Totals Report allows the user to see the tax money that is owed for a specific date.  The totals only can be printed, or the user can have the report broken down by the source for the districts specified.  The report lists the Roll Year, the District, the Source, the Count, the Taxable Value, the HS Value Loss, the Taxes Due, the Penalty Tax, the Drainage Tax, the UU Tax Credit, The Tax Credit, and the Total Taxes.

To run this report, follow these steps:

  1. From the main menu, select Report Generation Menu, Taxroll Report, District Totals Report.
  2. A dialog box pops up.  Enter the Roll Year, the Start District, the End District and the Date and press Enter.
    If all selections are entered, a report will be generated containing the selected districts for the selected roll year.  It will print out what is owed for the date that was entered.
    If no roll year is entered, the system will generate a report for the selected districts for all roll years, starting with the oldest and going to the most recent.
    If no districts are entered, it will generate a report of all districts for the specific roll year.
    If a start district is entered but no end district, it will generate a report that starts with the district number that was entered and gives all of the districts that come after that for the selected roll year.
    If an ending district was entered but no start district, it will generate a report that starts with the very first district and gives all the districts up to the ending district.
    If no date is entered, it will generate a report with the current date as the date of run on the report.
    If the date field is entered and everything else is blank, nothing will happen.
  3. A Searching file message appears.  After a little while, a sorting records message appears along with a dialog box.  The box requires the user to enter a report destination.  Select the report destination.
  4. The screen shows a setting printer message, and then a dialog box appears asking for the report type.  Select Totals if just the totals themselves are wanted.  Selecting Details will list all of the sources for the selected districts with a grand total at the end of the report.  After selecting one of those two options, the report will print.

Additional details and options for running this report can be found on the Connexion website.  Please feel free to contact our office if you have any questions.

Employee Spotlight

Joseph Anderson – Lead Applications Support Analyst

Joseph Anderson has worked with TerraScan for over five years providing technical support for issues involving the T2 software for the state of Washington, with particular focus on the Assessment and CAMA areas of the application.  Joe spends roughly 70 hours each when on the computer.

His favorite book isThe House of Leaveswritten by Mark Z. Danielewski as it changed his perspective of how fiction can be written and enjoyed. When he is not hard at work assisting clients he enjoys photographing nature, particularly weather events such as thunderstorms.  Soon he’ll be enjoying taking pictures of he and his wife’s first baby coming in May!