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Holder Reporting System

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Frequently Asked Questions
Using HRS Pro



Retirement of HRS Pro Desktop Standard Edition

Thank you for using an HRS Pro solution as support for your company’s unclaimed property reporting efforts. As you may know, several updated versions of HRS Pro are now available.

This notice is to let you know that the HRS Pro Desktop Standard Edition will not be available after June 15, 2017. You may want to consider the Web Standard Edition application, available at no fee, or to upgrade to the Desktop Enterprise Edition if a Desktop application is preferred.

In order to prepare for the retirement of HRS Pro Desktop Standard Edition, please be sure to do the following:

  • Finalize state reports prior to June 15, 2017.
  • Copy all existing NAUPA files (.HDE & .HRS file types) for all of your reports to a location easily accessible by you.
  • Import your company’s data into HRS Pro Web, if you select this tool as your new HRS Pro solution, using this Web Template.
  • Be prepared to use the one-time download for existing reports in HRS Pro Desktop that are not completed prior to the June 15th date. This download will be available from June 15th until December 31st and will allow your company to complete unfinished existing reports already created for 2017. However, you will not be able to edit any finalized reports or add additional state reports.

Note that the Web Standard Edition of HRS Pro will be limited to 200 properties per state report. In order to create reports that exceed 200 properties per state, you will need to use the Enterprise Edition. FAQs are available for your review. If you cannot find the answers in our FAQs, please email us at hrsprosupport@unclaimedproperty.com.

As a reminder, the HRS Pro license agreements are not for resale or other transference. The product is offered in assisting holders reporting on behalf of themselves to provide properly formatted reports to the States. Please contact hrsprosupport@unclaimedproperty.com if you require additional information and pricing for licensing if you are a for third party reporter.

I'm new to HRS Pro, what is the quickest way to understand what to do?

Click here for HRS Pro How To User Guide (step-by-step beginner's guide), in PDF File format (updated 05/09/2014).

Click here for HRS Pro Help, PDF File type (1.72 MB, posted 11/25/2014), same as searchable help within HRS Pro.

It may also be very helpful to view Frequently Asked Questions, Newsletters, and Version Changes.

How do I move HRS Pro from an old computer to a newly installed computer?

These instructions are for the STANDARD Version and should be followed exactly as they are written or they willnot work, where data is stored on the local drive:

  1. Install HRS Pro on the new computer (be sure and install with administrative rights).
  2. Open HRS Pro while logged in with the account that will be running the HRS Pro software.
  3. Add a new user and new holder when prompted. This creates a DATA directory and all tables at %localappdata% for Vista, Win7, Win8 operating systems.
  4. Copy the DATA folder from old computer (the whole folder, not just the contents of the folder) and replace the current DATA folder on the new computer: %localappdata%\HRS Pro.
  5. Have the user log into HRS Pro. This should show contents that were copied from the old computer.

***Do not copy other subdirectories other than the DATA directory from the old computer***

I have previous data in the Free Standard Version. Will this data be used in the Enterprise Version where multiple users can also access it?

Yes. Once you enter the registration code (Help > Registration Info) on the workstation you want to transfer the data to a shared network drive, this code allows you to configure within HRS Pro a shared network location. To configure HRS Pro to point to a shared network location select the Utilities menu, Configuration and Defaults, then on the Alternative Data Path field (defaults to \DATA if empty) click on Change.

The HRS Pro software when seeing an empty subdirectory being pointed to, will ask about copying the local data to the location specified. When this location is entered, all users will be able to access the data once the network location is configured on each workstation.

We have Free Version data on more than one computer and would like to combine them and use the Enterprise Version with the multi-user feature. Can I merge multiple databases together?

Yes, you can access the Merge Document in PDF format, at this link: Merge Databases

Be sure to read the document in its entirety before performing the merge process as this process is technical in nature and should require someone with technical understanding. Please consult with your IT department for further guidance when performing the merge process.

Colorado Deductions not working.

Check these things:

  1. Owner state is CO. In the spreadsheet template this would be owner 1's state.
  2. The comments are not really long in the spreadsheet template.
  3. Empty out any values in Column C, Property Category in the spreadsheet template.

How do I save my work?

HRS Pro automatically saves your information while using the program. However, many screens have a SAVE option that must be clicked before proceeding entering data in another screen.

How do I back up my Data?

Standard Edition

The Standard Edition of HRS Pro gets installed at the C:\Program Files(x86-if using a 64 bit OS)\Wagers and Associates\HRS Pro. However, the DATA (Vista, Win 7, Win 8) is installed by default on the local machine at: %localappdata% >Hrs Pro\DATA. Windows XP the data resides here: C:\Program Files\Wagers and Associates\HRS Pro\DATA. Since most times your local system does not get backed up, you would need to manually back up the DATA folder and save it to a different location.

Enterprise Edition

By purchasing the Enterprise Edition, the Data can reside on a network drive where there is generally a backup scheduled. Therefore, the data would automatically be backed up based on your IT policy.

How often should I back up my DATA folder?

That depends on how much you are using it. Best practice is to back it up after each long editing session.

My computer crashed, how do I get my Data back?

If using the Standard Edition, most likely you have not performed a data backup; therefore, if this is the case the data is not recoverable.

However, if you have backed up your data, the process is really easy.

Download and install HRS Pro onto another working computer as an Admin. Start HRS Pro with the login account of who will be using HRS Pro. Create a User and Holder (or Company) as prompted which creates all the data tables. Copy the backup DATA folder and replace the existing DATA folder at %localappdata%\HRS Pro\DATA location.

If a backup cannot be found, look for possible backups of the DATA folder by searching for "HRS.DBC" in the most likely network drives.

How do I set the margins for the Owner letters?

Set the top margin to a larger number in the screen right before printing the owner letters to a printer.

How do I edit, add or delete information on the owner letters?

Owner letters can be edited by doing the following:

  • Click on Utilities menu.
  • Click on Configuration and Defaults menu.
  • Click on the Owner Letters tab.

I cannot add an Owner.

You must SAVE the property information first.

How do I change from Standard Version to Enterprise Version, and share data that was input previously on one computer?

Instructions:

  1. Install the latest version of HRS Pro, if needed on the computer that has previous year's data.
  2. Prepare an empty subdirectory on the network drive, in an area that all users will have read/write rights.

  3. IMPORTANT: Do the computer with the most data first, completing #3,4,5.
  4. Enter the Registration code in HRS Pro, top menu choice of Help, About.
  5. Enter the path to that empty subdirectory in HRS Pro, Utilities, Configuration screen.
  6. Respond YES to copy all data over to that empty subdirectory.

Repeat steps 1, 3, 4 on the other workstations that will be sharing the data.

Is HRS Pro able to separate records that are currently reportable and exclude those that are not due?

Currently, HRS Pro is not set up to determine dormancy period and what is escheatable to the states. However, you can create separate DataSets to control when these properties are reported, etc.

Getting 'Invalid Path' when using the Enterprise edition

If you have logged into HRS Pro and this message displays: 'The Data path in HRS Pro, Utilities, Configuration is invalid', most likely someone has moved the Data on the network to a different location.

Receiving Error #12

If you are receiving an Error #12 it is from trying to import a custom template, which used to be an SDF type. This version hasn’t been supported since June of 2012 when the template was updated. Recently, we have done some extensive database and template updates which has caused this custom template to stop working.

The only supported method for importing data into HRS Pro is using the spreadsheet template that is provided for you within HRS Pro. Since the provided template has very specific formatting, users will copy and paste just the values into the template within HRS Pro, and then import the template into a new dataset. NOTE: when pasting, be sure to right click and select Paste – select the option for Values Only.

Receiving Error #13

Error 13 is due to mineral interest state missing in the mineral interest section. The only states that accept mineral interest details within HRS Pro are OK, AR & TX. All other states would not have the mineral interest defined. Make sure you are using the latest template within the software or it will cause validation errors.

To resolve this error you can either edit each property record by adding the state to the mineral interest tab or correct the spreadsheet template (using latest version) by entering the state for the mineral interest and then re-import into a new dataset.

Receiving Error Unable to Open 1st PROPERTY table

This error is generated usually when someone copies data from a different computer to a new one and doesn’t follow the exact steps in this FAQ How do I move HRS Pro previous years from an old computer to a newly installed computer? Or files were copied but not all of them.

Most likely your data has been corrupted or missing information. If you have the DATA folder from the old computer, the easiest way to try and resolve this issue is by removing everything on your local machine.

  1. Uninstall HRS Pro
  2. Manually remove the wagers and associates folder from the program files
  3. Make sure there aren’t any DATA and LOCAL folder at: %localappdata% if there are remove those
  4. Follow the FAQ exactly as it is written at this point

If you do not have the data from the older computer, you most likely will need to do steps 1-3 above and start over with a new database as there are most likely missing files. You can search the new DATA folder at: %localappdata% > HRS Pro > DATA and see if you see many FTP files in your data. If you don’t you are missing files and will have to follow the steps above.