Wagers & Associates, Inc.


 
Holder Reporting System

© 1999-2009
Wagers & Associates, Inc.

HRS Pro
Build History


Build # and Release Notes (FYI: Build # is a DATE in Year.Month+Day.Military Time numerical format representation)

Version 2.5

Build # 2010.727.222 (Standard Edition expires 12/15/2010)
  1. Maintenance release with following changes:
  2. TX information and codes added
  3. New NJ code added for recent legislative law change. MS12 (Unredeemed gift certificates).
  4. Help File Template Specifications updated
Build #2010.623.1757 (Standard Edition expires 12/15/2010)
  1. Maintenance release with following changes:
  2. Fixed WV CoverLetter
  3. Fixed sorting properties in grid if sort order changed
Build #2010.610.1807 (Standard Edition expires 12/15/2010)
  1. Maintenance release with following changes:
  2. Updated Codes: OK, WY
  3. Paper Filing, Max. # of Property Changed: NV, CA
  4. EFT Requirement Information: CA
Build #2010.430.934 (Standard Edition expires 06/15/2010)
  1. Maintenance release with following changes:
  2. Updated Holder Report: PA
  3. Updated Codes: OH, OR, IA
  4. Address: NV, District of Columbia, TN's courier Address
  5. Information: TN's tangible safekeeping
Build #2009.1203.1730 (Standard Edition expires 06/15/2010)
  1. Maintenance release to advance expiration date.
  2. Updated Summary Reports for HI, IA, NE, PA, and WA
  3. Updated Codes for MI, NJ, RI, TN, ME
  4. Email and Address Change for MI, WA
  5. WY listed for accepting encrypted
  6. IA legal requirements updated
Build #2009.0607.1535 (Standard Edition expires 12/15/2009)
  1. Maintenance release to advance expiration date.
  2. Updated HI's legal requirements.
  3. Disallow negative reports for WY.
Build #2008.1217.2035 (Standard Edition expires 6/15/2009)
  1. Fixed EOF bug.
Build #2008.1216.1335 (Standard Edition expires 6/15/2009)
  1. Maintenance release to advance expiration date.
Build #2008.909.1815 (Standard Edition expires 12/15/2008)
  1. Added WY as a supported state.
  2. Ability to designate one contact per report as the "report" contact and one as the "claims" contact.
  3. Allow only header information (box #, drilling fees, etc.) on tangible props. and disallow tangible detail (presently for MI only).
  4. Allow Enterprise users to specify the shared data folder via UNC.
Build #2008.529.1230 (Standard Edition expires 12/15/2008)
  1. Corrected calculation for reported / remitted amount on CA's cover sheet.
  2. Advanced expiration to 12/15/08.
Build #2008.508.1830 (Standard Edition expires 6/15/2008)
  1. Revised CA's cover sheet.
Build #2008.410.1645 (Standard Edition expires 6/15/2008)
  1. Really fixed the error referenced in build 2008.331.1305.
  2. Modified installation program to improve chances of successful registration of support libraries.
Build #2008.331.1305 (Standard Edition expires 6/15/2008)
  1. Fixed intermittent "cannot create file" error when generating NAUPA file.
Build #2008.314.1545 (Standard Edition expires 6/15/2008)
  1. Updated PA's cover sheet.
Build #2008.310.1655 (Standard Edition expires 6/15/2008)
  1. Updated NV's cover sheet.
  2. Stopped truncating account #'s with more than 13 characters when importing from template.
Build #2008.303.1145 (Standard Edition expires 6/15/2008)
  1. Modified CO deductions logic to allow deduction for each prop. with no known owners if holder is incorporated in CO.
  2. Updated PA's cover sheet.
Build #2008.131.1245 (Standard Edition expires 6/15/2008)
  1. Improved Rebuild Database function to successfully repair a much higher percentage of corruption.
Build #2008.128.1620 (Standard Edition expires 6/15/2008)
  1. Enhanced Vista compatibility (VFP9 SP2 patch).
  2. Option to forego deductions on eligible props. when importing template into a CO data set.
Build #2007.1218.2340 (Standard Edition expires 6/15/2008)
  1. Complete overhaul of CO deductions logic / enforcement.
  2. Enhanced capabilities for HI and CA "Report First" paradigm.
  3. Output NAUPA files read-only, in an attempt to reduce file corruption.
Build #2007.1026.830 (Standard Edition expires 12/15/2007)
  1. Added plain-text holder summary file to .HDE output file.
  2. Restrict CO deductions to one per owner per property type per holder report.
Build #2007.1001.1950 (Standard Edition expires 12/15/2007)
  1. Activated West Virginia as a supported state.
  2. Require Last Transaction Dt. for California props.
  3. Fixed "llHas_FL_Owner not found" error when importing from template.
  4. Setup executables are now digitally signed.
Build #2007.823.1640 (Standard Edition expires 12/15/2007)
  1. Activated California as a supported state with "report first" capabilities.
Build #2007.803.1730 (Standard Edition expires 12/15/2007)
  1. Require Last Transaction Dt. for Florida props.
  2. Disallow deleting personnel who have edited data. Added Dt. Inactivated field and appropriate filter when signing in.
Build #2007.627.1115 (Standard Edition expires 12/15/2007)
  1. Corrected error "lnOwnerCount not found" when generating NAUPA file for Florida reports only.
Build #2007.620.1410 (Standard Edition expires 12/15/2007)
  1. Minor fixes when importing to multi-state data set.
  2. A few additional code and submission requirement updates.
Build #2007.613.700 (Standard Edition expires 12/15/2007)
  1. New import template.
  2. New fields - Property Status and Owner Status.
  3. Better flow w/ Hawaii Report First props.
  4. Multiple cover sheet changes, code updates and Submission Requirements updates.

Version 2.0

Build #2007.218.1615 (Standard Edition expires 6/15/2007)
  1. Added Connecticut as a supported state.
  2. Corrected erroneous error message-- "No valid last transaction dates"-- when valid dates do exist.
Build #2006.1208.1740 (Standard Edition expires 6/15/2007)
  1. Maintenance release to update expiration date.
  2. Minor changes to state Codes and Submission Requirements.
  3. Tighter enforcement against suspect last transaction dates when importing from spreadsheet.
Build #2006.1030.1820 (Standard Edition expires 12/15/2006)
  1. Fixed bug where CO deductions would not auto-calculate when importing from spreadsheet.
Build #2006.1017.1830 (Standard Edition expires 12/15/2006)
  1. Fixed bug when importing from SDF format.
Build #2006.1016.1130 (Standard Edition expires 12/15/2006)
  1. Added ability to import Stock Delivery Method, State Brokerage Acct. # and Stock Certificate # from spreadsheet.
Build #2006.1005.1845 (Standard Edition expires 12/15/2006)
  1. Added Minnesota as supported state.
  2. Updated reference codes / requirements for many states.
  3. Added ability to move Data Set from one holder to another.
Build #2006.0807.1950 (Standard Edition expires 12/15/2006)
  1. Changed oldest allowable report year to 1985.
  2. Decreased bottom margin of owner letters.
Build #2006.0705.2000 (Standard Edition expires 12/15/2006)
  1. Allow empty Last Activity Date when importing from template files.
Build #2006.0701.2350 (Standard Edition expires 12/15/2006)
  1. Last Activity Date is no longer a required field.
  2. Incorporated Country reference table for owner addresses.
  3. Minor changes to state Codes and Submission Requirements.
Build #2006.0605.1855 (Standard Edition expires 12/15/2006)
  1. Maintenance release to update expiration date.
  2. Minor changes to state Codes and Submission Requirements.
Build #2006.212.1830 (Standard Edition expires 6/15/2006)
  1. Fixed bug when printing cover sheets for negative reports.
Build #2006.119.1215 (Standard Edition expires 6/15/2006)
  1. Activated Delaware as a supported state.
  2. NJ tangible property changes (for state users only; not available to holders).
  3. Disallow tangible and non-tangible props. to be combined on the same report for NJ and PA.
  4. Corrected problem where, in certain cases, CO deductions were not being applied upon spreadsheet import.
Build #2005.1206.2300 (Standard Edition expires 6/15/2006)
  1. Advanced expiration date to end of spring cycle.
  2. Activated NJ as a supported state.
  3. Enhanced tangible inventory screen to accomodate additional fields for NJ.
  4. Improved messaging for certain errors.
Build #2005.1027.1600 (Standard Edition expires 12/15/2005)
  1. Allow "SD" properties with no tangible inventory for WA and OR.
  2. Disallow cash deductions for MS.
Build #2005.1021.1645 (Standard Edition expires 12/15/2005)
  1. Compiled in VFP9 (should improve stability in some cases).
  2. All output files for supported states are compressed and encrypted (read more about it here).
  3. Includes Washington as a supported state.
  4. Added Record Entry Order as a sort option on the Properties summary screen.
  5. Increased Tangible Box # field from 10 to 25 chars. to match NAUPA Spec.
  6. Improved validation on "TransDate" field when importing from spreadsheet in order to decrease likelihood of errors.

Version 1.5

Build #2005.815.1800 (Standard Edition expires 12/15/2005)
  1. Added Prop. Type Description to list of available fields for export (Enterprise Edition only feature).
Build #2005.720.1600 (Standard Edition expires 12/15/2005)
  1. Better enforcement around Holder Tax ID Extension for OK.
  2. Proved direct link to OK's website.
  3. Code updates for several states.
  4. Allow TN reports to include tangible inventory.
Build #2005.607.1200 (Standard Edition expires 12/15/2005)
  1. Maintenance release to update expiration date.
  2. New property type codes for PA.
Build #2005.506.1515 (Standard Edition expires 6/15/2005)
  1. Fixed problem importing .SDF files and also when importing single-digit Owner Type codes from certain .XLS files.
  2. Allow cash and / or shares on Tennessee "SD" Prop Types.
Build #2005.412.1350 (Standard Edition expires 6/15/2005)
  1. Allow cash and / or shares on Prop. Types SDS and SDEP for Pennsylvania properties.
Build #2005.316.1350 (Standard Edition expires 6/15/2005)
  1. New filters for Owner Letters / Labels-- ability to print once or multiple times per prop. depending on address; ability to print incomplete addresses (useful for foreign addresses).
  2. Several internal stability / data integrity improvements.
  3. Updated codes and contact info. for several states.
Build #2004.1208.1430 (Standard Edition expires 6/15/2005)
  1. Maintenance release-- no major changes other than a few type and relation codes.
Build #2004.914.1200 (Standard Edition expires 12/15/2004)
  1. Include all owner names for a given property on each Owner Letter.
  2. Option to print Owner Letter names and addresses in All Caps. Otherwise, capitalize certain keywords(P.O. Box, HCR, III, IV, etc.) and names (O'Grady, McConnell, etc.) in mixed-case.
  3. Expand allowable year range for Data Sets to nine years backward and six years forward (previously wasnine years back and one year forward).
Build #2004.729.1700 (Standard Edition expires 12/15/2004)
  1. Filter Owner Letters based on amount.
  2. New label formats for Owner Labels (Avery 5160, 5161, 5162).
  3. Updated Zipcodes lookup table.
  4. Allow invalid zipcodes (in case lookup table gets out of date).
Build #2004.628.1510 (Standard Edition expires 12/15/2004)
  1. Allow tangible ("SD") properties to have zero assets for Tennessee.
Build #2004.526.1850 (Standard Edition expires 12/15/2004)
  1. Improved CO deductions logic so it's easier to add deductions on new props.
  2. Changed $ Reported / Remitted calculation for imports of very old versions of HRS that might be missing $ Reported.
Build #2004.423.1740
  1. Introduced Enterprise Edition-- network compatible, data export, etc.
  2. Corrected "PropsBuffer" error when validating certain FL reports.
  3. Added Rebuild Database function.
  4. Ability to search by owner name in data set.

Version 1.0

Build #2004.310.1830
  1. Added Pennsylvania as supported state.
Build #2004.106.1135
  1. Added DM01 and DM02 Property Type codes for Florida.
Build #2003.1210.1025
  1. Corrected error that was preventing Nevada cover sheet from printing.
Build #2003.1106.1000
  1. Added addtional columns to HRS Template file for Mineral Interest properties.
  2. Re-worked CO Deductions logic. Allows user to choose Lesser or Greater deduction for the followingprop. types: CK01,CK02, CK03, CK04, CK05, CK06, CK14, CK15.
  3. VT is now a supported state. Added VT-specific codes and State Guidelines.
Build #2003.1030.2355
  1. Corrected "variable LNNET is not found" error. This occured when validating properties that have negative net cashamounts: $ reported + $ additions - $ deductions less than 0.
  2. Minor cover sheet adjustments. 3) Added "SO" owner relation code for FL.
Build #2003.1020.1820
  1. On import, add deductions for CO properties if deduction = 0 AND report to state = CO AND Auto-CalculateDeductions checkbox on Config. screen is checked.
  2. Added column for Check # to theend of the import template.
  3. Corrected owner type codes for OH and AZ.
  4. Global change to page settings of all Cover Sheets to try to prevent border overflow w/ certain printers.
Build #2003.1015.2215
  1. Compressed some state cover sheets so they are more likely to print in all printers.
  2. Updated addresses for some state cover sheets.
  3. Corrected problem in outgoing NAUPA file where the Sequence # field (unique key) was stuck on 001 foreach inventory item within a property.
Build #2003.1008.2355
  1. Added column Owner1Rltn to import template.
  2. Modified Import .SDF option of Import utility to filter for .SDF in addition to .TXT.

Build #2003.1001.2125
  1. Corrected record count in Summary record to include all addtional owners.
  2. Expanded NAICS code to six characters.
  3. Corrected problem where Holder State of Incorporation was not being saved.
  4. Corrected problem where Owner Type and Owner Relation where being swapped for first owner of a property in theNAUPA file output.
Build #2003.929.1645
  1. Added many missing Prop. Type codes for Oregon.
Build #2003.926.1440
  1. Corrected "file does not exist" error that prevented owner letters for non-supported states.
  2. Modified Import from Template function to left-align incoming Owner Type and Owner Relation codes sothey will have a better chance of matching stored HRS Pro state codes.
  3. Corrected logic flaw-- if adding a new Data Set and the current Data Set has been finalized, HRS Prowould not allow save of new Data Set.
Build #2003.925.1745
  1. Added "SO" to owner relation drop-down for non-supported states.
  2. Changed owner type code "99" to "OT" in drop-down for non-supported states.
Build #2003.924.1740
  1. Compressed AL's Cover Sheet. It was too long to print on some printers.
  2. Modified Oklahoma-specific validation for Mineral Interest properties-- a) allow cash and shares on MineralInterest props. and b) don't require Pooling Order or Pooling Date.
Build #2003.923.1705
  1. First Owner Relation does not exist in the current HRS Import Template. Added ability to provide defaultvalue upon import.
Build #2003.922.1345
  1. Import From Previous Version of HRS-- DOB field was a fairly recent addition to previous HRS. Adjusted HRS Pro to test for this field before importing. This should make the importcompatible with versions of HRS that are up to about three years old.
Build #2003.922.425 Official Release!




5777 Central Ave, Suite 227 - Boulder, CO 80301 - Phone: (303)413-9450 - Fax: (303)413-0442