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Holder Reporting System

© 2016 Conduent State & Local Solutions, Inc.
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Version Notes
Build History



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

Version 3.0

Build # 2017.614.1641
  1. Updated the standard edition for the one-time download - limited functionality
  2. When an import finds bad data such as carriage returns, error messages have been updated
  3. NV: Updated state website link after creating the NAUPA file
  4. CO: Now requires last activity date
  5. ME: No longer accepts the .HDE file type - changed to .HRS type
  6. OK: Added UN-Known for state and county for Mineral Interest and made fields required when property type is MI
Build # 2017.503.727
  1. AR: No longer accepts the .HDE file type - changed to .HRS type
  2. CO: No longer accepts the .HDE file type - changed to .HRS type
  3. VT: Updated property codes
Build # 2017.411.1016
  1. OK: Fixed error when selecting Cover Sheet
Build # 2017.407.840
  1. LA: No longer accepts the .HDE file type - changed to .HRS type
Build # 2017.323.845
  1. OH & DE: Updated SD property types to also contain cash
  2. ME: Updated Requirements
  3. Updated the following states Coversheets / UP1 Forms: MA, MD, NY, OK, OR, PR, RH, SC, SD, TX, UT, VA, VT, WA, WV, WY
Build # 2017.302.1517
  1. Updated TN Requirements & weblink after NAUPA file is created
  2. WA: Updated Requirements & Contact Information
  3. Updated the following states Coversheets / UP1 Forms: AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, OH, PA
  4. NY: Updated property codes
  5. Updated Spreadsheet Template highlighting required fields & Comment and Instructions tab
Build # 2016.1214.1246
  1. VA: Updated State Codes
  2. DE: Updated State Codes
  3. AL: no longer accepts the .HDE file type - changed to .HRS type
  4. AR: Updated cover sheet with correct address
  5. CO: Removed split deductions to follow current state requirements
  6. HI: No longer has reporting cycles - updated system
  7. AK: Updated Contact telephone number and email address
  8. Updated system to include states that accept electronic filing link when creating NAUPA file
  9. Corrected NAUPA file for second owner zip code issue with 9 digits
Build # 2016.1025.1440
  1. NJ: Updated contact information for tangible property.
  2. OK: Updated max number of properties accepted without electronic file = 14, tangible property reported in electronic file, no longer accepts 3.5" floppy disk, updated Aggregate instructions.
  3. ID: Now accepts negative reporting
  4. PA: In addition to electronic filing, paper submission not required
  5. NC & LA: Updated Aggregate property type to automatically use Owner Type 3 and UN for Relationship Code
  6. Updated Mineral Interest to be included in NAUPA file when ownership percentage is 0%
Build # 2016.823.924
  1. IA - No longer accepting .HDE files, updated to .HRS
Build # 2016.701.1007
  1. Updated message on Holder Reports to include the NAUPA file with submission
  2. AZ - Added comment to include the NAUPA file with submission and marked Paper media not accepted
  3. NV - Updated coversheet - no longer accepts UP-1 without written authorization, made Last Activity Date required field, and updated Requirements
  4. Updated allowable Import Types on the Import screen
  5. IL - No longer accepting .HDE files, updated to .HRS
Build # 2016.629.1220
  1. AZ- Updated requirements - no paper copy without authorization
  2. WY- Updated State Contact Address
  3. TX - Updated missing Property Codes
  4. MI - Updated Cover Sheet
  5. NM - Updated Contact Web address
Build # 2016.601.818
  1. AZ- Added comment Flash Drive accepted
  2. WY- Updated State Contact Address and added comment for physical address
Build # 2016.512.932
  1. WA - Electronic Filing Mandatory as of July 1, 2016.
  2. AZ - Added note on Reports page to include NAUPA file when submitting to state.
  3. TX - Fixed NAUPA file format.
Build # 2016.323.1516
  1. Fixed Error 9: Data Type Mismatch error
Build # 2016.311.1046
  1. Added State drop-down selection on Mineral Interest tab
  2. Updated NAUPA file format for line 290-292 PADD SEQ NUMBER
  3. Updated Holder Contact Name, Address, and Telephone Number to be required
  4. Fixed State Upload links: WV, VA, UT, and IL
  5. Updated HRS Pro Spreadsheet Template to add Mineral Interest fields for TX
  6. SD: Updated Cover Sheet
  7. NJ: Added ability to add cash and tangibles to the same report
  8. NJ: Updated State Contact Information
  9. SD: No longer accepting .HDE files, updated to .HRS
  10. AR: Updated upload site link
  11. AR: Updated NAUPA file type to .HDE
  12. TX: Added Mineral Interest tab
  13. FL & PA: Updated SO Owner Type rules
  14. FL & PA: Removed 2nd Owner of 'NONE' on the NAUPA File
  15. SC: Updated Requirements to 'Only Electronic Filing'
  16. NV: Updated Codes and removed SD99 from property codes
  17. TN: Added property code: CT06 Child Support Payment
Build # 2016.118.1428
  1. Nevada Safekeeping codes added
  2. Updated Zip Codes
  3. Updated HRS Pro Template Comments
Build # 2015.1203.0740
  1. Wyoming - Updated Cover Sheet.
  2. Mississippi - Added JT & JS property codes. Updated Cover Sheet.
  3. Arkansas - Updated Mailing Address. Added Safekeeping codes for tangible items.
  4. California - Added TR89 Interest on Lawyer's Trust Accts Property code.
  5. Maine - Added ME01 Lawyer Trust Account Property Code.
  6. Rhode Island - Updated Contact.
  7. Wisconsin - Updated submission requirements.
Build # 2015.1002.1339
  1. Ohio - Updated Governor and Directors name on Cover Sheet.
  2. Iowa - Updated Logo on Cover Sheet and added EDT/Wire Transfer details.
  3. Updated Spreadsheet Template to allow addition codes to be imported into HRS Pro.
Build # 2015.0916.0830
  1. Ohio - Updated Realtionship Codes and contact information.
  2. Illinois - Updated State Requirements and Property Codes.
  3. Utah - Updated Cover Sheet Address, Contact information, and State Requirements.
  4. Pennsylvania - Updated AP-1 Report, Contact information, and State Requirements.
  5. North Carolina - Updated Cover Sheet, Contact information, and State Requirements.
  6. Arkansas- Updated dormacy periods on SD01, SD02, and SD03 codes.
  7. Kentucky - Added BBON to Tangible codes.
  8. Oregon - Updated State Requirements.
  9. Hawaii- Updated Property types, Owner Types, and Realationship codes.
  10. District of Columbia - Updated Contact information and State Requirements.
  11. New Hampshire - Updated Property and Relationship codes.
  12. West Virginia - Updated Contact information and Relationship codes.
  13. Puerto Rico - Updated Property types, Relationship codes, and updated State Requirements.
Build # 2015.0710.1320
  1. Arkansas - Added Safekeeping codes for tangible items.
  2. Nevada - Updated all deductions to not allow.
Build # 2015.0701.1204
  1. Texas - Added Mailing Cost Deduction for properties over $250
Build # 2015.0612.1234
  1. Fixed Error - #: 9 (Data type mismatch.) Procedure: FORMSET.GENERATENAUPA Line #397
Build # 2015.0610.0311
  1. Expiration Date was updated
  2. Added DOD to NAUPA export file
  3. Added DOD to .XLS Import Template
  4. Arkansas - Added support for Mineral Interest property details
  5. Arizona - Added support for Safekeeping property details
Build # 2015.0519.1404
  1. Iowa - Updated Owner Relationship Types
  2. Arkansas - Updated Property Types and Dormancy Periods
  3. Arizona - Updated State Guidelines and added electronic submission instructions
  4. North Carolina - Updated State Guidelines
  5. Tennessee - Updated State Guidelines and added electronic submission instructions
  6. Fixed Misspelling - AZ tangible item description
  7. Fixed Error - AZ tangible property details was hidden
  8. Fixed Error - "Variable 'LCTOOLTIP' is not found"
  9. Fixed Error - "Alias 'OWNERBUF' is not found"
Build # 2015.0429.1311
  1. Tennessee - Updated Owner Relationship Types
Build # 2015.0422.1251
  1. Updated Addition Codes
  2. North Carolina - Updated Owner Relationship Types
  3. Florida - Updated Owner Relationship Types, Owner Types, and Property Types
Build # 2015.0409.1608
  1. Pennsylvania - Updated Owner Relationship Types
  2. Tennessee - Updated Owner Types and Owner Relationship Types
Build # 2015.0306.926
  1. Pennsylvania - Updated Cover Sheet (AP1)
  2. California - Updated Universal Holder Face Sheet
Build # 2015.0113.1238
  1. North Carolina owner relation codes update
  2. North Carolina - Requirements update
  3. North Carolina - Contact Information update
Build # 2014.1216.1909
  1. Connecticut - Property codes update
  2. Connecticut - Requirements update
Build # 2014.1204.1828
  1. Connecticut - Holder Cover Sheet update
  2. Connecticut - Property and Owner Relation codes update
  3. Indiana - adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
Build # 2014.1125.1458
  1. Wisconsin - removal of .HDE encryption
Build # 2014.1124.1125, Maintenance Release:
  1. Expiration Date Change for year 2015
Build # 2014.1031.1957
  1. External Rebuild.exe included to fix "hrs_owners" table issues if occuring
  2. Streamlined initial index checking in main program
Build # 2014.1030.1701
  1. AZ partial adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
  2. CT partial adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
  3. CT requirements updated
  4. HRS_Owners table, extra check on location
Build # 2014.1027.1551
  1. MN adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
  2. MO adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
  3. WV tangible detail codes
Build # 2014.1024.1657
  1. MS revised Holder Cover Letter
  2. AR adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
  3. SD adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
Build # 2014.1023.1815
  1. NV revised Holder Cover Letter
Build # 2014.1020.1608
  1. DC adoption of New Naupa Standard codes for Owner Type and Owner Relation codes (except CP)
  2. MS codes updated
Build # 2014.1017.1803
  1. WV adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
  2. MS holder report upload link changed, new email, now accepting EFT/ACH, tangible codes removed as not accepting tangibles via HRS Pro
  3. WI address information change, website change, new property codes added ACO4, CS01, CS02, CS03, HS01, HS02, IR01, IR02, IR03, IR05, IR06, IR07
  4. Owner screen wider code descriptions show for states with New Naupa Standard Codes
Build # 2014.0929.0934
  1. IA email and info of “encrypted only, accepted thru email”, correction of JT owner relation description
  2. KS adoption of New Naupa Standard codes for Owner Type and Owner Relation codes
  3. Codes screen shows red message near top state picklist of what states have adopted new naupa standard codes, and link provided
  4. Codes screen - Wider descriptions show for new naupa standard codes in a yellow popup, and descriptions will change as movement with keyboard in the grid
  5. Updated Help document specifying Microsoft Excel 97-2003 and 65,536 rows can be used for import. Some updated printscreens.
  6. Updated error printout screen with better messages to find own solutions
  7. Additional error checking, error catches, and more understandable messages
  8. Improved multi-user
  9. Owner screen, new Date of Death for UPS2000 unclaimed property states.
Build # 2014.0902.1846
  1. Simplified checking of rights in subdirectories
  2. Improved config.fpw to prevent foxuser files from being created
Build # 2014.0826.1258
  1. Reworked to work for custom subdirectories or server location installs
  2. Removed safety check for .ocx for flexibility of install locations
  3. Enterprise New Feature added - export to Excel of a state's codes
Build # 2014.0818.2118
  1. Reworked to check for Vista,Win7,Win8 operating system subdirectories and rights
Build # 2014.0808.1625
  1. SC added, removed, and changed owner relation and owner type codes to follow the naupa uniform code standard
  2. More Help file changes
Build # 2014.0805.0924
  1. DE and NH now export non-encrypted
  2. Help file updated
  3. Zipcode reference table updated
  4. Labels changed in some areas of Utilities, Import area
Build # 2014.0616.1118
  1. Safety Warning of "Documents" location changed to continue with HRS Pro
Build # 2014.0606.1824
  1. Safety Message for Standard if removing Holder
  2. TX submit report on website link
Build # 2014.0515.1914
  1. Corrected Registration Code and path to show correctly
Build # 2014.0514.1308
  1. Corrected Version in Help, About to show 3.0
Build # 2014.0513.1148
  1. NV website link informational change
Build # 2014.0512.1022
  1. IL website link for report upload
Build # 2014.0507.1632, from Version 2.5 to Version 3.0, LARGER Changes:
  1. DATA location is under local apps for Vista, Win7, Win8 NEW installs
  2. TEMPLATE is read only and should be File, Saved to a writeable area
  3. FREE, Standard Version has limitation on adding more than 1 holder (or company) but retains previously added holders
  4. IL code TR04 and informational changes regarding negative reports, and form UPD601 requirement

Version 2.5

Build # 2014.0416.1737, Important Change:
  1. FL owner relation code "SO" for Sole Owner added back in
Build # 2014.0404.1424, Important Fix:
  1. *** IMPORTANT FIX ***
  2. Fix of LLHas_MI_Owner spreadsheet import error
Build # 2014.0402.1700, Important Changes:
  1. IN updated phone and requirements info, IN state website report upload
  2. IN property codes updated
  3. Better error message when rights are not correct
Build # 2014.0213.1430, Important Changes:
  1. FL new property code TR10
  2. Suffix, Prefix, Title added to Property Detail
  3. Flexibility to print full or last 4 of Account # on Owner Letters
Build # 2014.0114.1712, Important Changes:
  1. Removal of read/only of naupa exported files
  2. Build and Expiration date show on Top Window
  3. Error Report Info updated
  4. Corrected email on negative report summary
Build # 2013.1209.1030, Important Hawaii Change:
  1. Hawaii is no longer REPORT FIRST. Report submission must be REPORT and REMIT by Nov 1st.
Build # 2013.1203.1043, Maintenance Release:
  1. Louisiana NOT accepting 1.44mb diskettes
Build # 2013.1127.1033, Maintenance Release:
  1. Date Expiration updated to 6/15/2014
  2. Illinois wording change on holder cover letter
  3. Wyoming state guidelines requiring detail and summary reports
Build # 2013.1016.1000
  1. New Mexico and Indiana accepting CDs/DVDs
Build # 2013.1011.1743
  1. *** IMPORTANT FIX ***
  2. Fix of LLHas_MI_Owner spreadsheet import error
  3. Ohio change of holder cover letter, removal of 1.44mb diskette
  4. Wyoming holder cover letter due diligence wording added
  5. West Virginia 2 property codes added, 7 property codes removed, added dormancy years in description
  6. West Virginia 9 owner relation codes added, 4 owner relation codes inactived
  7. Mississippi state website holder report upload link added
  8. Minnesota state website holder report upload link added
  9. North Carolina email address change
  10. North Carolina requirements info change
  11. North Carolina removal of notary from holder cover letter
  12. North Carolina 2 property codes added, dormancy added to descriptions
  13. Florida not accepting 1.44mb diskettes
  14. New Mexico not accepting 1.44mb diskettes
Build # 2013.0726.1736
  1. Georgia change of Address and Phone
Build # 2013.0724.1715
  1. Owner Letters changed to only show last 4 of Account #
  2. Oklahoma change of Address and Phone
  3. Maine informational change, not accepting paper
Build # 2013.0530.1525
  1. Expiration Date Advanced to Dec 15, 2013 Std Edition ev 6 months, Enterprise Yearly
  2. West Virginia requirements information updated
Build # 2013.0509.1528
  1. Minor screen improvements
Build # 2013.0502.1728 Important State Requirement Change :
  1. Michigan requiring LAST ACTIVITY DATE
Build # 2013.04.30.1810 Important State Information Change :
  1. Michigan new property code for Health Savings Account
  2. Nevada website information
  3. Florida website information
Build # 2013.04.05.1633 Important State Information Change :
  1. Oregon Address Information Change
  2. Oregon code changes
Build # 2013.03.27.1132 Important State Information Change :
  1. New Safety Warning regarding backups, if Enterprise Version does not path to a network drive
  2. Louisiana Holder Report Form rewrite
  3. California Holder Report Form rewrite
Build # 2013.02.08.1352
  1. IL website change
  2. VT dollar sign and comma on total amount in Holder Cover Letter
Build # 2013.02.07.1510
  1. New updated zipcodes
  2. Vermont statute symbol and inclusion of cents on total amount in Holder Cover Letter
  3. California change of owner type code from DI to DP
Build # 2012.1203.1315, Important State Information Change :
  1. AR website upload info and limit to .HRS
  2. NJ website upload info
  3. VA website upload info
  4. WY check for empty values
  5. NE phone number correction
  6. Expiration date advance to June 15, 2013
Build # 2012.1018.1141, Important State Information Change :
  1. NC - Wire and ACH Information, More Changes
  2. RI - Cover Letter Change
Build # 2012.1016.1350, Important State Information Change :
  1. NC - Wire and ACH Information Changes
Build # 2012.1008.1127, *** IMPORTANT FIX *** :
  1. Fixed Multi-State reports to properly format the Naupa Type 2 width to 625 for Non-UPS2000 unclaimed property system states
  2. Non-UPS2000 System States: FL, HI, IN, KS, MA, MD, MT, ND, NH, NY, TX, VA, WA
Build # 2012.912.1539, Minor change:
  1. Ability to copy in the registration number
Build # 2012.612.1346, includes the following changes below:
  1. NC required Drv Lic and Drv Lic State, if the information is held by Holder
  2. XLS TEMPLATE CHANGE for Drv Lic and Drv Lic State for ALL States
  3. Owner Screen for Wagers UPS2000 states show input for Driver License, Driver License State, and Owner Email
  4. Export for Wagers UPS2000 states include Driver License, Driver License State, and Owner Email
  5. DBF import removed
  6. Help File updated to show changes
  7. Expiration date advanced
Build # 2012.0419.1216, Maintenance release:
  1. VT Holder Cover Letter change
Build # 2012.0322.1818, Maintenance release:
  1. ID not accepting floppy disks, and more detail on when deduction allowed
  2. MI Cover letter change
Build # 2012.0319.0942, Maintenance release:
  1. WV changed to accept deductions
Build # 2012.0313.1844, Maintenance release:
  1. New states of ID and AZ added with customized state codes and Holder Cover Letters
  2. Updated Help to show ID and AZ states are now receiving encrypted .HDE holder reports
  3. Revisement of 15 states Holder Cover Letters: AK, AR, DE, HI, ID, MI, MN, PA, RI, SC, TN, UT, VT, WA, WY
  4. Widening of state code descriptons to better match what is sent by the state and naupa standard
Build # 2012.0120.1757, Maintenance release:
  1. RI fax number and Holder Cover Letter changes
Build # 2012.0104.1053, Maintenance release:
  1. Codes and information updated for 10 states of CA, DC, IA, ME, NJ, RI, SD, TN, WV, FL
  2. Holder Cover Letter updated for Maine
  3. UT link to state website for holders to submit reports
Build # 2011.1130.2148, Maintenance release:
  1. Expiration Date change
  2. PA email and website change
Build # 2011.1031.1557, Maintenance release:
  1. ME removal of notary requirement
  2. # of users allowed increased in Enterprise Version
Build # 2011.1018.1509, Maintenance release:
  1. IA new property code of IN09
  2. WI reduction and clarification of holders required to report, and a few properties accepted paper
  3. OK popup message and website link to the state's website for holder reporting
Build # 2011.0916.1714, Maintenance release:
  1. HI cover letter changes
  2. Change of Support Fax number
  3. New Naupa property codes for AK, AL, CT, GA, HI, IA, ME, MN, NV, OH, OK, PA, PR, SD, TN
Build # 2011.0707.1532, Maintenance release:
  1. LA property codes
Build # 2011.0623.1359, Maintenance release:
  1. WA cover letter change
Build # 2011.0622.1550, Maintenance release:
  1. Copyright year
  2. WA cover letter change
Build # 2011.0613.1355, Maintenance release:
  1. NJ property codes
  2. MI last transaction date required
Build # 2011.0607.1405, (Standard Edition expires 12/15/2011)
  1. Yearly ALL States informational update and codes update
  2. WA and NJ cover letter changes
Build # 2011.0329.1645, Maintenance release:
  1. TN regulation change to electronic format only
  2. HI regulation change to electronic format only
  3. TN email and website change on cover letter
  4. HI instuction to send to PO Box and other informational changes
  5. UT new property codes of IR and CS
  6. WA contact information change of zipcode and fax
  7. AK contact information change
Build # 2011.0112.1608, Maintenance release:
  1. OK address change
  2. OH Director name change on Holder Cover Letter
Build # 2010.1201.1614, (Standard Edition expires 06/15/2011)
  1. Maintenance release to advance expiration date to 6/15/2011
  2. NE Treasurer name change on NE Holder Cover Letter
  3. NE zipcode change on upper NE Holder Cover Letter
  4. OH governor name change in OH Holder Cover Letter
  5. UT address change in UT Holder Cover Letter
  6. Summary Report fixed to show security shares
  7. Report years in advanced changed from 5 years to 7 years
Build # 2010.1102.1429, Maintenance release:
  1. Maintenance release with following changes:
  2. CO holder cover letter update
Build # 2010.1102.1429, Maintenance release:
  1. Maintenance release with following changes:
  2. NV holder cover letter update
  3. AZ restriction on cash or securities on IR property codes
Build # 2010.1031.1500, Maintenance release:
  1. Maintenance release with following changes:
  2. AZ IR property codes added
  3. DC property, owner, and owner relation codes updated
  4. DC Requirements changed to needing DETAILED LISTING
Build # 2010.1021.1740, Maintenance release:
  1. Maintenance release with following changes:
  2. NJ codes updated
  3. CT information updated
  4. FAX support number updated
Build # 2010.1018.1706, Maintenance release:
  1. Maintenance release with following changes:
  2. CT codes and new Holder cover letter
  3. NV holder cover letter update
Build # 2010.1010.1939 (Standard Edition expires 12/15/2010)
  1. Maintenance release with following changes:
  2. MI 3 new IR property codes
  3. AZ codes updated
  4. AZ new holder cover letter
Build # 2010.1001.1257 (Standard Edition expires 12/15/2010)
  1. Maintenance release with following changes:
  2. UT address change
Build # 2010.923.1031 (Standard Edition expires 12/15/2010)
  1. Maintenance release with following changes:
  2. ME stock information included in State Requirements
Build # 2010.908.1539 (Standard Edition expires 12/15/2010)
  1. Maintenance release with following changes:
  2. OH change to owner letter text
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!