Release 2025.14

– Users can now filter receivables based on custom criteria for specific years and/or tax Units*

– When the 'Calculate Change' popup opens, the 'Amount Tendered' field will start blank. To enable this feature, please contact support through FreshService. Ask for the Receivables Amount Tendered blank pop-up field.

– For an exact account number search, use the @ symbol in front of the account number and the exact account match will return .

This will for the following search pages:

Accounts - Quick Search

Payments - Add Account

Create Tax Certificate – Search

– When creating a new fiduciary, the system will now auto populate the next number available. Users may also enter a custom number in the field and if it is already in use, they will receive a notification the number is already taken.

– Phase 2 > Set Starting Balances:

Improved messages and warning

Pre Processing Report now flags any mismatched fiduciaries

To assist with better logging and faster troubleshooting through the certificate process, Exception (Error) Context Messages were added to several modules in AD Import when an error occurs:​

When opening a support ticket, Copy Details to Clipboard which will give support additional information to help troubleshoot and get to resolution

AD Import has been updated with new Pritchard Abbott layout changes

Abatement MO Only exemptions in Certified loads now create IS Only receivables

Fixed duplicate error from TrueProdigy. Multiple properties mapped to a single property are now allowed and will no longer cause duplicate errors.

HCAD Accounts with 313 Limitation Value no longer show up on Bad Accounts Report

Detail Collection Summary Report and Distribution Summary Report updated to have a separate line item for 313 refunds “Recalc 313 Limitation Appraised Value Ref”