Author Archives: Project Tracker

Every community asks businesses for slightly different information, and the details you need from a restaurant aren’t the same ones you need from a contractor or a home-based business. You can now define business types in the ERP and give … Read More

Finance and Auditor users will find a new report in the reports menu: the AP Check Register. It lists every accounts payable disbursement your organization made over a date range you choose — checks, EFTs, and card payments together — … Read More

The Welcome Screen has been updated to group active tasks by hat for users with more than one hat. Everything still on one screen, but now it’s organized the way you actually think about your work. You can work through … Read More

The new Granting Management Module streamlines the process of managing outgoing grants through a system of grant applications tied to individual grant programs. Grant programs are set up and tied to set expense and asset accounts so awards are automatically … Read More

Legislative member user accounts are now set up on the staff side: add their legislative profile, seat them on the board, and connect their email. When that member later creates a portal account and signs in with the same email … Read More

Any Codes Enforcement case can now be printed directly from the case detail screen. Clicking the “Print Case” button renders a pdf format of the case in a new tab. The printed report includes the case header with status and … Read More

The Delinquency Management module under the Notices hat includes the Unlicensed and Repeat Delinquents tabs for further categorization. The Unlicensed tab lists all businesses that are currently active but don’t hold any active license. The Repeat Delinquents tab lists businesses … Read More

Online Business License applicants that are applying for a License Class with an activity location (i.e. lab location, construction site, food truck) they will see an input field for the location’s street address or parcel in the application wizard. This … Read More

When a case template is set up with a regulated action interval (such as 60 days), every new case created from that template will automatically calculate and display its regulatory deadline. The deadline appears on the case detail page, on … Read More