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OSM Changes from Last Month

5/24/2018

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​1. Revised Transactions Applied Report (Live April 12)
The reports have been rewritten because we have several jurisdictions that have multiple offices and/or use multiple Accela modules.

There are 3 Transactions Applied reports: 
  • Transactions Applied by Account – there is a group and sub-total for each account
  • Transactions Applied by Module – there is a group and subtotal for each module and within each module there is a group and sub-total for each account
  • Transactions Applied by Office – there is a group and subtotal for each office and within each office there is a group and sub-total for each account

Each Transactions Applied report can also be filtered by specific offices and modules.  For jurisdictions that use account code 3 the reports can be run with account code 3 as well as account code 1.

If your agency does not have offices and only uses one module, select ‘-All-‘ from the Offices and Module dropdowns and use Transactions Applied by Account to get the new versions of the old reports.

The reports have been reorganized so that the summary appears first and the details follow.  
The header has been changed – the agency contact information has been replaced with the name, phone and email for the user that ran the report.

2. Revised Payments Received Report (Live April 12)
There are 4 Payments Received reports: 
  • Payments Received by Payment Method – there is a group and a sub-total for each payment method
  • Payments Received by Office – there is a group and subtotal for each office and within each office there is a group and sub-total for each payment method
  • Payments Received by Module – there is a group and subtotal for each module and within each module there is a group and sub-total for each payment method
  • Payments Received by Cashier – there is a group and subtotal for each cashier and within each cashier there is a group and sub-total for each payment method

To increase the flexibility of each Payment Received report, the user can select one or more payment methods, offices, or modules from drop down lists.  Individual cashier names can be listed to generate a report of a cashier’s activity.  Payments received through ACA can be filtered by using ‘Online’ for an office or ‘Public User’ for the cashier.

If your agency does not have offices and only uses one module, select ‘-All-‘ from the Offices and Module dropdowns and use Payments Received by Method to get the new versions of the old reports.

The reports have been reorganized so that the summary appears first and the details follow.  
The header has been changed – the agency contact information has been replaced with the name, phone and email for the user that ran the report.

3. Corrected Payments Received by Cashier, Office, Method, and Module (Live April 19)
  • The Payments Received by Module, Payments Received by Office, Payments Received by Cashier, and Payments Received by Payment Method reports have been updated.  
  • The summary section of the report has been revised. 
  • Here are the changes: 
  • A note appears at the bottom of the summary reminding users that Void Payments, Refunds and Void Refund payment actions may be performed on Payments from days before the reporting period.
  • If the parameter Separate_online is completed with ‘Yes’ the Payments Received by Module and Payments Received by Payment Method Summary section will have a total for Credit Card, but have subtotals for Credit Card – Online and Credit Card – Office (as applicable) for each payment action.
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4. New Report: Daily Acct Financial Summary (Live April 30)
The Daily Acct Financial Summary report is almost the same as the Daily Financial Summary, the report heading has changed and some of the titles for the columns have changed.

5. New Report: Daily Module Financial Summary (Live April 30)
The Daily Module Financial Summary report creates a summary section for each module.

6. New Report: Daily Office Financial Summary (Live April 30)
While the Daily Office Financial Summary creates a summary section for each office.
  • All three reports can be run for specific modules and/or offices.  
  • Online payments can be separated from other credit card payments.  
  • For those agencies that have offices, the No Office section indicates when payments/refunds/voids were processed but no choice was made in the office drop down.
  • The Online office is available to filter for just payments processed through ACA.

7. New custom list (custom table) for floodplain information (Live May 9)
A new custom list/table has been added across modules to capture floodplain information. It is available to be added to most record types in the Building, Planning, Public Works and Onsite modules. In the near future we will be adding a custom field (checkbox) to Building record types to indicate that the work is being performed in the floodplain as well as a floodplain report.
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