What's New

Keystone Complete - Release Notes for version 2008.10.24 6.3 9050

Accounts Receivable/Metered Billing

• Inactive charge codes are now filtered out of the Meter Charge Code Lists by Meter, Customer and Charge Code.

• An option to export consumption data to a CSV file has been added to the Consumption Listing report.

Accounts Payable

• A Reconciled Cheque Listing by Reconciled Date report has been added.

Facility Scheduler

• A problem with the 'Copy Contract' button on the contract browse has been corrected.

• A problem where a second booking  would be allowed if it had the exact same start date/time and end date/time as an existing booking.

Prinsys - Building

• A problem encountered while printing the Sewage System Permit (PRMT08) was corrected.

Prinsys - Taxation

• A problem with the supplemental import process updating assessment records has been corrected.

• A problem with the billing installment dates being reset when changing tabs on the  'Billing Parameters' window has been corrected.

Keystone Complete - Release Notes for version 2008.09.26 6.3 9050

Accounts Receivable/Metered Billing

• A problem with the Neptune 'Equinox' meter reading import pulling an invalid date value has been corrected.
• The meter rate table has been changed to allow for metered rate amounts up 99.99999999 per consumption unit.
• A bottom stub option has been added to the plain paper water bill format.

Keystone Complete - Release Notes for version 2008.08.19 6.3 9050

*Important Note: Keystone In-Motion users must upload all inspection data from their Tablet/Laptop PC's BEFORE applying this update.

System Setup

• System users must be set to inactive when no longer needed as they can no longer can be deleted from the system. 

Accounts Payable/Purchase Orders

• The purchase order item quantity field now has up to 4 decimal places of precision. 
• Purchase items can be flagged as a 'Project' which then tracks the item received amount as a percentage of the total item cost rather than the quantity ordered.
• The Purchase Order browse now has options to sort and locate PO's by vendor number and vendor name.
• A problem with recording multiple fixed asset acquisition items from the A/P system has been corrected.
• A Fixed Asset lookup and select button has been added to the A/P invoice detail entry window.
• The problem with a hardcopy PO being produced with no vendor name during the PO insert has been corrected.

Animal Licensing

• License fee type and reproductive status have been added as filter options on all license reports.

General Ledger

• A problem with the 'YTD Budget' column totals on the Working Trial Balance report has been corrected.

Fixed Assets

• A 'Depreciation Date' column has been added  the asset depreciation table.

Vital Statistics

• The 'Divorce Court File Number' field has been increased in size to 20 characters.
• The telephone fields on the marriage update form are now free-form entry fields to allow for international phone number formatting.

Accounts Receivable/Metered Billing

• The Neptune 'Equinox' meter reading import process has been changed to pull the reading date from the 'Order Status' record instead of the 'Route Header' record as it previously did.
• All A/R billing groups now have a organization name and address override for printing on customer statements and invoices.

Prinsys - Building

• Inspection types that are attached to stages of construction/inspection categories can now be set to inactive. This allows the existing data to stay intact but removes the inspection from future use.
• [In-Motion] A 'View Stages of Construction' button been added to the Ready Permit Browse.
• [In-Motion] A problem with the roll locate by street name and number on the Property Browse has been corrected.

Keystone Complete - Release Notes for version 2008.06.01 6.3 9050

Fixed Assets

• The 'Asset Acquisition Update' form has been changed to allow for the acquisition item amount and date to be changed. This is only possible prior to depreciation being processed on that asset.

General Ledger

• There is now an option to import external G/L batches from CSV files as well as fixed length ASCII text files.
• Inactive G/L accounts are now filtered out of the account listing used for account selection in data entry as well report generation.
• A problem with a column missing on the 'Export Summary Account Income Statement' report has been corrected.
• The cheque number being displayed in the G/L expense account inquiry has been shortened to better fit in the list box column.
• A problem has been corrected in Export Summary Accounts Definition window where the window could not be closed and changes saved if a duplicate key error had been encountered and corrected. 

Lottery Licensing

• It is now an option to print the hardcopy lottery license with a zero fee amount.

Accounts Payable/Purchase Orders

• An error message that was encountered when posting A/P invoices that had originated from purchase orders has been corrected.
• A/P invoice void process has been modified to only allow voiding of invoices when the invoice void date is earlier than the void date of any cheques issued on that invoice.

Accounts Receivable/Metered Billing

• The customer rollnumber and tenant information have been added to the account inquiry window.

Prinsys - Tax

• There is now an option to produce arrears statements with the return stub on the top of the page.

Prinsys - Building

• Changes were made to the Inspection Scheduler window to improve the load time of the permits.
• The building permit 'Brief Project Description' fields have been added to the 'Permit Inspection Report'.

Bylaw

• There is now an Email option on the Bylaw and Resolution update form to automatically create an email and send the currently selected file as an email attachment. Note: This feature requires the use of a Simple Mail Transport Protocol (SMTP) server. The email server settings are defined on the organization record and the user address must be defined on the user record.
• There is now a configuration menu that allows for the setting of the number of characters to search for in the Bylaw search function and to optionally hide the 'Edit Keywords' button on the Bylaw and Resolution update forms.

Keystone Complete - Release Notes for version 2008.05.01 6.3 9050

Fixed Assets

• The 'Asset Type' table has been renamed 'Asset Category' to prevent confusion with the MIDS Asset Type.

• Asset acquisition records can now be edited or deleted until the depreciation process has been run on that specific acquisition record. After depreciation has been run, changes to the acquisition record must recorded as 'Write-down' or 'Disposal' transactions via adjustment entries from the Fixed Asset Update window.

• Asset records can now be flagged as 'Pooled'. A pooled asset is a group of similar asset acquisition records grouped under one main asset record. For example, the primary asset record may be called 'Computer Hardware' and may consist of separate asset acquisition records for '2 Windows XP workstations', '1 Windows Vista workstation', '1 laser printer' and '1 Windows 2000 Server'. Each acquisition record on a pooled asset requires its own capitalization date and amount. Expense items coming from the Accounts Payable module must be assigned to a specific acquisition record when the primary asset is set as 'pooled'.

• The depreciation process is recorded from the capitalization date recorded for each individual asset acquisition record. Note: The Capitalization date recorded should be the date the asset was acquired and the Capitalization amount should be the value of the asset as of that date.

• A one-time process has been added in order to move all asset  capitalization values into the general ledger as of Jan 1, 2009. Note: The depreciation process must be run prior to moving the asset data into the G/L.

Accounts Payable/Purchase Orders

• Budget validation on Invoice and Purchase Order entry now excludes G/L accounts that are NOT expense accounts.

• The A/P Invoice posting process now gives the user an option to view which (if any) invoices that will cause an expense account to exceed it's budget amount.

• A problem with the record tagging in the Cheque Reconciliation window has been corrected.

General Ledger

• An option to include 'YTD Budget' or 'Total Budget' has been added to the Export Summary Accounts Listing.

• A problem with the Summary Account Balance Sheet and Income Statement causing a system GPF has been corrected.

• An option to suppress department group breaks with amount totals has been added the Summary Accounts Listing.

Vital Statistics

• The size of the City and Street Name fields for both the Applicant and Co-Applicant have been increased for printing on the marriage license. 

Cash Receipts

• A user prompt has been added to confirm the changing of the account number of the payment method in the receipt entry window. 

• A 3-part donation receipt has been added as an optional receipt type. The format is selected in the Cash Receipts Setup menu as either 'Standard', 'Donation' or 'Prompt' Choosing 'Prompt' causes the system to ask the user for the correct receipt type every time a receipt is printed.

Prinsys - Building Department

• All provincially mandated forms (Permit Application, Order to Comply, Order to Uncover, Order Requiring Tests and Samples. Order Not to Cover or Enclose and Stop Work Order) have been updated to the latest form versions provided by the province.

Keystone Complete - Release Notes for version 2008.03.14 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

Keystone InMotion users must ensure all inspection data is uploaded to the main database before installing any system updates.

System Security

• The organization definition now has the ability for enhanced user security. This new feature causes passwords to expiry after a specified number of days has elapsed, enforcing a specific minimum number of password characters, enforcing a combination of letters and numbers as well as a combination of upper and lower case characters.

 Accounts Payable/Purchase Orders

• A problem with voiding invoices after the cheque issued was also voided has been corrected.

• A problem selecting the cheque format in the A/P Bank update form has been corrected.

• Accounts Payable cheques are now linked directly to the invoice expense GL detail records. When performing an account inquiry in the G/L, expense account posting details will display the cheque number that was issued against the payable invoice. Note: This feature is only available moving forward. The historical G/L detail does not contain the necessary data to allow linking the cheques and invoice items in the G/L.

• The payee name field size on accounts payable cheques has been increased from 30 characters to 50 characters in length.

General Ledger

• A problem with the external batch import process not assigning the G/L posting journal has been corrected.

• The 'Account Listing' report on the 'Export Account Summary Balances' browse has been modified to include the 'Previous Yrs Actual' column and group totals added by G/L department within each summary definition.

• Accounts Payable cheques are now linked directly to the invoice expense GL detail records. When performing an account inquiry in the G/L, expense account posting details will display the cheque number that was issued against the payable invoice. Note: This feature is only available moving forward. The historical G/L detail does not contain the necessary data to allow linking the cheques and invoice items in the G/L.

• The Summarized Account Listing report now gives the option to include columns for Previous Total Actual, Current Total Budget and Total Committed (for those organizations using the Purchase Order module).

• The Department table now has an option to set a GL department as Inactive. This will prevent a user from selecting a department number that is no longer being used for an new account number.

• A G/L batch import process for the Paymate payroll package has been added. 

Fixed Assets

• The FIR defined asset classes and asset function groups can be assigned to the individual assets. 
• The default MIDS Asset Type table has been included. A default MIDS Asset Type value can be assigned for each Asset Category in the software which is assigned to each individual asset in the category. This default value can be changed at the asset level if needed.

Accounts Receivable/Meter Billing

• A problem with the 'Open Reading Charges List' and 'Hi-Lo Reading List' reports hanging the system have been corrected.

• A problem with the 'Open Reading Charges List' and 'Open/Delayed Reading List' including the last meter record processed regardless of a meter existing for that customer has been corrected.

• An option to suppress the organization name and address on the plain paper water bills has been added. This will allow for the bills to be printed on a standard letter head paper.

• The invoice due date has been added to the customer account inquiry window as well as the demand statement.

Animal Licensing

• A Billing Run selection option has been added when generating invoices for animal licenses.

• The Generate Licenses and Generate Invoices processes now filter all customers that have been set to 'Inactive'.

Lottery Licensing

• A problem where the 'Report Due Date' field was not being updated when the lottery type field was changed has been corrected.

• The Ticket Type field has been added to the hardcopy license for Break Open Ticket licenses.

• A maintenance log and report has been added to the license table that tracks the date and time of user inserts, edits and deletes license records.

• While Inserting multiple events the system defaults the event proceeds as the remainder of the overall license proceeds. 

• The ability to track multiple trust accounts for an individual organization has been added. The data conversion will create a default trust account for each organization if one doesn't already exist.

• A telephone extension umber field has been added to the Organization and Individual tables.

Facility Scheduler

• An error message being displayed during the 'Apply Revised Fees' process when a zero booking charge item was encountered has been corrected.

Prinsys - Property Tax

• The tax billing process now logs all roll numbers that have adjustments applied to meet minimum bill amount specified for Interim and Final tax bills.

• The problem with the 'Next Instalment Due' on the tax arrears notices line showing the second instalment date with both instalment amounts combined has been corrected. 

• The primary property owner name has been added to the Street Index report.

• The problem with the text 'School Support' being printed multiple times on the Interim tax bill has been corrected.

• When the primary owner name is changed the user will be prompted to clear the rollnumber field on all related A/R customer records.

• The 1 page laser format tax arrears notice will now print up to 8 additional owner names, similar to the tax bills.

• The transaction history included on the 1 page laser format tax arrears notice is from a user specified date rather than just the last 30 days.

• A Net Balance line has been added to the Tax Inquiry window, which is a sum of the Total Receivable + Post-Dated Instalments - Post-Dated Payments.

• The Next Total Amount Due has been added to the 'Display Next Pen/Int Amount' window.

Prinsys - Building Department

• The inspection scheduler has been modified to improve load speed and a progress meter is now displayed to indicate load progress.

• The 'Export to Outlook' function on the Inspection Scheduler has been modified to use the shorter  inspection category description instead of the full stage of construction text.

Cemetery

• The Maiden Name column has been inserted before the telephone column and the browse locator field now works for all sort options.

Keystone Complete - Release Notes for version 2007.12.14 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

Accounts Payable/Purchase Orders

• We have added ability to Void a numbered purchase order.
• We have added record logging to the purchase order item update form to record changes to items on an issued purchase order.
• We have added the ability for user to edit the purchase order items from the invoice item entry window if the item cost or quantity exceeds the amounts on the original PO. Note: These changes to the PO items are also added to the PO changes log.

Prinsys – Building

• We have corrected the ‘readonly’ setting on Permit Status insert when the currently selected status record has been used on a permit.
• The ‘New’ button has been added back to the Permit Inspection browse for those few users still using the system with the OLD permit inspection setup.

Prinsys – Taxation

• We have added the 'System' and 'User' query options to the Street Index report.
• The supplemental billing process has been modified to ensure the same supplemental assessment record can’t be billed twice.
• We have corrected a problem with importing blank owner names and addresses on new rolls during supplemental assessment import.
• The supplemental assessment browse has been modified to improve performance.
• The next billing instalment date and billing amount (if any) has been added to the to the 1-page arrears statement.
• The owner history update form now displays a message indicating the information is for the OLD owner information only.
• The payment summary section on the ‘Property Tax Statement’ printed from the inquiry window has been corrected .
• The ‘Local Improvements’ section on the tax certificate has been changed to read ‘Local Improvements and Special Charges’.

General Ledger

• A problem with the Fund Balance totals being doubled on the Summary Accounts Balance Sheet has been corrected.
• The budget import has been modified to allow option to distribute evenly to all fiscal periods.

Facility Scheduler

• A new ‘Booking Summary by Facility Category’ report has been added.
• A process to allow users to close open contracts that are fully billed and paid (zero balance) has been added.

Program Registration

• The registrant's birth date has been added to the course roster list.

Lottery Licensing

• The organization budget validation process has been changed to check for zero budget amounts as well as non-zero budget amounts.

Bylaw/Resolution

• The default resolution vote has been changed from ‘Nay’ to ‘Yea’.

Accounts Receivable/Meter Billing

• Customer PAP categories similar to the tax PAP processing has been added to A/R.
• Inactive customers appearing on PAP customer list has been corrected.
• The customer rollnumber has been added to the Customer Name and Address list.
• A batch process has been added to set customer with no transaction activity for a certain period of time to inactive.
• A print ‘Work Order’ option has been added to the Reading Notes tab on the meter update window.
• A problem with Voided readings being included on the Open Reading Charges List has been corrected.
• A problem created when deleting an open reading if a voided reading existed on the same date as the deleted reading has been corrected.

Fixed Assets

• A/P users with View-only access in Fixed Assets can no longer enter data in Fixed Assets from Accounts Payable.
• The Asset browse can now be sorted by asset serial number.
• A problem with the Fixed Asset Details report not printing the asset acquisition data has been corrected.

Keystone Complete - Release Notes for version 2007.10.22 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

Prinsys – Building

• The 'New' button on the stage of construction inspection browse located on the permit update window has been added back. This button was removed in error in the previous update.

Prinsys – Taxation

• A problem calculating the payment aging summary section on the Property Tax Payment Listing and Property Tax Transaction History reports has been corrected.

Cash Receipts

• A problem has been corrected where a single line general item receipt would calculate but not add the tax amounts to the selected receipt. This would result in an error during printing or posting the receipt.

Accounts Receivable/Meter Billing

• The general invoice dates have been changed to the format of  'OCT 22, 2007' in order to eliminate confusion from the standard 'dd/mm/yyyy' format.

• The Billing Amount line on the pre-printed water bill has been moved down to prevent obscuring the 'Previous Balance' field when the bill flows to a second page.

• When calculating the average consumption for estimated meter bills, adjustment readings are no longer included in the calculation.

Accounts Payable/Purchase Orders

• The vendor invoices now print in invoice number order on the A/P cheque stubs.

• The 'Cheque Number', 'Cheque Date' and 'Cheque Amount' labels on the cheque stubs have been shortened to 'CHQ' in order to allow more room for the payee name to print.

Animal Licensing

• When adding a new tag record the system now filters any inactive tag fees when selecting the default tag fee.

Facility Scheduling

• The customer account number has been added to the facility rental contract.

Keystone Complete - Release Notes for version 2007.10.12 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

General

• A list of active system modules has been added to the 'View License' window in 'Administrative Tools'.

• The 'Copy' button on the organization browse now duplicates all users security access from the selected organization.

• Corrected a problem where the Fixed Assets module was being disabled after applying an update to Keystone Complete.

General Ledger

• Changed Trial Balance export option to display an error to user and cancel export if the destination export file is already open.

• Corrected a totalling problem on the credit balance column in the G/L Posting Journal report.

Accounts Payable/Purchase Orders

• Corrected the condition which caused the City/Postal Code fields to appear twice on the printed Purchase Order.

• Corrected the 'File Not Open' error message that appears when deleting an unposted invoice in Accounts Payable.

• The Vendor Number field has been added to the hardcopy purchase order.

• The Vendor Number is now a standard entry field on the purchase order update instead of forcing selection from a list.

• Added a separate logo file name for Purchase Orders in the A/P System Information menu.

• Banking Institutions can now be flagged as 'Inactive' and excluded from Cheque Processing.

• The A/P vendor labels can now be printed by vendor status (Active or Inactive), filtered by vendor name or number and sorted by vendor name or number.

Prinsys – Taxation

• The payment aging summary on the 'Property Tax Payment Listing' report has been corrected.

• The property second owner name has been added to the Mortgage Company Bill export file.

• Corrected a problem when billing local improvements on exempt properties if selected for both capped and uncapped billing runs.

Prinsys – Building

• The 'New' button has been removed from the Inspections browse that is called from the permit browse to prevent entry of an inspection without selecting a Stage of Construction first.
• The building permit logo file is now specified in the Building Dept setup parameters.

Facility Scheduler

• The contract entry now prevents selecting a customer that is set to inactive.
• The system now checks for and prevents a user from setting an A/R customer to Inactive if that customer currently has an open facility rental contract. 

Bylaw

• The bylaw module now has the ability for users to enter and track council resolutions.

Accounts Receivable/Meter Billing  

• The customer invoice entry is now disabled if the selected customer is inactive.
• The report selection parameters for the Customer Trial Balance report have been consolidated onto one window and the report now has an option to print in name order.
• The system now checks for and prevents a user from setting an A/R customer to Inactive if that customer currently has an open facility rental contract. 
• The tax amounts calculated on generated recurring charges has been added to the preliminary charges list.
• There is now an option to suppress statement generation for A/R customer.
• Corrected a problem with Voided meter readings appearing on the Open Reading Charges list.
• A rollnumber selection button has been added to the customer update form. When selecting a rollnumber,  the customer name and address fields are updated from the owner name and address fields from the selected property.

Keystone Complete - Release Notes for version 2007.08.31 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

General

• The active modules for the organization are now listed on the 'View License' window accessed from Administrative Tools.

General Ledger

• The Trial Balance data export process has been changed to alert the user if the the export file is already open and cancels the export immediately if it is.

Prinsys – Taxation

• The second property owner name has been added to the mortgage company billing list export file.
• Corrected: A problem with final tax billing process for local improvements on exempt properties. When selecting this option for both final billing runs (capped and uncapped separately), the second bill for the exempt property included a credit from the previous interim tax bill.
• Corrected: The 'Instalments Due' line on the tax certificate was occasionally not being reset between printings.

Accounts Payable/Purchase Orders

• Corrected: If the organization name and address was 4 lines long, the city, province and postal code was being duplicated on the printed hardcopy of the selected purchase order.

Keystone Complete - Release Notes for version 2007.08.03 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

General

• Each system user’s module security access can be specified for each organization.

Cash Receipts

•   A vertical scroll bar has been added to and the width of the payment code drop-list has been increased for better visibility.

Accounts Payable/Purchase Orders

• Duplicate PO items can now be selected from the vendor product table as long as the GL expense account is unique for that product on the purchase order.
• The default PO item description can be edited by the user.
• The expense account field on the PO item is now a required field.
• A ‘Quantity Received’ display field has been added to the PO item update window.
• All PO expense items are recorded in a ‘Committed Amount’ field for the GL expense account. This field is available to be included on several budget and income statement reports in the general ledger.
• A report wizard has been added which allows for the end-user to define and save custom reports (Account Summary Balances and Dept Budget vs Actual Comparison reports) formats. Note: In order to ensure group totals on these new reports work correctly, revenue amounts are shown as debit (positive) amounts and expenses are shown as credit (negative) amounts.
• A default expense account has been added to the vendor product table.
• Warnings can be optionally set if the PO item (data entry) or AP invoice (posting) will exceed the budget amount of the selected GL expense account.

 Prinsys – Building

• Cash receipts entered from the permit update window can now receive credit amounts.

Prinsys – Taxation

• The tax bills now print all education support.
• Increased the field size of the mortgage company name from 30 characters to 50 characters.
• The tax class code ‘G’ (Parking Lots) has been added as a capped tax class for purposes of printing the schedule 3 section on the tax bill.

General Ledger

• If a duplicate key error is encountered during the saving process in the Account Summary Definition window, the window is no longer closed which allows for the user to edit the duplicate record and resave the changes.
• A report wizard has been added to the report options in the Dept Budget versus Actual Comparison report and the Export Account Summary Balances. This report wizard comes with sample report definitions that may be copied and changed to suit your own needs.

Program Registration

• The active browse query is now saved and reloaded on start up of the Browse Registrations window.

Accounts Receivable/Meter Billing

• The customer invoice browse and update windows are now disabled when the selected customer is inactive.
• Corrected a problem printing water bills that had the same charge code used for both metered and flat charges.

 Fixed Assets

• The depreciation process has been changed to use the capitalization date of a given asset if the asset was added to the system after the last depreciation process was run.

Keystone Complete - Release Notes for version 2007.06.21 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

General

• Corrected a problem where the user count was not being decreased when multiple sessions are running on the same workstation.

Cash Receipts

• The receipt description has been added to Receipt Listing By Date.
• The receipt description has been added to the receipt inquiry browse.

Accounts Payable/Purchase Orders

• An optional barcoded cheque number has been added for use in performing cheque reconciliation with a barcode scanner. Note: Each user must print hard copy sample cheques with the barcode and send them to their own banking institutions to ensure the cheque format still conforms to the CPA cheque standard.
• A maximum cheque amount field has been added to limit which cheques have the signature image automatically printed on them.
• A ‘Numeric’ only option has been added for the cheque text amount line. e.g  '******100 DOLLARS AND 50/100' instead of 'One Hundred Dollars and 50 cents'.
• The Cheque Date sort order option has been added to the Vendor Paid Invoice Inquiry window.
• The cheque total amount has been added to all cheque stubs.

 Prinsys – Building

• A problem has been corrected with the permit type drop-list display, if the type definition has been changed.
• Corrected the missing previous compliance order date on the Stop Work Order.
• Changed the references to the provincial regulations regarding stages of construction, on the building permit to match the current regulations.
• Corrected a problem when printing stages of construction in double columns if the permit type is flagged as ‘multi-unit’.

Prinsys – Taxation

• 'No Support' tax distribution rates are now stored in a tax year specific rate table.
• A problem with the supplemental billing description text obscuring the property tax class and assessment on the Supplemental Bill List has been corrected.

Call Manager

• Made task entry date user editable.

General Ledger

• Added group heading field to allow for grouping and totalling of summary accounts on the Summary Accounts Income Statement and Balance Sheet reports.

Facility Scheduler

• Modified the contract update form to prevent cancelling a new contract after printing the contract hardcopy.
• Added unbilled contracts to the contract drop-list on the cash receipts entry window.

Program Registration

• A ‘Move Registrant’ button has been added to the Course – Registrations browse to allow registrants to be moved to another ‘active’ course.
• The course type and course session has been added the to family confirmation report.
• Entry locator fields have been added to the course browse for each course sort order.
• The ‘Total Participant Hours’ per course has been added to the Course Revenue Report.
• The Medical and Pickup info is now optionally printed on the confirmation letter.
• A problem has been corrected where a course registrant could be moved from the waiting list to fully enrolled even though the course exceeded the maximum enrolment.
• An option has been added to include those people on waiting list to be printed on the course roster.

Vital Statistics

• All date sort orders are now in descending order (Most recent at the top, oldest at the bottom) on the Births, Deaths and Marriages browses.
• Entry field locators have been added to most sort orders on the Births, Deaths and Marriages browses.
• Sort order tabs and entry locators have been added for applicant and co-applicant last name/first name on the Marriages Browse.

Animal Licensing

• A problem with numeric tag # formatting has been corrected.

Lottery Licensing

• Added the ability for users to add categories of organizations and a default of revenue and expense accounts by category.
• Added the ability of users to track trust account deposits and expenditures and compare them with budget.
• Added ability to produce budget vs. actual comparison reports for trust account activity.

Bylaw

• The Bylaw update form has been changed to use the 3^rd reading date as the bylaw effective year.

Cemetery

• A problem with the record sort order has been corrected with the Burials by Interred and Interment Rights Holder reports.
• Added PDF option to all module reports.

Accounts Receivable/Meter Billing

• Invoice billing runs (batches) are now locked for single user access during editing and posting.
• A Meter Date Set filter option has been added to Meter Maintenance List.
• A button has been added to the Meter Rate Table to add the selected charge code to all active meters in a selected route(s).
• The Meter Service Address has been added to Meter Consumption List.
• A  message lookup button has been added to the reading entry window to select a message as a reading note.
• A message lookup button has been added to the meter bill print setup.
• A charge code summary has been added to the meter history report.
• The account number list scrolling problem on the A/R customer label selection has been corrected.

Fixed Assets

• A vendor name entry field has been added to asset acquisition update for manual vendor entry.
• An asset status filter has been added to the asset list.
• A new ‘Asset Details Report’ has been added to the asset browse.

Keystone Complete - Release Notes for version 2007.05.25 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

Prinsys – Taxation

• A problem encountered with the new feature, added in release version 2005.05.25 6.3 9050, which gave the option to apply credit supplemental tax instalments to the roll balances in the same manner as payments are applied, has been corrected in this release..

Keystone Complete - Release Notes for version 2007.05.17 6.3 9050

Note:  Version 2007.03.23 6.3 9050 must be installed BEFORE downloading this update.

Click here to view the MS Word document outlining the changes to the update process.

General 

• A problem with loading saved queries in certain modules (Prinsys, Facility Scheduler, Program Registration, etc) has been corrected.

Cash Receipts

• An option has been added to create ‘refund’ receipts and create offsetting adjustment transactions for specified tax roll or A/R accounts.

Accounts Payable/Purchase Orders 

• A ‘Copy Invoice’ button has been added to the Invoice Selection Table as well as the Vendor Paid Invoices Inquiry’ window.
• An ‘Open P.O. Listing’ report, sorted by G/L account or PO#, has been added.

Prinsys – GIS

• A problem has been corrected with blank mailing addresses appearing on mailing labels and minor variance notification letters when printed from within Arcview.
• An option to print envelope labels as well as mailing labels has been added.

Prinsys – Taxation

• A ‘Copy Supplemental Accounts’ button has been added to the tax rate table to make it easier to set the GL account distribution for supplemental tax bills.
• Adjustment transaction entry has been changed to allow for all aging (principal and penalty/interest) fields to be adjusted in one transaction.
• An option has been added to apply credit supplemental tax instalments to the roll balances in the same manner as payments are applied.
• A payment reversal button has been added to the transaction history browse to allow payments entered in the previous year to be reversed automatically.
• Statements can now be produced by instalment date if the current principal amount on the roll is greater than or equal to the specified instalment amount.
• The total assessment and vacant assessment amounts have been added to the vacancy rebate list.

• An option to export the ‘Assessment Trial Balance’ reports to a CSV file has been added

• The mortgage company payment process now links directly to the cash receipts batch created by the mortgage company payment process so when a generated receipt is deleted from the batch the payment amount for that instalment is added back to the mortgage company payment table.

• The supplemental billing process now creates the mortage company payments.

• Added option to delete rolls from penalty/interest run. Note: Rolls removed from penalty or interest processing are logged in a file ‘<Data Folder>\PenIntExclRolls.txt’.

• Fixed a problem with selecting a roll number from the mortgage company payment update window.

General Ledger

• The GL budget can now be imported from a CSV file. Note: Column 1 is the GL account and Column 2 is the total budget amount with the correct sign indicating debit or credit values.
• An import option for Ceridian payroll, similar to the EasyPay import, has been added.

Facility Scheduler

• The ‘Arrival/Departure List’ can be printed for a specified date range.

• The ‘Facility Calendar’ report now includes the total hours booked for each facility.

• A select button has been added to the contract invoicing window to allow for the selection of a predefined message to be added as an invoice note.

• An option to reselect a new cash receipts batch for each receipt entered has been added to the module setup.

• A user defined contract footer line has been added to the module setup.

Program Registration

• The customer number has been added to the course confirmation letter.

• An option to reselect the cash receipts batch for each receipt has been added to the module setup.

• An attendee count for each course has been added to the ‘Revenue by Course’ report.

Vital Statistics

• Version 10/2006 of Form 19 (Burial Permit) has been added as an option.

Accounts Receivable/Meter Billing

• The ‘Meter Proof’ report now shows the percentage increase or decrease in reading consumption over the previous reading.

• Charge code selection has been added to the ‘Meter Code List by Charge Code’.

• A ‘Meters Only’ and ‘No Meters’ filter option has been added to the ‘Meter List by Customer’ report.

• Posted readings can now be ‘voided’. Voiding a meter reading creates the credit bill to offset the original billing amounts and resets the meter to allow for a new (corrected) reading to be added (it can even have the same date as the voided read). Voided readings are not included in any meter reading or consumption reports.

Keystone Complete - Release Notes for version 2007.03.23 6.3 9050

Note: This release is only available on the new installation CD's and cannot be downloaded from this website.

Users of the Keystone In-Motion remote permit inspection software also require an update to be installed to each Tablet PC running the software. Note: Please be sure all inspections are uploaded to the main system from each tablet before installing the update.

General 

• All workstation settings are now saved in the workstation users’ ‘C:\My Documents\Keystone Computer Resources’ folder instead of the previously used ‘C:\Windows’ folder.
• All temporary files are created in the users ‘C:\My Documents\Keystone Computer Resources’ folder instead of the ‘C:\Program Files\Keystone Computer Resources’ folder.
• Since a simple file copy into the Program Files folder is no longer allowed under Windows Vista, updates must accomplished through the use of the Windows installer.  The update processing trigger will be done through version checking in an ASCII text file, ‘Version.txt’ which is located in the Keystone DATA\UPDATE folder, when the main Keystone application (kf60.exe) or Keystone In-Motion Tablet application (bdtpc60.exe) starts. If a version change is detected, the software starts an installation program (CompleteUpdate.exe or InMotionUpdate.exe) which uses the Windows installer to update the programs.
• To minimize internet download traffic, the update install set will only contain the relevant application exe and dll files. All runtime, report and help files will be installed by the initial CD installation program for this release.
• All standard HLP style help files have been converted to compiled help (CHM) style help files.
• New installations will require the ‘master’ install CD image. This image has all reports, help files, run-time dll’s and program files included in the setup. Windows Vista will not allow users to simply copy the program from an existing workstation.
• A problem was corrected were the system would give a user view only access to a system module the user was not actually granted access to in the user setup.

Cash Receipts

• Corrected the EFT button display problem when the cash receipt browse was called from Accounts Receivable.
• A message has been added to the cash receipt update when a user tries to cancel an edit on a receipt with no receipt items.

Accounts Payable/Purchase Orders 

• Purchase order item cost, vendor product and invoice item cost fields are now allow numeric values to 5 decimal places.
• PO and invoice item quantity are now allow numeric values to 2 decimal places. The PO item description will wrap when too long to print in the description column on the hard copy purchase order.
• The PO notes are printed it the body of the hardcopy purchase order.
• Changed invoice void process to ensure the invoice can’t be void with a date prior to the cheque date.
• Invoice entry date validation to ensure the entry date is not prior to the invoice date.
• An option to print A/P cheque dates with dashes, dots or spaces as field separators, e.g 'dd-mm-yyyy', 'dd.mm.yyyy' or 'dd mm yyyy'.
• The vendor products table has been changed to allow duplicate product descriptions.
• An email address field has been added to the A/P vendor table.
• A cleared cheque listing can be imported from a CSV file provided by the bank (TD/Canada Trust only) and used to automatically select cheques to be cleared.

Prinsys – Building

• A BCIN number has been added for the entire municipality and is defined in the ‘Setup à Building Dept Setup à Building Parameters’ window.
• The system unit of measure (UoM) is now defined in the ‘Setup à Building Dept Setup à Building Parameters’ window.
• The unit of measure (UoM) is now stored with the permit structure dimensions as either ‘Sq. Ft’ or ‘Sq. Meters’.
• Corrected field rounding of structure dimension fields.
• The cover sheet for the Stats. Can. Monthly report has been modified to more closely match the official form.
• The No Inspection Activity report has been corrected and now works properly.
• There has been a notes flag added to the Stage of Construction browse on the permit update form.
• An inspector lookup has been added to the Update Order window in the Tablet and Prinsys modules.
• The permit project description has been added as popup ‘tool tip’ in the ‘Find Permit’ listbox.
• Permit types can be defined as ‘Multi-Unit’ and any related stages of construction can be flagged to have the system generate a stage of construction, with its mandatory inspections, for each unit specified on the permit.
• The Roll Activity browse has been modified to substantially improve performance.
• Name and address fields have been added to the receipt entry window called from the building permit update.
• Corrected the miscellaneous labels not printing in the Laser/Inkjet format.
• It is now possible to add multiple receipts to a building permit.
• A permit comparison summary report has been added.

General Ledger

• A multi-year Dept Budget vs. Actual Comparison report has been added to show  Actual and Budget amounts for current year, previous year (-1) and prior year (-2).
• Corrected sign on revenue accounts exported as credits on the Dept Budget vs. Actual Comparison report.
• The Dept Budget vs. Actual Comparison report can now be printed with a Pd from and Pd To range.
• Corrected the GL posting to prior years which was not rolling the new balances into subsequent years.
• The Posting Journal report can now print period 13 entries to the ‘SYS’ journal, generated by the year close process.
• The Current Period Actual has been added to the Export Summary Balances reports and export file.
• The problem with Working Budget Dept group totals has been corrected.
• When inserting a new account number the type is no longer defaulted to ‘Asset’, the user must select type before pressing the OK button.

Facility Scheduler 

• When entering a booking, the end date is automatically defaulted to the start date if the end is prior to the start date.
• When entering a cash reciept for facility customers the contract drop list now shows all customer invoices and related rental contracts (if any).

Program Registration

• The customer name and address on the confirmation letter has been positioned to print in a windowed envelope.
• The option to print a mailing label or envelope has been added after printing the confirmation letter.

Vital Statistics 

• A religious denominations table has been added to allow for user defined religions to be created for use on the marriage licenses.

Animal Licensing

• The tag fee table can now have fee records set as inactive.
• The customer telephone number and mailing address has been added to the main tag browse.

Lottery Licensing 

• The Total Event Prizes column in the event list of the license update form can be edited directly on the list.

Prinsys – Taxation 

• Bug fix – A change in version 2007.0.17 6.3 9050 to allow for negative penalty and interest rates made it possible for zero penalty and interest transasctions to be created. This has been corrected and the database utility (kfdbutil.exe) will remove any zero penalty/interest transactions from the database.
• The PAP file export for ScotiaBank now prompts for the export filename.
• The penalty and interest processing now displays a preliminary list of transactions with the option to cancel to apply the transactions. The Transaction Register report is generated automatically for each run with the run details logged on the report.
• A status filter (Active, Inactive) that has been added to the roll labels.
• The penalty and interest process now allows for credit penalty and interest transactions.
• The user name who made the changes has been added to the Owner Name and Address Log and Owner History reports.
• Property assessments, including exempt, are now logged by year during the final billing and supplemental billing processes for future inquiries by tax year.
• The tax certificate message lines are now saved on the certificate record in order to re-print the correct messages in the future.
• Roll export process now exports active rolls only.
• A ‘View Active Permits’ button has been added to the Tax Inquiry window for those users with access to both the Tax and Building modules.
• Exempt assessments are optionally printed on the interim tax bill.

Accounts Receivable/Meter Billing  

• The selected customer list entered for mailing labels can be saved and recalled for later use.
• There is a Final Billing List report by reading date for final meter bills.
• A ‘Customer Notes’ button has been added to the main Customer Browse.
• Corrected a problem with inactive charges appearing on water bills with zero charge amounts.
• Customer billing groups can now be set as inactive.
• The final reading date validation has been changed to prevent entry of readings with future dates.

See Keynotes #7 for the previous version release notes.