1. Revenues Version 11.2 March 2016

2. Accounts Receivable

3. © Tyler Technologies 2015 3 Jira Issue: MUN-207927 Purpose: To allow viewing of installment information for a specific charge code. Description: When you double-click a charge code on the Charges tab, the program displays the Charge Detail screen. This inquiry-only screen displays how the charge was billed through the installment process. Bill Inquiry

4. © Tyler Technologies 2015 4 Jira Issue: MUN-215812, MUN-219494, MUN-224372, MUN-230079 Purpose: To allow for more flexibility in creating and maintaining customer records. Description: The Customers program maintains multiple phone numbers, email addresses, and web addresses. The Customers program also allows you to define customer relationships and view duplicate customer records. Customers

5. © Tyler Technologies 2015 5 Contact Information The Phone Numbers and Email Addresses sections allow for multiple records to be added. These sections allow you to mark a specific item as active, specify the phone/email address as the preferred contact method, and, if the phone is marked as mobile, elect text message opt-in. The preferred contact and text opt-in options are used in conjunction with Tyler Notify. Customers

6. © Tyler Technologies 2015 6 Customer Relationships Links to Munis Customers  Identifies related customers, indicates the relationship type, and determines if the relationship is bidirectional. If bidirectional is selected, both customers are able to see each other’s records. When not selected, the primary customer is able to view all linked customers records, but the linked customer cannot see the parent customer’s records. Links to External System Customers  Allows linking of Munis customer numbers to an external system. You can have multiple links to external system customers. Customers

7. © Tyler Technologies 2015 7 Similar Customers Identifies duplicate customer records, allowing for viewing of customers that are similar. If a duplicates exist, the Merge option allows you to combine the two customer records. For viewing, the Show Fewer button will show fewer matches, but with more accuracy; the Show More button shows more results, but with decreasing accuracy. Customers

8. © Tyler Technologies 2015 8 Names and Addresses Allows for an unlimited number of addresses to be assigned to a customer under the Addresses heading. The Delivery Address heading allows an address to be built using the name and address information entered in the Names and Addresses headings. Customers

9. © Tyler Technologies 2015 9 Delivery Methods Allows for rules to be set up for how and where to deliver bills and statements associated with the customer. Rules can be set up based on AR category for mailing addresses, email addresses, and fax numbers. Customers

10. © Tyler Technologies 2015 10 Customers – Formatting Group Determines the customer name format. Name information can be divided based on First, Middle, and Last using the Format Customer Name option. Customers

11. © Tyler Technologies 2015 11 Customers – Formatting Group Customers When the Format Customer Name setting is not enabled, the name displays as full name.

12. © Tyler Technologies 2015 12 Customers – Formatting Group Customers When the Format Customer Name setting is enabled, the name is divided into the First, Middle, and Last fields.

13. © Tyler Technologies 2015 13 Jira Issue: MUN-213922 Purpose: To prevent the viewing of confidential customers. Description: The View Confidential Customer Information permission in Roles-Account Receivable determines if you can view confidential customer names and addresses. Multiple Accounts Receivable Programs When the View Confidential Customer Information permission is set to None, and the customer record is marked as confidential, the customer information displays as ****CONFIDENTIAL**** in any program which displays customer information.

14. © Tyler Technologies 2015 14 Jira Issue: MUN-222363, MUN-222566, MUN-222615, MUN-222927, MUN-224831, MUN-227396, MUN-227486 Purpose: To allow for notifications to be sent using Tyler Notify. (This option only applies if your organization has installed and and implemented Tyler Notify.) Description: Accounts Receivable programs updated to send automated phone and email alerts using Tyler Notify. Tyler Notify, Multiple Accounts Receivable Programs Assess Late Payment Penalty, Bill Inquiry, Bill Notice Export, Bill Refund Processing, Customers, Delinquent Report/Notices, Non-Sufficient Funds Notices, and Partial Payment Bill Notice Export

15. © Tyler Technologies 2015 15 Jira Issue: MUN-215017 Purpose: To support the Payment Batch Entry process with the workflow approval process. Description: The Payment Batch Entry process includes the workflow approval process. This allows your organization to create business rules to require approval of a batch before it can be released. In the Workflow Business Rules program, the PEA-Payment Entry Batch Approval process code is available. Payment Entry

16. © Tyler Technologies 2015 16 When the business rule is enabled, the Output-Rel option is available in Payment Entry, and the Workflow group displays. When a batch is released, assigned approvers use the Workflow options to approve, reject, or otherwise manage the batch. Payment Entry Once a batch has been moved to the workflow process, the Resume option is no longer available for the batch.

17. Animal Licenses

18. © Tyler Technologies 2015 18 Print Notices Jira Issue: MUN-227519 Purpose: To allow for notifications to be sent using Tyler Notify. (This option only applies if your organization has installed and implemented Tyler Notify.) Description: The Print Notices program has been updated to send automated phone and email alerts through the Tyler Notify program. Print Notices

19. General Billing

20. © Tyler Technologies 2015 20 Jira Issue: MUN-220525 Purpose: To allow posted invoices to be deleted. Description: Roles – General Billing includes the Delete Posted Invoices permission. If this permission is enabled for user roles, they are allowed to delete invoices in the Adjust Invoices program and use the Purge Paid Invoices program. Adjust Invoices, Purge Paid Invoices

21. © Tyler Technologies 2015 21 Jira Issue: MUN-219839 Purpose: To allow for parcel validation based on either property central or tax parcels. Description: The Validate Parcel ID setting initiates validation of parcels against the Real Estate tax master records or Central Property records wherever parcels can be input into General Billing programs. General Billing Settings

22. © Tyler Technologies 2015 22 Invoice Entry and Proof Jira Issue: MUN-215716 Purpose: To allow Word and Excel exports to be created from the Invoice Entry and Proof Program. Description: The Invoice Entry and Proof program can produce Excel and Word export files. Invoice Entry and Proof

23. © Tyler Technologies 2015 23 Jira Issue: MUN-201790 Purpose: To allow for a flexible import interface for general billing invoices. Description: The Custom Format Option has been added to the Invoice Import program. The Custom Format option allows you to define an import template file. Invoice Import

24. © Tyler Technologies 2015 24 The Custom Format option opens the Template Editor program. When you first open the program, you must define and create the templates. The Editor feature allows you to add available fields, defining the begin and end locations for each. If you enter a field but do not define it correctly, the editor provides an error message. Invoice Import You can also use the Input File option to create a template from an existing file.

25. © Tyler Technologies 2015 25 Jira Issue: MUN-227374, MUN-227301, MUN-222996 Purpose: To allow for notifications to be sent using Tyler Notify. (This option only applies if your organization has installed and implemented Tyler Notify.) Description: Several General Billing programs are updated to send automated phone and email alerts using Tyler Notify. Tyler Notify, Multiple General Billing Programs General Billing Transfer to Tax, Print Invoices, Print Statements

26. Business Licenses

27. © Tyler Technologies 2015 27 Jira Issue: MUN-216704 Purpose: To allow Word and Excel exports to be created from the Bill Purge program. Description: The Bill Purge includes the Excel and Word options for creating export file. Bill Purge

28. © Tyler Technologies 2015 28 Jira Issue: MUN-209851 Purpose: To allow prepayments to be collected and applied to business licenses. Description: Prepayments can be added to business licenses and applied to subsequent business license bills. Prepayments are collected using the Prepayment option in Miscellaneous Receipts. Once the prepayment has been taken for a business license, the Prepayments folder is highlighted in the Business Accounts program. Business Accounts, Receipts Entry Using this option, you can apply the payment to the appropriate bill and create an applied prepayment s batch.

29. © Tyler Technologies 2015 29 Jira Issue: MUN-224797 Purpose: To provide default status of accounts and licenses created online. Description: The Online Account Status list on the Self Service tab in the Business License Settings program assigns a default status to accounts created through Citizen Self Service (CSS). Business License Settings

30. © Tyler Technologies 2015 30 Jira Issue: MUN-210940 Purpose: To allow data to be tracked by individual job for contractor licenses. Description: Business Licenses is enhanced to create multiple licenses for the license year, on one account, and have the system aggregate the amount of gross receipts for the license year. When applying gross receipts, programs charge the first job of the license year based on the gross receipts, and use aggregate receipts for that year-to-date for subsequent job calculations. Ad-hoc licenses, which are temporary and not renewed every year, are added as jobs occur, not all at one time. Multiple Business License Programs

31. © Tyler Technologies 2015 31 Cycle Codes The Renewal Type of Ad-hoc, Ad-hoc Start Day, Ad-hoc Start Month, and Aggregate Gross Receipts Over the Period have been added. Using an ad-hoc renewal type indicates that any number of bills can be created during the billing period, whereas previously only one bill could be created per month. Multiple Business License Settings

32. Permits and Code Enforcement

33. © Tyler Technologies 2015 33 Jira Issue: MUN-118579 Purpose: To more efficiently provide contractor and tradesman details for new permits. Description: On the Application Permits screen, use the folder buttons for the Contractors and Tradesman fields to view additional details on the Contractor Information screen. Use the State Lics button to update the licensing details for the contractor/tradesman using the Contractor State License Import program. Application Entry, Contractors

34. © Tyler Technologies 2015 34 Application Entry, Contractors

35. © Tyler Technologies 2015 35 On the Contractors screen: The Requirements option identifies license requirements and provides direct access to the License Requirements program. The Business option allows you to manage business account associations. The Contractor and Tradesmen tabs provide the details for each category. Application Entry, Contractors

36. © Tyler Technologies 2015 36 The Contractor button on the Contractor Warning screen opens the Contractor Information screen, providing more information about the associated contractor. Application Entry, Contractors

37. © Tyler Technologies 2015 37 Jira Issue: MUN-213676 Purpose: To allow for collection of contractor escrow deposits. Description: The Contractors program allows for pre-payments to be applied and stored in an escrow account. These amounts can be applied to available licenses; any overages can be refunded back to the contractor. The Fee Code field is used when processing deposits for the contractor. When a fee code is attached to the contractor, the Escrow Amount field is not accessible. Contractors, Application Entry

38. © Tyler Technologies 2015 38 The Escrow option in the Contractors program provides the Contractor Escrow screen, where you can enter and refund escrow payments, as well as view the contractor escrow balance. Payments and refunds can only be processed if a fee code is assigned to the contractor. The Contractors button in the Application Entry program provides the option to view escrow amounts for the selected contractor. Contractors, Application Entry

39. © Tyler Technologies 2015 39 Contractors, Application Entry The Escrow option on the Application Permits screen provides the Contractor Escrow screen for the given contractor, and allows for payments or refunds to be processed for the specified contractor.

40. © Tyler Technologies 2015 40 Jira Issue: MUN-136405 Purpose: To allow for notifications to be sent using Tyler Notify. Description: The Event Notifications program has been updated to send automated phone and email alerts through the Tyler Notify program. (This option only applies if your organization has installed and implemented Tyler Notify.) Event Notifications

41. © Tyler Technologies 2015 41 Jira Issue: MUN-206628 Purpose: To attach comments to Permit Applications. Description: The Permit Comments program automatically attaches comments to an application using Permit Type codes. Permit Comments uses the codes to create a defined list of comments to associate with a specific code. The comments are assigned to departments and subgroups to facilitate filtering and grouping. Permit Comments

42. © Tyler Technologies 2015 42 Permit Comments Permit Comments are linked to Permits using the Permit Types program. Once a Permit Type has default comments assigned, the comments display in Application Permits.

43. © Tyler Technologies 2015 43 Jira Issue: MUN-220285, MUN-206761 Purpose: To allow for user-defined fields by type of project. Description: The Project Types program allows for custom user-defined fields. When viewing a Project Type, click the User Defined Fields button to add or maintain user-defined fields. Project Types, Application Entry

44. © Tyler Technologies 2015 44 The Project User Defined tab has been added to the Application Entry screen. This tab is only available when using a Project/Activity code that has attached user defined fields. Project Types, Application Entry

45. © Tyler Technologies 2015 45 Property Import Jira Issue: MUN-203113 Purpose: To allow for a flexible import interface for property imports. Description: Property Import The Custom Format Option has been added to the Property Import program. The Custom Format option allows for a user defined import template to be used when importing.

46. © Tyler Technologies 2015 46 The Custom Format option opens the Template Editor program. When you first open the program, you must define and create the templates. The Editor feature allows you to add available fields, defining the begin and end locations for each. If you enter a field but do not define it correctly, the editor provides an error message. You can also use the Input File option to create a template from an existing file. Property Import

47. Utility Billing

48. © Tyler Technologies 2015 48 Jira Issue: MUN-212513 Purpose: To improve interaction between Utility Billing and Citizen Self Service. Description: The CSS–Utility Billing Administration, Citizen Request Settings, Assign Citizen Requests, and CSS–Utility Billing programs are enhanced to provide more detail for Utility Billing service requests. CSS–Utility Billing Administration—The title that displays on the Service Request pages in CSS–Utility Billing can be customized, and user-defined fields for the Contact and Request Details sections can be added. Assign Citizen Requests, Citizen Self Service (CSS), Service Order/Print

49. © Tyler Technologies 2015 49 Citizen Request Settings—For the Request Types, when you select the Include Forwarding Address Fields check box, users must enter a forwarding address when creating a service request for the designated request type. For example, select this check box to require a forwarding address for a stop service request type. Assign Citizen Requests, Citizen Self Service (CSS), Service Order/Print

50. © Tyler Technologies 2015 50 Assign Citizen Requests—The Dynamic Fields group displays the user-defined fields that your administrators assign to the Service Request pages. In addition, the Menu group on the ribbon includes Update Request option. When you select this option, the Account and CID fields are accessible for update. Assign Citizen Requests, Citizen Self Service (CSS), Service Order/Print

51. © Tyler Technologies 2015 51 Create Pending Add Additional Address—If selected, the program provides blank address fields for entering the additional address, and updates the number in the Address field to indicate that there are multiple addresses for this record. Forwarding from CSS—If selected, the program automatically updates the address information with the forwarding address from the service request. Assign Citizen Requests, Citizen Self Service (CSS), Service Order/Print

52. © Tyler Technologies 2015 52 Jira Issue: MUN-221374 Purpose: To run imports of meter reading sync files at scheduled times, using the Munis Scheduler. Description: When Munis Scheduler is enabled in your organization’s system, the Import Meter Reading File program includes an Execute This Report list, which provides the Now, Now (In Background), and At a Scheduled Time options. Import Meter Reading File

53. © Tyler Technologies 2015 53 If you select At a Scheduled Time, then when you finish defining the import criteria on the Import Meter Reading File screen and click Accept, the Munis Scheduler opens. Use Munis Scheduler to define when the import job runs, whether it is a recurring job, and to specify users who receive email notifications. Import Meter Reading File

54. © Tyler Technologies 2015 54 Jira Issue: MUN-233738 Purpose: To provide users with flexible file export and import templates for commonly used export and import programs, especially for third-party integrations. Description: The Import Third Party File and Meter Sync Export programs include the Custom Format option, which opens the Template Editor program. Import Third Party File, Meter Sync Export

55. © Tyler Technologies 2015 55 The Template Editor allows you to define custom file formats for use when importing and exporting files. When you first open the program, you must define and create the templates. The Editor feature allows you to add available fields, defining the begin and end locations for each. If you enter a field but do not define it correctly, the editor provides an error message. You can also use the Input File option to create a template from an existing file. Import Third Party File, Meter Sync Export

56. © Tyler Technologies 2015 56 Jira Issue: MUN-220165 Purpose: To create multiple service orders or update multiple accounts/service records at one time. Description: The Mass Update/Create SO program is available on the Special Processing > Critical Services menu. Mass Update/Create SO This program creates multiple service orders or updates multiple account/service records at one time. You must have Add/Update Service Order permissions to use this program.

57. © Tyler Technologies 2015 57 The Process Option field determines the type of update to complete. The default option is Update Account/Service. To update service orders, use the Define option in the ribbon to change this option. If you select Create Service Orders, the program updates service orders or accounts according to defined criteria; if you select Update Account/Service, the program provides account, service, and service order selection criteria and completes the updates according to the defined values. Mass Update/Create SO

58. © Tyler Technologies 2015 58 Jira Issue: MUN-219720 Purpose: To display account user-defined fields and service account type in the Utilities program. Description: The Settings program includes the Display Account User-Defined Fields in Utilities check box on the Site Options 1 tab. Utility Billing Settings, Utilities

59. © Tyler Technologies 2015 59 When this check box is selected, the Utilities program includes the User Defined group on the main screen. This group displays the user-defined fields applicable to your organization. Utilities

60. © Tyler Technologies 2015 60 Jira Issue: MUN-219826 Purpose: To provide Utility Billing messages and links in Tyler Incident Management (TIM). Description: The Utilities and Service Orders programs accommodate data transfers with Tyler Incident Management (TIM) for an active set of records. Each record consists of a user-friendly message and hyperlinks to Munis Utility Billing. The routine also receives a parcel ID, and provides similar messages to TIM for accounts and/or Utility Billing items related to that parcel ID. Utilities, Service Orders

61. © Tyler Technologies 2015 61 Tyler Incident Management displays these messages in the Other Information pane within Incident Entry. Utilities, Service Orders

62. Munis Menu

63. © Tyler Technologies 2015 63 The Centrals option is removed from the Other Applications menu and programs formerly known as Central programs are available on the menu for the applicable products. See the Munis Major Enhancements Version 11.2 Revenues document for a list of programs and their new locations on the Munis Revenues menus. Munis Menu

64. System Administration

65. © Tyler Technologies 2015 65 Roles - Revenues Accounts Receivable MUN-214359 View Confidential Customer Information Determines the level of detail a user can view for a confidential customer record. The list includes the N-None, P-Name Only, and Y-Full values. The default value is the value of the user's View Customer SSN/FIDs; if the View Customer SSN/FID permission is not enabled, this permission is also not enabled. MUN-224912 Customer Maintenance by Department Controls a user's access to customer records: Full, Limited, or None. When the Limited access level is assigned, the user can only maintain customer records for the defined departments. The default value for this access list is None. MUN-224912Partial SSNGrants users permission to view the last four characters of a customer Social Security number. The default value for the check box is not selected.

66. © Tyler Technologies 2015 66 Roles - Revenues Accounts Receivable MUN-224912 Access to Customers SSNs Grants user access to customer Social Security numbers: None, Enter Only, Search and Enter Only, Search and View Only, and Full. This permission replaces the previous View Customer SSN/FIDs permission. MUN-224912  Access to Customer Birth Dates  Access to Customer Driver's License  Access to Customer Banking Data Grant user permission to the specified customer information category. The assignment values for these permissions are None, Enter Only, Search and Enter Only, Search and View Only, and Full. These lists replace the single check box permissions that previously controlled this access.

67. © Tyler Technologies 2015 67 Roles - Revenues Business Licenses MUN- 219894 Process W-2 Refund Void (Delaware Wage Tax) Relabeled to Access Other's Employee Refund Batches. No functionality changes. General Billing MUN- 223126 Delete Posted Invoices Provides permissions for deleting posting invoiced from the Adjust Invoices program. In addition, the Purge Paid Invoices program can only be run by a user for whom this permission is enabled. Permits and Code Enforcement MUN- 227503 Delete Required Inspections on Close Relabeled Delete Required Inspections When Closing Application. MUN- 227503 Auto Delete InspectionsRelabeled Auto Delete Inspections When Permit Status Changes.

68. © Tyler Technologies 2015 68 Roles - Revenues Property Tax MUN-215171Automatically Release Abatements When Mass Created Grants permission to release multiple abatements, generated from different programs, to workflow. When this permission is enabled, the affected programs set the value of the Status field on the Adjustment Header to R- Release.

69. Workflow

70. © Tyler Technologies 2015 70 Jira Issue: MUN-232180 Purpose: To provide flexibility for managing the approval and forwarding processes. Description: In the Workflow User Attributes program, the Forwarding Changes option improves the flexibility for workflow approvals and forwarding. Using Selective Forwarding, you can establish forwarding for specific process codes: Forward approval items for certain process codes, while retaining the no- forwarding status for other codes. Forward all items for an approver. Forward items for all process codes. The Workflow Automated Start/Stop Forwarding fields allow you to begin and end workflow forwarding for specified times. Workflow User Attributes, Workflow Settings

71. © Tyler Technologies 2015 71 Workflow User Attributes

72. © Tyler Technologies 2015 72 In Workflow Settings, the Excluded Processes tab allows you to exclude workflow actions from being available in web parts or mobile applications. For example, to have employee time sheet or accrual requests available for approval only in Employee Self Service (ESS), select the ESA-ESS Accrual Requests and EST-ESS Time Sheets process codes on the Excluded Processes tab. Workflow Settings

73. Tyler Dashboard

74. © Tyler Technologies 2015 74 Jira Issue: DSH-2301 Purpose: To provide quick access to Tyler University and the Tyler Community from the Dashboard. Description: The My Tyler menu on the main Dashboard page provides quick access to Tyler University and the Tyler Community. My Tyler

75. © Tyler Technologies 2015 75 TylerU—Provides access to your Tyler University courses and course transcripts, and includes a link that you can use to enroll in new courses. Tyler Community—Provides access to Tyler’s user-driven online software support community. My Tyler

76. © Tyler Technologies 2015 76 Jira Issue: DSH-2299 Purpose: To add education plans and transcripts to the Tyler University pages. Description: The Tyler University group on the Dashboard ribbon includes links for Enroll, My Courses and My Transcript: Enroll – Complete your TylerU course registration. My Courses – Preview course descriptions and take a course. My Transcript – Review courses taken, completion dates, and scores. Tyler University

77. © Tyler Technologies 2015 77 Jira Issue: DSH-2213 Purpose: To enhance the Tyler University login process and improve course sorting. Description: Login does not require that you provide credentials each time you view course content. Entering credentials can be completed directly from the Curricula or Enrolled Courses pages. Classes are labeled by version and provide information on classes specific to your Tyler product version. Enrolled Courses sorts by curricula and then course title, but you can reorder sorting by clicking column headers. Tyler University

78. © Tyler Technologies 2015 78 Added: Accounts Payable - Expired Vendor Certificates Work Orders - Preventative Maintenance, Internal Requests, Citizen Requests Utility Billing - Top Consumption Accounts Human Resources - Terminated, New Hires Removed: Class Statistics eLearning Staffing Relabeled: Exceptions to Scheduled Evaluations In addition, many web parts were converted to the tile format. Tyler Dashboard Web Parts for Munis