Tasks, Entitlements and Jobs

Last revised July 13, 2017

This list of tasks, entitlements and the jobs assigned to each task is sorted alphabetically by task name.

Task Entitlements Description Jobs - ACT Template Only
Adjust check wires ACTGL_CHWRITER View the Check Writer screen TL_CHECKWRITER
  GLADJUST_CHECKS Access the Check Writer Adjustment tab  
  GLCHANGE_PRINTDT Change the Print Date on the Check Writer tab  
  GLCHKWR_COMMENT Update name, address and comment lines in Check Writer  
  GLESCHEAT See the Escheat option on the Check Writer Adjustment tab  
  GLESCHEAT_UPDATE_TCS Use the Escheat button  
  GLPRINT_COPY Print copies of checks and EFT slips on the Check Writer djustment tab  
  GLPROCESS_ADJ

Use the Process button on the Check Writer Adjustment tab

 
  GLRENUMBER_CHECKS Activate the Renumber Checks box and Update Check Numbers button on the Check Writer Adjustment tab  
  GLREUSE_CHECKS Activate the Reuse Checks option on the Check Writer Adjustment tab  
  GLVOID_CANCEL Activate the Void/Cancel option  on the Check Writer Adjustment tab  
  GLVOID_REPRINT Activate the Void/Reprint option on the Check Writer Adjustment tab  
Adjust refunds ACTGL_REFUND View the Refunds screen   TL_REFUNDS
  GLADJUST_REFUNDS Update or make changes on the Refunds screen  
Adjust remittances ACTGL_REMIT View the Remit screen TL_REMITTANCES
  GLATTYREMITDETAIL Access the Attorney Remittance Detail tab  
  GLREMIT_ADJUST Access the Adjustments tab in the Remit screen  
  GLTUREMITDETAIL Access the Tax Unit Remittance Detail tab  
Automatic clear ACTGL_BANK_RECON Access the Check Clearing screen TL_RECONCILIATION
  GLAUTO_CLEAR Clear checks using the automated load process  
Change maintenance info ACTGL_TAX_OFFICE Access the Tax Office Maintenance screen TL_ADMIN
  GLTAX_OFFICE_ADMIN Allow users to save changes in the Tax Office Maintenance screen  
  GLTAX_OFFICE_BANK_ADMIN Allow users to change tax office bank information in the Tax Office Maintenance screen  
Change remittance setup GLREMIT_SETUP_CHANGE Make changes on the Remittance Setup screen  
TaxLedge maintenance ACTGL_SYSTEM_MAINT Access the TaxLedge Maintenance screen  
  ACTGL_SYSTEM_MAINT_UPDATE_ITEM Update client items on the TaxLedge Maintenance screen  
  ACTGL_SYSTEM_MAINT_UPTDATE PREF Update client prefs on the TaxLedge Maintenance screen  
Discard checks ACTGL_CHWRITER View the Check Writer screen TL_CHECKWRITER
  GLDISCARD_CHECKS Access the Discard tab in Check Writer  
Enter manual refunds ACTGL_REFUND View the Refunds screen TL_REFUNDS
  GLMANUAL_REFUNDS Use the Manual Payment Requests tab in the Refunds screen  
Load refunds ACTGL_REFUND View the Refunds screen TL_REFUNDS
  GLLOAD_REFUNDS Activate the Load Refunds and Void Load buttons in the Refunds screen  
Load remittances ACTGL_REMIT View the Remit screen TL_REMITTANCES
  GLLOADSUMMARY Access the Load Summary tab in the Remit screen  
  GLLOAD_REMITTANCES Activate the Load  Data and Void Load buttons in the Remit screen  
  GLUPDATELOAD Activate the Update Load button and Liquor Totals option in the Remit screen  
Manage ledger adjustments GLRECON_VIEW_ADJ Access the Transfers tab on the Ledger Transactions tab on the Bank Recon screen - view only TL_RECONCILIATION
  GLRECON_DELETE_ADJ Activate the Delete checkbox on the Ledger Transactions tab on the Bank Recon screen  
  GLRECON_SAVE_ADJ Activate the Process button on the Ledger Transactions tab on the Bank Recon screen  
Manager bank transfers GLRECON_VIEW_ XFER Access the Transfers tab on the Transfers tab of the Bank Recon screen - view only TL_RECONCILIATION
  GLRECON_DELETE_ XFER Activate the Delete checkbox on the Transfers tab of the Bank Recon screen  
  GLRECON_SAVE_ XFER Activate the Process button on the Transfer tab of the Bank Recon screen  
Manual clear ACTGL_BANK_RECON Access the Check Clearing screen TL_RECONCILIATION
  GLMANUAL_CHKCLEAR Manually clear checks in the Check Clearing screen  
  GLRPTESCHEAT_LETTER Print Escheat Letters to assist in the clearing process  
Manual clear and unclear ACTGL_BANK_RECON Access the Check Clearing screen TL_RECONCILIATION
  GLRECON_SUPER Allow manual clearing, automated clearing and unclearing  
  GLRPTESCHEAT_LETTER Print Escheat Letters to assist in the clearing process  
Print bank files GLNACHA Create NACHA files from the Bank Register TL_REPORTS
  GLOUTS_CHECKS_FILE Create outstanding check files from the Bank Register [defaults to N]  
  GLPOS_PAY Create positive pay files from the Bank Register  
  TAXLEDGE_REPORTS

Access the Reports menu

 
Print bank register GLRPTCHECK_REGISTER Print the Bank/Check Register report TL_REPORTS
  GLRPTEFT_REGISTER Print the EFT Request report  
  TAXLEDGE_REPORTS Access the Reports menu  
Print checks wires ACTGL_CHWRITER View the Check Writer screens TL_CHECKWRITER
  GLBEGIN_CHK Activate the New Begin Chk text box on the Payment Printing tab of the Check Writer  
  GLCHANGE_PRINTDT Change the Print Date on the Payment Printing screen  
  GLNUM_ON_HAND Activate the Requests on Hand text box on the Payment Printing tab of the Check Writer  
  GLPAYMENT_PRINTING Access the Payment Printing tab in the Check Writer  
  GLPRINT_CHECKS Activate the Print Checks button on the Payment Printing tab of the Check Writer  
  GLPROCESS_CHKRUN Activate the Process button on the Payment Batches tab in Check Writer  
  GLSKIP Activate the Skip box on the Payment Printing tab of the Check Writer  
Print EOM reports GLRPTEND_OF_PERIOD Print the End of Period report TL_REPORTS
  TAXLEDGE_REPORTS Access the Reports menu  
  GLRPTFEE_REPORT Print the Fee letters  
Print recon files GLIIF Create IIF files for QuickBooks from the Bank Register TL_REPORTS
  GLRECON_FILE Create the Reconciliation files from the Bank Register  
  TAXLEDGE_REPORTS Access the Reports menu  
Print refund reports GLRPTREFUND_REGISTER Print Refund Register report TL_REPORTS
  TAXLEDGE_REPORTS Access the Reports menu  
  GLRPTESCHEAT_LETTER Print Escheat letters  
  GLRPTESCHEAT Print Escheat report  
Print remit reports GLRPTATTY_REMITTANCES Print an Attorney Remittance report TL_REPORTS
  GLRPTATTY_REMIT_LETTER Print an Attorney Remittance Letter  
  GLRPTCOMMISSION_CAP Print a Commission Cap report  
  GLRPTCOMMISSION_TOTAL Print a Commission report  
  GLRPTCPA_BILL Print a Cost Per Account Letter  
  GLRPTCPA_REPORT Print a Cost Per Account report  
  GLRPTJURISDICTION_REPORT Print a Disbursement report  
  GLRPTJURIS_REMITTANCES Print a Jurisdiction Remittance report  
  GLRPTLOAD_SUMMARY Print a Load Summary report  
  GLRPTPAYABLE_ENTRIES Print a Remittance Adjustment report  
  GLRPTREMITTANCE_PREVIEW Print a Remit Preview report  
  GLRPTTCS297F Print a TCS297F report  
  GLRPTTU_REMIT_LETTER Print a Jurisdiction Remittance Letter  
  TAXLEDGE_REPORTS Access the Reports menu  
Process refunds ACTGL_REFUND View the Refunds screen TL_REFUNDS
  GLCOMBINE_REFUNDS Activate the Combine Payments options on the Refunds screen  
  GLREQUEST_REFUNDS Activate the Process, Save Changes and Cancel Request buttons on the Refunds screen  
  GLWRITEOFF_REFUNDS Show Write Off All button and Write Off option on the Refunds screen  
Process remittances ACTGL_REMIT View the Remit screen TL_REMITTANCES
  GLHOLD_PERCENT Activate the Percent to Disburse button on the Remit screen  
  GLREQUEST_REMITTANCES Activate the Process button on the Remit screen  
Refund postback ACTGL_CHWRITER View the Check Writer screen TL_CHECKWRITER
  GLPAYMENT_PRINTING Access the Payment Printing tab in Check Writer  
  GLPOSTBACK Activate the Post Back button on the Payment Printing tab in Check Writer TL_CHECKWRITER
Run_TL_Batch_Jobs BMI 13006 Run BMI 13006 TL_REPORTS
Search checks wires ACTGL_CHWRITER View the Check Writer screen TL_CHECKWRITER
Show account number GLSHOW_ACCOUNT Show the tax office bank account number in the Payment Batches tab in Check Writer TL_CHECKWRITER
TaxLedge Maintenance ACTGL_SYSTEM_MAINT View the TaxLedge Maintenance screen TL_ADMIN
  ACTGL_SYSTEM_MAINT_UPDATE_ITEM Update a Client Item in the Maintenance screen  
  ACTGL_SYSTEM_MAINT_UPDATE_PREF Update a client preference in the Maintenance screen  
Update Cost per Account ACTGL_COST_PER_ACCT Use the Cost Per Account screen TL_CPA
View check clearing screen ACTGL_BANK_RECON Access the Check Clearing screen TL_RECONCILIATION
View check writer ACTGL_CHWRITER View the Check Writer screen TL_CHECKWRITER
  GLADJUST_CHECKS Access the Adjustment tab in Check Writer  
  GLPROCESS_CHKRUN Activate the Process button on the Payment Batches tab in Check Writer  
View refunds ACTGL_REFUND View the Refunds screen TL_REFUNDS
View remit screen ACTGL_REMIT View the Remit screen TL_REMITTANCES
View remit setup ACTGL_REMIT_SETUP Access the Remittance Setup screen TL_ADMIN
View maintenance ACTGL_TAX_OFFICE Access the Tax Office Maintenance screen TL_ADMIN