Task |
Entitlements |
Description
|
add
trigger table accounts
|
ACT_TRIGTAB
|
Use
the Statement Accounts screen
|
create
payment agreements
|
ACT8039
|
See
the Payment Agreement screen
|
|
PAYMENT_AGREEMENT_CREATE
|
Create
a payment agreement
|
|
PAYMENT_AGREEMENT_UPDATE
|
Make
changes to taxpayer information on existing payment agreements
|
|
AGREEMENT_ALLOW_APPLY |
If ACT8039 is checked and this entitlement
is also checked (default), users can save new payment and escrow agreements. If unchecked, the Apply button is disabled and users cannot save agreements. |
|
AGREEMENT_VOID
|
Void
payment agreements
|
|
ESCROW_AGREEMENT_CREATE
|
Create
escrow agreements
|
|
MANUAL_AGREEMENT_CREATE
|
Create
'manual' payment agreements
|
|
HS_AGREEMENT_CREATE |
Create homestead payment agreements |
|
HS_AGREEMENT_UPDATE |
Update homestead payment agreements |
|
HS_PAY_AGREE_OVERRIDE_MAX_MONS |
Allow users to create a homestead agreement for a greater number of months than is entered in the client preference HS_MAX_INSTALLMENT_MONTHS |
|
PAY_AGREE_OVERRIDE_MAX_MONS |
Allow users to create an agreement for a greater number of months than is entered in the client preference MAX_INSTALLMENT_MONTHS |
make
reversal payment
|
REVERSAL_DEPOSIT
|
Open
a reversal deposit and make reversals
|
|
RETURNED_ITEM_DEPOSIT |
Open a returned item deposit |
|
CHANGE_DEPDATE
|
Change
receipt date for transactions within a deposit, but cannot change
the deposit or receipt date for the deposit as a whole
|
|
CHANGE_PAIDDATE
|
Change
receipt date for transactions within a deposit, but cannot change
the deposit or receipt date for the deposit as a whole
|
|
CHANGE_PMT_PAIDDATE
|
Change
receipt date for transactions within a deposit, but cannot change
the deposit or receipt date for the deposit as a whole
|
|
DEPCTL_SOURCE
|
Show Source field on Deposit Control screen
|
manage
all deposits
|
ACT8001
|
Query
Deposit Control
|
|
REOPEN_DEPOSIT_ANY_DAY
|
Reopen
any deposit on any date
|
|
CLOSE_DEPOSITS_ANYDAY
|
Close
any deposit on any date
|
|
SHOW_DEPCTL_TOTALS_ROLE
|
Default
is N, so users cannot see the deposit totals on the right side
of the Deposit Control screen
|
|
NEEDS_BEG_CASH_AUTH
|
Needs
authorization to change starting drawer amount in Deposit Checkout
|
|
ACT8_PAYMENTS |
Access the ACT 8 Payment screen |
manage debt collections |
EXCESS_DEBT |
View the Excess Debt Services screen |
|
EXCESS_DEBT_UPDATE |
Make changes on the Excess Debt Services screen |
manage
document imaging
|
ACT_DOCUMENTS
|
Access
the Documents screen
|
|
DOCUMENTS_TAB |
use the Documents screen if user also has ACT_DOCUMENTS |
|
DOCUMENT_ADD
|
Add
a document
|
|
DOCUMENT_COMMENTS_UPDATE
|
Change
the comments attached to a document
|
|
DOCUMENT_DELETE
|
Delete
a document from the system once it has been added
|
|
DOCUMENT_VIEW_ALL
|
View
restricted documents.
|
|
DOCUMENTS_ESTMT_TAB |
Access the Certified E-Statements tab |
|
DOCUMENTS_ESTMT_DELETE |
Causes a popup to appear on the Certified E-Statements tab when deleting information. |
manage EOD publishing
|
ACT_PUBLISH
|
Access the Publish screen
|
manage
notes
|
ACT8011
|
See
the Notes screen
|
|
NOTES_QUERY
|
Query
notes
|
|
NOTES_INSERT
|
Add
notes
|
|
NOTES_UPDATE
|
Change
notes
|
|
NOTES_UPDATE_ONLY_OWN_NOTES |
Change only notes you have created, only if NOTES_UPDATE is set to N. |
|
NOTES_DELETE
|
The
default is N, meaning users cannot delete notes
|
|
NOTES_DELETE_ONLY_OWN_NOTES
|
Delete only notes you have created, only if NOTES_UPDATE is set to N
|
|
ACCT_STATUS_PUBLIC
|
If
checked, Notes and Online Help are available on the Account Status
screen
|
|
ACCT_SEARCH_PUBLIC
|
If
checked, Notes and Online Help are available on the Account Search
screen
|
|
ACCT_MASTER_PUBLIC
|
If
checked, Notes and Online Help are available on the Account Master
screen
|
|
SHOW_PREV_NEXT_OWNER_BUTTONS
|
If
checked, the Previous Owner and Next Owner buttons are visible
on the Account Status and Account Master screens
|
|
PRIOR_YEAR_BUILD
|
Allow
users to click the Prior Year button in Account Master
|
|
ACTMENU_PUBLIC
|
If
checked, Notes and Online Help are available on the Account Master
screen.
|
manage TCS298 configuration |
CLIENT_REPORTS |
View the Client Report screen (default is Y) |
|
CLIENT_REPORTS_UPDATE |
Make changes on the Client Report screen (default is Y) |
print
receipts
|
ACT500
|
See
Online Products
|
|
ACT500_REPRINT_RECEIPTS
|
Reprint
receipts
|
|
REPRINT_ORIGINAL_RECEIPT
|
Reprint
original receipts
|
|
BATCH_RECEIPT
|
Access Batch Receipts screen |
|
PRINT_VOIDED_RECEIPT |
Reprint receipts for voided and reversed payments (RV or RX Transaction Type in Distribution screen) |
print
refund letters
|
ACT500
|
See
Online Products
|
|
ACT500_REPRINT_REFUND_LETTER
|
Print
refund letters
|
print
statements
|
ACT500
|
See
Online Products
|
|
ACT500_PRINT_STATEMENTS
|
Print
current and delinquent statements
|
|
BATCH_RECEIPTS
|
Access to the Batch Receipts screen
|
|
PRINT_CERTIFIED_DELQ_STMT
|
Print certified delinquent detail statement
|
|
SHOW_EBILL_PRINT_CODE
|
Show E-Bill Code box on Current Statement tab
|
|
STMT_LOG
|
Show Statement Log screen from Statements menu
|
|
ACT500_SHOW_ALT_OWN_CHECKBOX |
Show Alternate Owner check box on the Delinquent Statement and Current Statement tabs. |
|
ACT500_SHOW_CHG_ADDR_CHECKBOX |
Show Change Address check box on the Delinquent Statement and Current Statement tabs. |
special accounting |
PHILADELPHIA_PAYABLES |
See the Philadelphia Payables screen from the Administration menu |
view
confidential owners
|
CONFIDENTIAL_ACCT
|
See
names and address of confidential owners against yellow background
|
view
only major screens
|
ACT8002
|
Query
Account Master
|
|
ACT8 |
Access to ACT 8 from ACT 7 |
|
DO_NOT_SEARCH_CALC_BALANCE |
If unchecked, account balances automatically appear with search results when the client preference SHOW_ACCT_SEARCH_TOTAL_DUE is set to Y. When this entitlement is checked, you must check the Calculate Balance box to calculate these amounts. |
|
HIDE_OWNER_EBILL_CODE
|
Hide E-Bill Code field on Owner Detail
|
|
HIDE_MASTER_STATUS_ON_SEARCH
|
Hide Account Master and Account Status buttons on Account Search
|
|
ACT8006
|
Query
Account Status
|
|
ACT8007
|
Use
Account Search
|
|
ACT80122
|
Query
Deposit Status
|
|
ACT8026
|
Query
Ag Rollback
|
|
ACT8039
|
Query
Payment Agreement
|
|
CHNGCTL_HISTORY
|
Query
Change Control History
|
|
ACT8012
|
Query
Payment History
|
|
ACT8025
|
Query
Delinquent Status
|
|
ACT8024
|
Query
Fiduciary Master
|
|
ACT8040
|
Query
Fees
|
|
ACT80017
|
Query
Refund Status
|
|
ACCOUNT_MATCH
|
Query
Account Match
|
|
ACT80022
|
Use
Levy What If
|
|
CHECKBOOK_VIEW
|
Access Checkbook View Screen
|
|
VIEW_IMAGES_DEPSTATUS |
View check and coupon images on Deposit Status Remittance screen |
|
VIEW_ONLY_NEW_CERT_YEAR |
View data from current tax year + 1 |