| Task | Entitlements | Description | |
|---|---|---|---|
| add payment history | ACT8041 | Use the History Add Back screen | |
| add trigger table accounts | ACT_TRIGTAB | Use the Statement Table screen | |
| make Frozen Levy Account Master changes | ACCTM_FROZEN_AMOUNTS_UPDATE | Make changes on the Account Master Frozen Amounts tab | |
| ACCTM_SAVE_AND_CALC_BUTTON | Use the Save and Calculate Levy button on the Account Master Summary screen to save changes made in the Account Master screens | ||
| ACCTM_VIRTUAL_FREEZE_UPDATE | Make changes to virtual freeze information | ||
| ACCTM_PART_OWN_FRZ_COMP_UPDATE | Update the Partial Owner Frozen Compression field on the Account Master Frozen Amounts tab | ||
| MULTI_OWNER_UPDATE | Allow users to add and modify multi-owner accounts. | ||
| ACT8002 | See the Account Master screens | ||
| OVERRIDE_FREEZE_CALCTYPE | Change the freeze calculation type on the Account Master Frozen Amounts tab | ||
| PRIOR_YEAR_BUILD | Use the prior year build button on the Account Master Summary screen to rebuild prior year data | ||
| make Receivable changes | ACT8005 | See the Receivable screen | |
| RECEIVABLE_UPDATE | Make changes on the Receivable screen | ||
| make value and levy Account Master changes | ACCTM_ACCOUNT_DETAIL_UPDATE | Make changes on the Account Master Account Detail screen | |
| ACCTM_ALLOW_CURR_YEAR_PLUS1 | Allow users to create a record for the current year plus one. The default is unchecked (not allowed). | ||
| ACCTM_CHNG_DELQ_DATE_BUTTON | Access and make changes in the Delinquency Date window | ||
| ACCTM_EXEMPTIONS_UPDATE | Make changes to the Account Master Exemptions tab | ||
| ACCTM_JURISDICTIONS_UPDATE | Make changes to the Account Master Jurisdictions tab | ||
| ACCTM_PROPVAL_DETAIL_UPDATE | Make change to the Account Master Property Value detail screen | ||
| ACCTM_SAVE_AND_CALC_BUTTON | Use the Save and Calculate Levy button on the Account Master Summary screen to save changes made in the Account Master tabs | ||
| ACCTM_UPDATE_OWNER_EFF_DATE | Change the Owner Effective Date field on the Account Master Owner Detail tab if the preference OWNER_EXEMPTION_EFFECTIVE_DATE is set to OWNER | ||
| DELQ_DATE_UPDATE_PEN_CONTROL | Allow users to change values in the Penalty Control list on the Change Delinquency Date screen | ||
| EVENT_COMPARISON | Allow users to view the Event Comparison screen. If this entitlement is not granted, the SB1 Values button is not visible | ||
| EVENT_COMPARISON_DELETE | Allow users to delete records on the Event Comparison screen. | ||
| EVENT_COMPARISON_UPDATE | Allow users to update records on the Event Comparison screen. | ||
| MULTI_OWNER_UPDATE | Allow users to add and modify multi-owner accounts. | ||
| MULTI_OWNER_UPDATE | Allow users to add and modify multi-owner accounts | ||
| ACCT_INACTIVATE_PROCESS | Activate/inactivate an account on the Account Master Account Detail tab | ||
| ACT8002 | See the Account Master screens | ||
| ACT8005 | See the Receivable screen | ||
| PRIOR_YEAR_BUILD | Use the prior year build button on the Account Master Summary screen to rebuild prior year data | ||
| manage ag rollbacks | ACT8026 | See the AG Rollback screens | |
| AGROLLBACK_CREATE | Create an AG Rollback | ||
| AGROLLBACK_VOID | Void an AG Rollback | ||
| 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 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 | ||
| manage prorations | ACT80022 | Access Levy What If screen | |
| ACT80022-PRORATION | Access Proration tab on Levy What If | ||
| manage public users | ONLINE_PRODUCTS_PUBLIC | If checked, Notes and Online Help and the Change Address feature are available on the Online Products screen | |
| 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 prorations | ACT80022 | View the Levy What If screen | |
| ACT80022_PRORATION | Access the Levy What If Proration tab | ||
| print statements | ACT500 | See Online Products | |
| ACT500_PRINT_STATEMENTS | Print current and delinquent statements | ||
| 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. | ||
| PRINT_CERTIFIED_DELQ_STMT | Print certified delinquent detail statements | ||
| SHOW_EBILL_PRINT_CODE | Show E-Bill Code box on Current Statement tab | ||
| STMT_LOG | Show Statement Log screen from Statements 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_MASTER_STATUS_ON_SEARCH | Hide Account Master and Account Status buttons on Account Search | ||
| HIDE_OWNER_EBILL_CODE | Hide E-Bill Code field on Owner Detail | ||
| 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 |