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
|