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
full transfer payment
|
TRANSFER_DEPOSIT |
Open
a transfer deposit |
|
TRANS_ADMIN
|
Transfer
within an account and from one account to another
|
|
CHANGE_DEPDATE
|
This
defaults to N, so users cannot change the deposit date to something
other than the current. Set to Y to allow this for individual
users.
|
|
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
|
|
TRANSFER_ATTYFEE
|
Use
the Transfer Attorney Fee screen
|
|
TRANS_UPDATE_PAIDDATE |
Update the receipt date on the transfer screen |
|
TRANS_RESTRICT_AUTOPAY_UPDATE |
If checked, users to uncheck the Auto Pay box. If unchecked (the default), users can uncheck the Auto Pay box. |
|
TRANS_RESTRICT_MOVE_UPDATE |
If checked, users will not be able to change the amounts in the Move column for levy, penalty, interest, and attorney fees. If unchecked (the default), the amounts in these fields can be changed |
|
TRANSFR_TO_FROM_INTREFUND_ACCT |
If checked, users can enter INTREFUND in the account fields of the Transfer screen. The default is N (not checked) |
|
ACT8_PAYMENTS |
Access the ACT 8 Payment screen |
make
reversal payment
|
REVERSAL_DEPOSIT
|
Open
a reversal deposit and make reversals
|
|
RETURNED_ITEM_DEPOSIT |
Open a returned item deposit |
|
CHANGE_DEPDATE
|
This
defaults to N, so users cannot change the deposit date to something
other than the current. Set to Y to allow this for individual
users.
|
|
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
|
|
ACT8_PAYMENTS |
Access the ACT 8 Payment 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
|
|
DEPCTL_BANK_REF_NO
|
Show Bank Reference No. on Deposit Control screen
|
|
DEPCTL_SOURCE
|
Show Source field on Deposit Control screen
|
|
SHOW_DEPCTL_TOTALS_ROLE
|
Default
is N, so users cannot see the deposit totals on the right side
of the Deposit Control screen
|
|
MANAGE_DEPOSITS
|
Use
the Accounting Controls (using Manage Deposits from Main Menu)
|
|
NEEDS_BEG_CASH_AUTH
|
Needs
authorization to change starting drawer amount in Deposit Checkout
|
|
AUTHORIZE_CASH_REMOVE |
Authorize cash removal entries |
|
CHANGE_DEPOSIT_OWN_LOCATION |
Allows users to change the location for their own deposit to any other location (default is Y, or granted). |
|
CHANGE_DEPOSIT_ANY_LOCATION |
change the location on an open deposit to any other location |
|
ACT8_PAYMENTS |
Access the ACT 8 Payment screen |
manage
certificates
|
ACTCERT
|
Allow
access to the Tax Certificate screen.
|
|
CERTIFICATE_SAVE
|
Create
tax certificates.
|
|
CERTIFICATE_VOID
|
Void
tax certificates.
|
|
CERTIFICATE_PAY
|
Pay
tax certificates using the Pay/Reverse button
|
|
CERTIFICATE_REVERSE
|
Reverse
the payment on a tax certificate by using the Pay/Reverse button
|
|
CERTIFICATE_INVOICE
|
See
the Tax Certificate Invoice screen
|
|
ACT80018
|
See
the Tax Certificate Payment screen
|
|
MAP_CLEARING_CERTIFICATES |
Access the Map Clearing application from TCS |
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
fees
|
ACT8040
|
View
the Fees screen
|
|
FEES_INSERT
|
Add
new fees on the Fees screen.
|
|
FEES_UPDATE
|
Change
fees on the Fees screen
|
|
FEE_BELOW_PAID
|
If
this permission is checked and a payment has been made on a fee,
the fee can be changed below the amount paid (if $10.00 was paid,
the fee cannot be lower than $10.00).
|
manage
fiduciaries
|
ACT8024
|
See
the Fiduciary Master screen
|
|
FIDUCIARY_MASTER_UPDATE
|
Change
fiduciaries on the Fiduciary Master screen.
|
|
FIDO_REQUEST_UPDATE
|
Add
and change fiduciary requests on the Fiduciary Requests screen
|
|
CONTACTS
|
See
the Contacts screen
|
|
CONTACTS_UPDATE
|
Add
and change contacts on the Contacts screen
|
manage
Internet payments
|
IP_CONTACTS
|
Use
the Credit Card Contacts screen
|
|
PENDINGPAYMENTS
|
Use
the Internet Payments screen
|
|
PORTFOLIO
|
Access
the Batch Payments portfolio from Main Menu
|
|
PORTFOLIO_LOCKBOX
|
Access
the Portfolio Lockbox screen to process lockbox portfolios.
|
|
IMAGE_CONTROL
|
View
the Image Control web pages from Main Menu where users can manage
the download of their check images
|
|
ACT_REMITPAY
|
Use
the Mortgage Payment Entry screen
|
|
MANAGE_SCHEDULES_UPDATE |
View the Manage Scheduled Payments screen |
|
MANAGE_SCHEDULES_UPDATE |
Make changes on the Manage Scheduled Payments screen |
manage
legal information
|
ACT8025
|
Query
the Delinquent Status screen
|
|
ATTY_BILL_SUPPRESS_CHANGE
|
Add,
change or remove a Bill Suppress code on the Delinquent Status
screen
|
|
LITIGATION_UPDATE
|
Add
or change information on the Litigation tab
|
|
BANKRUPTCY_UPDATE
|
Add
or change information on the Bankruptcy tab
|
|
SHERIFF_SALE_UPDATE
|
Add
or change information on the Sheriff Sale tab
|
manage
liens
|
LIEN_STATUS_UPDATE
|
Add
or change information on the Lien Status tab
|
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
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
split pay flag
|
ACCTM_SPLIT_PAY_UPDATE
|
If
checked, update the Split Payment Flag on the Account Detail screen.
The default is N.
|
perform
authorizations
|
AUTHORIZE_CHECKOUT
|
Access
the Deposit Checkout screen
|
|
SPEC_AUTH
|
Create
an Authorization Code in the Special Authorization screen
|
|
AUTHORIZE_CHECK_PRINT |
Allows authorizations to be enabled for printing checks in TaxLedge |
|
AUTHORIZE_REFUND
|
Authorize
overpayments in the Advanced Payment screen
|
|
AUTHORIZE_NONSYSDATE_CASH_PAY
|
Authorize
the receipt date to be changed on a cash payment
|
|
AUTHORIZE_VOID
|
Authorize
voids in the Advanced Payment screen
|
|
AUTH_VOIDS_SAME_USER
|
Authorize
voids for their own user name
|
manage taxpayer info
|
ACT_PHONE
|
View Phone-Email screen
|
|
ACT_PHONE_ADD
|
Add new data to Phone-Email screen
|
|
ACT_PHONE_UPDATE
|
Update Phone-Email screen
|
print
NSF affidavit letters
|
NSF_AFFIDAVIT
|
Allow
the NSF Affidavit screen to be available from the Main Menu and
the Reversal screen.
|
print
receipts
|
ACT500
|
See
Online Products
|
|
ACT500_REPRINT_RECEIPTS
|
Reprint
receipts
|
|
REPRINT_ORIGINAL_RECEIPT
|
Reprint
original receipts
|
|
BATCH_RECEIPTS
|
Access to the 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
split pay letters
|
AUTH_VOIDS_SAME_USER
|
See
Online Products
|
|
ACT500_QTR_PAY_COUPONS |
See Print Quarter Pay Coupon button on the Split Payment Letter tab in Online Products |
|
ACT500_SPLITPAY_TAB
|
See
the Split Payment Letter tab in Online Products
|
|
ACT500_SPLITPAY_SHOW_DISASTER
|
See
the Disaster Account checkbox on the Split Payment Letter tab
in Online Products
|
|
ACT500_SPLITPAY_SHOW_QUARTER
|
See
the Quarter Account checkbox on the Split Payment Letter tab in
Online Products
|
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
|
take
full advanced payment |
ADVANCED_DEPOSIT
|
Take
a simple or advanced payment.
|
|
CHANGE_DEPDATE
|
This
defaults to N, so users cannot change the deposit date to something
other than the current. Set to Y to allow this for individual
users.
|
|
CHANGE_PAIDDATE
|
Change
the receipt date for the entire deposit, but not for individual
transactions within the deposit
|
|
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
|
|
NEED_REFUND_APPROVED
|
Default
is N, so users do not need a supervisor to approve overpayment
refunds for a particular user
|
|
TAKE_PAY_ANY_DEPOSIT
|
Default
is N, so users cannot take a payment in any deposit. Change to
Y to make a payment in any deposit.
|
|
UPDATE_PAYER
|
See
and use Change Payer screen
|
|
ACT8_PAYMENTS |
Access the ACT 8 Payment screen |
take
special payment
|
SPECIAL_DEPOSIT
|
Open
a special pay deposit
|
|
CHANGE_DEPDATE
|
This
defaults to N, so users cannot change the deposit date to something
other than the current. Set to Y to allow this for individual
users.
|
|
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
|
|
NEED_REFUND_APPROVED
|
Default
is N, so users do not need a supervisor to approve overpayment
refunds for a particular user
|
|
ACT_WRITEOFF_REVERSE
|
Use
the Write Off Reversal screen
|
|
ACT8_PAYMENTS |
Access the ACT 8 Payment screen |
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 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 |