Head Cashier Job - Tasks Entitlements

Last revised January 3, 2024
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