Lien User Job Tasks Entitlements

Last revised November 7, 2017
Task Entitlements Description
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
make full transfer payment ACT80013T Access the Transfer screen
  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
make manual refund ACT80015 Open an Issue Refund 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 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
  REFUND_DEPOSIT Open a refund deposit
  REFUND_FIX_DEPOSIT Open a refund deposit for fixing refunds
make Owner Detail Account Master Changes ACCTM_OWNER_DETAIL_UPDATE Make change to the Account Master Owner Detail screen
  ACT8002 See the Account Master screens
  ACT8005 Query the Receivable screen
  ACT80071 Use the Change Mailing Address screen
  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 reversal payment REVERSAL_DEPOSIT Open a reversal deposit and make reversals
  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
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
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 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 refunds ACT80017 See the Refund/Recipient Status screen
  CHANGE_REFUND_IN_TRANSIT Change a refund status to In Transit
  CHANGE_REFUND_ON_HOLD Change a refund status to On Hold
  CHANGE_REFUND_RECIPIENT Change a refund recipient
  MOVE_REFUND_TO_TAX_UNIT Move a refund to a specified tax unit
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 statements ACT500 See Online Products
  ACT500_PRINT_STATEMENTS Print current and delinquent statement
  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
run special liens batch processes [each batch menu report and process has its own entitlement that refers to the batch menu no.] Run batch menu reports and processes
  BATCHMENU See the Batch Menu screen
  BATCHREQUEST See and use the Batch Request screen
take full advanced payment ADVANCED_DEPOSIT Query Deposit Control
    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
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
update Special Liens BATCHMENU See the Batch Menu screen
  BATCHREQUEST See and use the Batch Request screen
  LIEN_MASTER Access to the Lien screens
  LIEN_SYNCH_UPDATE Allow users to update liens for synching to a different Client ID on the Lien Detail screen
  NOTES_DELETE Delete notes in the Liens Notes screen
  NOTES_INSERT Add notes in the Liens Notes screen
  NOTES_QUERY view notes in the Liens Notes scree
  NOTES_UPDATE change notes in the Liens Notes screen
  LIEN_ALLOW_RELEASE_ON_CANCELED update canceled liens
  SPECIAL_LIENS_CANCEL Cancel liens
  SPECIAL_LIENS_INACTIVATE Enable the Inactivate/Activate button on the Lien Detail screen
  SPECIAL_LIENS_INSERT Add new liens
  SPECIAL_LIENS_RELEASE Release liens
  SPECIAL_LIENS_RELEASE_UPDATE Update released liens
  SPECIAL_LIENS_UPDATE Update existing liens
  SPECIAL_LIENS_UPDATE_ACTIVATE Update the Activation Date on the Lien Master screen
view confidential owners CONFIDENTIAL_ACCT See names and address of confidential owners against yellow background
view only special liens ACT8002 Query Account Master
  ACT8006 Query Account Status
  ACT8007 Use Account Search
  ACT8007 Use Account Search
  ACT8012 Query Payment History
  ACT8040 Query Fees
  ACT80017 Query Refund Status