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
|
|
ACT8_PAYMENTS |
Access the ACT 8 Payment 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
|
|
ACT8_PAYMENTS |
Access the ACT 8 Payment 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
|
|
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
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
|
|
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 |
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
|