| 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 |