| 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 | |
| TRANS_UPDATE_PAIDDATE | Update the receipt date on the transfer screen | |
| 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 | |
| TRANS_RESTRICT_AUTOPAY_UPDATE | If checked, users to uncheck the Auto Pay box. If unchecked (the default), users can uncheck the Auto Pay box | |
| 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 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 |