| task | Entitlements | Description |
|---|---|---|
| make manual refund | 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 | |
| REFUND_STATUS_VIEW_ONLY | This defaults to N, meaning users can view, but not update the Refund Status screen. Setting this to Y allows updates to the information on this screen | |
| 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 |
| DOCUMENT_DELETE | Delete a document from the system once it has been added | |
| DOCUMENT_VIEW_ALL | View restricted documents. | |
| manage own deposits | ACT8001 | Query Deposit Control |
| CLOSE_OWN_DEPOSITS | Allows the user to only close the deposits they opened | |
| REOPEN_DEPOSIT_SAME_DAY | Reopen a closed deposit on the same day it was closed. | |
| SHOW_DEPCTL_TOTALS_ROLE | See the deposit totals on the right side of the Deposit Control screen | |
| ACT8_PAYMENTS | Access the ACT 8 Payment screen | |
| manage public users | ACCT_MASTER_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen |
| ACCT_SEARCH_PUBLIC | If checked, Notes and Online Help are available on the Account Search screen | |
| ACCT_STATUS_PUBLIC | If checked, Notes and Online Help are available on the Account Status screen | |
| ACTMENU_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen. | |
| ONLINE_PRODUCTS_PUBLIC | If checked, Notes and Online Help and the Change Address feature are available on the Online Products 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 | |
| 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 refund fiduciaries | ACT8024 | See the Fiduciary Master screen |
| 4243_REFUND_FIDO | Activate the 42.43 Refund Fiduciary checkbox on Fiduciary Master | |
| REFUND_HOLD | Activate the Adj. Refund On Hold checkbox on Fiduciary Master | |
| REFUND_MAIL_FIDO | Activate the Adj. Refund Use Address checkbox on Fiduciary Master | |
| REFUND_PAYMAIL_FIDO | Activate the Adj. Refund Use Name/Address checkbox on Fiduciary Master | |
| 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 | |
| CHANGE_LAWSUITS_BY_YEAR | Allow users to add or change information on the Suits by Year popup window. The client preference SUITS_BY_JURISDICTION must also be set to Y. | |
| print refund letters | ACT500 | See the Online Products screen |
| ACT500_REPRINT_REFUND_LETTER | Reprint Refund Letters | |
| 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 | |
| refund wizard | REFUND_USER | allows users to use the Refund Wizard |
| ASSIGN_QUEUE | allows users to assign a refund batch to other users and to see others' batches | |
| REFUND_REVIEW | allows users to review refunds | |
| REFUND_APPROVE | allows users to approve refunds | |
| REFUND_BATCH_DESC_EDIT | Allows user to edit batch description. | |
| REFUND_ON_HOLD | allows users to put refunds on hold | |
| REFUND_REMOVE | allows users to remove refunds from a batch | |
| CHANGE_REFUND_RECIPIENT | allow users to change refund recipients. | |
| UPDATE_RC_DIST_DEPDATE | If set to Y, the deposit date of the transfer deposit created by the Change Refund Recipient process will be the system date; otherwise it's the payment date. | |
| CHANGE_SPECIAL_REFUND_ON_HOLD | If the client preference ENFORCE_SPECIAL_REF_HANDLING is set to Y, users can change the on hold status of accounts with litigated refunds | |
| REFUND_APPROVE_OWN_REVIEWED | Allows user to review and approve refunds in the same batch | |
| MOVE_REFUND_TO_TAX_UNIT | Allow users to see the Change to Escrow Unit box on the Refund Batch Detail screen if the refund stored in units in the SIT_ADJ_REFUND_TU, FRZ_ADJ_REFUND_TU, and PRO_ADJ_REFUND_TU preferences | |
| FIDUCIARY_MASTER_UPDATE | Allows users to update the Fiduciary screens if they also have the ACT8024 entitlement checked | |
| make full transfer payment | TRANS_ADMIN | Transfer within and between accounts |
| 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 | |
| TRANSFER_ATTYFEE | Use the Transfer Attorney Fee screen | |
| TRANSFER_DEPOSIT | Open a transfer deposit | |
| TRANS_UPDATE_PAIDDATE | Update the receipt date on the transfer screen | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 |