This list of tasks, entitlements and the jobs assigned to each task is sorted alphabetically by task name.
| Task | Entitlements | Description | Jobs - ACT Template Only |
|---|---|---|---|
| add payment history | ACT8041 | Use the Add Payment History screen | CAD Save Calc Ag Rollback |
| add trigger table accounts | ACT_TRIGTAB | Use the Statement Accounts screen | Accounting, Attorney, CAD Wizard, CAD Save Calc Ag Rollback, Head Cashier |
| certified billing | BILLCTL | Grant access to the Bill Control Configuration screen | Bill Control |
| JOB_MANAGEMENT | Grant access to the Batch Job Manager screen | ||
| JURS_CERTIFIED | Grant access to the Certified Values screen | ||
| change control | CHNGCTL_ID_MAINT | View Change Control ID screen | User Administration |
| CHNGCTL_ID_MAINT_UPDATE | Make changes on Change Control ID screen | ||
| create payment agreements | ACT8039 | See the Payment Agreement screen | Accounting, Attorney, Head Cashier |
| PAYMENT_AGREEMENT_CREATE | Create a payment agreement | ||
| PAYMENT_AGREEMENT_UPDATE | Make changes to taxpayer information on existing payment agreements | ||
| AGREEMENT_ALLOW_APPLY | If ACT8039 is checked and this entitlement is also checked (default), users can save new payment and escrow agreements. If unchecked, the Apply button is disabled and users cannot save agreements. | ||
| AGREEMENT_VOID | Void payment agreements | ||
| ESCROW_AGREEMENT_CREATE | Create escrow agreements | ||
| MANUAL_AGREEMENT_CREATE | Create 'manual' payment agreements | ||
| HS_AGREEMENT_CREATE | Create homestead payment agreements | ||
| HS_AGREEMENT_UPDATE | Update homestead payment agreements | ||
| HS_PAY_AGREE_OVERRIDE_MAX_MONS | Allow users to create a homestead agreement for a greater number of months than is entered in the client preference HS_MAX_INSTALLMENT_MONTHS | ||
| PAY_AGREE_OVERRIDE_MAX_MONS | Allow users to create an agreement for a greater number of months than is entered in the client preference MAX_INSTALLMENT_MONTHS | ||
| load appraisal district changes | see the end of this topic for these entitlements, etc. | CAD Wizard | |
| make Frozen Levy Account Master changes | ACCTM_FROZEN_AMOUNTS_UPDATE | Make changes on the Account Master frozen amounts taab | CAD Save Calc Ag Rollback |
| ACCTM_SAVE_AND_CALC_BUTTON | Use the Save and Calculate Levy button on the Account Master Summary screen to save changes made in the Account Master screens | ||
| MULTI_OWNER_UPDATE | Allow users to add and modify multi-owner accounts. | ||
| ACT8002 | See the Account Master screens | ||
| OVERRIDE_FREEZE_CALCTYPE | Change the freeze calculation type on the Account Master Frozen Amounts tab | ||
| PRIOR_YEAR_BUILD | Use the prior year build button on the Account Master Summary screen to rebuild prior year data | ||
| make full transfer payment | TRANSFER_DEPOSIT | Open a transfer deposit | CashierNo2, Head Cashier, Refund Manager, Liens User |
| 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 | View the Source field on the Deposit Control screen | ||
| TRANSFER_ATTYFEE | Use the Transfer Attorney Fee screen | ||
| make limited transfer payment | TRANSFER_DEPOSIT | Open a transfer deposit | [not assigned] |
| TRANS_LIMITED | Transfer within the same account, not from one account to another | ||
| DEPCTL_SOURCE | View the Source field on the Deposit Control screen | ||
| make manual refund | REFUND_DEPOSIT | Open a refund deposit | Refund Manager, Liens User |
| REFUND_FIX_DEPOSIT | Open a refund deposit for fixing refunds | ||
| 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 | View the Source field on the Deposit Control screen | ||
| make owner detail account master changes | ACCTM_OWNER_DETAIL_UPDATE | Make changes to the Account Master Owner Detail screen | CAD Owner Address Changes, Liens User |
| ACT8002 | Query Account Master | ||
| 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 | ||
| UPDATE_ACCTM_NEW_CERT_YEAR | Update owner and address for accounts in new certified year. Must have VIEW_ONLY_NEW_CERT_YEAR granted. | ||
| make Receivable changes | ACT8005 | See the Receivable screen | CAD Save Calc Ag Rollback, Liens User |
| RECEIVABLE_UPDATE | Make changes on the Receivable screen | ||
| make reversal payment | REVERSAL_DEPOSIT | Open a reversal deposit and make reversals | Accounting, Head Cashier, Liens User |
| 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 | View the Source field on the Deposit Control screen | ||
| make value and levy account master changes | ACCTM_ACCOUNT_DETAIL_UPDATE | Make changes on the Account Master Account Detail screen | CAD Save Calc Ag Rollback |
| ACCTM_CHNG_DELQ_DATE_BUTTON | Access and make changes in the Delinquency Date window | ||
| ACCTM_EXEMPTIONS_UPDATE | Make changes to the Account Master Exemptions tab | ||
| ACCTM_JURISDICTIONS_UPDATE | Make changes to the Account Master Jurisdictions tab | ||
| ACCTM_PROPVAL_DETAIL_UPDATE | Make change to the Account Master Property Value detail screen | ||
| ACCTM_SAVE_AND_CALC_BUTTON | Use the Save and Calculate Levy button on the Account Master Summary screen to save changes made in the Account Master tabs | ||
| ACCTM_UPDATE_OWNER_EFF_DATE | Allow users to change the Owner Effective Date field on the Account Master Owner Detail tab if the preference OWNER_EXEMPTION_EFFECTIVE_DATE is set to OWNER. | ||
| DELQ_DATE_UPDATE_PEN_CONTROL | Allow users to change values in the Penalty Control list on the Change Delinquency Date screen. | ||
| EVENT_COMPARISON | Allow users to view the Event Comparison screen. If this entitlement is not granted, the SB1 Values button is not visible | ||
| EVENT_COMPARISON_DELETE | Allow users to delete records on the Event Comparison screen. | ||
| EVENT_COMPARISON_UPDATE | Allow users to update records on the Event Comparison screen. | ||
| MULTI_OWNER_UPDATE | Allow users to add and modify multi-owner accounts. | ||
| ACCT_INACTIVATE_PROCESS | Activate/inactivate an account on the Account Master Account Detail tab | ||
| ACT8002 | See the Account Master screens | ||
| ACT8005 | See the Receivable screen | ||
| PRIOR_YEAR_BUILD | Use the prior year build button on the Account Master Summary screen to rebuild prior year data | ||
| manage ag rollbacks | ACT8026 | See the Ag Rollback screen | CAD Save Calc Ag Rollback |
| AGROLLBACK_CREATE | Create an ag rollback | ||
| AGROLLBACK_VOID | Void an ag rollback | ||
| manage all deposits | ACT8001 | Query Deposit Control | Head Cashier, Liens User |
| DEPCTL_SOURCE | View the Source field on the Deposit Control screen | ||
| REOPEN_ANY_DEPOSIT_SAME_DAY | Reopen any deposit the same date it was created | ||
| 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. | ||
| 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 | View the Accounting Controls (using Manage Deposits from Main Menu) | ||
| MANAGE_DEPOSITS_EDIT | Update Accounting Controls | ||
| NEEDS_BEG_CASH_AUTH | Needs authorization to change starting drawer amount in Deposit Checkout | ||
| SHOW_CASH_REMOVE_DEP_CONTROL | Show Cash Remove field on Deposit Control | ||
| 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 location on an open deposit to any other location | ||
| manage certificates | ACTCERT | Allow access to the Tax Certificate screen. | Cashier1, CashierNo2, Head Cashier |
| CERTIFICATE_SAVE | Create tax certificates. | ||
| CERTIFICATE_VOID | Void tax certificates. | ||
| CERTIFICATE_PAY | Pay tax certificates using the Pay/Reverse button | ||
| CERTIFICATE_REVERSE | Reverse the payment on a tax certificate by using the Pay/Reverse button | ||
| CERTIFICATE_INVOICE | See the Tax Certificate Invoice screen | ||
| ACT80018 | See the Tax Certificate Payment screen | ||
| MAP_CLEARING_CERTIFICATES | Access the Map Clearing application from TCS | ||
| manage debt collections | EXCESS_DEBT | See the Excess Debt Services screen | Accounting |
| EXCESS_DEBT_UPDATE | Make changes on the Excess Debt Services screen | ||
| manage document imaging | ACT_DOCUMENTS | Access the Documents screen and the Documents button on Account Status | Accounting, Attorney, CAD Save Calc Ag Rollback, CAD Owner Address Changes, CAD Wizard, Cashier1, CashierNo2, Client Admin, Head Cashier, Refund Manager, User Administration |
| 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 e-statements | E_STATEMENTS | View the E-Statement screen | Cashier1, CashierNo2, Head Cashier |
| E_STATEMENTS_UPDATE | Update the E-Statement screen | ||
| manage EOD publishing | ACT_PUBLISH | Access the Publish screen | Accounting |
| manage fees | ACT8040 | View the Fees screen | Cashier1, CashierNo2, Head Cashier, Liens User |
| 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 fiduciaries | ACT8024 | See the Fiduciary Master screen | Cashier1, CashierNo2, Head Cashier |
| FIDUCIARY_MASTER_UPDATE | Change fiduciaries on the Fiduciary Master screen. | ||
| FIDO_REQUEST_UPDATE | Add and change fiduciary requests on the Fiduciary Requests screen | ||
| UPDATE_LINKED_FIDUCIARIES | Add and remove parent-child fiduciary links on the Linked Fiduciaries screen | ||
| CONTACTS | See the Contacts screen | ||
| CONTACTS_UPDATE | Add and change contacts on the Contacts screen | ||
| manage FTP special setups | ACT_FTP_USER | Use the FTP User Maintenance screen | |
| FTP_REPORT_INFO | Use the FTP Report Information screen | ||
| ACT_8038 | Access the Tax Unit Maintenance screen | ||
| UNPUBLISH_REPORT | View the Unpublish button on the Publish screen. | ||
| manage Internet payments | IP_CONTACTS | Use the Credit Card Contacts screen | Head Cashier |
| PENDINGPAYMENTS | Use the Internet Payments screen | ||
| PORTFOLIO | Access the Batch Payments portfolio from Main Menu | ||
| PORTFOLIO_LOCKBOX | Access the Portfolio Lockbox screen to process lockbox portfolios. | ||
| IMAGE_CONTROL | View the Image Control web pages from Main Menu where users can manage the download of their check images | ||
| ACT_REMITPAY | Use the Mortgage Payment Entry screen | ||
| MANAGE_SCHEDULES | View the Manage Scheduled Payments screen | ||
| MANAGE_SCHEDULES_UPDATE | Make changes on the Manage Scheduled Payments screen | ||
| manage jurisdictions | ACT8038 | See the Tax Unit Maintenance screen | Client Admin |
| JURISDICTION_UPDATE | Make changes on the Tax Unit Maintenance screen | ||
| manage legal information | ACT8025 | Query the Delinquent Status screen | Attorney, Head Cashier |
| ATTY_BILL_SUPPRESS_CHANGE | Add, change or remove a Bill Suppress code on the Delinquent Status screen | ||
| ATTY_DATES_CHANGE | View the Change Attorney Dates button on the Delinquent Status screen. | ||
| LITIGATION_UPDATE | Add or change information on the Litigation tab | ||
| BANKRUPTCY_UPDATE | Add or change information on the Bankruptcy tab | ||
| SHERIFF_SALE_UPDATE | Add or change information on the Sheriff Sale tab | ||
| DISABLE_ATTY_LEGAL_SUPPRESS | Hide the Add Legal Suppress Code button on the Delinquent Status screen | ||
| CHANGE_LAWSUIT_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. | ||
| manage liens | ACT_LIEN_TRANSFER | Print Tax Lien Statement | Head Cashier |
| LIEN_STATUS_UPDATE | Add or change information on the Lien Status tab | ||
| manage limited deposits | ACT8001 | Query Deposit Control | Cashier2 |
| SHOW_DEPCTL_TOTALS_ROLE | Default is N, so users cannot see the deposit totals on the right side of the Deposit Control screen | ||
| REOPEN_DEPOSIT_ANY_DAY | Reopen any deposit on any date | ||
| CLOSE_DEPOSITS_ANYDAY | Close any deposit on any date | ||
| NEEDS_BEG_CASH_AUTH | Needs authorization to change starting drawer amount in Deposit Checkout | ||
| manage notes | ACT8011 | See the Notes screen | Accounting, Attorney, CAD Save Calc Ag Rollback, CAD Owner Address Changes, CAD Wizard, Cashier1, CashierNo2, Head Cashier, Refund Manager, Liens User |
| NOTES_QUERY | Query notes | ||
| NOTES_INSERT | Add notes | ||
| NOTES_UPDATE | Change notes | ||
| NOTES_UPDATE_ONLY_OWN_NOTES | Update only notes a user has created, and only if NOTES_UPDATE is set to N. If this is Unchecked and NOTES_UPDATEis set to N, users will not be able to update any notes. If NOTES_UPDATE is set to Y, all users can update all notes. | ||
| NOTES_DELETE | The default is N, meaning users cannot delete notes | ||
| DELETE_ONLY_OWN_NOTES | Delete only notes a user has created, and only if NOTES_DELETE is set to N. If this is Unchecked and NOTES_DELETE is set to N, users will not be able to delete any notes. If NOTES_DELETE is set to Y, all users can delete all notes. | ||
| UPDATE_NOTES_NEW_CERT_YEAR | Update notes for new certified data that is not yet the current tax year | ||
| manage own deposits | ACT8001 | Query Deposit Control | Cashier1 |
| DEPCTL_SOURCE | View the Source field on the Deposit Control screen | ||
| DEPCTL_BANK_REF_NO | Show Bank Reference No. on Deposit Control screen | ||
| SHOW_CASH_REMOVE_DEP_CONTROL | Show Cash Remove field on Deposit Control | ||
| manage all deposits | ACT8001 | Query Deposit Control | Head Cashier, Liens User |
| REOPEN_DEPOSIT_SAME_DAY | Allows the user to only close the deposits they opened | ||
| CLOSE_OWN_DEPOSITS | Allows the user to only close the deposits they opened | ||
| SHOW_DEPCTL_TOTALS_ROLE | Default is N, so users cannot see the deposit totals on the right side of the Deposit Control screen | ||
| NEEDS_BEG_CASH_AUTH | Needs authorization to change starting drawer amount in Deposit Checkout | ||
| manage public users | ONLINE_PRODUCTS_PUBLIC | If checked, Notes and Online Help and the Change Address feature are available on the Online Products screen | Accounting, Attorney, CAD Save Calc Ag Rollback, CAD Owner Address Changes, CAD Wizard, Cashier1, CashierNo2, Head Cashier, Public User, Refund Manager |
| ACCT_STATUS_PUBLIC | If checked, Notes and Online Help are available on the Account Status screen | ||
| ACCT_SEARCH_PUBLIC | If checked, Notes and Online Help are available on the Account Search screen | ||
| ACCT_MASTER_PUBLIC | If checked, Notes and Online Help are available on the Account Master 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 | ||
| PRIOR_YEAR_BUILD | Allow users to click the Prior Year button in Account Master | ||
| ACTMENU_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen. | ||
| manage prorations | ACT80022 | View the Levy What If screen | |
| ACT80022_PRORATION | Access the Proration tab on Levy What If | ||
| manage refund fiduciaries | ACT8024 | See the Fiduciary Master screens | Refund Manager |
| 4243_REFUND_FIDO | Use the 42.43 Refund Fiduciary checkbox on the Fiduciary Master screen (information only) | ||
| REFUND_HOLD | Use the Adj. Refund On Hold checkbox on the Fiduciary Master screen | ||
| REFUND_MAIL_FIDO | Use the Adj. Refund Use Address checkbox on the Fiduciary Master screens | ||
| REFUND_PAYMAIL_FIDO | Use the Adj. Refund Use Name/Address checkbox on the Fiduciary Master screens | ||
| manage refunds | ACT80017 | See the Refund/Recipient Status screen | Refund Manager, Liens User |
| CHANGE_REFUND_IN_TRANSIT | Change a refund status to In Transit or not In Transit | ||
| CHANGE_REFUND_ON_HOLD | Change a refund status to On Hold or not On Hold | ||
| CHANGE_REFUND_RECIPIENT | Change a refund recipient | ||
| MOVE_REFUND_TO_TAX_UNIT | Move a refund to a specified tax unit | ||
| CHANGE_SPECIAL_REFUND_ON_HOLD | Take litigated (agreed judgment) refunds on and off hold. ENFORCE_SPECIAL_REF_HANDLING preference must be set to Y. | ||
| manage special projects | JURISDICTION_REBATES | See the Jurisdiction Rebates screen | [not assigned] |
| SPECIAL_PROCESSING_CANS | See the Special Processing CANs screen | ||
| SPECIAL_PROCESSING_CANS_UPDATE | Make changes on the Special Processing CANs screen | ||
| manage split pay flag | ACCTM_SPLIT_PAY_UPDATE | Update Split Payment Flag on Account Detail | Cashier1, CashierNo2, Head Cashier |
| manage system configuration | ACTCODES | See the System Configuration screens | Client Admin |
| CLIENT_PREF_CONFIG | Access the Client Preference Configurator | ||
| manage taxpayer info | ACT_PHONE | View Phone-Email screen | |
| ACT_PHONE_UPDATE | Update Phone-Email screen | ||
| ACT_PHONE_ADD | Add new data to Phone-Email screen | ||
| manage TCS298 configuration | CLIENT_REPORTS | View the Client Report screen (default is Y) | Accounting |
| CLIENT_REPORTS_UPDATE | Make changes on the Client Report screen (default is Y) | ||
| manage TIF/TIRZ | ACT 8035 | See the TIF Detail screen | Client Admin |
| ACT80352 | See the TIF/TIRZ Administration screen | ||
| TIF_DETAIL_UPDATE | Make changes on the TIF detail screen | ||
| TIF_UPDATE | Make changes on the TIF/TIRZ administration screen | ||
| manage top ten linked accounts | WEB_TOP10 | Log in to the Top Ten Linked Accounts web pages | User Administration |
| manage web portfolios | PORTFOLIO_VIEW_SAVE_ID_ACCESS | (Dallas County only) Access the Saved (Locked) Portfolio web pages | |
| perform authorizations | AUTHORIZE_CHECKOUT | Access the Deposit Checkout screen | Head Cashier |
| SPEC_AUTH | Create an Authorization Code in the Special Authorization screen | ||
| AUTHORIZE_CHECK_PRINT | Allows authorizations to be enabled for printing checks in TaxLedge | ||
| AUTHORIZE_REFUND | Authorize overpayments in the Advanced Payment screen | ||
| AUTHORIZE_NONSYSDATE_CASH_PAY | Authorize the receipt date to be changed on a cash payment | ||
| AUTHORIZE_VOID | Authorize voids in the Advanced Payment screen | ||
| AUTH_VOIDS_SAME_USER | Authorize voids for their own user name | ||
| prime rates | HB1090_INTR_RATE | View the Prime Interest Rate Screen | |
| PRIME_RATE_UPDATE | Update prime interest rates | ||
| print NSF affidavit letters | ACT500 | See Online Products | Head Cashier |
| NSF_AFFIDAVIT | Allow the NSF Affidavit screen to be available from the Main Menu and the Reversal screen. | ||
| print receipts | ACT500 | See Online Products | Accounting, Cashier1, CashierNo2, Head Cashier, Liens User |
| 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 refund letters | ACT500 | See Online Products | Accounting, Cashier1, CashierNo2, Head Cashier, Refund Manager |
| ACT500_REPRINT_REFUND_LETTER | Print refund letters | ||
| print split pay letters | ACT500 | See Online Products | Head Cashier |
| AUTH_VOIDS_SAME_USER | See Online Products | ||
| ACT500_SPLITPAY_TAB | See the Split Payment Letter tab in Online Products | ||
| ACT500_SPLITPAY_SHOW_DISASTER | See the Disaster Account checkbox on the Split Payment Letter tab in Online Products | ||
| ACT500_SPLITPAY_SHOW_QUARTER | See the Quarter Account checkbox on the Split Payment Letter tab in Online Products | ||
| print statements | ACT500 | See Online Products | Accounting, Attorney CAD Save Calc Ag Rollback, CAD Owner Address Changes, CAD Wizard, Cashier1, CashierNo2, Head Cashier, Refund Manager, Liens User |
| ACT500_PRINT_STATEMENTS | Print current and delinquent statements | ||
| 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 statement for court use | ||
| 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 | Refund Manager |
| 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_ON_HOLD | Allows users to put refunds on hold | ||
| REFUND_BATCH_DESC_EDIT | Allows user to edit batch description. | ||
| REFUND_REMOVE | Allows users to remove refunds from a batch | ||
| CHANGE_REFUND_RECIPIENT | Allow users to change refund recipient | ||
| UPDATE_RC_DIST_DEPDATE | If checked, the deposit date of the transfer deposit created by the Change Refund Recipient process will be the system date; if unchecked, it is 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 | ||
| FIDUCIARY_MASTER_UPDATE | Allows users to update the Fiduciary screens | ||
| run 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 | Batch Menu |
| APEX_BATCH_PRODUCTS | Access the APEX Batch Menu | ||
| ACT_REMITPAY | See the Mortgage Payment screen | ||
| BATCHMENU | See the Batch Menu screen | ||
| BATCHREQUEST | See and use the Batch Request screen | ||
| CONTACTS | See the Contacts screen | ||
| CONTACTS_UPDATE | Change the contact information on the Contacts screen | ||
| FILE_UPLOAD | Upload a file to the system for processing | ||
| JOB_MANAGEMENT | See the Batch Job Manager screen | ||
| run Special Liens batch processes | BATCHMENU | See the Batch Menu screen | Liens User |
| BATCHREQUEST | See and use the Batch Request screen | ||
| security administration | KILL_SESSION | Terminate user sessions | User Administration |
| SECURITY_MAINT | Access the Security Maintenance screen | ||
| SECURITY_MAINT_UPDATE | Update the Security Maintenance screen | ||
| UPDATE_OWN_SECURITY | Update your own security settings. Only users with Super Admin privileges granted by ACT can grant this entitlement. | ||
| USER_ADMIN20 | Access the Security Administration screen | ||
| USER_ADMIN20_UPDATE | Update the Security Administration screen | ||
| USER_ADMIN_BLW_ADMIN_UPDATE | Allow users to make changes on Security Administration screen from within Licensing and Permits | ||
| USER_ADMIN_TAXLEDGE_ADMIN_UPDATE | Allow users to make changes on Security Administration screen from within TaxLedge | ||
| USER_ADMIN_TCS_ADMIN_UPDATE | Allow users to make changes on Security Administration screen from within the tax Collection System | ||
| take full advanced payment | ACT8001 | Query Deposit Control | CashierNo2, Head Cashier, Liens User |
| ADVANCED_DEPOSIT | 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 | View the Source field on the 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. Default is N, so users cannot see this screen automatically. | ||
| take limited advanced payment | ACT8001 | Query Deposit Control | Cashier1 |
| ADVANCED_DEPOSIT | 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 | View the Source field on the 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 special payment | SPECIAL_DEPOSIT | Open a special pay deposit | CashierNo2, Head Cashier, Liens User |
| 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 | View the Source field on the 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 | ||
| use PRC system | PRC_INQUIRY | On the web-based PRC system, users can search for PRCs and print reports | PRC system |
| PRC_USER | On the web-based PRC system, users can search for and add PRCs, run reports, and attach documents | ||
| update split pay flag - temp | [no entitlement - update on taxdtl privilege] | Update Split Pay flag when taking an advanced payment | Split Pay Flag - Temp |
| update special liens | LIEN_MASTER | Access to the Lien screens | Lien User |
| LIEN_ALLOW_RELEASE_ON_CANCELED | Update canceled liens | ||
| SPECIAL_LIENS_CANCEL | Cancel a lien | ||
| SPECIAL_LIENS_INACTIVATE | See the Inactivate button | ||
| SPECIAL_LIENS_INSERT | Add new lien | ||
| SPECIAL_LIENS_RELEASE | Release a lien | ||
| 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 | Accounting, Attorney, CAD Save Calc Ag Rollback, CAD Owner Address Changes, CAD Wizard, CashierNo2, Head Cashier, Refund Manager, Liens User |
| view only major screens | ACT8002 | Query Account Master | Accounting, Attorney, CAD Save Calc Ag Rollback, CAD Owner Address Changes, CAD Wizard, Cashier1, CashierNo2, Client Admin, Head Cashier, Refund Manager, User Administration |
| HIDE_OWNER_EBILL_CODE | Hide E-Bill Code field on Owner Detail | ||
| 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 | ||
| ACT_PHONE | View Phone-Email screen | ||
| 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 | ||
| view only special liens | ACT8001 | Query Deposit Control | Liens User |
| ACT8002 | Query Account Master | ||
| ACT8005 | Query Receivable | ||
| ACT8006 | Use Account Status | ||
| ACT8007 | Use Account Search | ||
| ACT8012 | Query Payment History | ||
| ACT8040 | Query Fees screen | ||
| load appraisal district changes | ACTM001 | Allow access to the Record Type Maintenance screen. | CAD Wizard |
| ACT_CADLOADS | Allow access to the CAD Table Inquiry screen. | ||
| TAX_CAD_ROLL | Allow inquiry on the CAD Roll ID Administration screen | ||
| ACT_ADD_ACCOUNT_CAD | Allow access to the CAD Account Entry screen | ||
| CAD_MANAGEMENT | Allow inquiry on the Appraisal District wizard. | ||
| CAD_ONLINE_UPDATE | View and make changes to the CAD Inquiry screen. | ||
| CAD_WIZARD_UPDATE | Use the Appraisal District processing wizard. | ||
| COUNTY_CAD_PROC | See the County CAD Process screen | ||
| OPEN_CAD_PROCESS | See the CAD Load/Inquiry screen | ||
| CAD_RELATION | View the CAD Relationship screen. | ||
| CAD_RELATIONSHIP_UPDATE | View the CAD Relation CAD screen. | ||
| CAD_RELATION_CAD | View the CAD Relationship screen. | ||
| CAD_RELATIONSHIP_CAD_UPDATE | Make changes on the CAD Relation CAD screen. | ||
| DCAD_STAGE | See the Load Inquiry DCAD File screens | ||
| DCAD_STAGE_UPDATE | Make changes on the Load Inquiry DCAD File screens. | ||
| EA_STAGE | See the Load Inquiry EA File screens | ||
| EA_STAGE_UPDATE | Make changes on the Load Inquiry EA File screens | ||
| ACT_ELPASO_STAGE | See the Load Inquiry El Paso File screens. | ||
| ACT_ELPASO_STAGE_UPDATE | Make changes on the Load Inquiry El Paso File screens | ||
| ACT_HCAD_STAGE | See the Load Inquiry HCAD File screens (Harris County files). | ||
| JCAD_STAGE | See the Load Inquiry JCAD File screens (Jefferson County). | ||
| PA_STAGE | See the Load Inquiry PA File screens (Pritchard & Abbott). | ||
| PA_STAGE_UPDATE | Make changes on the Load Inquiry PA File screens | ||
| ACT_SWD_STAGE | See the Load Inquiry SWD File screens (SouthWest Data) | ||
| ACT_SWD_STAGE_UPDATE | Make changes on the Load Inquiry SWD File screens | ||
| ACT_TA_STAGE | See the Load Inquiry TA File screens (True Automation). | ||
| ACT_TA_STAGE_UPDATE | Make changes on the Load Inquiry TA File screens | ||
| ACT_TSG_STAGE | See the Load Inquiry TSG File screens (Software Group). | ||
| ACT_TSG_STAGE_UPDATE | Make changes on the Load Inquiry TSG File screens | ||
| ACT_TYPICKETT_STAGE | See the Load Inquiry TYPickett File screens. | ||
| ACT_TYPICKETT_STAGE_UPDATE | Make changes on the Load Inquiry TY Pickett File screens | ||
| ACT_LINKED | See the Linked Accounts screen. | ||
| ACT_LINKED_UPDATE | Make changes on the Linked Accounts screen | ||
| ACT_FLOW | Grant access to the Flow Process screen | ||
| FLOW_PROCESS_FULL_ACCESS | Allow access on the Flow Process screen to the Create Process and Create Flow tabs. | ||
| ROLL_CODE_MAINT | Allow access to the Roll Code Maintenance screen | ||
| REOPEN_JOB_STREAM | Allow users to reopen a job in the statement wizard. | ||
| ACTM001 | Use the Record Type Maintenance screen | ||
| create test accounts | CREATE_TESTBED | (ACT employees only) copy test accounts (NOT USED) | ACT Internal |
| LOAD_CAN_DATA | (ACT employees only) copy accounts from production to test | ||
| manage ACT internal processes | ACCOUNT_MATCH | Allow access to the Account Match screen | ACT Internal |
| DELETE_BMI | (ACT employees only) delete reports and processes from the batch menu |