User Roles
Last Updated November 22, 2022
Users at each tax office can be restricted to performing certain functions by limiting the roles that they have. To change roles, you will need to contact the ACT Help Desk.
Base Role
GLTAXLEDGE_FOUNDATION – all TaxLedge users must have this role
Refund Screen Roles
GLREFUND_USER - Allows access to the Refund screens
Refund Screen Entitlements
ACTGL_REFUND – Allows access to the Refund screen
GLLOAD_REFUND - Activates the Load Refunds and Void Load buttons
GLADJUST_REFUNDS - Allows users to update or make changes to refund records
GLCOMBINE_REFUNDS - Enables the Combine Payments checkbox
GLMANUAL_REFUNDS - Allows access to the Manual Payment Requests (Refunds) screen
GLREQUEST_REFUNDS - Activates the Process and Cancel Request buttons
GLWRITEOFF_REFUNDS - Shows the Write Off All checkbox and activates the Write Off option
Remittance Screen Entitlements
ACTGL_REMIT – Allows access to the Remit screen
GLLOAD_REMITTANCES – Enable the Load and Void Load buttons on the Remit screen
GLATTYREMITDETAIL - Allows access to the Attorney Remittance Detail screen
GLLOADSUMMARY - Allows access to the Load Summary screen
GLREMITADJUST - Allows access to the Adjustment screen
GLREQUEST_REMITTANCES - Allows users to see the Process button on the Main Remittance screen
GLTUREMITDETAIL - Allows access to the Tax Unit Remittance Detail screen
GLUPDATELOAD - Activates the Update Load button on the Load Summary screen
Note: There are code preferences that must also be set by ACT related to the GLUPDATELOAD role.
To activate the Bank Date field on the Main Remittance and Load Summary screens, the preference for requiring the bank date to be entered is needed. The codeset requiring the bank date to be entered must also be granted to users.
To activate the Liquor Total field on the Main Remittance and Load Summary screens, the preference for setting the liquor percent is needed. Currently only Bexar County is using the bank date and liquor fields. The codeset requiring the liquor percent to be entered must also be granted to users.
Check Writer Screen Entitlements
ACTGL_CHWRITER - Allow users to see the Check writer screen
GLPROCESS_CHKRUN - Allows users to use the Process button on the Payment Batches tab
GLPAYMENT_PRINTING – Allows users to see the Payment Printing tab
GLNUM_ON_HAND – Allows users to use the Requests on Hand field
GLPROCESS_ADJ - Allows users to use the Process button on the Adjustment tab
GLADJUST_CHECKS - Allows users to access the Adjustment tab
GLBEGIN_CHK - Allows user to enter values in the New Begin Check Number field
GLCHANGE_PRINTDT - Allows users to change the print date
GLCHKWR_COMMENT - Allows users to update the name, address and comment line information
GLDISCARD_CHECKS - Allows users to see and use the Discard tab
GLESCHEAT - Allows users to see the Escheat option on the Adjustment tab
GLPOSTBACK - Activates the Postback button
GLPRINT_CHECKS - Activates the Print Checks button
GLPRINT_COPY - Allows users to print copies of checks and EFT slips on the Adjustment tab
GLRENUMBER_CHECKS - Allows users to renumber checks using the Renumber field and the Update Check Numbers button on the Adjustment tab
GLREUSE_CHECKS - Allows users to use the Reuse checkboxes on the Adjustment tab
GLSKIP - Allows users to use the skip checkbox
GLSHOW_ACCOUNT - Allows the tax office bank account number to display on the screen
GLVOID_CANCEL - Allows users to cancel checks using the Void/Cancel checkboxes on the Adjustment tab
GLVOID_REPRINT - Allows users to void checks using the Void/Reprint checkboxes on the Adjustment tab.
Report Entitlements
TAXLEDGE_REPORTS – allow access to the report menu
GLPOS_PAY - Allows users to see the Positive Pay checkbox on the Bank Register, from where they can create a positive pay file
GLNACHA - Allows only authorized users the ability to create NACHA files from the Bank Register
GLIIF - Allows user to create IIF Quickbooks files from the Bank Register
GLRPTATTY_REMITTANCES - Allows users to print the Attorney Remittance report
GLRPTATTY_REMIT_LETTER - Allows users to print the Attorney Remittance Letter
GLRPTCHECK_REGISTER - Allows users to print the Bank/Check Register report
GLRPTCOMMISSION_CAP - Allows users to print the Commission Cap report
GLRPTCOMMISSION_TOTAL - Allows users to print the Commission report
GLRPTCPA_BILL - Allows users to print the Cost Per Account Letter
GLRPTCPA_REPORT - Allows users to print the Cost Per Account report
GLRPTEFT_REGISTER - Allows users to print the EFT Request report. The default is ACTGL_EFT_PREVIEW.
GLRPTEND_OF_PERIOD - Allows users to print the End of Period report
GLRPTESCHEAT_LETTER - Allows users to print Escheat Letters
GLRPTJURISDICTION_REPORT - Allows users to print the Disbursement report
GLRPTJURIS_REMITTANCES - Allows users to print the Jurisdiction Remittance report
GLRPTLOAD_SUMMARY - Allows users to print the Load Summary report
GLRPTPAYABLE_ENTRIES - Allows users to print the Remittance Adjustment report
GLRPTREFUND_REGISTER - Allows users to print the Refund Register report
GLRPTREMITTANCE_PREVIEW - Allows users to print the Remit Preview report
GLRPTREMIT_BALANCE: Allows users to print the Remittance Balance report
GLRPTTCS297F - Allows users to print the TCS297F report
GLRPTTU_REMIT_LETTER - Allows users to print the Jurisdiction Remittance Letter
Reconciliation Screen Entitlements
ACTGL_BANK_RECON - allow access to the Check Clearing screen
GLAUTO_CLEAR – allows user to clear checks using the automated load process
GLMANUAL_CHKCLEAR – allows users to manually clear checks
GLRECON_FILE – allows users to print a reconciliation file
GLRECON_SUPER – allow users to use the automated load process and to manually clear and unclear checks
Cost Per Account Entitlement
ACTGL_COSTH_PER_ACCT - allow access to the Cost Per Account screen
Maintenance Entitlements *** to be implemented in future release
ACTGL_REMIT_SETUP - Allows users to access the Maintenance screen
GLREMIT_SETUP_CHANGE – Activates change buttons on the Maintenance screen
GLTAX_OFFICE_ADMIN - Allows users to change tax office information on the Remittance Setup screen
GLTAX_OFFICE_BANK_ADMIN - Allows users to change bank/bank account information on the Remittance Setup screen
GLTAXLEDGE_VIEWONLY - for back end use only