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 | ||
| ACCTM_PART_OWN_FRZ_COMP_UPDATE | Update the Partial Owner Frozen Compression field on the Account Master Frozen Amounts tab | ||
| ACCTM_VIRTUAL_FREEZE_UPDATE | Make changes to virtual freeze information | ||
| 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 | ||
| 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) | ||
| 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_ALLOW_CURR_YEAR_PLUS1 | Allow users to create a record for the current year plus one. The default is unchecked (not allowed). | ||
| 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 and Paid screens | ||
| 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 |
| ACT8 | Access to ACT 8 from ACT 7 | ||
| 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_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 |