Changes

System Administrators can set up automatic monthly checks of organizations in a certain [[Client Categories|category]] or categories against these databases, and save the record of the check as a [[transaction]] on the company [[profile]].

[[ImageIn the example below, checks against the IRS database are stored under a tab named "Tax Check":OpeningOrgsearchFromTransaction.png|link=|500px]]<br />

==Configuration==Clicking the ''Open'' button will open the specific tax check transaction:<br />[[Image:IRSCheckTransactionOnOrgRecord2.png|link=|500px]]<br />Name: * The details of the check can be displayed, including the date the check was performed and a notification of whether the record was found on the IRS' database.Type: Display Order: Associated Roles: * In this case, a ''FAIL'' message was displayed, indicating that the organization was not found on the IRS' database.

Denied View Roles==Configuration==To configure this feature: # Click the ''Transaction Types'' hyperlink on the [[Global Settings]] menu under the [[Company & Account Settings]] heading.<br />[[Image:TransactionTypesHyperlink.png|link=]]# Ensure that the appropriate Transaction Type is selected from the Transaction Type selection dropbox (''People'' or ''Company'').<br />[[Image:TransactionTypeChooser.png|link=]]# Click on the hyperlinked name of the Transaction Type you want to use to synchronize with the external database.# Select the ''User Third party Verification Service'' option.<br />[[Image:IRS_Check.png|link=|500px]]# Hit the ''Save'' button. # You will now see a button at the top of the page named ''Third Party Verification Mapping''. Clicking that button brings you to the following page

From this page, you can select the [[custom fields]] created on the Transaction Type Linkage: that will store the values returned from your search of the external database.

Use Publication Service: Use Third party Under the ''Automatic Verification ServiceSettings'' heading you can set the following options: Enable Record Lock* '''Automatic Checking Schedule''': Can be set to ''N/A'', ''Once a month'', ''Once every two months'' or ''Once every three months''Transaction Formula<!--: *All monthly checks take place on the 15th of the month. This corresponds with the IRS' update schedule.-->UTA Level 1 Term* '''Automatic Checking Database''': You can select from IRS, Canadian Charities and OFACUTA Level 2 Lookup* '''Automatic Checking As User''': UTA Level 2 Lookup Source: Import XML TagThis is a drop down field providing a selection of internal [[users]] in your system.

[[Image:IRSFieldMapping.png|link=|500px]]Organization Field Transaction FieldOrganization Tax ID Organization Name Foundation Type / OFAC entity type Organization Type / OFAC list type Organization Address Organization City Organization State Organization ZIP Organization Status/OFAC score Database Organization Registration ID: Database IDs: Automatic Verification Settings:=Notes==* Automatic Checking Schedule: Can be set to ''N/A'', ''Once a month'', ''Once every two months'' or ''Once every three months''Automatic Checking Database: IRS Canadian Charities OFACAutomatic Checking As User: This is a drop down field providing a selection Check takes place on the 16th of internal [[users]] in your systemthe month using the schedule specified.