Changes

[[Image:TransactionOnOrgRecordTransactionOnOrgRecord2.png|link=|500px]]<br />

[[Image:OpeningOrgsearchFromTransactionOpeningOrgsearchFromTransaction2.png|link=|500px]]

To configure this feature:# Click the ''Transaction Types'' hyperlink on the [[Global Settings]] menu under the [[Company & Account Settings]] heading.<br />[[Image:IRSCheckTransactionTypesHyperlink.png|link=|500px]]Name: # Ensure that the appropriate Transaction Type is selected from the Transaction Typeselection dropbox (''People'' or ''Company'').<br />[[Image: Display Order: Associated RolesDenied View RolesTransactionTypeChooser.png|link=]]# Click on the hyperlinked name of the Transaction Type Linkage: :CRA Check - Automatic:CRA Check - ManualUse Publication Serviceyou want to use to synchronize with the external database.Use # Select the ''User Third party Verification Service'' option.<br />[[Image:IRS_Check.png|link=|500px]]Enable Record Lock# Hit the ''Save'' button. Transaction FormulaUTA Level 1 Term UTA Level 2 LookupUTA Level 2 Lookup SourceImport XML Tag# 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

[[Image:IRSFieldMappingIRS_FieldMapping.png|link=|500px]]Organization Field From this page, you can select the [[custom fields]] created on the Transaction FieldOrganization Tax ID Organization Name Foundation Type / OFAC entity type Organization Type / OFAC list type that will store the values returned from your search of the external database. Organization Address Organization City Organization State Organization ZIP Organization Status/OFAC score Database The Organization Registration ID: setting allows you to select a custom field on the organization profile that will store the result of the search.Database IDs: Under the ''Automatic Verification Settings'' heading you can set the following options:* '''Automatic Checking Schedule''': Can be set to ''N/A'', ''Once a month'', ''Once every two months'' or ''Once every three months''<!--:*All monthly checks take place on the 15th of the month. This corresponds with the IRS' update schedule.-->* '''Automatic Checking Database''': :You can select from IRS:, Canadian Charities:and OFAC* '''Automatic Checking As User''': This is a drop down field providing a selection of internal [[users]] in your system. ==Notes==* Automatic IRS Check takes place on the 16th of the month using the schedule specified.