Changes

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:IRSCheck.png|link=|500px]]Enable Record LockTransaction FormulaUTA Level 1 Term UTA Level 2 LookupUTA Level 2 Lookup SourceImport XML Tag# Hit the ''Save'' button.

You will now see a button at the top of the page named ''Third Party Verification Mapping''. <br />[[Image:IRSFieldMapping.png|link=|500px]]Organization Field From this page, you can select the [[custom fields]] created on the Transaction Fieldthat will store the values returned from your search of the external database. Organization 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: 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''* '''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.