About the Financial Systems Forms

This topic provides field-by-field information on every form used in or during Financial Systems Integration. This topic is intended for use as a reference for the various fields on these forms.

The Financial Systems forms appear in alphabetical order in this topic. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in this topic are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open the appropriate Service Properties dialog (by right-clicking the service in the Navigation Bar and selecting Properties) and click the Fields tab.

The following forms are documented in this topic:

• About the Accounting Periods Form
• About the AP Export Runs Form
• About the AP Import Runs Form
• About the AP Systems Form
• About the AP Transaction Sources Form
• About the Batches Form for General Ledger Batch Wizards
• About the Batch Export Types Form
• About the Cash Control Batches Form
• About the Cash Detail Form
• About the Currency Spot Rates Form
• About the Currency Types Form
• About the Currency Types Form for Merchant Accounts
• About the Freight Method Form
• About the Frequency Agreements Form
• About the GL Accounts Form
• About the GL Order Levels Form
• About the GL Payment Levels Form
• About the Inter-Company GL Accounts Form
• About the Merchant Account Additional Parameters Form
• About the Merchant Account Attributes Form
• About the Merchant Account Fraud Mappings Form
• About the Merchant Accounts Form
• About the Order Shipments Form
• About the Payment Types Form for Merchant Accounts
• About the Restricted Countries Form
• About the Sales Tax Rate Form
• About the Scheduled Transaction Groups Form
• About the Scheduled Transactions Form
• About the Shipment Type Groupings Form
• About the Shipment Type Matrix Form
• About the Shipment Types Form
• About the Tax Jurisdictions Form

The following forms and services appear in the Accounting application but are described in the following topics:

• Commission Type: See About the Commission Type Form.
• Credit Status: See About the Credit Status Form.
• Dues Categories: See About the Dues Categories Form.
• Payment Information: See About the Payment Information Service.
• Payment Status Types: See About the Payment Status Types Form.
• Revenue Categories: See About the Revenue Categories Form.
• Revenue Recognition Types: See About the Revenue Recognition Types Form.
• Tasks: See About the Tasks Form.