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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:

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

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