Supported Profile Fields for Invoice

The following are the supported Profile Fields for Invoice Record Type for Auto Entry for FE NXT:

 

Field Name Auto Entry Field Name OCR Field Name Field Type Field Display Type List Value Is Lookup Display Field Value Field Object Fields
Add 1099 box Add 1099 box - Table Data Grid - No - - - -
Always create a separate payment for this invoice Always create a separate payment for this invoice - String Option Buttons Yes, No No - - - -
Approval Status* Approval status - String Drop Down List Pending, Approved No - - - -
Distributions* Distributions - Table Data Grid - No - - - -
Due Date* Due Date Invoice DueDate Date Date Box - No - - - -
Hold payment on this invoice Hold payment on this invoice - String Option Buttons Yes, No No - - - -
Interfund Set Interfund Set - String Drop Down List - Yes Description ID Interfundsets

id,

description,

value
Invoice Amount* Invoice Amount Invoice Amount Number Text Box - No - - - -
Invoice Date* Invoice Date Invoice Date Date Date Box - No - - - -
Invoice Description* Invoice Description Invoice Description String Text Box - No - - - -
Invoice Number* Invoice Number Invoice Number String Text Box - No - - - -
Invoice Post Date* Invoice Post Date Invoice PostDate Date Date Box - No - - - -
Method of Payment Method of Payment - String Drop Down List Check, Electronic funds transfer, Bank Draft, Credit Card No - - - -
Note: When a selected Method of Payment is "Credit Card", then these additional "Credit Card Account" and "Credit Card" fields appear from where you can define the value from their lookup.
Paid from Paid from - String Drop Down List Operating, Payroll, SB & AR No - - - -
Post Status* Post Status - String Drop Down List Do Not Post, Not Yet Posted No - - - -
Remit To ID* Remit To ID Remit To ID String Text Box - Yes Description Address ID Addresses

address_id,

description,address_line,

city,

state,

country
Vendor* Vendor Vendor ID String Text Box - Yes Vendor Name Vendor ID Vendors

vendor_name,

ui_defined_id,

primary_address.address_line,

primary_address.city,

primary_address.state,

primary_address.county,

vendor_id

 

You can view the Table columns and other details for Distributions, and Add 1099 Box Table type fields in the following section.

 

Note:

Fields marked with * indicates mandatory fields.

 

 

Table Type Fields

 

"DISTRIBUTIONS" TABLE TYPE FIELD DETAILS
Column Name Type Display Type List Value Is Lookup Value Field Object Fields
Account Number String Text Box - Yes Account Number accounts

account_id,

account_number,

description,

class

Description String Text Box - No - - -
Amount Number Text Box - No - - -
Project String Text Box - Yes Project ID projects

project_id,

description,

ui_project_id,

start_date,

end_date,

location,

division,

department,

type,

status.
Project Description String Text Box - No - - -
Type Code String Drop Down List

Debit;

Credit;

No - - -
Note: You must add the column names for TransactionCodes(1-5) table type field in PaperSave same as that are configured within Financial Edge database view.
To view all the existing TransactionCodes name in Financial Edge Application, Open Financial Edge database view >> Go to Configuration option >> select Transaction Codes in Configuration >> View the Transaction Codes (1-5) names and enter as column name in PaperSave.

Warning: The name of Transaction Codes field’s list values in PaperSave must be same as Financial Edge database view.
TransactionCodes1 String Text Box - Yes value TransactionCodeValues1 value
TransactionCodes2 String Text Box - Yes value TransactionCodeValues2 value
TransactionCodes3 String Text Box - Yes value TransactionCodeValues3 value
TransactionCodes4 String Text Box - Yes value TransactionCodeValues4 value
TransactionCodes5 String Text Box - Yes value TransactionCodeValues5 value

 

 

"ADD 1099 BOX" TABLE TYPE FIELD DETAILS
Column Name Type Display Type List Value Is Lookup Value Field Object Fields
Box Number 1099 String Drop Down List

Rents;

Royalties;

Other income;

Federal income tax withheld;

Fishing boat proceeds;

Medical and health care payments;

Nonemployee compensation;

Substitute payments;

Crop insurance proceeds;

Excess golden parachute payments;

Gross proceeds paid to an attorney;

Section 409a deferrals;

Section 409a income;

State tax withheld.

No - - -
States String Text Box - Yes Name states1099 id,name
Amount Number Text Box - No - - -