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	-	-	-	-
Custom fields	Custom fields	-	Table	Data Grid	-	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, Add 1099 Box and Custom fields Table type fields in the following section.

 

 

 

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	-	-	-