Account

Field Label	Field Level Help
1099 Box	Select a pre-defined 1099 box value if 1099 Vendor field is checked.
1099 Vendor	Check this box if you want to track 1099 information for the vendor.
Accounting Variable 1, 2, 3, 4	Default accounting variable for the account.
Account Posting Group	Used in combination with an Item in Account Posting Setup to map G/L Accounts for posted Sales or Purchase Orders. Review Account Posting Setup for more details.
Allocation Priority	Used by Sales Order allocation. Default values are 1, 2, and 3, and can be customized. Smaller values have higher allocation priority.
Alternate Billing	Defines a separate Account that is responsible for bill payment. When a Sales or Purchase Order is entered, the Bill-to Customer or Pay-to Vendor will default to the Account entered in Alternate Billing.
AR Balance	Automatically calculated from GoldFinch AR module (if Enabled Cash Receipt is checked on Company Setup)
AP Balance	Automatically calculated from GoldFinch AP module
Billing Contact	The Billing Contact for the Account.
Billing Name	The Billing Name for the Account used on Sales Orders.
Blocked	If checked, you can still enter Sales Orders but you will not be allowed to create Whse Shipments for this account. You will not be able to enter Purchase Orders, and you will not be allowed to create Whse Receipts for this account.
BreakBulk UOM	Default UOM that will print on the Sales Invoice. This UOM can be different from the Ordering UOM, and Shipping UOM. Review Breakbulk UOM for Invoicing page for more help.
Broker	Select the Broker associated with the Account, if applicable. The lookup is limited to Accounts where the "Is Broker" field is checked. It is typically used for distributor/customer Accounts.
Buy from Distributor	Select the Distributor associated with the Account. The lookup is limited to Accounts where the "Is Customer" field is checked. It is typically used for retailer Accounts.
Credit Limit	Defines the Credit Limit for the Account. Leave blank if the credit is unlimited.
Cross Reference Required on EDI Orders	If checked, you will not be allowed to create an invoice for an EDI order, if the cross-reference field is blank on any sales line.
Currency Code	The default Currency code for the Account. If blank, Default Currency Code on Company Setup is used when creating new transactions.
Customer Channel	The default channel for the Account, such as B2B, B2C, etc.
Customer No.	Entered manually or generated by GoldFinch automatically when Is Customer is checked.
Do Not Allocate	If checked, Items entered on a Sales Order for the Account will not be automatically allocated.
Do Not Allow Duplicate PO	If checked, Customer PO No. cannot be blank and cannot be a duplicate on Sales Orders for the Account.
E-Commerce ID	Use this field to store the E-Commerce Id for Shopify, WooCommerce, or other e-commerce sites. This ID is used to link the Account when converting downloaded e-commerce orders to Sales Orders.
EDI Provider	EDI Software Provider. Information purpose only.
EDI Shipping ID	Defines the Account used when processing EDI 850 orders.
Freight Terms	This field will be used as the default on a Bill of Lading that is created for the Account. Select from the options Prepaid, Collect, or Third Party.
Is Broker	If checked, the Account is a broker. This field is for information purposes only.
Is Co-Packer	If checked, the Account is a co-packer. This field is for information purposes only.
Is Customer	If checked, the Account is a customer. An Account can be used for both a Customer and a Vendor.
Is Residence	If checked, the Account's address is residential. This is used when integrating with a Shipping Application to determine the shipping rate.
Is Retailer	If checked, the Account is a retailer. This field is for information purposes only.
Is Vendor	If checked, the Account is a vendor. An Account can be used for both a Customer and a Vendor.
Ordering Contact	The Email address of the Sell-to Customer's Ordering Contact. This information will be used as the 'To' email address when emailing Sales Order confirmation documents.
Order Note	The default order note for a Sales Order or a Purchase Order.
Payment Term	The default Payment Term for the Account. If blank, Default Payment Term on Company Setup is used when creating new transactions.
Print Cross Reference on Packing List	If checked, Cross Reference will be printed on the Packing List.
Print Cross Reference on Pallet List	If checked, Cross Reference will be printed on the Pallet List.
Print Cross Reference on PO	Print the Item Cross Reference No. and Cross Item Description (if not blank) on Purchase Order documents in place of the standard Item No. and Item Description
Purchasing Agent	Used as default on Purchase Order.
Sales Pricing Group	Defines any special Sales Prices applicable to the Account when entering a Sales Order.
Shipping Account No.	Used to store UPS or FedEx Shipping No. if the Shipping Payment Type is TP-Third Party.
Shipping Agent	The default Shipping Agent for this Account, such as UPS, FedEx, Truck, etc.
Shipping Agent Service	The default Shipping Agent Service for the Shipping Agent, such as UPS Ground, or FedEx First Overnight. It is used when integrating with Zenkraft to determine the shipping service and rate. Values are defined in a Global Value Set.
Shipping Contact	The default Shipping Contact for the Account.
Shipping Payment Type	The default Shipping Payment Type for the Account. Select from PP-Prepaid. CC-Collect, or TP-Third Party. This field is also used when integrating with Zenkraft to determine the shipping rate. You must change the selection options to Sender, Recipient, or Third Party before configuring the integration with Zenkraft. Values are defined in a Global Value Set.
Special BOL Instructions	This field will be used as the default Special Instructions printed on a Bill of Lading for the Account.
Tax Area	The Tax Area for the Account. Used to calculate sales tax. If blank, Default Tax Area on Company Setup is used when creating new transactions.
Tax Exemption No.	The Tax Exemption No. for the Account, if applicable.
Tax ID No.	The Tax ID No. for the Account. It could be used for Tax Registration No.
Tax Liable	Signifies that the Account is liable for taxation. Sales tax will be calculated based on the Tax Area defined.
Transportation Method	The default shipping method is used for the Account. Select from the options H-Customer Pickup, and M-Motor (Common Carrier). Values are defined in a Global Value Set.
Warehouse	The default Warehouse for the Account. If blank, Default Warehouse on Company Setup is used when creating new transactions.
Vendor No.	Entered manually or generated by GoldFinch automatically when Is Vendor is checked.