Account Setup

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

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.

Currency Code

The default Currency code for the Account. If blank, Default Currency Code on Company Setup is used when creating new transactions.

Payment Term

The default Payment Term for the Account. If blank, Default Payment Term on Company Setup is used when creating new transactions.

Sales Pricing Group

Defines any special Sales Prices applicable to the Account when entering a Sales Order.

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.

Warehouse

The default Warehouse for the Account.  If blank, Default Warehouse on Company Setup is used when creating new transactions.