Account Extension Fields
Foundations includes an Account Extension object that contains additional account fields, such as Tax Exemption Reason. You can specify one account extension record for each account. For more information, see the related topics.
Here is a description of the fields on the Account Extension object.
Key: * – Mandatory field; R – Read-only
Field Name |
|
Description |
---|---|---|
Account Extension ID |
R |
Automatically assigned unique ID. |
Account | * | Lookup to the related Salesforce account. |
Consolidate Sales Invoices | Indicates that sales invoices for the account are included when you run the sales invoice consolidation process in Accounting. | |
Tax Exemption Reason |
Identifier for the tax exemption reason.
If your organization uses Avalara AvaTax to calculate SUT Sales and Use Tax on billing documents, the tax exemption reason is sent to Avalara automatically when you calculate tax. List of Tax Exemption Reasons
|
Electronic Invoicing Fields
For information about which documents can be sent as electronic invoices, see Electronic Invoicing Overview.
Field Name |
|
Description |
---|---|---|
Do Not Automatically Send E-Invoices | Select this checkbox if you do not want to automatically send electronic invoices for this account. This checkbox is not selected by default. However, you can manually send sales invoices and sales credit notes as electronic invoices after they have been posted. | |
E-Invoicing Address Identifier | 255 | A reference that uniquely identifies the account within the electronic address scheme. For example, a VAT or business number. |
E-Invoicing Address Scheme | 255 | The code that identifies the electronic address scheme used by the account. A scheme is a register of numbers such as a country's register of VAT numbers or business numbers. Scheme IDs are listed in the Electronic Address Scheme (EAS) code list. |