System File Types

  • SM Allocations
  • SM Bank Accounts
  • SM Terms Codes
  • SM Products
  • SM Product Alternate Prices
  • SM Product Lines
  • SM Skills
  • SM Funds/Segments

General Ledger File Types

  • GL User Journal Codes
  • GL Account Sub-Types
  • GL Accounts
  • GL CD Checks (composite of Header & Transactions)
  • GL CR Transactions
  • GL Budgets
  • GL Budget Transactions
  • GL Transactions (composite of Batch Header & Transactions)
  • GL Recurring Transactions (composite of Header & Transactions)
  • GL Grants (NFP Only)
  • GL Grant Budgets (NFP Only)
  • GL Projects (FMS Only)
  • GL Project Budgets (FMS Only)
  • GL Account Segment Names

Accounts Receivable File Types

  • AR Customer Types
  • AR Sales Reps
  • AR Tax IDs
  • AR Tax Categories (Headers & Tax IDs)
  • AR Customers
  • AR Customer Contacts
  • AR Customer Ship-Tos
  • AR Special Pricing
  • AR Invoices (composite of Header & Line items; Tax per line item must be generated)
  • AR Recurring Invoices (composite of Header & Line items)
  • AR Quick Pay

Accounts Payable File Types

  • AP Vendor Types
  • AP Vendors
  • AP Vendor Contacts
  • AP Vendor Product Cross-Reference
  • AP Invoices (composite of Header & Line items)
  • AP Recurring Invoices (composite of Header & Line items)

Human Resources File Types

  • HR Certifications
  • HR Exams
  • HR Classes
  • HR Applicants
  • HR Openings
  • HR Organizations
  • HR Plan Providers
  • HR Training Locations
  • HR Rate Tables
  • HR Employee Certifications

Payroll File Types

  • Payroll Employees
  • Payroll Employee Demographics
  • Payroll Employee Departmentalization
  • Payroll Departments
  • Payroll Locations
  • Payroll Positions
  • Payroll Transactions
  • Payroll Time Entry
  • Payroll Clients
  • Payroll Client Job Codes (only displays if the Company's Processing Category is Staffing)
  • Payroll Work OrdersĀ (only displays if the Company's Processing Category is Staffing)
  • Payroll Employee Earnings
  • Payroll Employee Taxes
  • Payroll Employee Other Deductions
  • Payroll Employee Pre Tax Deductions
  • Payroll Employee Feature Accounts
  • Payroll Staffing Job CodesĀ (only displays if the Company's Processing Category is Staffing)

Job Costing File Types

  • JC Base Jobs
  • JC Jobs
  • JC Detail Budget
  • JC Cost Code Budget
  • JC Cost Code Estimates
  • JC Cost Category Budget
  • JC Job Accounts
  • JC Cost Codes
  • JC Cost Categories
  • JC Employees
  • JC Labor
  • JC Adjustments
  • JC Billable Charges

Purchase Order File Types

  • PO Purchase Orders (composite of Header & Line items)

Sales Order File Types

  • SO Sales Orders (composite of Header & Line items)
  • SO Alias Products

Inventory Control File Types

  • IC Beginning Quantities
  • IC Bill of Materials
  • IC Physical Adjustments
  • IC Product/Warehouses