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	*	Lookup to the related Salesforce account.
Account Extension ID	R	Automatically assigned unique ID.
Consolidate Sales Invoices		Indicates that sales invoices for the account are included when you run the sales invoice consolidation process in Accounting.
Customer Code		Specify the customer code to pass to Avalara. If this field is blank, the account name is passed to Avalara.
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 A - Federal Government B - State Government C - Tribal Government D - Foreign Diplomat E - Charitable Organization F - Religious Organization G - Resale H - Agricultural Production I - Industrial Production or Manufacturers J - Direct Pay Permit K - Direct Mail L - Other or Custom M - Educational Organization N - Local Government P - Commercial Aquaculture Q - Commercial Fishery R - Non-Resident

Electronic Invoicing Fields

For information about which documents can be sent as electronic invoices, see Electronic Invoicing Overview.

Electronic Invoicing Fields

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.

Applications That Add Fields to the Account Extension Object

Other Certinia applications add fields to the Foundations Account Extension object. For more information about how other Certinia applications use this object, follow the relevant links.

Application	Further Information
PSA	Account Extension Fields
Tax Reporting	Account Extension Fields