Title

Description

Active

Checked indicates the record is active. Unchecked, inactive.

Agency

Display Only. Name of the Agency associated with the Credit Card or Agency code selected above.

Agency Data Id

Display Only. Displays if provided in the agency file.

Agency File Name

Display Only. Displays if provided in the agency file.

Billing Cycle Date

Display Only. Displays if provided in the agency file.

Copied from Id

Display only. If the record was copied, lists the record that was copied.

Credit Card or Agency Code

Required. Select the appropriate value from the list.

Duplicate Record Id

Display only.

Import By

Required. Select the appropriate method from the list.

Manually Created

Display only. No, if created from an imported agency file. Yes, if created from the create new button or by copying another record.

Merchant Name (Company Name)

Display Only. The name of the company that provided the service if provided in the agency file.

Other Company Name

Display Only. Displays if provided in the agency file.

Processing Timestamp

Display only. Date and time the file was processed.

Staging Agency File Name

Display Only. The name of the file that is processed by Kuali Financials, a date and time stamp will be added.

Transaction Posting Date

Required. Date transaction posted.