Fields overview
Field names and available options like cost centers, departments, item types, charge categories, and validation rules are configured for each customer's accounting setup. The exact labels you see may differ from this article. That's by design.
The Fields section of the platform brings your chart of accounts and dimension values together under one surface. Everything here syncs from your ERP and powers the coding interface on invoices and POs.
Open it by clicking Fields in the left sidebar.
What lives in Fields
The Fields page renders a tab for every reference-data type your ERP exposes. Common tabs:
- Chart of Accounts. Your GL account structure.
- Cost Centers, Departments, Projects, Locations, Classes. Whatever dimension types your ERP maintains.
The tabs are manifest-driven, so the exact set you see depends on your ERP configuration. If your ERP has three dimension types, you see three dimension tabs. If it has seven, you see seven.
How it syncs
Mod AI pulls Fields data from your ERP over your integration. Changes you make in your ERP (adding, renaming, or deactivating accounts or dimension values) sync to Mod AI automatically. You do not maintain this data in Mod AI.
Fields are managed in your ERP. Mod AI reads them.
The Chart of Accounts tab
The Chart of Accounts tab shows every GL account with:
| Field | Description |
|---|---|
| Account Number | The code (for example, 5200). |
| Account Name | The descriptive name (for example, "Office Supplies"). |
| Account Type | Expense, Asset, Liability, Equity, or Revenue. |
| Parent Account | The parent account in the hierarchy, if applicable. |
| Status | Active or Inactive. Inactive accounts are not available for coding. |
Accounts can have parent-child relationships, creating a hierarchy:
- 5000 Operating Expenses
- 5200 Office Supplies
- 5210 Paper and Printing
- 5220 Furniture and Equipment
- 5300 Shipping
- 5400 Utilities
- 5200 Office Supplies
How accounts appear on invoices
When you code a line item, GL accounts show up in a searchable dropdown. You can:
- Search by account number or name.
- Browse the hierarchy by expanding parent accounts.
- See recently used accounts for quick selection.
The agent also suggests accounts based on vendor history, line item descriptions, and your Agent instructions. See GL Coding for the full workflow.