Financial & O2C Glossary

A centralized reference for credit, collections, accounts receivable, and order-to-cash terminology—designed to help teams quickly understand key concepts and how they’re used in real workflows.
Bureau High Credit Amounts
Applying Pre-Approval to Term Adjustment
Applicant Details
Account Deactivation
Zeroing Out Balances
Zero Out Invoices
Zero Dollar Limit
Zero Dollar Credit Limit
Zero Credit Limit Option
Zero Balance Dunning Exclusion
Year End Close
Write-Offs
Write-Off Period
Workaround for Zero Application Certificate Uploads
Write-Off Claims
Withdraw Credit
Wholesale Credit (Contracts)
Weighted Scoring
Weighted Average Positive Date
Weighted Average Past Due Days
Weighted Average Credit Score
Weighted Average Contribution (WAC)
Weighted Average Calculations
Website Credit Application
Waiving Personal Guarantee
W9 Workflow
W9s
W9 Requirement
W9 Form Classification
W9 For US Customers
W9 Document Upload Process
W9 Address Matching
W9 Automation
Voyager Card (Credit Document)
W-9
W9 (Tax Document)
W-9 and ACH Forms
W-8 Upload Process
W8 Form
Voided Transaction
Voided Checks
Voided Check Upload (ACH)
Voided Check Attachment
Voided Check (EFT)
Void Outstanding Invoice
Voice Messages (Dunning)
Void Check Upload
Visual Risk Indicator
Vetting for Credit Applications
Vetting New Customers
Vet Customer
Very High Risk Report
Verify Sales Tax Documents
Verifying Bank Accounts
Verified Bank Accounts
Vendor Reporting To Bureaus
Vendor Processes
VP of Credit
Valid Application
Vendor Applications
VAT Number
Upload Paper Application
Upload Explanation File (For Deductions)
Updating Credit Line
Update Terms
Update References
Update Limit
Update Job Limit
Update Existing Customer
Unsecured Lines
Unsecured Debt
Unsecured Accounts
Unique Transaction Identifier
Underwriting Workflow
Unreflected Adjustments
Unpaid Accounts
Unified Credit Terms & Conditions
Unified Credit Application
Underwriting
Underwriting Attributes
Unapplied Cash (Payment on Account)
Unapplied Cash
Undecisioned Request
Unapplied Payments
UCC and PG Data
UCC Security Agreement
UCC Registration
UCC Filings
Types Of Credit
UC Debit Link
Tying Credit Application to Sales Account
Two-Tier Credit Approach
Two-Factor Authentication for Personal Guarantees
Trial Balance
Trigger Reviews
Treasury Operations
Treasury Liquidity Management
Transactional Data
Trade Reference Completion Notifications
Transaction Type Codes
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B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
Y
Z
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C

Credit Review

Credit Review (New Customers)

Credit Review API

Credit Review Accounts

Credit Review Alert

Credit Review Application Type

Credit Review Contact Email

Credit Review Dashboard

Credit Review Data

Credit Review Date

Credit Review Decision

Credit Review Duplication

Credit Review Email Login

Credit Review Enhancement

Credit Review Feature

Credit Review ID

Credit Review Initiation

Credit Review Models

Credit Review Periods

Credit Review Portfolio Assignment

Credit Review Process Automation

Credit Review Quote Preparation

Credit Review Reports

Credit Review Routing

Credit Review Setup

Credit Review Status

Credit Review Thresholds

Credit Review Trigger

Credit Review Trigger Criteria

Credit Review UI

Credit Review Volume

Credit Review Workflow Enhancement

Credit Review Workflows

Credit Reviewers

Credit Reviews

Credit Reviews (Existing Customers)

Credit Reviews Implementation Timeline

Credit Reviews Module

Credit Reviews Tab

Credit Risk

Credit Risk Agency

Credit Risk Alignment

Credit Risk Assessment

Credit Risk Check

Credit Risk Class

Credit Risk Classification

Credit Risk Contact

Credit Risk Detection

Credit Risk Entity Identification

Credit Risk Factors

Credit Risk Management Department

Credit Risk Monitor

Credit Risk Monitor Report

Credit Risk Phase

Credit Risk Prediction

Credit Risk Problems

Credit Risk Profile

Credit Risk Rating Scale

Credit Risk Rating System

Credit Risk Reduction

Credit Risk Score

Credit Risk Score Generation

Credit Risk Scorecard

Credit Risk Scoring System

Credit Risk Tolerance

Credit Risk Tools

Credit Role Access Control

Credit Safe

Credit Safe Score

Credit Safe Scoring

Credit Score Calculation Methodology

Credit Score Evaluation

Credit Score Population

Credit Score Ranges

Credit Score Thresholds

Credit Scorecard Approval Workflow

Credit Scorecard Changes

Credit Scorecard Customization

Credit Scorecard Integration (Plaid)

Credit Scorecard Templates

Credit Scorecards

Credit Scores

Credit Scoring

Credit Scoring Card

Credit Scoring Components (Bureaus & Internal)

Credit Scoring Concerns

Credit Scoring Criteria

Credit Scoring Functionality

Credit Scoring Issues

Credit Scoring Model

Credit Scoring Precondition Logic

Credit Scoring Rules

Credit Scoring Scale

Credit Scoring Tool

Credit Scoring Trends

Credit Scoring Weighting

Credit Screening Process

Credit Segment

Credit Segmentation

Credit Services

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