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
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
Y
Z
#

R

Ratio Scoring and Weighting

Ratios

Raw Score

Re-Request Tax Certificate

Reaching Credit Limit

Reactive Reviews

Real-Time Account Validation

Real-Time Credit Application Status Changes

Real-Time Credit Release

Real-Time Credit Status Updates

Real-Time Statement

Recalled Payment

Receipt Number

Receivables Balance

Receivables Management

Receivables Monitoring

Receivables Report

Receivables Tracking

Recent Activity Measures

Recommended Limit

Reconcile

Reconciliation In Accounting

Reconciliation Management

Reconciliation Options

Reconciliation Process Improvements

Reconciliation Purposes

Reconciliation Reports

Recreate Invoice With Zero Amount

Recurring License Validation

Red Flag

Red Flag (Credit Risk)

Redecisioning Credit Applications

Reduce Credit Line

Reference Call Status Monitoring

Reference Checks

Reference Collection Challenges

Reference Confirmation Emails

Reference Data (Credit)

Reference Database

Reference Detail

Reference Email Request

Reference Email Validation

Reference Forms

Reference Management

Reference Outreach

Reference Person

Reference Rejection Emails

Reference Reminder System

Reference Reminders

Reference Request Automation (Existing Customers)

Reference Request Email Customization

Reference Request Email Template

Reference Request Process

Reference Request System

Reference Scoring Rules

Reference Status

Reference Status Tracking

References (Credit Application)

References For Check Payment

Refresh Credit Application Link

Refund Fees

Refunds

Regulatory Reporting (Credit Policy)

Reject Credit Applications

Rejected For Credit

Related Company's Exposure

Related Customer Accounts

Relationary Objects For Credit

Released Order

Remittance Address

Remittance File Handling

Remittance Images

Reopen Invoice (AR)

Reopening Credit Applications

Reopening Invoices

Replacing DocuSign For Application Process

Report Reconciliation

Report Retrieval

Reputational Risk

Request Additional Signature

Request And Upload Tax Exempt Certificates

Request Credit File Update

Request Credit Limit

Request For Additional Credit Information

Request Guarantor

Request ID For Applications

Request Reference

Request Reference Data

Request Response Data

Request Signature

Request Updated Tax Exempt Certificate

Requested Amount

Requested Credit

Requested vs. Recommended Credit Amounts

Requests Received

Required Location For Credit Application

Required References

Required Tax Exempt Certificate

Required Trade References On Application

Requisition Number (Credit Application ID)

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