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Report Designer

Add account segments

You can use account segments to divide accounts for reporting purposes. For example, you can have segments for locations, departments, units, funds, projects, cost centers, activities, and so on. You can track each segment to get a clear picture of your client's accounts.
  1. Select
    Setup
     then
    Account Segments
    .
  2. note
    Before going to the next step, make sure you've selected the correct client.
  3. Go to
    Description
     and enter a unique segment description up to 50 characters.
  4. Enter the mask for the segment using only the following characters:
    • A
      : Alpha characters only
    • #
      : Numeric characters only
    • X
      : Any character, separator, or space
    All characters in the segment need to be the same. For example, 
    XXX
     or
    ####
    .
  5. Go to the
    Codes
     section and enter all potential account codes and their descriptions for the segment.
    note
    You'll be able to choose the codes you enter here when you select
    Select Code
     on the Chart of Accounts screen.
  6. Select
    Enter
     to save the account segment.
  7. If you want to hide core/parent GL accounts with associated segmented accounts from the dropdown in all GL account fields, go to the
    Clients
     screen then the
    Accounting Information
     tab and mark the
    Do not post to core general ledger accounts
     checkbox. If you mark this checkbox, the
    Enter Trial Balance
     screen shows the core/parent accounts, but you can't post to those accounts. This will prevent you from accidentally posting transactions to core accounts.
    note
    This checkbox is only available for clients with a segmented chart of accounts mask that uses 2 or more segments.

This article applies to:

  • Product: Workpapers CS
  • Subject: Chart of Accounts

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