Segmentizing multiple core accounts

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Accounting CS enables you to segmentize (a method to create account code variants from existing core account numbers) multiple accounts via the Edit Multiple Accounts dialog in the Setup > Chart of Accounts or Actions > Enter Trial Balance screens.

  1. From the Setup > Chart of Accounts or Actions > Enter Trial Balance screen choose Edit > Edit Multiple Accounts.
  2. In the Edit Multiple Accounts dialog, select Segmentize accounts from the Information to edit field, and then click Enter to open the Segmentize Accounts dialog.
  3. Click the Ellipsis Ellipsis button button next to the Segment codes field to open the Select Segment Codes dialog.
  4. Mark the checkboxes next to those segments to apply to core accounts and click Enter to return to the Segmentize Accounts dialog.
  5. Click the Apply button to display and review a list of segmented account variants in the Account grid prior to committing the changes (step 7).
  6. If necessary, mark the checkbox in the Skip column next to segmented variants that you do not want to create.
  7. Click Enter to create the new accounts in the account grid.
  8. If necessary, change the filter at the top of the dialog and repeat steps 3-6 to segmentize another batch of accounts, or click Done to close the Segmentize dialog and return to the main screen.

Notes

  • Only those accounts that are currently displayed in the Accounts grid are updated when you click the Enter button to apply an update. This is also true when a filter is applied via the Filter field at the top of the dialog.
  • You can filter the accounts that are displayed in the Segmentize Accounts dialog by using the filter at the top of the dialog. For information about filtering data in screens, see the Searching and filtering data procedure.
  • The application creates new segmented accounts only; it does not modify or renumber existing accounts during this process. Example

    In this example, a core account (GL 101) and two segments (A-101 and B-101) exist prior to the creation of segmented account variants in the Segmentize dialog. Because segmented account variants can be created from core accounts only, GL 101 is the only account that appears in the Accounts grid. To create the following segmented account variants — 1-A-101, 2-A-101, 1-B-101, 2-B-101 — you must mark all location and department segment checkboxes in the Select Segment Codes dialog.

    Select Segment Codes dlg

    Account Mask configuration Existing 101 accounts (pre-segmentation) Location segments Department segments 101 accounts (post-segmentation)

    X-B-XXX (location-dept-core)

    101, A-101, B-101

    Loc-1 / Loc-2

    Dept-1 / Dept-2

    101, A-101, B-101, 1-A-101, 2-A-101, 1-B-101, 2-B-101
  • Balances and transactions that exist in the core account remain in the core account after it has been segmentized. To move account balances to a new segment (for example, 101 to 1-101), you must use the merge accounts option.

Related topics

Edit multiple accounts

Assigning tax codes to multiple accounts

Updating general information for multiple accounts

Assigning codes to multiple accounts

Renumbering multiple accounts

Merging multiple accounts

Using account segments

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