Account Segments screen

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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.

In Accounting CS, you can use account segments to define the client's Chart of Accounts. Examples of account segments include Locations, Departments, Units, Funds, Projects, Cost Centers, Activities, and so forth. The Account Segments screen enables you to define and add account segments (excluding the core account).

You can access this dialog using either of the following methods.

Choose Setup > Account Segments.

For a client with a segmented Chart of Accounts mask and a non-core segment designated as the primary segment, open the Setup > Clients screen, click the Accounting Information tab, and click the Edit button for Balance Definitions. In the Balance Definitions dialog, mark the Round by segment checkbox and then click the Assign accounts button.

Special information

Fields & buttons

  • Description. Enter a unique segment description of up to 50 alphanumeric characters.
  • Mask. Enter the mask segment using only the following characters.
    Symbol Character
    A Alpha characters only
    # Numeric characters only
    X Any character, separator, or space

    Notes

    • All characters in a segment must be the same. (For example, XXXX or #####.)
    • The maximum length for each segment depends on the length of the mask and any preceding segments in the mask. The maximum mask length is 60 characters. As you add segments, the number of available characters decreases. For example, for a 60-character mask, if Segment 1 is XXX and Segment 2 is ##### the maximum length for Segment 3 is 52.
  • Chart of Accounts Mask link. You can click this link at any time to view or edit the client's Chart of Accounts mask in the Setup > Clients > Account Mask tab.

Use the Codes grid to enter the account codes associated with this segment. The length and type of characters used in the code must correspond to the length and type of characters used in the mask segment. The codes you enter in this grid are available for selection in the Select Codes dialog.

If a particular segment is no longer being used, mark the checkbox in the Inactive column for that code. You can change the code status back to active at any time by clearing the Inactive checkbox.

If the Round by segment checkbox is marked in the Balance Definitions dialog, the Codes grid includes columns for Asset Rounding, Liability Rounding, and Income Statement Rounding accounts. Select the rounding accounts for each segment as applicable.

Related topics

Using account segments

Setting up balance definitions

Setting up the Chart of Accounts Mask

Chart of Accounts mask and segments examples

Segmentizing multiple core accounts

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