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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

• You can add account segments on the fly from the Setup > Clients > Account Mask tab by entering a unique segment name in the Chart of Accounts Mask grid. When you save the client record, the new segment is automatically added to the Setup > Account Segments screen.
• You can add account codes on the fly from the Setup > Chart of Accounts screen by entering a unique code for a segment in the Account number field. When you save the account, the new code (without a description) is automatically added to the Code grid in the Account Segments screen. You can go back and add the code description at any time.
• You cannot delete an account segment if one or more accounts use that segment.

Fields & buttons

Identification

Codes

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