Segment multiple accounts

Use this procedure to segment multiple accounts in the application.

From the Chart of Accounts
or

Enter Trial Balance

screen, select Edit
, then Edit Multiple Accounts
.

In the Edit Multiple Accounts
window, select Segmentize accounts
from the Information to edit
field.

Select Enter
to open the

Segmentize Accounts

window.

Select

next to the Segment codes
field to open the

Select Segment Codes

window.

Mark the checkboxes for the segments you want to apply to core accounts.

Select Enter
to return to the

Segmentize Accounts

window.

Select Apply
to display and review a list of segmented account variants in the Account grid prior to saving your changes.

If necessary, mark the checkbox in the Skip
column for the segmented variants you don't want to create.

Select Enter
to create the new accounts in the account grid.

Change the filter at the top of the window and segment another batch of accounts, or select Done
.

This article applies to: