Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Trial balance

Remove segments from your chart of accounts

Using account segments in your client's chart of accounts lets you track and report amounts by multiple factors. If you don't need a segmented chart of accounts for the client, follow these steps to remove them.
  1. Select
    Setup
    ,
    Clients
    ,  then select the
    Account Mask
     tab.
  2. Edit the account mask to have a longer core account mask.
  3. Select
    Setup
    , then
    Chart of Accounts
    .
  4. Edit each account by deleting the segment number and making the core number unique.
  5. Select
    Setup
    ,
    Clients
    , then the
    Account Mask
     tab.
  6. Select a row that contains the segment, then select the red X to delete the segment from the account mask.
  7. Select
    Setup
    , then
    Account Segments
     and delete or turn off the segment.
Another method of changing the client's chart of accounts mask is to create and use a new client record.
  1. Select
    File
    ,
    Print Reports
    , then select a Trial Balance report.
  2. Select
    Print Selected
    , and output the report to Microsoft Excel.
  3. In Microsoft Excel, remove extra rows and columns, and then renumber the accounts.
  4. Select
    Setup
    , then
    Clients
     and add a new client.
  5. Import the updated Microsoft Excel spreadsheet into the new client record.

This article applies to:

  • Product: Accounting CS
  • Subject: Chart of Accounts, Posting periods
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close