GL Defaults-Account Segments

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You can partition your General Ledger Account ID into segments using the fields on this tab. Segmenting your chart of accounts allows you to take advantage of Sage 50's powerful reporting tools. Tell me how to use account segments.

See an example of using account segments.

You can also use this tab to alter segments that were established during New Company Setup. How do I set up account segments during New Company Setup?

The fields on this tab allow you to define up to five segment sections, their lengths and the separator to divide each segment from the segment following it. As you enter a description for a segment, the fields for the next segment will become available.

Segment Description: Enter a description (up to 10 characters) for the segment. This description could be department, division, or any other designator for that segment of your Account ID. This description will appear on all windows that reference account segments. For instance, General Ledger report and Financial Statement filtering options.
Length: Enter the length of the segment. For example, if this segment of the account ID is two characters in length, enter 2 in this field.
Separator: Specify a separator between this segment and the segment following it (if any). The default separator is a hyphen (-), but you can select other values from the drop-down list. In addition, you can type in any other character as a separator, with the exception of the asterisk (*), question mark (?), plus sign (+), and a blank space.

As you enter values for the Length and Separator fields for each segment, Sage 50 updates the Account Structure field and shows you how the Account ID is structured, with a capital X used to represent each space in the segment length. Moreover, Sage 50 updates the Total Account Length field, telling you how long the account ID is. The maximum length is 15.

When you have finished creating your segments, click OK.

Note: You can change the segment structure for an existing company, but account IDs that do not match the structure will not function in the same way as those that do match the structure. (Sage 50 Premium Accounting and higher)

If you do change the structure on this tab, Sage 50 will tell you the number of accounts in your chart of accounts that do not match the new segment structure. You will need to change the ID for the appropriate accounts to use the account segment filtering options for them. How do I change Account IDs?