TRAVERSE Global v11.1

Account Segments

When you set up a division, a department, or other subaccount segments in the account mask, use the Account Segments function to set up a description of each division, department, or other subaccount you use.

You can also generate account segments when you set up a chart of accounts.

For several General Ledger reports, you can select ranges of divisions, departments, and subaccounts, and you can specify the order of the account segments. The descriptions you assign in the Account Segments function appear in the report headers.

If you will be using the AFA application, be sure to define all of the account segments that may be used defining AFA report templates to optimize it for future uses.

ClosedCreating an Account Segment
  1. Select the appropriate segment from the Segment field.
  2. Click the New button, on the toolbar, to create a new Segment ID for the selected segment.
  3. Enter a new segment ID in the Segment ID field.
  4. Enter a description of the new segment in the Description field.
  5. Click the Save button, on the toolbar, to save any changes made to the payment method.
ClosedEditing an Account Segment
  1. Select a segment to edit from the Segment and Segment ID fields.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the payment method.
ClosedDeleting an Account Segment
  1. Select a segment to delete from the Segment and Segment ID fields.
  2. Click the Delete button, on the toolbar, to delete the selected method.
    Note: You cannot delete a segment in use by an account.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.
ClosedProduce an Account Segments List

Use the Account Segments List function to view the account segments you have set up.