Section 1: Define the account segments

1. Click Maintain, Default Information, General Ledger.
2. Click Account Segments tab.
3. On line 1 type GL Account for the Segment Description.
4. Under Length type the number of characters your general ledger (GL) accounts will have.
5. In the Separator option select a dash.
6. On line 2 type the description of the segment that you want to use for the Segment Description (i.e., Department).
7. Under Length type the number of characters your segment will have.
8. Click OK button.

Note: Your GL account IDs will need to conform to the defined format. The maximum number of characters that can be used in any general ledger account number is 15, including any separators.

Section 2: Changing GL account ID's to conform to the defined segments

1. Go to Maintain, Chart of Accounts and select an account.
2. Click Change ID.
3. Enter Account ID with the appropriate format (i.e., account 10000 becomes account 10000-00).
4. Click OK (this will change the account ID on the chart of accounts and on all transactions that use the account).
5. Repeat for all applicable accounts.