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How do I set up account segments?

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Summary

How to create account segments in Sage 50 Accounting. Account segmentation is a powerful tool that allows you to filter reports based on particular segments of the account ID.

Resolution

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 for the Segment Description (that is, Department).
  7. Type the number of characters your segment will have under Length.
  8. Click OK.
 NOTE: Your GL Account IDs will need to conform to the defined format. You can have a maximum number of five segments, and the maximum number of characters in an account number is 15, including separators. 

2. Changing GL Account IDs 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 (example: account 10000 becomes account 10000-00).
  4. Click OK.
    • This changes the account ID on the chart of accounts and on all transactions that use the account
  5. Repeat for all applicable accounts.

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