How do I filter amounts by segment?
Use the Segment Amounts tab in Account Inquiry to view transaction types such as actual, report only, and encumbrance sorted by segment. Connect uses the segments from the balance sheet, revenue, and expenditure masks.
Filtering amounts by segment
1. Open Connect General Ledger > Account Inquiry.
2. Click the Segment Amounts tab.
3. Click the Segment Selection button.
The Segment Selection form displays the segments stored in Organization (Organization > Accounts tab). You can use this form to select the type of information to include and define how the information is organized.
4. When you're done setting up the Segment Selection options, click OK.
Connect uses the selected options to filter and display segments.
Related Links
How do I include/exclude a segment?
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