How do I view amounts for segment selections?
Use Account Inquiry to view accounts by segment type. The drop-down list in the Segment section shows the segments from the Account Codes table. This is a list of the default segments used by most organizations; however, the segments may be different for your organization.
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(A) Account
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(D) Department
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(F) Fund
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(R) Revenue
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(S) Source
Viewing amounts for segment selections
1. Open Connect General Ledger > Account Inquiry.
2. Click the Segment tab.
3. Find the section titled Segment.
4. Use the drop-down list to select a segment.
The table displays the selected segment.
Viewing a segment number
1. Open Connect General Ledger > Account Inquiry.
2. Click the Segment Amounts tab.
3. Find the section titled Segment.
4. Use the field titled Segment Number to enter a value.
As you type in a value, Connect will show segments that match the value.
Showing/hiding information
Use the section titled Include to add or remove information from the table. You can show or hide the columns for regular accounts, header accounts, account number, and default titles. This section is located on the Segments tab in Activity Inquiry.
Regular Accounts
A regular account is any account that is not a header account.
Header Accounts
A header account is an account that describes the purpose or function of accounts in a given section of the Chart of Accounts.
Display Account Number
The account number is the number that is assigned to the account in the Chart of Accounts.
Only Default Titles
The default title is the account that is marked as the default title in the Chart of Accounts. When this checkbox is selected, only segments that are set up as the default title will be displayed in the table. When this checkbox is not selected, all segments that fit the selection criteria will be displayed.
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