Account Setup

Use Account setup in Financial Edge NXT to define how accounts are structured and manage category code ranges, invalid segment combinations, and default descriptions. From Settings, select General ledger, then select GL setup and Account setup.

Review account segment names, lengths, and separators in Account Structure, where you can edit the structure, add segments, or increase segment length.

Use Category Definitions to view or edit account code ranges for required and optional categories.

Use Invalid Segment Combinations to prevent specific segment combinations from becoming accounts, validate them against existing account numbers, or remove them.

Configure default text for new accounts, or update descriptions on existing accounts, with Default Descriptions.