Account Structure

Under Account structure, you can view your account segments and their length and separator details. From here, you can also edit the account structure, add new segments, and increase segment length.

  1. To edit the account structure, select Edit.

  2. Use the arrows to move segments or to select a different separator to use between segments. Keep in mind, the account number cannot end with a separator.

    Note: You can't delete a segment with defined account codes.

  3. Select Save.

  1. To add a new segment, select Add segment.

  2. In the Segment field, use the arrows to select a segment name and enter the segment length.

    Note: The max number of characters for an account number is 30.

  3. In the Separator field, use the arrows to select the separator you want to use.

  4. Enter the segment value and description to use for existing accounts.

  5. Select Save.

  1. To increase the length of an account segment, select Increase segment length.

  2. Use the arrows to select the segment you want to increase and enter the segment length.

    Note: You can increase the segment length but not decrease it.

  3. Select Increase.

The account structure is based on segments. Your organization may require a simple structure of two to four segments or a complex structure of five to ten segments. By default, the first segment in a General Ledger account is always the fund code, but you can move it to any position. The second segment, also by default, is the account code.

Follow these guidelines when defining your account number structure:

  • The account structure must have at least two segments—fund and account code. Segments can be in any order.

  • Account numbers can consist of up to 10 segments of varying length. Each segment can represent numbers, text, or a table, except for account codes. Account codes must be numeric. The short description you define when you create the table determines the length of table-type segments.

  • Only the account code segment can exceed more than six characters in length. Additional segments can be between 1 and 6 characters in length

  • The maximum length of an account number is 30 characters, including separators. Separators identify a break between segments. For example, in the account number 01-111100, the separator is the hyphen (-). Separators cannot follow the last segment of an account number.