Set Up Accounts for a Site

Each OBS and WBS object inPSA used for an invoice or payable batches has the Accounting button on its edit page. Once clicked, the Accounting button reveals the Accounting Edit page, enabling you to override the global segmentation setup.

Segmentation is the result of referring to an account stored in the general ledger of your accounting software by a set of segment codes. These segment codes can represent various account structures, which can be actual account numbers, divisions or regions.

This article details how to associate accounts with a Site.

1. From the Site Edit page, click the Accounting button.

2. Tip: Click here to view the article for accessing the Site Edit page.

3. In the Receivable Transactions and Payable Transactions sections, if you wish to override:

   1. Select the Segment Code option and enter the new segment code in the box provided;
   2. Or to associate another account to the site than the default, select the Account option and use the Browse button to locate the account from the Account List page.

      

4. Click Save and then Back to save your changes and return to the previous page.