Associate Accounts to a User

Each OBS and WBS object in PSA used for an invoice or payable batches has an Accounting page. Upon accessing the Accounting page you can 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 to a User.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Users.
4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.
   
   

   Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

5. Upon the User Edit page displaying, expand the Financial menu item.
6. From the available options, click Accounting.
7. Override the global segmentation setup: 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 User than the default, select the Account option and use the Browse button to locate the account from the Account List page.

      

8. Click Save to apply your changes.