Each OBS and WBS object in PSA used for an invoice or payable, has an Accounting button located 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.
- From the Icon Bar click Setup
. - From the Navigation Menu click Work to expand the corresponding menu.
- From the Work menu items, click Clients.
- From the Clients list that displays, click the Name of the client you wish to access.
- From the Settings tab of the Client Edit page, expand the Financial navigation menu
- Click Accounting.
- In the Receivable Transactions and Payable Transactions sections, if you wish to override, select the Segment Code option and enter the new segment code in the field provided; or, if you wish to associate another account to the client than the default, select the Account option and use the Browse button to locate the account from the Account List page.
- Click Save to apply your changes.