Associate Accounts With a Client

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 with a Client.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Clients.
4. From the Clients List page select the Client name to access the Client Edit page.
5. From the Settings tab of the Client Edit page, expand the Financial navigation menu.
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 Client 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.