Add a new GL account structure by entering the following information.

Structure Name

The name of the GL account structure. The name must be unique for all segment structures.

This setting is mandatory.

Description

Relevant information about the structure.

This setting is optional, but recommended.

Segment Separator

The character that is used in the GL account structure string that is used to separate segments.

This setting is mandatory.

Save

Saves the overall GL account structure.

List of segments table

This table lists the GL account segments with their Segment Number and their Visible Name. A maximum number of segments of 15 is supported by Kofax AP Agility.

Use the settings below the table to add individual segments.

Segment

Choose a segment number from the list. Each segment can be used once only.

Visible Name

Enter a name that is displayed to coders when applying a GL code. This name ensures that your users do not have to memorize complicated IDs or reference numbers.

Add

Adds the selected Segment Number and its given Visible Name to the list above. This list is saved automatically.

Update

Saves the changes made to the selected Segment Number and its given Visible Name from the list above.

Delete

Removes the selected table entry.

Undo

If you have partially filled out the segment line in order to add a new segment, click the Undo arrow to clear the entries. All changes to the segment line are lost.

Close

Closes the GL Account Structures window. Any outstanding changes in the Structure Name, Description, or Segment Separator are lost.