Welcome > Configure Kofax AP Agility > Manage AP Agility workflow > Manage GL account segment structures > Add segments to existing GL account structure

Add segments to existing GL account structure

If your needs change over time, it is possible to add individual segments to an existing structure by following these steps.

  1. Open the Kofax AP Agility workspace as an Administrator.
  2. From the Settings menu, select GL Account Structures.

    A list of existing GL account structures is displayed.

  3. Click on the link for the structure that requires editing.

    The structure is displayed.

  4. Below the table, perform the following steps to add one or more segments.
    1. Select the Segment that is next in the sequence.

      This is because you can use each Segment once only.

    2. Enter a Visible Name.

      Ensure that his name is recognizable to end users.

    3. Click Add.

    Your segment is added to the table above.

  5. Repeat the previous step until you add all of your segments.

    Kofax AP Agility supports a maximum of 15 segments.

  6. Click Close.

    Your segments are saved and you are returned to the GL Account Structures page.