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.
- Open the Kofax AP Agility workspace as an Administrator.
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From the
Settings menu, select
GL Account Structures.
A list of existing GL account structures is displayed.
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Click on the link for the structure that requires editing.
The structure is displayed.
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Below the table, perform the following steps to add one or more segments.
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Select the
Segment that is next in the sequence.
This is because you can use each Segment once only.
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Enter a
Visible Name.
Ensure that his name is recognizable to end users.
- Click Add.
Your segment is added to the table above.
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Select the
Segment that is next in the sequence.
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Repeat the previous step until you add all of your segments.
Kofax AP Agility supports a maximum of 15 segments.
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Click
Close.
Your segments are saved and you are returned to the GL Account Structures page.