If you already checked the Balance forward entries completed check box on the Module Preferences General tab or already created a GL account and you need to make adjustments to your account segments, you must use the GL Adjust Account Segments window.

To adjust account segments, on the Account Segment Setup tab in Module Preferences, select the Adjust Account Segments button. The window that appears contains many of the same options as the Account Segment Setup tab; therefore, you will follow the same instructions to adjust account segments as you did to set them up (see Setting Up Account Segments).

You might notice a few additional options in this window you won’t find on the Account Segment Setup tab, such as the ability to change the position of a segment.

If you want to change the position of a segment, you can use the Seg. Position drop-down to choose a position of 1-6. The fund segment position cannot be changed from the original position you set for it in Module Preferences (first or last) (Fund product only). If you change the segment position, the Account Number field is disabled until you select the Refresh Account Preview button.

If you want to increase the length of a segment, specify the number of characters you will use for each account segment in the Seg. Length field. The Account Number box will display “N”s in place of the added characters for the account segments (Business product only)”F”s in place of the characters for the fund segments (Fund product only). You can move these “N”s (Business product only)”F”s (Fund product only) to the position where you want the new character to appear.

Select the Refresh Account Number button any time you make a change in the Seg. Position field to update the way the account appears in the Account Number field. This button is disabled after you click it. If you only adjust the Seg. Length or Seg. Name, the button is disabled and the account number changes automatically.