Creating a Segment for General Contractors

To create a segment:

Navigate to the My Organization Settings Page
- From under your organization name at the top of any page, select My Organization Settings.
- From the bottom of the My Organization Profile page, select the My Organization Settings link.
Select the Enable Segments check box.
Select the Manage Segments button. A Manage Segments pane displays.
From the Manage Segments pane, select Add Segment.
In the Segment ID field of the new line, add a segment number or ID.
Notes:
- Only use numbers and letters in the Segment ID field.
- Match the Segment ID format in the system to the format used by your accounting package.
In the Segment Description field of the new line, add a segment name, region, or description.
Select Save.