Adding a Balancing Segment Value to a Transaction
The configuration of your balancing segment determines which transactions it appears on and whether the segment is available in the header, transaction lines, or both. Most transaction types support custom segments.
To add a balancing segment value to a transaction:
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Complete the other transaction information as usual.
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Select header and line segment values as required.
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Header segments are in the Classifications section of the transaction header.
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Line segments are columns in the transaction lines.
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Save the transaction.
You can view the balancing segment value in the transaction after you save. However, you must run the Balancing Transactions by Segment process to complete the balancing. The transaction is a source for the process.