Manage Segment Entries

Edit or delete specific ledger funds, core accounts, departments, or custom segment entries.

You must have accounting administrator permissions to perform this task.
Has a department changed, or do you need to add a legible short name for a name that's too long? If you edit the code, name, or short name of a segment entry, the change will be reflected on all existing transactions. If a core account is in use, the account type cannot be changed.
To manage segment entries
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Account Segments.
  2. Click the name of the segment with the entry you want to manage:
    • Ledger Funds
    • Core Accounts
    • Departments
    • A custom segment you previously defined
  3. Click the ellipsis icon beside a segment entry and select one of the following:
    • Edit— If you edit a core account that's in use, you cannot edit its account type.
    • Delete— If a segment entry has current activity, it cannot be deleted. You must make it inactive instead.
  4. Make any necessary changes, then click Save.

Make a Segment Entry Inactive

Deactivate segment entries.

You must have accounting administrator permissions to perform this task.
Deactivate any segment entries that aren't currently in use but may be used again, like a core account set up for interior design. If an entry currently has activity, Realm will let you know where it's being used or if it has a balance before you confirm. Inactive segment entries will not print on reports unless you include them.
To make a segment entry inactive
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Account Segments.
  2. Click the name of the segment with the entry you want to make inactive:
    • Ledger Funds
    • Core Accounts
    • Departments
    • A custom segment you previously defined
  3. Click the ellipsis icon next to the entry's name, and select Edit.
  4. Clear the Active check box.
  5. Click Save.