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Upload segment source value mappings

Learn how to upload segment source value mappings.

  1. Navigate to Finance Settings > Chart of Accounts.
  2. Select the segment you want to configure.
  3. In the Mapping Mode section, select Map source field values to GL codes.
  4. Prepare your file with the required columns:
    • Segment Source Value — The source value from the configured segment field.

    • GL Mapping Value — The corresponding GL value for journal entries.

  5. Upload the file and confirm the mappings.