To configure GL segmentation rules, click your username at the top right and navigate to Settings > Finance > Configure GL Segmentation Rules.

You can:

• Create GL segmentation rules
• Edit GL segmentation rules
• Activate and deactivate GL segmentation rules
• Delete GL segmentation rules

Once a GL segmentation rule is used in a journal run, you can deactivate the rule but you cannot edit or delete it. For credit memo application and credit memo application items, a credit memo created from a product rate plan can tie back to the product rate plan charge for segmentation configuration. However, a credit memo created from an invoice cannot currently be tied back to a product rate plan charge.