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Accounts Receivable

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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GL Segmentation rules

Create GL Segmentation rules

Learn how to create GL Segmentation rules

To create a new GL segmentation rule, do the following:

  1. Click create new segmentation rule.
  2. Enter a name for the GL segmentation rule. The name has a maximum length of 100 characters.
  3. Add segments by selecting them from the drop-down menu in the Default Rule section. Only the Customer and Product related segments are available for selection in this section. You must first Create Segments before they can be selected from the drop-down menu. Segments that you add here are part of the Default Rule, which applies to all transaction types. You can add or remove segments by using the icons to the right of the Segment column, as shown in the following figure.
    Configuring_ GL_segmentation_rule.png
  4. Optionally select the Advanced: override default rule for specific transaction types checkbox. See the next section for details.
  5. Click save.

You can create a maximum of 50 GL segmentation rules.

When configuring a GL segmentation rule, you can optionally configure certain transaction types to be segmented differently than as specified by the Default Rule. For example, you might want payments to be segmented by Payment Method Type, or taxation to be segmented by Country.

Last updated: October 24, 2025