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Edit GL Segments

Steps to Edit a GL Segment

  1. Open Settings Manager
    From the top of your ExpensePoint screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
  2. Access GL Segments
    Select GL Segments from the left-side navigation menu.
    GL Segments navigation menu
  3. Choose the GL Segment to Edit
    When the list of GL Segments appears, click on the name of the segment you want to edit.
    GL Sements list
  4. Edit the GL Segment
    Select the Edit GL Segment option from the navigation menu to modify the segment.
    Edit GL Segment option in the GL Segments navigation menu
  5. Save and Apply Changes
    Any changes you make to the GL Segment are applied immediately. Submitters will see the updates as soon as they log in.
    1. If a Submitter is currently in the process of creating an Expense, they will need to refresh their page to see the updated GL Segment.

 

Learn more about the GL Segment fields from this article.

 

 

Watch the video below for a visual guide to Editing a GL Segment.