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Move Up / Move Down

Reordering GL Segments can make it easier and faster for Submitters to find the right information when creating Expenses for Expense Reports. Additionally, adjusting the segment order can help align the display with the sequence used in your accounting system for consistency.

 

Steps to Adjust the Order of GL Segments

  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. Select GL Segments
    In the left-side navigation menu, select GL Segments.
    GL Segments navigation menu
  3. Select the Segment
    From the GL Segment List, choose the segment you want to move.
    GL Segments list
  4. Adjust the Position
    Use the Move Up or Move Down options to adjust the segment’s position according to your preference.
               Move Down menu option in the GL Segments navigation menu    Move Up menu option in the GL Segments navigation menu