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Use Midaz Module to manage Segments that help you organize and categorize your accounts. Segments group accounts by business purpose, department, region, or any other classification relevant to your organization.

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What are Segments?

A Segment is an organizational unit that helps you classify and group accounts within a ledger. In Midaz Module, segments enable you to:
  • Organize accounts by purpose - Group accounts by business function, department, or product line
  • Create reporting hierarchies - Build structures for financial reporting and analysis
  • Apply business classifications - Use segments to filter and analyze accounts by classification
  • Maintain flexibility - Add custom metadata for integration and business-specific needs
Segments are ledger-specific. Each ledger can have its own set of segments. For technical details about segments in Midaz, refer to the Segments documentation.

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Accessing the Segments page

To open the Segments page, select the Segments option on the Accounts section of the left-side menu. The Segments page displays a table listing all Segments in your Ledger.
If you do not have any Segments, the list will appear empty with a prompt to create your first segment.

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Available actions

From the Segments page, you can:

Create a Segment

Add a new segment to organize your accounts

Edit a Segment

Update segment name and metadata

Delete a Segment

Remove a segment from your ledger

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Common use cases

Create segments to represent different departments or cost centers:
  • Finance - For treasury and financial operations accounts
  • Operations - For operational and transactional accounts
  • HR - For payroll and employee-related accounts
  • Sales - For revenue and customer-related accounts
Organize accounts by product or service offering:
  • Checking Products - All checking account-related segments
  • Savings Products - Savings and investment account segments
  • Loans - Credit and lending product segments
  • Cards - Credit and debit card operation segments
Group accounts by geographic region:
  • North Region - Accounts for northern operations
  • South Region - Accounts for southern operations
  • International - Cross-border and international accounts
Create segments for regulatory and reporting purposes:
  • Regulatory Reserve - Accounts subject to reserve requirements
  • Audit Trail - Accounts requiring special audit tracking
  • Tax Reporting - Accounts with specific tax reporting needs

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Best practices

1

Plan your segment structure

Design your segment hierarchy before creating accounts.
2

Use clear, descriptive names

Choose segment names that clearly indicate their purpose.
3

Add metadata for context

Use the Metadata tab to store additional information like cost center codes, department IDs, or integration references.
4

Keep segments consistent across ledgers

If you have multiple ledgers, consider using consistent segment naming conventions for easier cross-ledger reporting.
5

Review segments regularly

Periodically review your segment structure to ensure it still aligns with your organizational needs.

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Segments and transaction rules

Segments classify accounts for organization, filtering, and reporting. They do not control transaction flows. Route validation in Accounting Routes supports only account types and aliases. There is no segment-based routing. Use segments to keep your account structure organized and to slice reports by department, region, or product line.