Another question - Is there a way to make certain segments mandatory when specific accounts are chosen on a transaction? For example - If I'm selecting a P&L account on a JE line, the Department and Class fields must be mandatory. However, when a BS account is chosen, those segments must not be mandatory. Any insights would be highly appreciated. Thanks!

With scripting, yes. Out of the box, no. Alternatively, in our case (doesn't mean it'll work for you too), we just made the class and department mandatory across the board (available in the accounting preferences), and use a dummy class or department if there isn't an actual one. For example, a department called "Balance Sheet" or "N/A", etc.

Thanks for your response, @Luis! Do you have that script handy?

No, we don't use a script. As I said, we just made Class and Department mandatory across the board and select "N/A" department or class where there is no actual Department or Class to assign

Gotcha! Thanks!

Hey like said Luis a client script do this

@Marc - Gotcha!

interesting bit of info - did you know that in a non-profit NS version mandatory fields are available at the line level? Beats me why it is not generic…