Account Code Data Entry Rules

Creation date: 2/8/2026 7:54 PM    Updated: 2/8/2026 7:57 PM   accounts required segments segments

Overview

This article explains how Microix (Modern Version) validates account code entry, determines required segments, and checks budgets during document entry and submission. The rules described below apply specifically to account code segment behavior and validations performed during data entry and during submit/approve.


1) Workflow Budget Segments (General Tab)

Purpose

Workflow Budget Segments are used to determine which account segments Microix should evaluate when checking for an existing Budget in MIP’s Ledger.

Rule

  • Users are not required to enter values in these segments unless GSID 69 is set.
  • No budget will show unless values are entered related to the budget segments.

2) Enforce MIP Account Code Combination

Purpose

This rule ensures that users can only enter account code combinations that MIP recognizes as valid.

Rule

  • Users may only enter account code combinations that are configured as valid combinations in MIP.
  • If a user enters a combination not configured in MIP, Microix will show an error message upon submitting/approving the documents. It will not prevent the wrong combination during data entry.


3) Required Account Codes (GSID 69)

Purpose

This rule controls which segments are required during data entry and submission, based on segment type and GL account type.


3.1 Visual Indicator (Green Title)

The segment title will turn Green only for segments of type:

  • GL
  • FUND
  • BAL
Other segment types (RES/NBAL) will remain Black/Orange


3.2 Data Entry Requirement (During Entry)

During data entry, Microix requires only the segments of type:

  • GL / FUND / BAL

Other segment types may appear on the screen, but they are not required during entry unless additional MIP configuration exists (see Section 3.4).


3.3 Submit/Approve Validation (Second Rule)

When the document is submitted or approved, Microix performs a second validation based on the GL account type used on each line.

If the line uses an Expense/Revenue account:

  • All segments are required.

If the line uses other GL types (example):

  • OA
  • CSH
  • AR
  • INV

Then segments of type GL / FUND / BAL are required.


3.4 MIP Required Segments for GL Type (RES / NBAL)

If the customer has configured Required Segments in MIP for GL Types (NBAL/RES), then Microix will:

  • Treat those segments as required during data entry, even if the segment is associated with RES/NBAL type accounts.

Additionally:

  • When Microix applies offset entries, it will populate these segments even if the offset line is a RES/NBAL type account.

Summary

RuleWhen it AppliesWhat it Does
Workflow Budget SegmentsBudget lookup logicNot required for entry; used only for budget check targeting
Enforce MIP Account Code CombinationData EntryBlocks invalid MIP account combinations
Required Account Codes (GSID 69)Entry + Submit/ApproveRequires GL/FUND/BAL during entry; may require all segments at submit depending on GL type
Prevent Account Codes at Level 0N/ADeprecated