1. Add a segment to the account structure and assign it a unique value for each company. For example, current account structure is XX (fund) - XXXX (account code).
2. Add a new segment that will be specific to the company. Now, the account structure would be XX - XXXX - XX (01 for company 1 and 02 for company 2).
3. When running reports, filter on the this last segment, therefore, keeping the companies separate from each other.

Note: Before adding a new segment to your account structure, review your Fund configuration to ensure it will allow the new segment to function as desired. Also this will affect the account structure seen in any integrated system such as The Raisers Edge.


Create a separate fund for each company.