Segmentation is how Shogo turns POS detail (revenue centers, day parts, dining options, payment types, etc.) into dimensions, classes, and detail lines on your accounting entries. The segmentation interface has been completely redesigned, and this article walks through the new layout — what every control does, how the pieces fit together, and how to set up a typical configuration end‑to‑end.

If you used Shogo’s older segmentation screen, jump to the What moved where section near the bottom for a quick map from the old controls to the new ones.

A note on what you’ll see The screenshots in this guide come from a Toast → NetSuite store and show the full extent of segmentation Shogo supports. Only NetSuite and Sage Intacct expose configurable segments/dimensions, so customers on those systems will see the most options. QuickBooks Online and Xero offer two reporting classes that Shogo treats as Accounting Dimensions — the UI you see is the same, you just have fewer dimensions available. If a control in this guide doesn’t appear in your account, it’s almost always because your accounting system doesn’t support it.

Terms used in this guide

A handful of terms come up repeatedly. Two of them — Check Dimension and Accounting Dimension — do the heavy lifting in everything that follows, so each gets a quick visual below the table. The rest are for reference.

What’s a Check Dimension?

A Check Dimension is anything in the header of a POS check that describes the sale — the Day Part it landed in, the Revenue Center it rang up under, the Dining Option the guest chose, where the order came from, how it was paid for, and so on. They’re already on every check; Shogo just reads them.

What can you do with a Check Dimension? Two things:

1. Map it to an Accounting Dimension so the value lands as a column or a separate detail line on your sales journal entry. This is the Segmentation Options tab.
2. Use it to segment or break out a Statistical Entry — e.g. break Order Count out by Day Part, so your accounting system gets one Order Count row per Day Part instead of a single combined number. This is the Statistical Settings tab.

Both are covered in detail later in this guide.

What’s an Accounting Dimension?

An Accounting Dimension is a field in your accounting system that you can post values into — Class, Location, Department, plus any custom dimensions your system supports (NetSuite and Intacct expose the most; QuickBooks and Xero offer Class and Location). It just has to exist in your accounting system as a real dimension with valid values.

A value for an Accounting Dimension doesn’t have to come from the POS. You can:

• Hard‑code a value in Shogo at the Header or Detail level — e.g. set Location to 01: San Francisco on every entry from this store, or set Class to Restaurant Ops on the header. Useful for things that are constant for a given store.
• Feed it from a Check Dimension by mapping one on the Segmentation Options tab — e.g. POS Day Part → Accounting Daypart column on each detail line.
• Append it to the G/L Account on detail lines instead of using a column — e.g. Revenue Center 3PD UDG becomes part of the account name on each line, so the breakout is encoded in the chart of accounts itself.

Each Accounting Dimension can appear on the Header, on each Detail Line, or on both — your choice, per dimension.

What can you do with an Accounting Dimension? A lot — it’s the destination for almost everything in this guide:

• Hold a static value on the header — hard‑coded in Shogo, e.g. Location = 01: San Francisco for a single‑store post.
• Receive a Check Dimension as a column on every detail line (the Dimension column behavior on the Segmentation Options tab).
• Encode a Check Dimension into the G/L Account instead of a column (the Detail lines behavior — useful when you want unique G/Ls per Revenue Center, or when your accounting system has no dimension to map this to).
• Be marked Required so Shogo holds the entry from posting if the value is missing.
• Be split per Posting Type — e.g. Sales uses Class but Statistical Entries don’t, configured via the Customize dimensions per posting type toggle.

Where to find it

1. Go to Settings.

2. Click Accounting to open your store list, then click into the store you want to configure.

2. Open the General Settings page from the right‑hand settings menu.

You’ll see five tabs across the top of the page:

• General Settings — sales posting method, subsidiary, A/R account, memo format
• Accounting Options — cash handling rules and the Dimension Columns that drive segmentation
• Segmentation Options — turn individual POS segments on/off and decide how each one posts
• Statistical Settings — control how Order Count, Guest Count, and other stats are segmented and broken out
• Create Stats — define custom statistical entries

All segmentation work happens on the middle three tabs. The other two are unchanged from a workflow perspective.

How segmentation works in Shogo

Now that you’ve seen the two main concepts, here’s how they connect:

1. Configure your Accounting Dimensions on the Accounting Options tab → Dimension Columns. Decide which dimensions show up on your entries and where (Header, Detail, or both).
2. Map Check Dimensions to Accounting Dimensions on the Segmentation Options tab. For each Check Dimension you turn on, pick the Accounting Dimension it should land in and translate the source values to destination values.
3. Configure Statistical Entries on the Statistical Settings tab. Pick which Check Dimensions add columns (Segment By) and which split the entry into per‑combination rows (Breakout By).
4. Preview, then Apply.

Steps 1 and 2 cover almost every segmentation scenario. Step 3 is only needed if you post statistical entries (Order Count, Guest Count, etc.) and want them broken out.

Tab 1 — General Settings

The first tab covers the basics — posting method, subsidiary, A/R account, and the memo format Shogo writes on every entry. These aren’t segmentation controls but they’re the entry point to all the segmentation tabs.

Tab 2 — Accounting Options

Open the Accounting Options tab.

Below the cash‑handling settings (Cash Deposits, Deposit Checks with Cash, Ignore Over/Short, Auto‑Payout Tips) you’ll see a section called Dimension Columns — configure which accounting dimensions appear as columns in mapping grids.

Each row represents one dimension your accounting system supports. The exact list depends on your accounting integration — NetSuite/Intacct customers will see Location, Class, Department, plus any custom dimensions like Concept, Daypart, Revenue Centers, and Dining Option. QuickBooks/Xero customers will see Class and Location only.

For each row you can set:

HEADER The default value that appears on the journal entry header for this dimension. For Location, that’s typically the store value (e.g. 01: San Francisco). Leave as — none — if the dimension shouldn’t appear on the header.

DETAIL The default value that appears on each detail line. Most dimensions are left as — none — here and are populated automatically by your segmentation rules.

MANDATORY A toggle marked Required. Turn this on for any dimension that your accounting system requires on every entry (e.g. Location is typically mandatory in NetSuite). When mandatory is on, Shogo will hold the entry from posting if the dimension is missing.

Customize dimensions per posting type

At the bottom of the Dimension Columns section there’s a toggle: Customize dimensions per posting type. Off by default — your dimension settings apply to Sales, Statistical, and any other posting types alike. Turn it on if you need different header/detail values per posting type (for example, Class on Statistical entries but not on Sales). When on, the section expands into separate sub‑sections per posting type.

Saving changes

Any change to the dimension grid raises a N dimension(s) modified banner at the bottom of the screen with Discard and Apply buttons. Nothing is saved until you click Apply, so feel free to experiment.

Tab 3 — Segmentation Options

Open the Segmentation Options tab. Each available Check Dimension is shown as a card. The list typically includes:

• Day Part
• Revenue Center
• Order Source
• Dining Option
• Payment Type
• Tax Treatment
• Ticket Open Hour
• Ticket Closed Hour
• Day of Week

Each card has the same controls.

Toggle (top‑left of the card)

Off by default. Flip on to start using this Check Dimension. When on, the card header shows a summary of the source values Shogo has seen (e.g. Day Part — Lunch · Dinner · Unknown DayPart) and a tag on the right showing the destination Accounting Dimension (e.g. Column · Daypart).

Accounting Dimension

The Accounting Dimension this Check Dimension maps to. Click Change to pick a different one. The list of available Accounting Dimensions is the one you set up under Dimension Columns on the Accounting Options tab.

If the Accounting Dimension you want isn’t in the list, go back to Accounting Options and confirm it’s enabled there.

Sales Journal Entry Behavior

This is the most important choice on each Check Dimension card. It controls how Shogo posts the breakout to your accounting system. There are two options, and they look very different on the resulting journal entry.

Dimension column (default) The Check Dimension’s value goes into an Accounting Dimension column on each detail line. The G/L Account stays the same across rows; the breakout shows up in a dedicated column you can filter and report on natively in your accounting system.

Use this when:

• Your accounting system has a real Accounting Dimension you can map this Check Dimension to (Class, Location, Department, custom dimension), AND
• You want the breakout reportable as a native field in your accounting system

Detail lines The Check Dimension drives line splitting instead of populating a column. Each value Shogo sees becomes its own detail line — usually with its own G/L Account. There’s no Accounting Dimension column; the breakout is encoded in the chart of accounts itself. Instead of one mapping for the whole Check Dimension, you create a mapping row for every unique value (or unique combination, if more than one Check Dimension is on Detail lines).

Use this when:

• Your accounting system doesn’t expose an Accounting Dimension you can map this Check Dimension to (typical for QuickBooks Online and Xero on anything beyond Class and Location), OR
• You want a unique G/L Account per value — for example, separate revenue accounts per Revenue Center for management reporting

Rule of thumb: start with Dimension column if your accounting system supports the Accounting Dimension you want, and switch a specific Check Dimension to Detail lines only when you need unique G/L Accounts per value or there’s no Accounting Dimension to land in.

You can mix the two on the same store — most Check Dimensions on Dimension column and one or two on Detail lines is a common setup.

Segment Value Mapping

A two‑column table showing every value Shogo has seen for this Check Dimension in your POS data and the value to write into the Accounting Dimension. For example:

Click any cell in the right column to pick from the values available in your accounting system. Leaving a row at — none — means that POS value posts without an Accounting Dimension value (it’ll be blank on the entry).

New POS values that Shogo hasn’t seen before will appear here automatically the first time they show up in your sales data. Map them and Apply.

Preview — Journal Entry Lines (per‑segment)

A live mini‑preview at the bottom of every segment card. It shows how a sample journal entry will look with the current settings — including the columns for any other enabled segments — so you can see the result of a change before applying.

Saving changes

As soon as you change anything on this tab, a Segmentation changes pending banner appears at the bottom of the screen with Discard and Apply Changes buttons. Changes don’t take effect until you Apply.

Tab 4 — Statistical Settings

Open the Statistical Settings tab. Each statistical entry Shogo can post (Order Count, Guest Count, Refund, Average Table Turn, plus any you’ve created) appears as a card with a toggle to enable/disable it, a POS badge showing the source, and an Enabled badge once it’s on.

Inside each card are two parallel rows of Check Dimension chips:

SEGMENT BY — adds accounting dimension columns Each chip you turn on here adds the Check Dimension’s value as an Accounting Dimension column on the Statistical Entry, exactly the same way Sales segmentation works.

BREAKOUT BY — expands one row per combination Each chip you turn on here splits the Statistical Entry into one row per unique combination of the selected Check Dimensions.

Note that a chip can only be selected on one side at a time — selecting a chip on Breakout By greys it out on Segment By for the same stat, and vice versa.

Segment By vs. Breakout By in action

Below is the same Order Count stat with Day Part and Revenue Center selected on Breakout By. Notice the highlighted chips on the right and how the same chips on the left are now greyed out:

Here’s what that change does to the Statistical Journal Entries that get posted. Before — only Guest Count and Average Table Turn are configured, so you get two simple rows:

After — Order Count is now broken out by Day Part × Revenue Center, producing one row per combination:

Summarize line items

A toggle below the chips. When on, Shogo collapses identical lines into a single summary row before posting. When off, each combination gets its own row.

Stat Mode

Read‑only display of how the stat is calculated (e.g. Count for Order Count and Guest Count). To change a stat’s mode, edit it on the Create Stats tab.

Saving changes

Same as the other tabs — a N stat(s) modified banner appears at the bottom with Discard and Apply Changes buttons.

Tab 5 — Create Stats

The Create Stats tab is where you define custom calculated statistical types. The list shows everything you’ve defined so far; click + Add New Stat to build a new one from built‑in variables (Order Count, Guest Count, Avg Table Turn Minutes, Refund types, etc.) using a simple formula builder.

The Add New Stat panel:

Custom stats you create here become available on the Statistical Settings tab where you can segment and break them out like any built‑in stat.

Previewing the result

The right‑hand settings menu has a Preview entry. Open it after applying segmentation changes to see a full sample of the next sales journal entry and statistical journal entry with all your segmentation applied.

Scroll down on the same page to see the statistical journal entry that will accompany it:

The preview shows:

• The header (Subsidiary, Location, Class, Department)
• The detail lines (G/L Account, Description, Debit, Credit, Name, plus a column for every dimension you’ve configured)
• A separate Statistical Journal Entry block below the sales entry, with one row per stat × breakout combination

Use the Refresh button to regenerate the preview after applying changes.

If anything is missing or unmapped, you’ll see it in the preview before it ever reaches your accounting system. Common preview flags:

• A row highlighted yellow with Missing in the G/L Account column — Shogo couldn’t resolve a sales mapping. Fix it on the Sales page in the right‑hand menu.
• Empty dimension columns — the segment is enabled but the value isn’t mapped yet. Go back to Segmentation Options and complete the value mapping.

End‑to‑end example

A Toast pizza shop wants their NetSuite sales journal entries to:

• Use Location for the store
• Tag every sales line with Day Part, Revenue Center, and Dining Option
• Generate Order Count statistics broken out by Day Part and Revenue Center

Setup:

1. Accounting Options → confirm Location, Daypart, Revenue Centers, and Dining Option are all in the Dimension Columns grid (these are your Accounting Dimensions). Set Location’s HEADER to 01: San Francisco and turn on Required. Apply.
2. Segmentation Options → enable the Day Part, Revenue Center, and Dining Option Check Dimensions. For each one, confirm the Accounting Dimension matches (Daypart, Revenue Centers, Dining Option). Leave Sales Journal Entry Behavior on Dimension column. Map all POS values (e.g. Lunch → Afternoon, Dinner → Evening) and Apply Changes.
3. Statistical Settings → expand the Order Count card. On Breakout By, select Day Part and Revenue Center. Apply Changes.
4. Preview → confirm sales lines have the three new Accounting Dimension columns populated and the Statistical Entry shows separate Order Count rows per (Day Part × Revenue Center).

That’s it — the next batch will post with full segmentation.

What moved where

If you used Shogo’s earlier segmentation screen, here’s how the old controls map to the new UI. (This section will be retired once existing customers have transitioned.)

FAQ

Why don’t I see all the Accounting Dimensions shown in this guide? The screenshots show a NetSuite store, which supports the full range Shogo can map. If you’re on QuickBooks Online or Xero you’ll see Class and Location only — that’s all those systems support. Sage Intacct, like NetSuite, exposes the full configurable Accounting Dimension set.

Why is a Check Dimension greyed out on Segment By when I select it on Breakout By? A Check Dimension can only do one job per stat. If it’s adding a column (Segment By), it can’t also be the breakout key (Breakout By), and vice versa. Pick the one that matches what you’re trying to see in the entry.

I enabled a Check Dimension but the column is blank in the preview. Open its card and check Segment Value Mapping — if any POS values are still set to — none —, those rows post blank. Map them and Apply.

A new POS value showed up that I haven’t mapped. It will appear automatically in the Segment Value Mapping table the first time Shogo sees it in your POS data. Map it and Apply Changes; the next post will pick it up.

I changed an Accounting Dimension’s HEADER value and it didn’t update on already‑posted entries. Segmentation changes apply to entries posted after Apply. To restate prior periods, use Reload Sales & Regenerate Accounting for the affected dates.

Can different Posting Types use different Accounting Dimensions? Yes — turn on Customize dimensions per posting type at the bottom of the Accounting Options tab, then set headers/detail per Posting Type.

My accounting system doesn’t have the Accounting Dimension I want. You have two options: (1) add the dimension in your accounting system, then refresh reference data in Shogo and select it on Accounting Options, or (2) on the relevant Check Dimension card, switch Sales Journal Entry Behavior to Detail lines so the breakout shows up in line descriptions instead of as a column.

Where do Required Accounting Dimensions show up if they’re missing? The entry is held from posting and surfaces on the Accounting Status Report so you can fix it before it reaches your accounting system.

Need help?

If anything in your setup doesn’t behave the way you expect, the Preview panel is the fastest way to see what Shogo will actually post. If the preview looks right but the entry in your accounting system doesn’t, contact Shogo Support and include a screenshot of the preview plus the date of the affected post.