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Message → Unassigned Ledger Accounts!
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Navigation: Go to main menu → My Dashboards → any report |
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Instructions updating Unassigned Ledger Accounts
Unassigned Ledger Accounts will appear as a warning on any dashboard.
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Go to the Main Menu → Settings → setup wizard → Financials Financials
Next click on the unassigned expense or income and move the new account using the arrows to the appropriate financial category. Save
For more information about financials → Financials
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Remember to save the change or the ledger account will remain unallocated |
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If you are unsure where to assign a ledger account email support@profitdiagnostix.com |
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