Message → Unassigned Ledger Accounts!

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Instructions updating Unassigned Ledger Accounts


  1. Unassigned Ledger Accounts will appear as a warning on any dashboard.

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  2. Go to the Main Menu → Settings → setup wizard → Financials Financials

  3. 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

Remember to save the change or the ledger account will remain unallocated

If you are unsure where to assign a ledger account email support@profitdiagnostix.com

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