A common problem includes unassigned Ledgers

Navigation: Go to main menu → My Dashboards → any report

Instructions updating Unassigned Ledger Accounts


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

  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

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