Unassigned Ledger Accounts

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.


  2. Go to the Main Menu → Settings → setup wizard → Financials https://beefreesoftware.atlassian.net/wiki/spaces/SVA/pages/660439383


  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 → https://beefreesoftware.atlassian.net/wiki/spaces/SVA/pages/660439383

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