Unassigned Ledger Accounts

Owned by Bill Eastgate (Unlicensed)
Last updated: Mar 05, 2024 by Joss Herrmann
1 min read

Message → Unassigned Ledger Accounts!

 

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.

    image-20240305-133112.png

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

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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