Unassigned Ledger Accounts

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.


     

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