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Frequently Asked Questions |
| An alert on my Annual Report says there are unlinked accounts. How can I link the unlinked accounts? |
In the example above, the message indicates there is one internal account not linked, and 10
expense accounts which are not linked. Accounts that are not linked are not included on the
Annual Report.
At the top of the Annual Report window, click on Setup Report and then Setup Internal Account Links. On the Setup Internal Accounts page, you will see a grid with a list of all your internal accounts down the left side of the grid. 1.) Double-click in the Total column to add an account to the
report. Optionally, click in the total column and press the space bar. As a general rule, all
accounts should be linked to the report.
2.) To remove a link, double click on the 'X' for that
account or select the box and press the space bar to remove the link.
3.) To save your changes, click the View Report button.
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At the top of the window, click on Setup Report and then Setup Expense Account Links. On the Setup Expense Accounts page, you will have two lists. On the left side will be a listing of all the expense line items on the Annual Report and all the expense accounts currently linked to the report. The white lines are the Annual Report expense lines and the yellow lines are your expense accounts. At the end of each line, you will see the number or code assigned to each line. On the right side of the screen is the list of all your expense accounts that are not linked. Accounts that are not linked are not included on the Annual Report and are not included in the totals on the report. 1.) To link an account to the report, click and drag the
account and drop it on the expense line (white lines) you want to link it to. You can also drop
the account on any other account that is linked to the same expense line. After you drop the
account, the code for the corresponding expense line will appear at the end of the line. This
allows you to verify that the account is correctly linked. See the illustration below.
Note: To quickly link an expense account to the expense
line you just added an account to, select the account and press the Space Bar on your keyboard.
2.) If you drop the account in the wrong place, click and
drag the account up or down in the list and drop it in the right location.
3.) To remove or exclude an expense account from the report,
click and drag the account over to the list of expense accounts. Any account listed on the right
will be excluded from the report.
4.) To save your changes, click the View Report button.
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| © 2010 David Watson - All Rights Reserved | |