An alert on my Annual Report says there are unlinked accounts.
How can I link the unlinked accounts?


Setup Alert Message

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.

Link Internal Accounts

  1. At the top of the Annual Report screen, click on Setup Internal Account links. If this tab is not visible, click the Setup Report first.
  2. This screen will show a grid with a list of all the internal accounts. 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.
  3. 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.
  4. To save the changes, click the View Report button.
Setup Internal Account Links to Report


Link Expense Accounts

  1. At the top of the Annual Report screen, click on Setup Expense Account links. If this tab is not visible, click the Setup Report first.
    There are two lists on the Setup Expense Accounts page. On the left side is 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 the expense accounts. The number or code assigned to each line is visible at the end of each line.
    On the right side of the screen is the list of the expense accounts that are not linked. Accounts that are not linked are not included on the Annual Report.
  2. To link an account to the report, click and drag the account and drop it on the appropriate expense line (white lines). The account can also dropped on any other account that is linked to the same expense line. After dropping the account, the code for the corresponding expense line will appear at the end of the line. This verifies that the account is correctly linked. See the illustration below.
    Note: To quickly link a second expense account to the same expense line as the prior account that was linked, select the expense account and then press the Space Bar.
  3. If the account is dropped in the wrong place, click and drag the account up or down in the list and drop it in the right location.
  4. 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.
  5. To save the changes, click the View Report button.
Setup Expense Account Links to Report