Managing Unallocated Lines in Reports

On your Financial Report overview, you may see amounts on your unallocated cell. This is usually due to add-ons that have not been added to ledgers and as a result are unaccounted and unallocated.

How to manage unallocated lines

Navigate to your reports tab

Click on the Finance tab

On the Total Overview you will see Unallocated amounts for each month.

Download the file for the month you want to view/manage. To do this scroll up and next to the month, click on the download button.

You will have to scan the document and see which of your add-ons are unallocated and add these to the correct Ledger on Property Settings.

Good to know

For more on how to create Ledgers, click here

For more on connecting Add-Ons to a Ledger, click here
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