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Why are accounts showing as unallocated in my report?
Why are accounts showing as unallocated in my report?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

If you find accounts listed at the top of your reports as Unallocated, this means they need to be mapped in your Account Tree.

To resolve this:

  • Identify the Account Tree being used in the Report

  • Navigate to Reports > Report Tools > Account Trees

  • Choose the Account Tree from the list

  • Expand the headers until you get to a detail account indicated by a Box

  • Tick the Box and click Move to Tree at the top

  • Allocate to the required header in the Tree

  • Return to your report

  • Fully refresh to pick up changes, particularly if using multiple tabs of Calxa.

New accounts will need to be allocated separately to ALL Account Trees that are being used in Reports. If the new accounts are not required in a specific account tree, then the NEW flag needs to be removed to stop them showing in the reports, click the X to remove the NEW indicator.

Full details in this help article: Mapping Accounts

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