Our standard reports are based on the Silverfin CoA. But what if you use accounts that aren't included in the Silverfin CoA? These will not be included in our standard reports, and throw off your numbers.


An easy way to fix this, is to take a copy of the existing reports, and add a group for 'Unallocated accounts' at the bottom, with  an account rage 0__9.


The way accounts are assigned to reports is that they will be assigned to the first matching group so a catch all group at the very bottom will collect all accounts that didn't fall into any other group.


You can add a group to a report by going to the copy of the report and dragging 'new group' to the bottom of the report:



Next, you can edit the new group in the pop-up screen:


Make sure to use two underscores between 0 and 9. 

Save the changes. Make sure the report is locked. The changes will be pushed through to any file where the report is used.