What are the ‘Unallocated Accounts’ I see in my report?

The accounts included in a report are determined by the account range which is set in the report template by the administrator.


However, it is possible that new accounts are added after the template has been created (for example, a new account is created in Xero and pulls through to Silverfin for a specific client). These accounts may fall outside the template’s range.

If this is the case, you will see a notification in your reports.


If you click through to the screen where you can create/edit a report, you will see ‘Unallocated Accounts’ on the right-hand side. Here you can see in more detail which accounts are not yet shown in the report.

You can simply drag and drop them into the report, to the location where you'd like the account to appear.

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