When generating Workpapers Lead Schedule report under Work Paper Reports, users may find that Benefits Paid (46000) account (generally used for entering rollovers) does not display. This article provides a solution to this.
1. Navigate to Accounting and select Transaction List, use the filter to search for relevant transactions.(e.g. searching for 46000)
2. Click into the transaction and select More besides the figure for 46000 account.
3. Under Rollover Payment Details Panel, ensure Display in Operating Statement is toggled on. Also check article How to enter rollover payments
4. When generating Accounting Workpapers under Work Paper Reports Section, this account would now display.