Error: "Some essential linked accounts for this module are undefined..."

How to resolve the error: "Some essential linked accounts for this module are undefined. Enter them before entering a transaction here" when processing transactions in Sage 50 Accounting.

Disable modules

• Disable the module if you don't use it
  • For example, you're not using the payroll module if you haven't entered employee names and haven't made any payroll entries

Set up essential linked accounts

1. Go to Setup, Wizards, and Linked Accounts.
2. Select the general essential linked accounts from the Chart of Accounts for.

• Retained Earnings - this is a 3xxx series Equity account
• Accounts Receivable - use an Asset account in the 1xxx range
• Accounts Payable - use a Liability account in the 2xxx range
• Prepayments and Prepaid Orders - link an Asset account in the 1xxx range
• Prepaid Sales / Deposits - link a Liability account in the 2xxx range

If you're using Payroll

• Ensure all Incomes have a 5xxx series-linked account
• Ensure all Deductions and Payables have a 2xxx series account
   NOTE: If these accounts aren’t available in your Chart of Accounts, create them before following the above procedures.

Verify all linked accounts are correct

1. Click Setup, Wizards, Linked Accounts.
2. Follow the wizard and make sure all the necessary accounts are linked correctly.
3. Click Finish at the end of the wizard.
4. If your company uses Payroll Expense Groups, verify that you've defined the payroll linked accounts for each payroll expense group.
   • To set this up, go to Setup, Settings, Payroll, Linked Accounts, Expense Groups

Check the employee tax tables

1. Go to Maintenance, Update employee claims.
2. Select Provincial and click the drop-down to locate everyone with the incorrect tax tables.
3. From your home screen, select the Employee and Payroll module.
4. Open the Employee Records for the employee in question.
5. Click the Taxes tab.
6. In the Tax Table drop-down menu, select the province.
7. Click Save and Close.

Québec employees

1. Go to Setup, Settings, Payroll, Linked Accounts, Taxes.
2. Link the accounts for every field containing:
   • Tax (Que)
   • QPP
   • QHSF
   • QPIP

Nunavut and North-West Territories Employees

1. Go to Setup, Settings, Payroll, Linked Accounts, Taxes.
2. Link the accounts for every field containing

   Tax (Que).

 NOTE: You can view the provincial tax table used by the employees by running an Employee Summary report. Use the find function (CTRL + F) to search for Nunavut, North-West Territories, or Québec on the Employee Summary report.