Update income accounts for tasks

To update which income accounts are used by your WorkflowMax tasks:

1. In the Business menu, select Settings > Tasks > Accounting Interface.
2. Select the required income account status to display:
   • Unallocated - tasks that have not been allocated an income account.
   • Allocated - tasks that have been allocated an income account.
   • All - all tasks regardless of income account allocation status.
3. Select the checkbox to the left of each task you want to update.
4. In the Income Account drop-down list, select the income account you want to allocate the task to.

   The Income Account field appears as a drop-down list only if WorkflowMax is linked to your accounting system.

   To de-allocate the account from the task, select (select account) in the drop-down list.

5. Apply.