To update which income accounts are used by your WorkflowMax tasks:
- In the Business menu, select Settings > Tasks > Accounting Interface.
- 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.
- Select the checkbox to the left of each task you want to update.
- 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.