Update income/cost of sale accounts for costs

To update which income and cost of sale accounts are used by your WorkflowMax costs:

1. In the Business menu, select Settings > Costs > Accounting Interface.
2. Select the required account status to display:
   • Unallocated - costs that have not been allocated an income or cost of sale account.
   • Allocated - costs that have been allocated both income and cost of sale accounts.
   • All - all costs regardless of account allocation status.
3. Select the checkbox to the left of each cost item you want to update.
4. In the Income Account and Cost of Sale Account drop-down lists, select the accounts you want to allocate the cost to.

   The account fields appear as a drop-down lists only if WorkflowMax is linked to your accounting system.

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

5. Apply.