Accounting Interface for Tasks

When a task is created, it can be linked to a specific income account in your accounting system. This ensures that income for jobs that include the task will be allocated to the correct GL account in your chart of accounts.

If you wish to review or update the income account for:

  • a single task, simply edit the task.
  • multiple tasks, you can use the accounting interface for tasks.

Working with the accounting interface for tasks

Reviewing income accounts for tasks

Updating income accounts for tasks

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