Reviewing Income Accounts for Tasks

To review 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 account allocation status.

Related Topics Link IconRelated Topics