Alternate Task General Ledger Accounts

When invoicing your tasks, you can control where the revenue from the task line appears on your balance sheet in your accounting system.  For example, you want to separate your labour revenue from materials revenue. Setting a task level general ledger (GL) account will over-ride the default mappings in your accounting settings.

You can assign task specific sales accounts when setting up new, or editing existing tasks.  Select the required GL account from the Revenue Account dropdown. Task GL accounts can also be added or updated in bulk from a csv file.

Note: If the required account is not available in the dropdown list.  Ensure the account is setup correctly in your accounting system, and re-sync your GL accounts, Get Chart of Accounts from your accounting integration.