Accounting Tasks Pane

This feature is only available if your administrator has configured Accounting Integration.

Use the Accounting Tasks Pane to complete your work. The Accounting Tasks pane appears on the Accounts List and Detail views. The available options depend on the type of view where you are working.

From the Account List view, you can:

• Promote Account

From the Account Detail view, you can:

• Promote Account
• Promote to another Accounting System

The Task Pane also displays the link status:

• Linked - The account is linked to a trading account in the accounting system.
• Not Linked - An accounting system is available for linking but the Infor CRM account has not been linked to the accounting system.