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Accounting Tasks Pane

Use the Accounting Tasks Pane to complete your work. The available options depend on the record type and type of view where you are working.

Not all options are available from all views.

The following table explains which options are available from the Accounting Tasks Pane on each list view.

Common Tasks	Accounts
Promote Account

The following table explains which options are available from the Accounting Tasks Pane on each detail view.

Common Tasks	Accounts	Sales Orders
Promote to another Accounting System
Promote Account
Check Prices
Submit to Accounting System

The Task Pane also displays the link status and sales order 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 Sage SalesLogix account has not been linked to the accounting system.
• Status - The sales order's status in the accounting system. The status may vary depending on the information synchronized to Sage SalesLogix from your accounting system.