Use the toolbar and the General page to post tasks against accounts. When a task posts successfully, TeamConnect debits its expense total from any linked account's current balance.
Before posting a task, you must make sure the following conditions are met:
•The task must be billable.
•The task's status is Completed. For more information, see Task General Page Field Descriptions.
•One or more accounts are linked to the task by way of the task's category.
•Any linked account is active and allows posting.
•Any linked account can accept posting by this task, for example:
oThere must be adequate account funds.
oThe task's completion date must be within any linked account's time period.
oYou must have rights to any linked account.
You may also create and save a billable task, and then post it later. TeamConnect stores the record until you are ready to post or delete it. You can also use the General page to edit a posted task.
