Income

How to Use

Income

Income is money that an individual or business receives in exchange for providing a good or service or through investing capital.

How to Add Income

  • Go to Income page from side navigation.
  • On the top right corner, click “Add income”. This form can be opened directly from any page by clicking plus icon on footer.
  • A Form will pop up. Fill the form with income details.
    • By selecting a Project Milestone, all the data of that project will be automatically filled in form. Learn more about Project Milestones (Isko project milestone ka link banadena)
    • By selecting saved template, all data of the saved template will be automatically filled in the form. Templates are saved for those incomes that occurs regularly to save the efforts for repeated entries. There are 2 options for saving a template.
      • User can navigate to Income Template from top navigation bar.
      • Or simply Check save as template option at the last of the Add income form while adding any income.
    • Select the Income Date. By default, present date is selected.
    • Enter the Amount or you can perform addition, subtraction, multiplication and division operations in that field. Click Calculate for result.
    • Select the Account from which this amount will be added/deducted. If the account is not added, you can add by clicking “plus” icon that’ll open “Add Account” form.
    • Select the Department for which this income occurred. If the department is not added, you can add by clicking “plus” icon that’ll open “Add Department” form.
    • After selecting the department, only payer of that department will be shown in Payer|Payee dropdown. If the payer is not added, you can add by clicking “plus” icon that’ll open “Add Payer|Payee” form. Select the payer of that income.
    • Select category against which this income has occurred. New category can be added by clicking “plus” icon that’ll open “Add Category” form.
    • Payer field will be automatically filled as selected Payer in above dropdown, but you can change it if anyone else has paid that income for that payer. You can save that payer by clicking “copy” icon at the right if that field. These saved payers will be shown as suggestions.
    • You can write any note against that income.
    • Select the Employee that has make this income, this will be added in targets of that employee. Learn more about “Employees Target” ( Employee target ka link here)
    • Check “Save as template” this option to save this income as template.
  • Click “Add income” button.
  • A green toaster will appear on bottom right corner with text “Income added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Income

  • Go to Income page from side navigation.
  • All Incomes are listed, click the edit icon in front of the income you want to edit.
  • A Form will pop up with prefilled details of that Income.
  • Update any field you want to edit.
  • Click “Edit Income” button.
  • A green toaster will appear on bottom right corner with text “Income edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Income

  • Go to Income page from side navigation.
  • All Incomes are listed, click the delete icon in front of the Income you want to delete.
  • Click “Yes” to confirm that you really want to delete that Income.
  • A green toaster will appear on bottom right corner with text “Income deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation