Income

Record money coming in.

What is the Income screen?

Income is a filtered view of All Transaction showing only credit (money-in) records, with its own Add Income form.

Why does this matter?

Keeping Income separate from Expenses makes it faster to review what's come in without scrolling past every expense.

When would I use this?

• Recording a payment received from a client or customer
• Reviewing how much has come in over a period
• Checking a specific income record's bill/upload status

Before you start

You need access to the Income screen under Finance → Inex.

How to add income

1. Open Income

   Go to Finance → Inex → Income.

2. Click Add Income

   Click + Add Income.

3. Fill in the details

   Enter Amount, Currency, Date, Vendor/Customer, Source, Project, and Category, then save.

The income table

Each row shows V.No, Date, Transaction ID, Vendor, and Source, plus a Bill Stats panel showing how many records are Uploaded, Not Required, or Pending a supporting bill.

Recovering a removed record

Use View Trash at the top of the page to find and restore a record that was removed.

Example

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