Income

Income refers to the money received by a company or individual for goods sold, services provided, or other business activities. In this section, you can view and manage all income-related transactions. The details typically include:

• Date: The date of the income transaction.

• Txn ID: Unique identifier for the transaction.

• Reference No: Reference number related to the income.

• Amount: The total amount received.

• Approved: Indicates if the income is approved or pending.

• Actions: Options to view, edit, or perform other actions related to the income transaction.

Search: You can find out any specific income from the income list by using the search functionality.

Export Data: You can export the data table from here.

By clicking the Select button, you can perform multiple actions, such as:

• View: See the details of the income transaction.

• Can’t Edit/Delete: The transaction cannot be modified or deleted.

• Audit History: Track any changes or actions taken on the income entry.

• Journal Transaction: View or link the journal transaction associated with the income.

  
  

New Income: To create a new income just click on the button. After clicking the button just follow the below steps:

To add a new Income, follow the steps below:

• Date: Select the date of the income transaction.

• Receive Account: Choose the account where the income is received.

• Select Category: Pick the category related to the income.

• Narration: Enter a description or note about the income.

• Amount: Input the total amount received.

• Customer/Supplier/Retailer: Select the relevant party involved.

• Action:From here you perform delete.

• Add Line: Add additional income entries if needed.

• Refresh: Reload the form to update data.

• Save: Save the income transaction.

• Save & New: Save the transaction and open a new entry form.

• Save & Close: Save the transaction and close the form.