Income Types

Navigte to Income Types#

• Step 1: Access the Expense and Income sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Step 2: Click on Income Types as shown in the fig1 below.

• This displays a list view of Income Types.

Filtering Income Types#

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Company: A dropdown list of companies
  • Status: A dropdown list of statuses

Create an Income Types#

• To create a Income Types, hit the Create button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Company
  • Code
  • Description
  • Can Invoice Partner

• You also need to populate the fields in the Accounts tab:

  • Click the New button in the Documentation tab
  • After filling out the form, hit the Save and Close button.

View an Income Types#

• From the list view, click on the ID of the Recurring Journal to view it

Edit an Income Types#

• From the list view, select the Expense Types you want to edit by clicking on a radio button
• Click the edit button to edit the Expense Types you just selected
• After editing, save the changes.

Delete an Income Types#

• From the list view, select the Income Types you want to delete by clicking on a radio button
• Click the delete button to delete the Income Types.

Activate an Income Types#

• When you create a Income Types, it status will be pending
• To activate the newly created income type, search for the income type using the search filter
• Then click the Activate button to activate the income type (it status will change to Active)

Deactivate an Income Types#

Only an active income type can be deactivated

• To deactivate an active income type, search for the income type using the search filter
• Then click the Deactivate button to deactivate the income type