To register a new income in the platform, follow these steps:
- Navigate to the Accounting module and select Income from the left-hand menu.
Click the + New Income button located in the upper-right corner.
- Complete the required income information:
- Reason: Enter the reason or description of the income.
- Amount: Specify the income amount.
- Category: Select the appropriate category. You can change it based on the type of income being recorded.
- Status: By default, the income status is set to Pending, but you can change it to Completed as needed.
- Date: Select the date associated with the income.
- Frequency: Choose how often the income should occur. You can register it as a one-time income (Single Income) or set it to recur daily, weekly, monthly, or annually.
- Observations: Add any additional details or relevant information, if necessary.
Documents: Attach any supporting documents related to the income, if applicable.
- Once all the information has been entered, click Save to register the income.
Important: The category, status, and frequency can be customized when creating an income record, allowing you to manage and organize your organization's financial transactions according to your needs.