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Income (One-Off)
Income (One-Off) is used for non-recurring income transactions. The record captures the company, income type, amount, source, description, supporting documents, workflow state, and posting state.
Screenshot: One-Off Income list view
Fields
| Field | Meaning |
|---|---|
| Company | The company recognising the income. |
| Income Type | The category used for classification and posting. |
| Amount | The income amount. |
| Source | The source or payer of the income. |
| Description | The business reason or explanation for the income. |
| Status | The workflow state of the income record. |
HowTo
- Open Finance.
- Select Expense & Income.
- Open Income (One-Off).
- Create the income record and complete company, type, source, amount, and description.
- Attach supporting documents where required.
- Save and process the record through the available workflow actions.
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Income Types