To add an income item, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing one, double click the line with its name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.
In the create form, only the Description field is required. The description will be displayed in the system interface and in the drop-down lists.
Using this form, you can add a new income item.
On this form, only the Description field is required.
The Income Item (create) form
The Additional Information is used for interpretation of the item so we recommend completing this field.
If an item is a part of a certain group, please specify it in the Folder field (to open the directory for selection, click the ‘Show all’ hyperlink select its group in the Folder field or create a new group to hold the item by clicking the button in the drop-down list). If the necessary folder has not been added yet, you can create it by pressing the ‘Create Group’ on the toolbar of the displayed directory or by pressing the button in the same drop-down list.After completing the form, press ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique code that can be edited..
In the Description field, type a brief description of an income item.
<Auto> in the Code field indicates that the system will assign a unique identifier to the new income item once you save it.
Use the Additional Information text box to provide an explanation of the income item and recommendations when to use it.
Click the Save button to save the new income item or the Save and close button to save the item and close the form.