To access the Income Items list, go to Accounting > Master Data > Income Items. 

Income items are used to categorize the sources of income. Each time you record an income, you specify an income item for this income.

The Income Items list 

Initially, there is a list of predefined income items that can be edited. 

By creating groups (folders) for related income items, you can create a hierarchy structure. The number of levels is virtually unlimited.

The toolbar buttons

To add a new income item, click the Create button on the toolbar. For details, refer to Adding an Income Item. For description of other buttons, refer to List toolbar. 

To view or edit an existing income item, double-click the line with the income item in the list. 

As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list.

Click the Create group button to create groups (folder) for income item. 

Creating a Group of Income Items

In the Expense Items (create folder) form, to create a group, enter its description in the Description field.

The Income Item (create folder) form 

If the created group is a part of another group, specify the parent group in the Folder field. 

<Auto> in the Code field indicates that the system will assign a unique identifier to the folder once you save it.

Click Save to save the new group or the Save and close button to save the group and close the form. 

Then, you can populate the group by creating new income items or by using drag and drop of existing income items. 

See also