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Add Income

Use the Income tab to add income for the account.

To add income

  1. In the Reference Panel navigation bar, click Available Panels and then click Income and Expenditure.

Income and Expenditure panel

  1. In the Income and Expenditure toolbar, click Add and then click the Income tab.

Income and Expenditure dialog box - Income tab

Income

Salary: Amount of money the customer receives from salary, and the frequency received.

Benefits: Amount of money the customer receives from benefits, and the frequency received.

Allowances: Amount of money the customer receives from allowances, and the frequency received.

Other: Amount of money the customer receives from other sources, and the frequency received.

Total Income: Total income that the customer receives.

Property and Assets - The system doesn't include these amounts in calculations.

Value of Property: Monetary value of the customer's property.

Mortgage Outstanding: Amount of the customer's mortgage that is outstanding.

Secured Loans: Balance of the customer's secured loans.

Other Assets: Monetary value of the customer's other assets.

  1. Complete the information and then click Save.

Related Topics

Income and Expenditures