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Income module

Income module is used to record all incomes and receipts, choose account, and payment method to record income transaction of an institute/school. This feature can be accessed through Finance->Income.

Permission: This module contains four permissions.

List IncomeAnyone with this permission can list all the Income
Create IncomeAnyone with this permission can create an Income
Edit IncomeAnyone with this permission can edit Income
Delete IncomeAnyone with this permission can delete Income

 To assign or change permission, visit <your_url>/configuration/permission.

To begin working with income feature, you need to first go to Configuration -> Module Configuration -> Finance Configuration ->Transaction Category. Here, you can create different transaction categories for income and expense transactions.

Below given screen shot shows income with their respective details

In the top right side, there are options to: 

•    Add New Income – This will open a form to add New Income. 

•    Filter- This allows you to filter as per the available options.

•    Sort By – This allows you to sort the record in ascending or descending order by supported columns.

•    More Option – This allows you to take print out or to download list of Income transactions

In every row, there are options to print income receipt, show, edit & delete income transaction.

In the bottom left, there is option to navigate to next and previous pages. In the bottom right, there is option to set pagination i.e. number of records per page.

Above is the screenshot of form to create Income transaction, where you need to enter desired details. Once you complete all the details and upload the related document, you can click on save button to store the Income details.

If you face any issue, please raise a ticket at our support portal.

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