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How to add or edit an income?
How to add or edit an income?
Karen Assis Pereira avatar
Written by Karen Assis Pereira
Updated over a week ago

Income are revenue related to the administration of the organization to keep the structure functioning.

To create a new recipe:

  1. Access the admin panel with admin or finance admin access

  2. In the left side menu, locate the "Financial" option, click on "Income"

  3. In the top right corner of the receipt listing, click "New"

  4. Fill in the required fields (amount, payment date and description). It is also possible to inform the posting date, category (or subcategory), cost center, bank account, payment method and observation. Finish with "Save"

The added receipt will appear in the list along with all the other receipt already registered in the system.

Receipts can be edited if needed. For that:

  1. On the right side of the receipt list, click on the edit option (pencil) and select and make any changes you need

Do you still have doubts?

Get in touch with our support team.

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