How Do I See A List Of My Income?

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• Click Income
  

  

•  Click the column titles on this screen to alter the sort order of the displayed items  
  

 

 

Notes: The screen has several filters . Choose one or more to narrow the list of income entries. 

Customer	(Both versions) Shows the selected customer or all customers with income entries.
Age	(Accruals version only) Change the age of the displayed transactions.
Invoice	(Accruals version only) Display outstanding invoices, any invoice, paid invoices or credit notes.
Heading	(Both versions) Display any transaction that contains a selected income heading. The system will display the total of each invoice that includes a line that matches the filter.
VAT	(VAT registered only) Display items on the selected return

To show all income from a particular customer, enter the customer name in the box. To show all outstanding invoices due from that customer, choose  Outstanding from the State  filter as well.

The more options that are chosen, the more narrowly defined the list.

To show all entries click Reset Filters .

All entered income transactions are visible on this screen including any that have dates that may fall after the end of the current period.

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