Recording Income

This article relates to the Additional Self Employment Module

Add an income transaction

1. Click “Add new” button in the top right
2. Fill in all required fields:
   • Date: Enter as DD-MM-YYYY (e.g., 15-06-2025) or DD/MM/YY (e.g., 15/06/25)
   • Description: Brief explanation of the income source
   • Business: Select from dropdown (only active businesses shown)
   • Amount (£): Enter in pounds and pence (e.g., 1500.00)
3. Click “Save”

Income Table Overview

• Date in DD-MM-YYYY format
• Description of the income
• Which business it relates to
• Amount in £ with 2 decimal places
• Actions column with “Delete” button

Managing income records

• Search: Type in the search box to filter by description
• Pagination: Use “Prev” and “Next” buttons to navigate pages
• Delete: Archives the record (soft delete – can be restored by administrators)
• Sorting: Most recent transactions appear first