How do I add and manage income records for a client in Plannr?
Managing income records for clients in Plannr is a straightforward process. This guide explains how to create new income entries such as salary, bonus, and benefits in kind and provides step-by-step instructions for efficient record management.
Overview of Client Income Records
In Plannr, income records are integral to maintaining detailed client information. You can add individual income components like salary, bonuses, or benefits in kind as separate entries. This ensures transparency and flexibility when organising financial information.
Steps to Add Income Records
Follow these steps to add or update income records for a client:
Navigate to the Client’s Account: Open the individual client’s account where you wish to add income records. This is typically found in your Client Records section.
Access the 'Add New' Menu: Locate the 'Add New' menu, available within the client’s account interface.
Select 'Income Record': From the dropdown options, choose 'Income Record.' This will allow you to create a new income entry specifically for that client.
Add Income Components: Create separate records for each income component. For example: - One record for Salary - Another for Bonus - A third for Benefits in kind Repeat the 'Add New → Income Record' process for each component to ensure all income details are captured.
Review and Save: After entering the details for each income type, review the information for accuracy and save the records.
Additional Tips
Always double-check the entered amounts and descriptions to ensure data accuracy.
Use clear and consistent labels for each income type to streamline reporting and exports.
Conclusion
Adding and managing income records in Plannr is designed to be flexible and user-friendly. By following the outlined steps and maintaining detailed, separate entries for each income component, you can ensure comprehensive financial records for your clients.