Adding an Income in the Workflow

How to add an Income to a Workflow

  1. From the main menu, click on “Workflows”.
    • Note: If you want to add a second workflow, you’ll find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, workflows will appear in the main menu under the name “Car Contracts”.
  2. Click on the document associated with the workflow you want.
  3. Click on the “Add” button.
  4. Select from the menu “Add Income”.
  5. Fill out the income voucher data as required. For more details about the nature of the income voucher fields, see the guide “Creating an Income”.
  6. Click on the “Save” button.