Actual Income in a Financial Plan

Overview

Actual Income lets you view and manage Actual Income entries within a Financial Plan. You use it to record Amount and Notes against an Income Line and Entity, and to review the related table details for each entry.

How to access

1. In the Finance module sidebar, click Financial Plans.
2. Open a Single Financial Plan (Financial Plan Detail).
3. Click the Actual Income tab.

Key features

• View Financial Plan Details for Actual Income within a Single Financial Plan.
• Add New Entry to the Actual Income table.
• Delete Item from Actual Income.
• Work with Actual Income Line Entity and Income Line Entity values on Actual Income entries.
• View and use the Actual Income Table columns: Actions, Income Position, Entity, Amount, Notes, Created At, Created By, Updated At, Updated By.
• Manage files for Actual Income lines using the Actual Income Line Files Table columns: Actions, Name, Date Created, Added By.
• Use Files and Documents Edit for Actual Income line files, including Delete file.

Field descriptions

• Income Position: The income position shown for each row in the Actual Income table.
• Entity: The entity associated with the Actual Income entry.
• Amount: The value recorded for the Actual Income entry.
• Notes: Notes recorded for the Actual Income entry.
• Created At: When the Actual Income entry was created.
• Created By: The user who created the Actual Income entry.
• Updated At: When the Actual Income entry was last updated.
• Updated By: The user who last updated the Actual Income entry.
• File: A file attached to an Actual Income line (managed under Files).
• Name (files table): The file name shown in the Actual Income Line Files Table.
• Date Created (files table): When the file was added.
• Added By (files table): The user who added the file.
• Actual Income Line Entity: The entity value used for Actual Income line entries.
• Income Line Entity: The entity value associated with an income line.