Creating an Income or Expense from the Treasury or Bank Account Page
You can create an Income or an Expense directly from the treasury or bank account page in Treasuries & Bank Accounts. The form opens with the treasury or bank account already selected, and after saving you return to the treasury page.
Before You Start
- The Create Income button appears to users who have the Add Income permission, and the Create Expense button appears to users who have the Add Expense permission. Both permissions are under the Finance group in Employee Roles.
- Both buttons appear only on treasuries and bank accounts whose status is Active.
Steps to Record an Income or Expense
- From the main menu, click Finance, then Treasuries & Bank Accounts.
- Click View next to the treasury or bank account.
- Click Create Income or Create Expense.
- The form opens with the current treasury or bank account selected in the Treasury field.
- Enter the details, such as the amount, date, and account.
- Save.
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Note: The treasury is selected automatically if you have the Deposit permission on it when creating an Income, or the Withdraw permission on it when creating an Expense. Otherwise, the primary treasury is selected instead. Who has the Deposit and Withdraw permissions is set on the treasury edit page, under Permissions.
After Saving
| Save button | What happens |
|---|---|
| Save | You return to the page of the treasury or bank account selected in the form. |
| Save as Draft | The Income or Expense is saved as a draft, and you return to the page of the treasury or bank account selected in the form. |
| Save & Add New | A new form opens with the same treasury selected. |
| Save & Print | The print page opens. |
If you change the treasury in the form before saving, you return to the page of the treasury you selected.
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Note: Creating the Income or Expense is recorded in its activity log.
FAQs
Why don’t the Create Income and Create Expense buttons appear on the treasury page?
Because the treasury or bank account is inactive, or because you don’t have the Add Income permission (for the Income button) or the Add Expense permission (for the Expense button).
Why wasn’t the treasury selected automatically in the form?
Because you don’t have the Deposit permission on this treasury when creating an Income, or the Withdraw permission when creating an Expense. In this case, the primary treasury is selected.
To fix this, contact the account owner or the person who manages treasury settings in your company to grant you the Deposit or Withdraw permission on the treasury. This is done on the treasury edit page, under Permissions, by choosing Everyone, Specific Staff Members, Specific Roles, or Specific Branches.