Important Note: You will only be able to edit and maintain Income Types that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.
1. Click Agency Admin from the System Navigation Bar
2. Click the Financial tab
3. Select Income Types from the list on the left
4. Enter income type name… in the text field
5. Click Add Income Type
6. Income Type will appear below
7. Click the gear icon for the Income Type you just added
8. Select the applicable check-boxes:
- Include in Section G Report
- Exclude from PoP calculations
- Budget
- Wage
9. To assign an Income Group, click the Select… drop-down menu under Income Group and select an Income Group*
10. System will save automatically
*No options to select from?
Learn how to Add Income Groups here