Review income documents

Find the income

1. Open the client and choose Incomes.
2. Select the relevant date range and filters.
3. Open the document and check the customer, number, date, currency, and amounts.
4. Compare it with the source document when available.

Depending on the client’s setup, documents may arrive from a connected service or be recorded through Office’s document-intake flow.

Record a document manually

Where a record-income action is available, complete the document details and payment information shown. Review the preview and confirmation before applying it.

Totals look wrong

Check the date range, document status, and active filters. Read any warning that says results are incomplete or capped; narrow the period before relying on the total.

For a summary or export, use the client’s financial reports.