Manage Income Category

Before recording manual non-fee income, administrators can define custom income categories under Institutional Finance → Manage Income Category.

Overview

Custom income categories allow school administrators to classify non-fee revenue streams for accurate accounting and financial reporting (e.g., Property Rent, Grants, Donations, Canteen Lease, Event Ticket Sales, Uniform Sales).

How to Create an Income Category

1. Navigate to Manage Income Category.
2. Fill out the Create Income Category form:
   • Name (Required): Name of the income head (e.g., Building Rent, Sponsorships, Cafeteria Lease, Book Sales).
   • Description: Brief explanation of the category.
3. Click Submit.

Category Table Actions

• Search & Filter: Quickly find category names.
• Edit (Pencil Icon): Modify category name or description.
• Delete (Trash Icon): Move unused categories to Trash.
• All / Trashed Filter: View active or soft-deleted categories with the option to restore.