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  1. Group page
  2. Financial Data

Income

Financial Data -> Income tab for year on year income detail.

Income information for each client can be found in the Income sub tab. On load, there will be a summarised list view of all income years per client that you have information for. On this page, you can add income per year and view exisiting years in detail by selecting them from the list.

In the detailed view, you can edit, delete, add notes to that income year.

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Last updated 1 year ago