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Income

  1. Income Category
  2. Incomes
  3. Income Dashboard

Income Category

Different categories of incomes

List Income Categories

Direct Link: https://app.meroerp.com/income/categories

01-list-incomecategory

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Income Categories. This will take you to Income categories list page.

Add Income Category

Direct Link: https://app.meroerp.com/income/categories

02-add-incomecategory

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Income Categories. This will take you to Income categories list page.
  3. Click on Add Income Category+.
  4. Fill necessary details.
    1. *Name
    2. Description
  5. Click on Create.

Edit Income Category

Direct Link: https://app.meroerp.com/income/categories

03-edit-incomecategory

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Income Categories. This will take you to Income categories list page.
  3. Find the income category you would like to edit. Click on that category Action panel then select on Update.
  4. Update necessary details.
  5. Click on Update.

Delete Income Category

Direct Link: https://app.meroerp.com/income/categories

04-delete-incomecategory

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Income Categories. This will take you to Income categories list page.
  3. Find the income category you would like to delete. Click on that category Action panel then select on Delete.
  4. Click on Ok.

Note: Used Income Category for adding Income can't be deleted.

Incomes

Different Income based on different Income categories.

List Incomes

Direct Link: https://app.meroerp.com/income/incomes

01-list-incomes

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Incomes. This will take you to Incomes list page.

Add Income

Direct Link: https://app.meroerp.com/income/incomes

02-add-income

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Incomes. This will take you to Incomes list page.
  3. Click on Add Income+. Add New Income** pop up page will appear.
  4. Fill in the necessary details.
    1. *Name
    2. *Amount
    3. *Store
    4. *Income Date
    5. *Category
    6. *Payment Type
    7. Payment Date
    8. Reference
    9. Description
    10. Verified checkbox: Check on Verified if the payment is verified.
  5. Click on Create.

View Income

Direct Link: https://app.meroerp.com/income/incomes

03-view-income

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Incomes. This will take you to Incomes list page.
  3. Click the Income you would like to view.

Note: Verified income is marked ✅

Edit Income

Direct Link: https://app.meroerp.com/income/incomes

04-edit-income

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Incomes. This will take you to Incomes list page.
  3. Find the income you would like to edit. Click on that income Action panel then select on Edit.
  4. Update necessary details.
  5. Click on Update.

Search Income

Direct Link: https://app.meroerp.com/income/incomes

05-search-income

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Incomes. This will take you to Incomes list page.
  3. Apply the required filters. The available filters are
    1. Predefined / Manual date
    2. Income Name
    3. Store
    4. Income Category
    5. Payment Type
    6. Income Verified Status
  4. Click on Apply filters.
  5. Search for the income from the results and select the income that matches your keywords.

Delete Income

Direct Link: https://app.meroerp.com/income/incomes

06-delete-income

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Manage Incomes. This will take you to Incomes list page.
  3. Find the income you would like to delete. Click on that income Action panel then select on Delete.
  4. Click on Ok.

Note: Verified Incomes can't be deleted.

Income Dashboard

View Incomes Dashboard

Direct Link: https://app.meroerp.com/income/dashboard

01-view-incomedashboard

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Dashboard. This will take you to Income Dashboard page.

Search Income Dashboard

Direct Link: https://app.meroerp.com/income/dashboard

02-search-incomedashboard

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Income > Dashboard. This will take you to Income Dashboard page.
  3. Apply the filters you would like to use. Available filters are
    1. Store
    2. Predefined/ Manual date
    3. Income Name sorting order
    4. Total Income Amount sorting order