Clients - Income

This guide provides information about the fields on the client income page. This page is located in Tempora in Admin > Timesheets > (client name) > Income.

This page allows you to add, edit and delete incomes attached to clients. 

Time entry levels can be named differently for different companies but the common names are displayed below

Level 1 - Client
Level 2 - Project
Level 3 - Activity 
Level 4 - Sub-Activity
Level 5 - Task

Your company may use up to 5 levels but most companies use the first three levels. 

If you have additional questions about these fields please use the Submit a request button at the top right of this page to contact our team for help. Alternatively, Click Here for a step-by-step income guide. 

Level 1-5 Ext. Ref.
This field allows you to enter an external reference code and click LookUp, this will select the time entry-level the reference code is attached to. This field can be left blank and the time entry level manually selected from the drop-down menus below it. 

Date
This field sets the date the income is received. 

Client
This field cannot be amended and is the client you are adding the income for. 

Lower time entry levels (Project, Activity, Sub-Activity, Task)
You can select lower-level items in these drop-down selections, this will set the income at the defined level. This is often used to set incomes for different projects so a breakdown of the income and cost for each project can be shown on the reports.

Description
This field is used to provide a short description of the income, this is often an internal reference code. 

Amount
This field sets the total value of the income. 

VAT Rate %
This field sets the percentage of VAT to be added, this field can be set as 0. 

VAT Amount
This field sets the amount of VAT for this income, if the VAT Rate% is 0 this can also be set as 0.

Calc VAT
Clicking this button will auto-calculate the VAT from the amount and VAT Rate %.

Delete
You can delete an existing income by selecting it from the list and clicking the delete button.