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How To Manage Income Heads

Create, review, and maintain income-head categories from the Income Heads tab in the Income Console.

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Last updated: March 22, 2026

This guide explains how to use Income Heads to manage the category list behind non-fee income entries.

Short summary

Use Income Heads when finance staff need to create or maintain the category structure used by the Add Income form. The current tab combines the head form with a maintenance table of existing head records.

Best for

Finance administrators standardizing how non-fee income is grouped and searched.

Requires

Permission to manage income heads and a clear internal naming convention for head names and short codes.

Result

A reusable income head is available for later income-entry and search workflows.

Before you start

Decide the display name for the head.
Choose a short Code that remains understandable in later finance views.
Add a description when the head meaning may not be obvious to other operators.

Income Console -> Income Heads

Step 1: Open Income Heads

In the sidebar, open Income Console and choose Income Heads.

Income Console Income Heads tab showing the head form and the table of existing income heads. — The Income Heads tab keeps category creation and maintenance in one place.

The current form uses these fields:

Name
Code
Description

Step 2: Create the head

Complete the form:

enter Name
enter Code
add Description if useful
click Add Head

Use Reset when you want to clear the current input and start over.

Step 3: Review the heads table

After saving, the table below should reflect the current category list.

The visible columns are:

Name
Code
Description
Action

This is the main place to confirm whether the head is ready for use in new income entries.

Step 4: Maintain existing heads carefully

The current table supports maintenance actions per row.

Use those actions when:

a head name should be clarified
the code is inconsistent with finance standards
the description should explain the category more clearly

Because heads drive later search and reporting behavior, keeping them tidy is more useful than allowing ad hoc naming to spread.

Step 5: Confirm downstream usage

After a head is created or updated:

return to Add Income
confirm the head appears in the selector
use Search Income later to confirm entries can be filtered under the intended category

Verify the result

the head appears in the table
the name and code are readable and distinct
the head is available in the add-income selector
search and review workflows can use the category as intended

Troubleshooting

Issue	Likely cause	What to do
The head does not appear in the add form	It was not saved successfully yet	Recheck the form and refresh the console
Two heads mean almost the same thing	Naming standards were not enforced	Merge or rename before operators rely on both
The code is unclear later	The short code is too vague	Edit the head before it becomes widely used
Operators keep choosing the wrong category	Head names are too similar	Improve the names and descriptions for clarity

Related docs

Fees And Finance

Learn how the platform supports fee structures, finance operations, inventory workflows, and the reporting surfaces that sit around school billing and financial control.

How To Add Income

Record a non-fee income entry with head, date, invoice number, amount, attachment, and note fields from the Add Income tab.

How To Search Income

Filter and review non-fee income records by head, date range, and search query from the Search Income tab.