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How To Search Income

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

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Last updated: March 22, 2026

This guide explains how to use Search Income to review previously recorded non-fee income entries.

Short summary

Use Search Income when finance staff need to locate prior income rows, filter them by category or date, and review the stored amount, invoice number, and note fields. The current UI uses a filter panel above a paginated results table.

Best for

Finance teams auditing non-fee receipts, checking historical entries, or preparing records for reporting review.

Requires

Existing income rows and permission to view income records.

Result

The matching income rows are isolated and ready for review, editing, or deletion as allowed by user permissions.

Before you start

Decide whether the review should be narrow by date range or broad across all records.
Know the expected income head when searching a specific category.
Use the search box for names or invoice references when the list is large.

Income Console -> Search Income

Step 1: Open Search Income

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

Income Console Search Income tab showing filters and the results table. — The Search Income tab is a filter-first review page with a table of recorded entries.

The current filters are:

Income Head
From Date
To Date
Search

Step 2: Apply the right filters

Use the filters that best match the review goal:

choose Income Head when you already know the category
narrow the date range with From Date and To Date
use Search for the record name or invoice reference
click Apply Filters

Use Reset when the current filter mix becomes too narrow or misleading.

Step 3: Review the results table

The current table shows:

Date
Income Head
Name
Invoice No.
Amount
Note
Action

This is the main review surface for checking whether an income entry landed under the correct head and amount.

Step 4: Edit or remove a row when allowed

The current UI exposes row actions for:

Edit
Delete

You can also click the row to open its edit flow.

Use Edit when:

the wrong head was selected
the income name needs to be clarified
the note or amount needs correction

Use Delete only when the row should be removed from the ledger and your finance process permits that cleanup.

Step 5: Use pagination for longer result sets

When the current filter set returns many records, the page exposes pagination controls:

Previous
Next

If a row seems missing, do not assume it failed to save. It may be on another page or hidden by the active filter combination.

Verify the result

the correct filters are applied
the expected record appears in the table
the income head and amount match the original entry
any edit or deletion action is reflected after the table refreshes

Troubleshooting

Issue	Likely cause	What to do
No rows appear	Date range or head filter is too restrictive	Reset the filters and widen the search
The wrong rows dominate the table	The search term is too broad	Add an income head filter or narrow the dates
A saved row seems missing	Pagination or filters are hiding it	Check the next page and clear the search filters
Finance staff edit the wrong record	Similar names or invoice numbers are present	Verify date, head, and amount before changing the row

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 Manage Income Heads

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