Import Income

Upload a CSV file to bulk-import income records.

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Download a pre-formatted CSV to fill in.

Column Reference

client_namerequiredName of the client

expected_amountrequiredNumeric value e.g. 15000

project_referenceOptional reference code

categoryOne of the income categories

expected_dateFormat: YYYY-MM-DD

amount_receivedNumeric, defaults to 0

statusExpected / Partial / Received (auto if blank)

notesFree text

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