Income Summary and Expenditure Summary
This screen is for recording all income that the applicant receives. To add an income source select Add Source of Income .
On this screen you can select which applicant (if multiple) the income relates to and then go onto detail it. The categories here include Benefits (other), Benefits (DLA/Carers Allowance), Regular Bonuses, Dividends, Pensions, Rental Income and Earnings after Tax. For ease, all amounts are monthly. You can also add a comment if necessary. You can verify that you have seen proof of this income by selecting the Checked box. If you have not seen any documentation to support this, leave the box unchecked. Select Save to add the income source.
If the customers have multiple income sources just select Add Source of Income again and repeat the process until fully logged.
Next you need to log all outgoings for the customers using the Expenditure Summary. This is very much the same process as the Income Summary. Select Add Expenditure Details.
Select Add Expenditure Details
Here you can add monthly credit repayments, maintenance/CSA, mortgage or rent, and other monthly commitments. You can verify that you have seen proof of this by selecting the Checked box. If you have not seen any documentation to support this, leave the box unchecked. Select Save to add the expenditure. All amounts are on a monthly basis.