How to Register an Income

To register an income in ProcessFlex, follow the steps below:

📍 Step-by-step

1. In the main menu, go to:Financial > Extract

2. At the top of the page, click the “Income” button (located next to the “Expense” button).

3. A modal window will open where you can register the income.

📝 Filling in the required fields

In the registration window, complete the following fields:

• Value – Enter the amount received.

• Date – Select the transaction date.

• Bank Account – Choose the account where the amount will be received.

• Account Plan – Classify the income correctly.

• Cost Center – Link it to the responsible department or area.

• Method – Select the payment method (e.g., Bank Transfer, Credit Card, Cash, etc.).

If needed, use the Installments field to split the total amount into multiple entries.

🔎 Additional fields (optional)

You may also relate other information to the record:

• Origin Process – Link the income to a specific process.

• Description – Add details about the transaction.

• Currency – Select the currency used.

• Tag – Add an extra classification for organization.

• Payer (Payee) – Specify who is making the payment.

These fields help keep your financial management organized and traceable.

💰 How financial records are generated

The financial record will automatically follow the selected type:

• Income → Generates an incoming transaction.

• Expense → Generates an outgoing transaction.

After filling in all required information, click Save to complete the registration.

If you have any questions, use the chatbot or contact support through the Help Center.