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Table of Contents (Online Help)

Income History

Note income for the period should be clearly defined e.g. monthly or yearly net income and the income periods should not overlap.

How to define income history

To define income history go toClients/Individual Clients/income history and a screen like one below appears:

Enter the details of the clients or "Retrieve" the client in that case LPF will automatically display the details of the client if it is an old client.

• From: Enter the start date of the income you want to record e.g. "01/01/2018" and "To" Enter the end date of the income you want to record e.g. 31/12/2018 at the bottom which will be reflected in the grid above.
• Employer: Enter the name of the employer of client e.g. "Media Centre".
• Function: Enter the title help by the client if any e.g. "Assistant Director".
• Income: Enter an "Income" amount for that period and press the "Add" button

You should be aware that for any reporting on this item you need an external report writer, as this is not available in Loan Performer.

Related Topics

Contact LPF live support for more information
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