Track commissions and other income not recorded on invoices by entering them as income entries in the Expenses area. This allows additional earnings, such as commission checks, fees, or other non‑invoice income, to be recorded, grouped separately in reports, and included in overall income tracking.
The types of entries that can be added to the Expense area include, but are not limited to, income, expenses, and mileage, each of which is categorized separately when expense reports are generated.
Before proceeding, make sure you have created the correct Expense category for the transaction you will record.
From the sidebar navigation select
Business Tools, then Expenses.
- From the toolbar, select the new expense button
then choose New Expense. - Begin typing to enter the applicable information into the Pay To, Number, and Date fields.
- From the New Expense form toolbar, begin typing to drill down and choose a Category, then use your Tab key to enter information in the Memo field and tab again to enter the Amount.
- Tab again and select Save & New (to create another new expense) or Save to save and close.
- Alternatively, if the expense entry needs to be split into more than one category, tab again to select Split, then add the Category, Memo, and Amount for the additional categories.
Examples of additional income
- Commissions: Company commission checks (which can also be split to include expenses such as insurance, etc.)
- Dovetail Income: Income earned from a class you booked but had another consultant hold or customer shipping charges (an expense entry is not needed for customer shipping charges, as it is recorded on their invoice and reflected on Gross Receipts reports).
- Fees Collected: Income collected for meetings or any other event, etc. (If you have paid fees for a meeting room, income entries added will offset the expense entry of the room when entered.)
Additional Information:
Note: Main Street cannot give tax advice; only general suggestions on how to enter items into the Expense area in Boulevard. Please seek advice from your tax professional on how to handle individual expenses and income in your tax situation.