Data Entry: How to Record An Update for Monthly Income

When there has been a change to the Monthly Income complete the following:

• Update the “Income from any Source” question and then update the sub-assessment
• Place an end date to the monthly income that has been changed
• Add the income type that is new.

Click on the magnifying glass to open all records listed in the sub-assessment.

End old record

Once all records have appeared, find the first record that has changed and click on the pencil to open the record.

Once the record set has opened place an end date to that record set and click “Save”

Add New Record

Once you return to the list of all income sources, you will click on “ Add” to add the bottom of the screen and add the new record set.

Once the new record set has appeared, complete the following:

• Monthly Amount – if any
• Source of Income
• Receiving Income Source?
• Information Date (date should reflect the date set within the Back Date mode)

Once all information has been updated click on “ Save” to return to the list of all income sources.

Once all Monthly Income sources have been updated, click on “ Exit” to return to the update assessment.

You will now need to update the “ Total Monthly Income” with the new total monthly income for that assessment.