Income Summary Table

The Income Summary Table is used to track the income from each of the services you bill for. The table contains columns for both the current month (MTD) and current fiscal year (YTD). Every time you post and update cash into your system, the table is updated as well. This way, you have an ongoing total of the cash receipts you have processed.

The figures stored in the MTD/YTD Summary table can be adjusted by the system administrator. Click on Adjustments, Income Summary. You must have the administrator's password to enter the table and make changes.

If you change a month to date or year to date figure, click on the Retotal button to have WBAR show you the new totals and percentages in each column. Click on the Reset button if you want WBAR to set all of the Month to Date figures to zero. This is usually done at the end of each billing month (or period).

You can print out the Income Summary Table in the Reports menu by clicking on Reports, YTD Summary.

Sample YTD Summary Report