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Income Management Summary Screen 103-01050030

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This document outlines the information available on the Income Management Summary screen.

Income Management Summary screen

The screen allows Service Officers to:

  • view all customer information relating to Income Management in one place, and
  • launch workflows to undertake Income Management related activities

This screen is available through Customer First on the:

  • Workspace page, under the Income Management menu
  • ‘General Information’ box by selecting the Income Management link under ‘Events’ on the Customer Summary page, or
  • Issues page when selecting an Income Management related activities. For example, a Work Item

The Resources page contains an example of how the Available Balance and Current Balance displayed on the screen are calculated.

Managing Income Management funds

Expense Management Summary Screen

Determining a person's priority needs for Income Management

Changes to Income Management priority needs

Coding Income Management expenses