Update the ProcessFlex knowledge base article about income registration, including a complete explanation of the recurrence functionality, using icons (emojis) to improve readability and scannability.
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🎯 Objective
Create a clear, well-structured, and user-friendly article, maintaining consistency with the ProcessFlex Help Center standards.
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🧱 Required Article Structure
The article must include the following sections:
📥 Title
How to register an income in ProcessFlex
📍 Step-by-step
- Navigation: Finance > Statement
- "Income" button
- Modal opening
📝 Required Fields
List and explain:
- Amount 💰
- Date 📅
- Bank Account 🏦
- Chart of Accounts 📊
- Cost Center 🧩
- Payment Method 💳
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🔁 Recurring Income
Clearly explain:
- What recurring income is 🔄
- When to use it 📌
- That the system automatically generates future entries ⚙️
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⚙️ Recurrence Fields (mandatory details)
Explain all fields displayed when recurrence is enabled:
- Recurrence 🔁
Frequency of repetition (monthly, weekly, yearly, etc.)
- Start date 📅
Base date for generating future entries
- End date ⏳ (optional)
Defines until when the recurrence will be valid
- Incidence type 🧠
Defines the recurrence logic
(e.g., day of the month, day of the week)
- Incidence day 📌
Defines the specific day of generation
(e.g., day 3, Monday)
- System automatic message 💡
Explain that the system displays a summary of the rule
(e.g., “It will be created every month on day 3”)
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🔎 Additional Fields (optional)
List with icons:
- Source Process (purchase, sale, quotation, or any process linked to the income) 🔗
- Description 📝
- Currency 💱
- Tag 🏷️
- Payee: A profile registered in the system linked to the payment, such as a customer 👤
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💰 How records are generated
Explain:
- Income → value inflow ➕💰
- Expense → value outflow ➖💰
- Recurrence → automatic generation of future entries 🔄
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✍️ Writing Guidelines
- Use simple, direct, and user-oriented language
- Avoid unnecessary technical terms
- Use emojis consistently (but not excessively)
- Maintain clarity and visual organization
- Content must be ready for publication (no internal explanations)
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✅ Expected Outcome
A complete Markdown article, well formatted, using icons, ready for publication in the ProcessFlex Help Center.