Adam, your AI accountant, simplifies the process of creating invoices by allowing you to describe them in your own words. Instead of manually filling out income fields, simply provide a clear, written prompt, and Adam will handle the rest.
Step-by-Step Guide
Follow these steps to add income using prompts:
Log in, then click More in the top navigation.
From the dropdown, hover over Revenue, then select Income from the flyout menu.
On the Income page, click Create Income at the top right.
From the dropdown, select Ask Adam .
Enter Your Income Description
A modal will appear asking you to describe the income. Just type your income details in a clear, natural language format.
Example Prompt:Sales Income: “Create a sales transaction for Kingsley Enterprises for the sale of 10 cartons of detergent totaling ₦120,000, with cash as the payment method.”
Prepaid Income: "Create a prepaid sales transaction for Kingsley Enterprises totaling ₦120,000 for the sale of 10 cartons of detergent. The payment was made in cash. Set the prepayment duration to 12 months".Send the Prompt
After entering your description, click the Submit button.Adam Processes the Prompt
Adam will analyze your prompt, extract key income details (amount, customer, item, due date, etc.), and automatically generate the sales income.Check Your Income Table
Once the prompt is processed, your new sales income will be added to the Income Table. You can review and edit it as needed to ensure accuracy.