To explain how to link projected employee capacity with projected income in Magnifi. This ensures your Capacity Drivers feed into the correct income accounts in the Profit & Loss Projection.
When you want to automatically connect projected capacity (from employees) to projected income.
When you want new employees to automatically link to a default income account.
When you need to allocate capacity by individual employee (e.g., each doctor, consultant, or fee earner has their own income account).
Useful for businesses where demand is not a constraint — there is always sufficient demand to support the available capacity.
Projected capacity is calculated from Capacity Drivers.
You can link this capacity in two ways:
Default Account Link – link the total effective capacity for all employees to a single Magnifi default income account.
Any new employee added will automatically map to this account.
Employee-Specific Link – link individual employees to separate income accounts.
Example: A medical practice where each doctor’s fees are recorded in their own income account.
In the Profit & Loss, accounts with linked capacity include a breakdown:
Double-click an account to reveal the employee capacity details that make up the total.
⚠️ If you specify a default account at Divisional level, you must also enter default accounts for all divisions to keep reporting consistent.
A consulting firm has three fee-earning employees.
The Capacity Drivers calculate each employee’s monthly capacity.
Income is tracked at a total level by linking all employees to the default account Consulting Income.
In the Profit & Loss, Consulting Income shows projected income. Double-clicking reveals the breakdown by employee capacity.
Alternatively:
A medical practice links each doctor to their own account (Dr Smith Income, Dr Lee Income, Dr Patel Income).
This allows actual income to be tracked against each doctor’s projected capacity.
Use a default account link when all employee capacity contributes to one revenue stream.
Use employee-specific links when income is tracked per individual.
If using divisional default accounts, make sure all divisions are set up with defaults.
Double-click linked accounts in the Profit & Loss to see a transparent breakdown of employee capacity.