Finance management

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We apologize for any inaccuracies and errors.

To work with the standard accounting Finance in Planfix You need to set the configuration of the Income and expense management

The group of Planfix Financial Management contains two Analytics:

• Income
• Costs

These Analytics look the same and use directory Types of income/expenses.

How to use Planfix Income and Expenses:

• Every time in the activities of the company have any revenues or expenditures, add it to the action of the task with which they are associated
• Introduced with the help of the Analytics Income and Expenses data can be conveniently viewed in the standard report Report: income and expenses.

This way You will always be aware of income and expenses by projects and tasks.

Useful

• New accounts to work with the Analytics Income and Expenses you must set the configuration Income and expense management
• In the description of the configuration is instructions for its use

Go To

• Data Tags