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Manual data collection and processing are often time-consuming and require meticulous attention to detail. Planfix reports help automate these processes and provide easy access to data, analysis, and visualizations. Reports in Planfix Reports are…
Continue readingOne of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning, building customer…
Continue readingI once had the opportunity to speak with an accountant named Irina. She provides accounting services for businesses and self-employed individuals, managing her workflow through Planfix. All communication occurs within…
Continue readingAutomated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really likes doing that routine monkey work…
Continue readingWe get asked often how to set up a work calendar in Planfix that shows employees’ vacation days, sick days, and other time off. Today’s case will be useful both…
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