Add information about Income and Expenses

From Planfix
Jump to: navigation, search

To add information about received income or incurred expenses in Planfix, you need to add the data tag "income" or "expenses" to each task. The best way to do this is to add the data tag directly to the tasks in which the income was received, or expenses were incurred—this way, you'll get additional data for reports.

When you add data tags to a task, you should provide additional explanations for the operation in the comments:




Please note:

In Planfix, you can create special tasks for accounting purposes, such as expenses for product deliveries or income from minor repairs.

Go To