Income and Expenses Accounting

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The "Income and Expenses Accounting" is a ready-made solution from Planfix that facilitates tracking an organization's income and expenses.

With this configuration, you can:

  • Add income and expense items to your organization's directories;
  • Create data tags for these items in Planfix;
  • Analyze the data in reports across various dimensions.

First steps after installation

The account administrator should perform the described steps before users start working on the solution.

Instructions for working with the solution

Additional Information

If the solution does not work for you

If the procedure described doesn't meet your needs, you have several options:

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