Income and Expenses Accounting
From Planfix
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.
- Fill in the "Income" and "Expenses" directories.
- Assign employee access rights to Income and Expense data.
Instructions for working with the solution
- Installing the Solution
- Add Information about Income and Expenses
- Reports
- How to restore the default settings?
Additional Information
If the solution does not work for you
If the procedure described doesn't meet your needs, you have several options:
- Install different Ready-made Solutions from the list of available solutions in Planfix.
- Customize your workflow using the various features and tools in Planfix.
- Contact one of Planfix's partners, who can help you configure the system to meet your specific needs.