Finance management: Difference between revisions
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To work with the standard accounting Finance in Planfix You need to set the configuration of the [[Income and expense management]] | To work with the standard accounting Finance in Planfix You need to set the configuration of the [[Income and Expenses Accounting|Income and expense management]] | ||
The group of Planfix | The group of Planfix '''Financial Management''' contains two Analytics: | ||
*Income | *Income | ||
*Costs | *Costs | ||
These Analytics look the same and use [[Directories| directory]] | These Analytics look the same and use [[Directories| directory]] '''Types of income/expenses'''. | ||
How to use Planfix '''Income''' and '''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 | *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 | *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. | This way You will always be aware of income and expenses by projects and tasks. | ||
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== Useful == | == Useful == | ||
* New accounts to work with the Analytics | * New accounts to work with the Analytics '''Income''' and '''Expenses''' you must set the configuration [[Income and Expenses Accounting|Income and expense management]] | ||
* In the description of the configuration is [[Income and expense management | instructions for its use]] | * In the description of the configuration is [[Income and expense management | instructions for its use]] | ||
== Go To == | == Go To == | ||
*[[ | *[[Data Tags]] |
Latest revision as of 10:33, 19 March 2024
The translation of this page is done using machine translation technology. 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