Fill in the "Income" and "Expenses" directories: Difference between revisions

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|title=Fill in the "Income" and "Expenses" directories
|title=Fill in the "Income" and "Expenses" directories
|titlemode=append
|titlemode=append
|keywords=Planfix, Fill in, Income, Expenses, directories, Configuration, configurations
|keywords=Planfix, Fill-in, Income, Expenses, directories, Solution, solutions
|description=Fill in the "Income" and "Expenses" directories
|description=Fill in the "Income" and "Expenses" directories
}}
}}
Before you start working with the [[Income and Expenses Accounting |"Income and Expense Accounting"]] configuration, fill in the "Incomes" and "Expenses" directories. To do this:  
Before you start working with the [[Income and Expenses Accounting |"Income and Expense Accounting"]] solution, fill in the "Incomes" and "Expenses" directories. To do this:  
*Go to '''Main Menu''' — '''Directories''' — '''"Expenses"''' or '''"Incomes"''':
*Go to '''Main Menu''' — '''Directories''' — '''"Expenses"''' or '''"Incomes"''':
https://s.pfx.so/pf/IP/kFxVWO.png
 
https://s.pfx.so/pf/YO/Ry0nnV.png
 


*Delete the entries in the "Incomes" and "Expenses" directories, which are added by default as examples if you don't need them:
*Delete the entries in the "Incomes" and "Expenses" directories, which are added by default as examples if you don't need them:


https://s.pfx.so/pf/aE/Z96MFD.png


Add entries with the names of income and expense items adopted in your organization:


<screenshot>
*Add entries with the names of income and expense items adopted in your organization:


https://s.pfx.so/pf/w0/4VjyEz.png


Important


If you can't remember all the income and expense items right away, that's okay. You can add to the directories as you work.
== Important ==
*If you can't remember all the income and expense items right away, that's okay. You can add to the directories as you work.
*The [[Directories|Directories]] can be grouped for more straightforward navigation.




The Directories can be grouped for more straightforward navigation.
== Go To ==
*[[Income and Expenses Accounting]]
*[[Ready-made Solutions]]
*[[Feature Description]]

Latest revision as of 07:50, 21 April 2023

Before you start working with the "Income and Expense Accounting" solution, fill in the "Incomes" and "Expenses" directories. To do this:

  • Go to Main MenuDirectories"Expenses" or "Incomes":

Ry0nnV.png


  • Delete the entries in the "Incomes" and "Expenses" directories, which are added by default as examples if you don't need them:

Z96MFD.png


  • Add entries with the names of income and expense items adopted in your organization:

4VjyEz.png


Important

  • If you can't remember all the income and expense items right away, that's okay. You can add to the directories as you work.
  • The Directories can be grouped for more straightforward navigation.


Go To