Add information about Income and Expenses: Difference between revisions
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|title=Add information about Income and Expenses | |title=Add information about Income and Expenses | ||
|titlemode=append | |titlemode=append | ||
|keywords=Planfix, Add information, data tag, | |keywords=Planfix, Add information, data tag, Solution, solutions | ||
|description=Add information about Income and Expenses | |description=Add information about Income and Expenses | ||
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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. | 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: | When you add data tags to a task, you should provide additional explanations for the operation in the comments: | ||
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== Go To == | == Go To == | ||
*[[Income and Expenses Accounting | *[[Income and Expenses Accounting]] | ||
*[[ | *[[Ready-made Solutions]] | ||
*[[Feature Description]] | |||
Latest revision as of 07:52, 21 April 2023
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.