Installing the Income and Expenses Accounting Solution: Difference between revisions

From Planfix
Jump to: navigation, search
(Created page with "{{#seo: |title=Installing the Income and Expenses Accounting configuration |titlemode=append |keywords=Planfix, Income and Expenses Accounting, Configuration, configurations, Installing |description=Installing the Income and Expenses Accounting configuration }} To install the the Income and Expenses Accounting configuration, go to the [https://planfix.com/conf/partner/160/Project%20management#description configuration page] and click on the '''Instal...")
 
No edit summary
 
(28 intermediate revisions by 2 users not shown)
Line 1: Line 1:
{{#seo:
{{#seo:
|title=Installing the Income and Expenses Accounting configuration
|title=Installing the Income and Expenses Accounting Solution
|titlemode=append
|titlemode=append
|keywords=Planfix, Income and Expenses Accounting, Configuration, configurations, Installing
|keywords=Planfix, Income and Expenses Accounting, Solution, solutions, Installing
|description=Installing the Income and Expenses Accounting configuration
|description=Installing the Income and Expenses Accounting Solution
}}
}}
To install the the Income and Expenses Accounting [[Configurations | configuration]], go to the [https://planfix.com/conf/partner/160/Project%20management#description configuration page] and click on the '''Install configuration''' button:
 
https://s.pfx.so/pf/Sf/UIoPnX.png
<div style="background-color:#ffcaca; border: 1px solid #fd9292;padding:10px;">The account owner or administrator can install configurations.</div> 
 
 
You can install the desired solution in two ways:
 
== On the "Solutions" page ==
*Go to the [[Ready-made Solutions | solutions]] page.
*Choose the needed solution.
*Click the '''Install solution''' button:
 
https://s.pfx.so/pf/Fw/vUolQK.png
 
== In the Planfix account: ==
*Go to the '''[[Account Management]]''' section — '''Solutions'''.
*Click the '''Install solution''' button:  
 
https://s.pfx.so/pf/QI/iOQrJr.png


   
   
*On the '''Solutions''' page, select the solution you want to install from the list of available solutions:
https://s.pfx.so/pf/H5/nrmkD2.png


Once the installation is complete, switch to the '''Project Management''' workspace to access the dedicated interface for Project Management:
https://s.pfx.so/pf/bO/fYIlKN.png


*Click the Install button.


You can return to the basic workspace in the same way.
== Please note: ==
You can install the Solution while on the list of installed solutions. When you click '''Install Solution in the catalog''', you'll be taken to the '''Solutions''' page, where you can install the desired solution:
 
https://s.pfx.so/pf/zi/tPqhsi.png
== Important ==
The screenshot shows only one example of a solution — you should choose the one you want to install.




== Go To ==  
== Go To ==
*[[Project Management configuration]]  
*[[Income and Expenses Accounting]]
*[[Configurations]]
*[[How to restore the default settings in the Income and Expenses Accounting Solution | How to restore the default settings]]
*[[Ready-made Solutions]]

Latest revision as of 09:08, 30 June 2023

The account owner or administrator can install configurations.


You can install the desired solution in two ways:

On the "Solutions" page

  • Go to the solutions page.
  • Choose the needed solution.
  • Click the Install solution button:

vUolQK.png

In the Planfix account:

iOQrJr.png


  • On the Solutions page, select the solution you want to install from the list of available solutions:

nrmkD2.png


  • Click the Install button.

Please note:

You can install the Solution while on the list of installed solutions. When you click Install Solution in the catalog, you'll be taken to the Solutions page, where you can install the desired solution:

tPqhsi.png

Important

The screenshot shows only one example of a solution — you should choose the one you want to install.


Go To