Installing the Income and Expenses Accounting Solution: Difference between revisions

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{{#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
}}
}}


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You can install the desired solution in two ways:
You can install the desired solution in two ways:


== On the "Configurations" page ==  
== On the "Solutions" page ==  
*Go to the [[Configurations | configuration]] page.
*Go to the [[Ready-made Solutions | solutions]] page.
*Choose the needed solution.
*Choose the needed solution.
*Click the '''Install configuration''' button:  
*Click the '''Install solution''' button:  
https://s.pfx.so/pf/e1/KXkMj9.png
 
https://s.pfx.so/pf/Fw/vUolQK.png


== In the Planfix account: ==  
== In the Planfix account: ==  
*Go to the '''[[Account Management]]''' section — '''Configurations'''.
*Go to the '''[[Account Management]]''' section — '''Solutions'''.
*Click the '''Install configuration''' button:  
*Click the '''Install solution''' button:  
https://s.pfx.so/pf/y7/qjhUy1.png
 
https://s.pfx.so/pf/QI/iOQrJr.png


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


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== Please note: ==  
== Please note: ==  
You can install the Configuration while on the list of installed сonfigurations. When you click '''Install Configuration in the catalog''', you'll be taken to the '''Configurations''' page, where you can install the desired solution:
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/34/m8gG3j.png
 
https://s.pfx.so/pf/zi/tPqhsi.png
   
   
== Important ==
== Important ==
The screenshot shows only one example of a solution — you should choose the one you want to install.
The screenshot shows only one example of a solution — you should choose the one you want to install.
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== Go To ==
== Go To ==
*[[Income and Expenses Accounting |Income and Expenses Accounting configurations]]
*[[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