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, | |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"]] | 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/ | |||
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 | https://s.pfx.so/pf/aE/Z96MFD.png | ||
*Add entries with the names of income and expense items adopted in your organization: | *Add entries with the names of income and expense items adopted in your organization: | ||
https://s.pfx.so/pf/w0/4VjyEz.png | https://s.pfx.so/pf/w0/4VjyEz.png | ||
== Important == | == Important == | ||
| Line 23: | Line 27: | ||
== Go To == | == Go To == | ||
*[[Income and Expenses Accounting | *[[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 Menu — Directories — "Expenses" or "Incomes":
- Delete the entries in the "Incomes" and "Expenses" directories, which are added by default as examples if you don't need them:
- Add entries with the names of income and expense items adopted in your organization:
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.