Installing the Income and Expenses Accounting Solution: Difference between revisions
From Planfix
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*Choose the needed solution. | *Choose the needed solution. | ||
*Click the '''Install solution''' button: | *Click the '''Install solution''' button: | ||
https://s.pfx.so/pf/ | |||
https://s.pfx.so/pf/Fw/vUolQK.png | |||
== In the Planfix account: == | == In the Planfix account: == | ||
*Go to the '''[[Account Management]]''' section — '''Solutions'''. | *Go to the '''[[Account Management]]''' section — '''Solutions'''. | ||
*Click the '''Install solution''' button: | *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 | https://s.pfx.so/pf/H5/nrmkD2.png | ||
| Line 32: | Line 35: | ||
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: | 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/ | https://s.pfx.so/pf/zi/tPqhsi.png | ||
== Important == | == Important == | ||
| Line 40: | Line 43: | ||
== Go To == | == Go To == | ||
*[[Income and Expenses Accounting]] | *[[Income and Expenses Accounting]] | ||
*[[How | *[[How to restore the default settings in the Income and Expenses Accounting Solution | How to restore the default settings]] | ||
*[[Ready-made Solutions]] | *[[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:
In the Planfix account:
- Go to the Account Management section — Solutions.
- Click the Install solution button:
- On the Solutions page, select the solution you want to install from the list of available solutions:
- 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:
Important
The screenshot shows only one example of a solution — you should choose the one you want to install.