Income and Expenses Accounting

The "Income and Expenses Accounting" configuration is a pre-made solution from Planfix that facilitates tracking an organization's income and expenses.

With this configuration, you can:

• Add income and expense items to your organization's directories;
• Create data tags for these items in Planfix;
• Analyze the data in reports across various dimensions.

First steps after installation

The account administrator should perform the described steps before users start working on the configuration.

• Fill in the "Income" and "Expenses" directories.
• Assign employee access rights to Income and Expense data.

Instructions for working with the configuration

• Installing the Configuration
• Instructions for Setting Up Your Company's Configuration
• Add Information about Income and Expenses
• Reports
• How can I restore the default settings?

Additional Information

• Configuration content

If the configuration does not work

If the procedure described doesn't meet your needs, you have several options:

• Install different ready-made configurations from the list of available solutions in Planfix.
• Customize your workflow using the various features and tools in Planfix.
• Contact one of Planfix's partners, who can help you configure the system to meet your specific needs.

To Go

• Configurations