Income and Expenses Accounting: Difference between revisions
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== Instructions for working with the solution == | == Instructions for working with the solution == | ||
*[[Installing the Income and Expenses Accounting | *[[Installing the Income and Expenses Accounting Solution |Installing the Solution]] | ||
*[[Add information about Income and Expenses |Add Information about Income and Expenses]] | *[[Add information about Income and Expenses |Add Information about Income and Expenses]] | ||
*[[Reports in the "Income" and "Expenses" configuration | Reports]] | *[[Reports in the "Income" and "Expenses" configuration | Reports]] | ||
*[[How can I restore the default settings in the Income and Expenses Accounting configuration | How can I restore the default settings?]] | *[[How can I restore the default settings in the Income and Expenses Accounting configuration | How can I restore the default settings?]] | ||
== Additional Information == | == Additional Information == | ||
*[https://planfix.com/configurations/accounting-income-and-expenses-p160/#composition Solution content] | *[https://planfix.com/configurations/accounting-income-and-expenses-p160/#composition Solution content] | ||
Revision as of 04:22, 13 April 2023
The "Income and Expenses Accounting" is a ready-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 solution.
- Fill in the "Income" and "Expenses" directories.
- Assign employee access rights to Income and Expense data.
Instructions for working with the solution
- Installing the Solution
- Add Information about Income and Expenses
- Reports
- How can I restore the default settings?
Additional Information
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.