Income and Expenses Accounting: Difference between revisions
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(Created page with "{{#seo: |title=Income and Expenses Accounting |titlemode=append |keywords=Planfix, Income, Expenses, Accounting, Configuration, configurations |description=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 da...") |
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*Analyze the data in reports across various dimensions. | *Analyze the data in reports across various dimensions. | ||
== First steps after installation == | == First steps after installation == | ||
The account administrator should perform the described steps before users start working on the configuration. | The account administrator should perform the described steps before users start working on the configuration. | ||
*Fill in the "Income" and "Expenses" directories. | *Fill in the "Income" and "Expenses" directories. | ||
*Assign employee access rights to Income and Expense data. | *Assign employee access rights to Income and Expense data. | ||
== Instructions for working with the configuration == | == Instructions for working with the configuration == | ||
| Line 26: | Line 24: | ||
*How can I restore the default settings? | *How can I restore the default settings? | ||
== Additional Information == | == Additional Information == | ||
*Configuration content | *Configuration content | ||
== If the configuration does not work == | == If the configuration does not work == | ||
Revision as of 14:12, 27 March 2023
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.