Reports in the "Income" and "Expenses" Solution: Difference between revisions
From Planfix
(Created page with "{{#seo: |title=Reports in the "Income" and "Expenses" configuration |titlemode=append |keywords=Planfix, Reports, Income, Expenses, Accounting, Configuration, configurations |description=Reports in the "Income" and "Expenses" configuration }} The information entered in Planfix via the "Income" and "Expenses" data tags is displayed in the corresponding reports: https://s.pfx.so/pf/xo/Beqnh6.png The reports show data on income and expenses broken down by project and task...") |
No edit summary |
||
| Line 5: | Line 5: | ||
|description=Reports in the "Income" and "Expenses" configuration | |description=Reports in the "Income" and "Expenses" configuration | ||
}} | }} | ||
The information entered in Planfix via the "Income" and "Expenses" data tags is displayed in the corresponding reports: | The information entered in Planfix via the "Income" and "Expenses" [[Add information about Income and Expenses|data tags]] is displayed in the corresponding reports: | ||
https://s.pfx.so/pf/xo/Beqnh6.png | https://s.pfx.so/pf/xo/Beqnh6.png | ||
The reports show data on income and expenses broken down by project and task for the current and previous month. By default, information from all unfinished tasks is displayed: | The reports show data on income and expenses broken down by project and task for the current and previous month. By default, information from all unfinished tasks is displayed: | ||
https://s.pfx.so/pf/dM/VfCXFS.png | https://s.pfx.so/pf/dM/VfCXFS.png | ||
You can change the default report or create other reports that include information from the same data tags but are displayed in a different breakdown. | You can change the default report or create other reports that include information from the same data tags but are displayed in a different breakdown. | ||
Revision as of 12:19, 28 March 2023
The information entered in Planfix via the "Income" and "Expenses" data tags is displayed in the corresponding reports:
The reports show data on income and expenses broken down by project and task for the current and previous month. By default, information from all unfinished tasks is displayed:
You can change the default report or create other reports that include information from the same data tags but are displayed in a different breakdown.
To do this, you need to configure the data selection parameters for the report:
<screenshot1>
<screenshot2>