Installing the Income and Expenses Accounting Solution

The account owner or administrator can install ready-made solutions.

You can install the desired solution in two ways:

On the "Ready-Made Solutions" page

• Go to the Ready-made Solutions page.
• Choose the needed solution.
• Click the Install Solution button:

<screenshot>

In the Planfix account:

• Go to the Account Management section — Ready-made Solutions.
• Click the Install Solution button:

<screenshot>

• On the Ready-made Solutions page, select the solution you want to install from the list of available solutions: <screenshot>

• Click the Install button: <screenshot>

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 Ready-made Solutions page, where you can install the desired solution: <screenshot>

Important: =

The screenshot shows only one example of a solution — you should choose the one you want to install.

To install the the Income and Expenses Accounting configuration, go to the configuration page and click on the Install configuration button:

Go To

• Income and Expenses Accounting configurations
• Configurations