Installing the Income and Expenses Accounting Solution: Difference between revisions

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<div style="background-color:#ffcaca; border: 1px solid #fd9292;padding:10px;">The account owner or administrator can install ready-made solutions.</div>   
<div style="background-color:#ffcaca; border: 1px solid #fd9292;padding:10px;">The account owner or administrator can install configurations.</div>   


You can install the desired solution in two ways:
You can install the desired solution in two ways:


== On the "Ready-Made Solutions" page ==  
== On the "Configurations" page ==  
*Go to the [[Configurations |"Ready-Made Solutions"]] page.
*Go to the [[Configurations | configuration]] page.
*Choose the needed solution.
*Choose the needed solution.
*Click the '''Install Solution''' button:  
*Click the '''Install Solution''' button:  
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== In the Planfix account: ==  
== In the Planfix account: ==  
*Go to the Account Management section — Ready-made Solutions.
*Go to the '''Account Management section''' '''Configurations'''.
*Click the Install Solution button:  
*Click the '''Install Solution''' button:  
<screenshot>
<screenshot>


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


*Click the Install button: <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>
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 Configurations page, where you can install the desired solution: <screenshot>


   
   

Revision as of 08:04, 30 March 2023

The account owner or administrator can install configurations.

You can install the desired solution in two ways:

On the "Configurations" page

  • Go to the configuration page.
  • Choose the needed solution.
  • Click the Install Solution button:

KXkMj9.png

In the Planfix account:

  • Go to the Account Management sectionConfigurations.
  • Click the Install Solution button:

<screenshot>


  • On the Configurations 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 Configurations 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: KXkMj9.png


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