Installing the Income and Expenses Accounting Solution

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:

In the Planfix account:

• Go to the Account Management section — Configurations.
• Click the Install Solution button:

• On the Configurations page, select the solution you want to install from the list of available solutions:

• 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:

Go To

• Income and Expenses Accounting configurations
• Configurations