Income and Expenses Accounting: Difference between revisions
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|title=Income and Expenses Accounting | |title=Income and Expenses Accounting | ||
|titlemode=append | |titlemode=append | ||
|keywords=Planfix, Income, Expenses, Accounting, | |keywords=Planfix, Income, Expenses, Accounting, Solution, solutions | ||
|description=Income and Expenses Accounting | |description=Income and Expenses Accounting | ||
}} | }} | ||
The "Income and Expenses Accounting" [[ | The "Income and Expenses Accounting" is a [[Ready-made Solutions | pre-made solution]] from Planfix that facilitates tracking an organization's income and expenses. | ||
With this configuration, you can: | With this configuration, you can: | ||
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== First steps after installation == | == First steps after installation == | ||
The account administrator should perform the described steps before users start working on the | The account administrator should perform the described steps before users start working on the solution. | ||
*[[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 | == Instructions for working with the solution == | ||
*[[Installing the Income and Expenses Accounting configuration|Installing the Configuration]] | *[[Installing the Income and Expenses Accounting configuration|Installing the Configuration]] | ||
*[[Add information about Income and Expenses |Add Information about Income and Expenses]] | *[[Add information about Income and Expenses |Add Information about Income and Expenses]] | ||
Revision as of 04:20, 13 April 2023
The "Income and Expenses Accounting" 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 solution.
- Fill in the "Income" and "Expenses" directories.
- Assign employee access rights to Income and Expense data.
Instructions for working with the solution
- Installing the Configuration
- Add Information about Income and Expenses
- Reports
- How can I restore the default settings?
Additional Information
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.