Reports in the "Income" and "Expenses" Solution: Difference between revisions
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*[[Income and Expenses Accounting]] | *[[Income and Expenses Accounting]] | ||
*[[Ready-made Solutions]] | *[[Ready-made Solutions]] | ||
*[[Feature Description]] |
Latest revision as of 07:55, 21 April 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: