Income and Expenses Accounting

The "Income and Expenses Accounting" is a ready-made solution from Planfix that facilitates tracking an organization's income and expenses.

Configuration setup is available on any plan.

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 Solution
• Add Information about Income and Expenses
• Reports
• How to restore the default settings?

Additional Information

• Package

If the solution does not work for you

If the procedure described doesn't meet your needs, you have several options:

• Install different Ready-made Solutions 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.

To Go

• Ready-made Solutions
• Account Management
• Feature Description