Income and Expenses Accounting
From Planfix
The "Income and Expenses Accounting" configuration 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 configuration.
- Fill in the "Income" and "Expenses" directories.
- Assign employee access rights to Income and Expense data.
Instructions for working with the configuration
- Installing the Configuration
- Instructions for Setting Up Your Company's Configuration
- Add Information about Income and Expenses
- Reports
- How can I restore the default settings?
Additional Information
- Configuration content
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.