Fill in the "Income" and "Expenses" directories
From Planfix
Before you start working with the "Income and Expense Accounting" configuration, fill in the "Incomes" and "Expenses" directories. To do this:
- Go to Main Menu — Directories — "Expenses" or "Incomes":
- Delete the entries in the "Incomes" and "Expenses" directories, which are added by default as examples if you don't need them:
Add entries with the names of income and expense items adopted in your organization:
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Important
If you can't remember all the income and expense items right away, that's okay. You can add to the directories as you work.
The Directories can be grouped for more straightforward navigation.