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:
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.