Finance management

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To work with the standard accounting Finance in Planfix You need to set the configuration of the Income and expense management

The group of Planfix Financial Management contains two Analytics:

• Income
• Costs

These Analytics look the same and use directory Types of income/expenses.

How to use Planfix Income and Expenses:

• Every time in the activities of the company have any revenues or expenditures, add it to the action of the task with which they are associated
• Introduced with the help of the Analytics Income and Expenses data can be conveniently viewed in the standard report Report: income and expenses.

This way You will always be aware of income and expenses by projects and tasks.

Useful

• New accounts to work with the Analytics Income and Expenses you must set the configuration Income and expense management
• In the description of the configuration is instructions for its use

Go To

• Analytics