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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:
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.
- 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