Income and Expenses Accounting

The "Income and Expenses Accounting" configuration is a pre-made solution from Planfix that helps you keep track of the company income and expenses based on a variety of parameters.

Install
Description
Content
Owner
Price

Get organized project management with a transparent cost tracking of your Income and Expenses

Automate your company's financial accounting, income and expense tracking
Record income and expenses in the tasks and projects to which they relate
Analyze Income and Expenses grouped by type and period
Features configuration
Add your own income and expense types and use them for your data tags.
Use the "Income" and "Expenses" data tags for tasks and contacts.
Create reports for individual tasks and projects to monitor the company's profitability.
Track the most effective working hours with pre-made reports.
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Package

Directories
Revenue Directory contains revenue items
Expenses Directory contains expense items
Data tags
Expenses Data tag lets you add expense data
Revenue Data tag lets you add revenue data
Reports
Revenue and Expenses statement - Previous month Report lets you view revenue and expense data for the previous month
Revenue and Expenses statement - Current month Report lets you view revenue and expense data for the current month
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Owner

Planfix Lab
Installed: 24
Planfix Lab
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Solution Price:

Free
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions