Accounting for income and expenses

The “Accounting for income and expenses” setup is a ready-made solution provided by Planfix that assists you in tracking your company’s income and expenses using a range of parameters.

Streamline your project management with clear visibility of your income and expenses.

1. Automate the financial accounting for your business, including tracking income and expenses.
2. Associating income and expenses with the relevant tasks and projects.
3. Evaluate income and expenses categorized by type and time frame.

Features configuration

• Define your own categories for income and expenses and apply them as tags for your data.
• Utilize the “Income” and “Expenses” tags for tasks and contacts.
• Generate reports for specific tasks and projects to assess the company’s profitability.
• Monitor the most productive working hours using pre-designed reports.

Try configuration

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