Project finance and budget management
Detailed guide for working with widget "Financial accounting"
Toadding expenses/receipts you need to go to the transaction to the Financial Accounting tab
click on the button Add transaction
select category Expense or ReceiptEnter: Click on Add
After receipt or expenditure in a transaction a note will appear
In the funnel, click Customize
select stage → Add trigger
in search write Financial accounting → Add
select the moment when the trigger is triggered for the transaction amount:
transaction type:
transaction comment:
When payment is received, the invoice is recorded by the widget
To view statistics for the period, you need to go to the Analytics tab and select Financial Accounting
select the desired period and build a chart
upload received data to Excel
The function of displaying the debts of counterparties allows you to track the current debt for all counterparties. The information is presented in the form of a table with key financial indicators. The main goal is to provide a prompt overview of debt obligations, simplify payment control and analyze the financial discipline of counterparties.
To build a table, you need to go to the Analytics section and select Financial accounting
Select a period and click on Build chart
A graph will be built that can be uploaded to Excel
