Finance functionality in the application

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To go to the finance section, click "More" - "Finance"

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The functionality allows you to view your Income for the period. It is also simple and accurate to keep separate accounting for cash flow. Control the receipt and expenditure of money, move to different places of storage of funds. You will be able to separate cash flows into cash and non-cash.

Separate accounting of finances helps to distribute income and expenses by separate items, which allows you to keep high-quality accounting by appointment.

Charts on Income and Expenses help to analyze the cash flow, for a better allocation of resources and accounting for their balances.

Important! In order for the financial report to reflect all income from services, do not forget to mark the fees for visits in the Client A

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Adding operations All operations are created through a plus in the lower right cornerй

All operations are created using the plus sign in the lower right corner

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Generating Income

In order to add income to the cashier/account, click on the plus in the lower right corner and select "Income"

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Next, indicate from whom this income came, where it will go (to the cashier or account), and also indicate the Item of the movement (for which the money was received) and the amount

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Creating an Expense

In order to create an expense from the cash register / from the account, click on the plus in the lower right corner and select "Expense"

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Next, indicate to whom you are giving the money, where it comes from (from the cashier or from the account), and also indicate the Item of the movement and the amount.

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Additionally, in the Income and Expenses section, you can create the Transfer of funds between your cash registers/accounts.
In order to create an expense from the cash register / from the account, click on the plus in the lower right corner and select "Transfer"


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Next, select from where / where you want to move money and in what amount.

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