Finance

In this section, you add and edit all expenses, create expense categories, and distribute expenses to these categories. There are expense categories created by default: Prepayment, Fine, Bonus, Salary, Sales Bonus and Other.

раздел финансы в срм системе MOCRM

Create expense and income

In the system, income means all types of profit.
Expense is more advanced - you can create expense categories for a more detailed analysis of the movement of money.

как добавить расход в систему
как добавить доход в системе

Create prepayment / fine and bonus

For a better understanding of cash flow, it is necessary to detail expenses and income.
In the system, we immediately divided fines, advances and bonuses so that you can see how finances are spent in reports.
In the case of a fine, the system considers it as profit for you.
Prepayment is like an intermediate expense.
Bonus - for is considered as an expense.

как добавить расход в систему
как добавить расход в систему