Altegio: Finance Management

Financial control is the key to business stability. This course covers how to track income and expenses in Altegio, manage accounts, and interpret profitability using the P&L report.

📚 TRAINING SYLLABUS

1. Accounts Management
- Managing Cash and Cashless Accounts.
- Creating and configuring new Accounts.

2. Financial Operations
- Transfers between accounts.
- Creating manual transactions (Rent, Taxes, Utilities).
- Adding Suppliers and Contractors.

3. Transaction Categories
- Creating Categories for income and expenses.
- Configuring categories for better financial analytics.

4. Reports & P&L
- Financial Report: Overview of business performance.
- P&L (Profit & Loss): Analyzing net profit and expenses.
- Daily Cash Flow analysis.