Accounting and Bookkeeping module for Perfex CRM v1.3.0

“Accounting and Bookkeeping module for Perfex CRM v1.3.0 PHP Script Free Download”:

Streamline financial management with the powerful Accounting and Bookkeeping module in Perfex CRM v1.3.0 PHP Script. Free download for invoicing, expense tracking, project accounting, reporting, tax compliance, and more. Boost efficiency and insights.

Mastering Financial Management with the Accounting and Bookkeeping Module in Perfex CRM v1.3.0

In the ever-evolving landscape of business operations, effective financial management has become an indispensable cornerstone for success. With the release of Perfex CRM v1.3.0, organizations now have access to a powerful suite of tools designed to streamline their accounting and bookkeeping processes. This comprehensive module empowers businesses to gain complete control over their financial data, ensuring accuracy, efficiency, and informed decision-making.

 Centralized Platform for Accounting Excellence

The Accounting and Bookkeeping module in Perfex CRM v1.3.0 is a game-changer for businesses seeking to optimize their financial operations. By consolidating all accounting-related tasks into a centralized platform, this module eliminates the need for disparate systems and manual data entry, thereby reducing the risk of errors and inconsistencies. With its intuitive interface and user-friendly design, even those with limited accounting expertise can navigate the module with ease, making it an invaluable asset for businesses of all sizes and across various industries.

 Seamless Invoicing and Payment Processing

One of the standout features of this module is its robust invoicing capabilities. Users can effortlessly create, customize, and track invoices, ensuring that each transaction is accurately documented and promptly billed. The module’s powerful reporting tools provide real-time insights into outstanding invoices, aging reports, and payment histories, enabling businesses to maintain a firm grasp on their cash flow and revenue streams.

In addition, the module offers seamless integration with popular payment gateways, allowing businesses to accept payments effortlessly and facilitate a hassle-free transaction experience for both the business and its customers.

 Comprehensive Expense Management

The Accounting and Bookkeeping module offers comprehensive expense management functionalities. From recording and categorizing expenses to generating detailed expense reports, this module streamlines the entire process, enabling businesses to maintain meticulous records and make informed decisions about their financial commitments.

Project Accounting and Profitability Analysis

Another notable aspect of this module is its robust project accounting capabilities. By enabling businesses to track project-specific expenses, revenues, and profitability, this module provides invaluable insights into the financial performance of each project. This level of granular data empowers project managers and stakeholders to make informed decisions, optimize resource allocation, and maximize project profitability.

 Powerful Reporting and Data-Driven Decision-Making

The module’s reporting capabilities are a true game-changer for financial analysis and decision-making. With a wide array of customizable reports, including profit and loss statements, balance sheets, and cash flow reports, businesses can gain a comprehensive understanding of their financial health at any given time. These reports can be easily generated, shared, and analyzed, fostering transparency and enabling data-driven strategic planning.

 Compliance and Data Security

 Adhering to Industry Standards and Regulations

Recognizing the importance of compliance and regulatory requirements, the Accounting and Bookkeeping module in Perfex CRM v1.3.0 ensures that businesses adhere to industry-specific accounting standards and taxation regulations. With built-in tax calculations and reporting functionalities, businesses can confidently manage their tax obligations, minimizing the risk of penalties and ensuring compliance with local and international regulations.

 Safeguarding Sensitive Financial Data

In addition to its robust features, the Accounting and Bookkeeping module prioritizes data security and privacy. Utilizing advanced encryption protocols and access control mechanisms, this module safeguards sensitive financial data from unauthorized access, providing businesses with peace of mind and ensuring the integrity of their financial records.

 A Comprehensive Solution for Financial Excellence

The release of Perfex CRM v1.3.0 marks a significant milestone in the evolution of customer relationship management solutions. By integrating a comprehensive Accounting and Bookkeeping module, Perfex CRM has elevated itself as a comprehensive platform that not only streamlines sales and customer interactions but also empowers businesses to take control of their financial operations.

 Unlocking Growth Opportunities

In conclusion, the Accounting and Bookkeeping module in Perfex CRM v1.3.0 is a game-changer for businesses seeking to optimize their financial management processes. With its powerful invoicing capabilities, expense management tools, project accounting features, and robust reporting functionalities, this module equips businesses with the necessary resources to make informed decisions, maximize profitability, and maintain compliance with industry standards. By embracing this cutting-edge solution, businesses can unlock a world of financial efficiency, accuracy, and growth opportunities, ensuring their long-term success in an increasingly competitive market.

Module Features

1. Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overview
2. Banking:
   • Bank Accounts
   • Banking Register
   • Posted Bank Transaction
   • Setups Your Bank Account
   • Reconcile Bank Account
3. Transactions:
   • Mapping Bank Statements to Accounting
   • Mapping Invoices to Accounting
   • Mapping Payments to Accounting
   • Mapping Expenses to Accounting
   • Mapping Purchase to Accounting (need to integrate with Purchase Management module)
   • Mapping Inventory to Accounting (need to integrate with Inventory Management module)
   • Mapping Payroll to Accounting (need to integrate with HR Payroll module)
   • Mapping Manufacturing to Accounting (need to integrate with Manufacturing Management module for Perfex CRM)
   • Mapping Assets to Accounting (need to integrate with Fixed Equipment Management module for Perfex CRM)
   • Mapping Sales Order Return to Accounting (need to integrate with Omni Channel Sales module for Perfex CRM)
   • Mapping Sales Refund to Accounting (need to integrate with Omni Channel Sales module for Perfex CRM)
4. Bills Management
5. Register is where you quickly enter money you have received from your customers and payments you have made to your suppliers or vendors
6. Banking Rules: to automatically categorize transactions
7. Journal Entry: to record transactions in the general ledger
8. Transfer: to transfers of amounts between accounts
9. Chart of Accounts: is a list of the account numbers and names relevant to your company. Typically, a chart of accounts will have four categories (Asset accounts, Liability accounts, Income accounts and Expense accounts).
10. Reconcile: is the process of matching transactions entered into module against your bank or credit card statements
11. Budgets Management: supports preparing budgets, which help you monitor, track, and compare expected income and expenses with actual income and expenses. When you prepare a budget, you typically prepare it for a fiscal year, and you can opt to supply budget amounts or use historical amounts
12. Mapping Setup:
    • General Mapping Setup
    • Payslips Mapping Setup
    • Purchase Mapping Setup
    • Inventory Mapping Setup
    • Manufacturing Mapping Setup
    • Omni-channel Sales Mapping Setup
    • Fixed Equipment Mapping Setup
13. Business Overview Reports:
    • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
    • Balance Sheet Detail: a detailed view of what you own (assets), what you owe (liabilities), and what you invested (equity).
    • Balance Sheet Summary: a summary of what you own (assets), what you owe (liabilities), and what you invested (equity).
    • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
    • Custom Summary Report: a report you build from scratch. With more options to customise.
    • Profit and Loss as % of total income: your expenses as a percentage of your total income.
    • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
    • Profit and Loss Detail: profit and Loss Detail
    • Profit and Loss year-to-date comparison: your income, expenses, and net income (profit or loss) compared to this year so far.
    • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
    • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
    • Statement of Changes in Equity: statement of changes in equity.
14. Bookkeeping Reports:
    • Account list: the name, type, and balance for each account in your chart of accounts.
    • Balance Sheet Comparison: what you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
    • Balance Sheet: what you own (assets), what you owe (liabilities), and what you invested (equity).
    • General Ledger: the beginning balance, transactions, and total for each account in your chart of accounts.
    • Journal: the debits and credits for each transaction, listed by date.
    • Profit and Loss Comparison: your income, expenses, and net income (profit or loss) compared to last year.
    • Profit and Loss: your income, expenses, and net income (profit or loss). Also called an income statement.
    • Account history: account history
    • Recent Transactions: Transactions you created or edited in the last 4 days.
    • Statement of Cash Flows: cash flowing in and out from sales and expenses (operating activities), investments, and financing.
    • Transaction Detail by Account: transactions and total for each account in your chart of accounts.
    • Transaction List by Date: A list of all your transactions, ordered by date.
    • Trial Balance: this report summarises the debit and credit balances of each account on your chart of accounts during a period of time.
15. Sales Tax Reports:
    • Tax Detail Report: This report lists the transactions that are included in each box on the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
    • Tax Liability Report: How much sales tax you’ve collected and how much you owe to tax agencies.
    • Tax Summary Report: This report shows you the summary information for each box of the tax return. The report is based on accrual accounting unless you changed your tax reporting preference to cash basis.
16. Sales and Customers Reports:
    • Deposit Detail: your deposits, with the date, customer or supplier, and amount.
    • Income by Customer Summary: your income minus your expenses (net income) for each customer.
17. Expenses and Suppliers Reports:
    • Cheque Detail: The checks you’ve written, with the date, payee, and amount.
18. Budgets Reports:
    • Budget overview: this report summarises your budgeted account balances.
    • Profit and Loss Budget vs Actual: this report shows how well you are meeting your budget. For each type of account, the report compares your budgeted amounts to your actual amounts.
    • Profit and loss budget performance: this report compares actual amounts to budgeted amounts for the month, the fiscal year to date, and the annual budget.
19. Accounts Aging Reports:
    • Accounts Receivable Aging Summary: unpaid balances for each customer, grouped by days past due.
    • Accounts Receivable Aging Detail: unpaid invoices, grouped by days past due.
    • Accounts Payable Aging Summary: the total amount of your unpaid bills, grouped by days past due.
    • Accounts Payable Aging Detail: your unpaid bills, grouped by days past due.
20. Banking Reports:
    • Bank Reconciliation Summary
    • Bank Reconciliation Detail
21. Settings:
    • General
    • Account Detail Types Management
    • Plaid Environment Setup
    • Income Statement Modification

Demo: click here