Home Codecanyon Scripts Accounting and Bookkeeping for Perfex CRM v1.0.5 Free Download

Accounting and Bookkeeping for Perfex CRM v1.0.5 Free Download

by FreeGPL
Accounting and Bookkeeping for Perfex CRM Free Download
Accounting and Bookkeeping for Perfex CRM Free Download

DESCRIPTION

Type PHP Script (Original Zip File, Not Nulled)
Name Accounting and Bookkeeping for Perfex CRM v1.0.5 Free Download
Version 1.0.5 (Latest Version)
Update 22 May, 2021
Category Codecanyon PHP Script
Selling Platform Codecanyon (Vendor: GreenTech_Solutions)
Download Type Original Zip File, No Nulled Version, No License Key, No Activation Key, No Registration Key, No Purchase Code, No Crack

Bookkeeping is the process of recording and tracking financial statements to see a company’s financial health. It does this by entering, sorting, measuring and then communicating transactions in various formats. Bookkeeping consists of bookkeeping and analysis. Bookkeeping, or general ledger, consists of the recording of transactions, which may include purchases, sales, and revenue from a person or organization. Once the accountant is recording and organizing all of the transactions, the next step in accounting is to analyze those transactions into helpful reports that show the state of one’s finances. These reports can include income statements and cash flow reports and can track sales tax to keep a close eye on what is owed at tax time. When a small business’s bookkeeping is done right, small business owners can have a clear understanding of the health of your finances so you can make better decisions based on what you have available.

Note:This is a module for Perfex CRM. Not a standalone script.

 

The benefits of a Accounting & Bookkeeping module

Using Accounting and Bookkeeping for Perfex CRM module helps relieve the burden of manual data entry, prevents common human errors, helps businesses and accountants when tax time comes, and allows the user to see detailed reports on how their company’s finances are doing. Perhaps the greatest benefit of this module is the time it saves. This module consolidates all financial reports in one online system, making it easier to keep track of the records. A corporate accounting module offers the ability to automate many processes, which not only saves time, but also ensures accuracy and efficiency in financial reports.

 

Accounting and Bookkeeping for Perfex CRM Features: –

  1. Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overview
  2. Transactions:
    • Mapping Bank Statements to Accounting
    • Mapping Invoices to Accounting
    • Mapping Payments to Accounting
    • Mapping Expenses to Accounting
  3. Item Mapping Setup
  4. Expense Category Mapping Setup
  5. Tax Mapping Setup
  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. 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.
  12. 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.
  13. Sales tax:
    • 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.
  14. 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.
  15. Expenses and suppliers:
    • Cheque Detail: The checks you’ve written, with the date, payee, and amount.

 

 

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