Accounting and Bookkeeping module for Perfex CRM

Description

ACCOUNTING AND BOOKKEEPING MODULE FOR PERFEX CRM – Effortlessly Keep Your Books

Advanced ACCOUNTING AND BOOKKEEPING MODULE FOR PERFEX CRM gives you the ultimate control of your books. Focusing on freelancers, small business owners, and accountants, multi-purpose billing and reporting are set up through this module. This is an important application for any business wishing to maintain proper finances without undue hassle.

What Makes This MODULE FOR PERFEX CRM DIFFERENT?

If your business uses Perfex CRM, then you need no introduction to its extensive powers of customer relationship management. These modules supplement the commercial functions of the system by providing other tools so that finances can be accessed from the CRM itself. It eliminates the need for opening and using other applications to view and analyze revenue, expenses, and other financial information.

Important Features of the BOOKKEEPING MODULE FOR PERFEX CRM:

• Eliminate Manual Entry – Let your software do the heavy lifting by researching and inputting accounting data.
• Receive Professional Invoices
• Streamline Expense Management – Have everything you need to track expenses on one intuitive interface.
• Multi Currency Functionality – Great for businesses that need to trade in different currencies.
• Real Time Profit and Loss Reports – Get immediate information to help you determine important course of action you need to take.
• Tax Combat Strategies – These features help automate tax compliance and reporting tasks.
• Bank Statement Reconciliations – Protect against errors in account records by matching software-based transactions to statements.
• Plug And Play – Compatible with Perfex CRM, no need to fiddle around with integrations.

Who Should Take This ACCOUNTING AND BOOKKEEPING MODULE FOR PERFEX CRM?

• Consultants and Freelancers – Easily manage client invoices and payments in a nutshell.
• Small Enterprises – Keep personal finances in order for taxation and auditing purposes.
• Clients – Effortlessly manage clients and look after their bookkeeping needs.
• New Businesses – Affordable solutions without the upfront cost of financial software.

What is the USP of GPL Bees?

Here at GPL Bees, we provide GPL Code Canyon Plugins and Themes of great quality for a fraction of the price. With our GPL licensing, you receive:

• Usage on unlimited domains – Install it as many times as you want without being limited.
• Included premium features – Have access to everything.
• Installation support – We take you through the setup.
• DMCA compliance – Our products are ethically sourced.

Note: We do not offer product support. We recommend buying from the original creator for assistance.

How Do You Set Up THE ACCOUNTING AND BOOKKEEPING MODULE FOR PERFEX CRM?

1. Grab the plugin from us at GPL Bees.
2. If the file is compressed into one, unzip it first.
3. Install onto the Perfex CRM system and upload the module.
4. Set and activate the settings to your business’s requirements.
5. Start managing finances like never before!

Frequently Asked Questions (FAQ)

1. Are you facing the ‘Invalid plugins or invalid themes found’ error while trying to install our downloads?

Solution: Do unzip the files that you have downloaded. If the folder has more than one theme or plugin, install them in sequence.

2. How do you solve the ‘style.css is missing’ error?

Solution: This is what occurs when someone tries to upload a plugin during the theme upload phase. Instead, the file should be uploaded under ‘Add Plugins => Upload Plugin.’

3. What action should I take when I see PCLZIP_ERR_BAD_FORMAT?

Solution: This means the file is a combination of multiple themes or plugins. Please unzip the top-level file and install every theme or plugin individually.

4. How can we upload or change the plugin version?

For Themes:

Head over to the WordPress Dashboard => Appearance => Add New Theme => and upload the downloaded zip file.

For Plugins:

Go to the WordPress Dashboard => Plugins => Add New Plugin => Upload the downloaded zip file.

5. Is this module extensible to other CRM applications?

Answer: No, this module is built specifically for Perfex CRM and not meant for other CRM systems.

6. Is there multi-user access to this module?

Answer: Yes, multi-user access is allowed. However, different user roles with restricted financial permissions need to be configured.

7. Is this module suitable for securing financial information?

Answer: Yes, this application possesses various inbuilt mechanisms to help protect sensitive information.