CashFlow Module for Perfex CRM

Name: CashFlow Module for Perfex CRM | GplPixel
Price: 680.00 INR
Availability: InStock

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CashFlow Module for Perfex CRM

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Original price was: Rs3,237.00.Current price is: Rs680.00.

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Categories: PHP Scripts, Premium, Scripts & Code Tags: accounting, cash in, cash out, Cashflow module, CashFlow Module for Perfex CRM, daily expence record, expense, module for perfex, perfex addons, perfex crm, perfex module, perfex plugins, perfex script

CashFlow Module for Perfex CRM Cash Flow is a module for Perfex CRM which is designed to manage business expenses and observe revenue on transactions. It provides the ability to record both cash-in and cash-out expenses grouped by businesses and based on expense categories. It helps to assess revenue with ease. The CashFlow Module for Perfex CRM is designed to enhance financial management within the platform, allowing businesses to track income and expenses more effectively. Here are some key features and functionalities typically included in the CashFlow Module:

Key Features:

Income and Expense Tracking: Easily manage and categorize income sources and expenses, providing a clear overview of cash flow.
Dashboard Overview: Visual representations of financial data, including graphs and charts, to help monitor financial health at a glance.
Transaction Management: Add, edit, and delete transactions with ease, allowing for accurate record-keeping.
Reporting: Generate detailed reports on income, expenses, and overall cash flow to facilitate informed decision-making.
Recurring Transactions: Set up recurring income and expense entries for regular payments, making financial management more efficient.
Client and Supplier Integration: Link transactions directly to clients and suppliers, improving tracking and reporting accuracy.
Multi-Currency Support: Manage transactions in different currencies, helpful for businesses operating internationally.
Custom Categories: Create and manage custom categories for better organization of income and expenses.
Notifications and Alerts: Set up alerts for overdue payments or low balances to stay on top of cash flow issues.
User Permissions: Control access to financial data with customizable user roles and permissions within the CRM.

Features:

Management of Businesses

Users can update different business profiles that have grouped cash flow transactions.

Cash-in and Cash-out Expenses

Every individual business can have its own cash-in and cash-out transactions that show revenue and expense calculation, providing clear financial insights.

Management of Tasks

Each cashflow transaction can be linked to individual tasks for better organization and tracking.

Reminder generation

Multiple Reminders can be created for expenses to ensure timely payments and avoid oversights.

Filters management:

It provides ability to filter by operations, categories and months. Export: The transactions can be exported into various file formats like csv, excel, pdf.

Permissions

Staff and Clients i.e. Can access the cashflow section if they have permissions by Admin or Staff, to maintain security and authentication.

Multi-Lingual Support

Multiple language support for the ease of Use and globally acceptable and accessible.

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

Instant access to all plugins and all themes including all future releases
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.