Offline Banking for Perfex CRM

Live Demo: Offline Banking for Perfex CRM Live Demo

Offline Banking for Perfex CRM is a powerful extension module designed to streamline your bookkeeping process within Perfex CRM. This extension allows you to import your bank statements directly into Perfex, automating the matching of transactions with invoices and expenses, saving you countless hours of manual work.

Product Overview

Offline Banking for Perfex CRM tackles the common challenge of reconciling bank statements with your CRM data. Instead of manually cross-referencing transactions, this module automates the process, providing a seamless and efficient way to manage your finances.

Smart Matching Algorithm

The core of Offline Banking's efficiency lies in its intelligent matching algorithm. This algorithm analyzes transaction details from your bank statement CSV imports, including invoice numbers, amounts, client names, and dates. It then cross-references this information with your existing invoices and expenses within Perfex CRM, suggesting the most likely matches. The algorithm provides a confidence score for each suggestion, allowing you to review and confirm the matches with ease.

Flexible CSV Import

Offline Banking is designed to work with virtually any bank that offers CSV export. The module automatically detects the delimiter and format of your bank statement file, simplifying the import process. A visual column mapping editor allows you to precisely align your bank statement data with the corresponding fields in Perfex CRM. The module also handles various date formats and number conventions, ensuring compatibility with international banking systems.

Complete Transaction Management

Once your transactions are imported, Offline Banking empowers you with comprehensive transaction management tools. You can link income transactions to specific invoices, creating payment records within Perfex. Similarly, expenses can be linked to existing expenses or new expenses can be created directly from the imported transactions. The module also allows for the assignment of multiple invoices to a single transaction, providing flexibility for complex payment scenarios.

Multi-Account & Multi-Currency

For businesses managing multiple bank accounts and currencies, Offline Banking offers robust support. You can define unlimited bank accounts within Perfex CRM, each with its own individual CSV mapping and currency settings. The module also stores IBAN (International Bank Account Number) information for reference, ensuring accurate tracking of your financial accounts.

Perfex SaaS Compatible

Offline Banking for Perfex CRM is fully compatible with the Perfex SaaS Module by ulutfa. This ensures seamless integration with your SaaS environment, allowing you to manage your bank transactions effectively across multiple tenants.

Included Languages

The module is available in several languages to cater to a global user base: English, German, French, Spanish, Italian, and Portuguese (Brazil).

Requirements

To utilize Offline Banking for Perfex CRM, you will need: * Perfex CRM 3.0 or higher * PHP 7.4 or higher

Category: PHP Scripts

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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.

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

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• Instant access to all plugins and all themes including all future releases
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• Regular Updates as of when available. Usually, updates are released daily.
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• 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.
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• 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.
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(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.