We recently purchased and activated the Accounting & Bookkeeping plugin for RISE CRM. While testing, we noticed that invoices and payments are not automatically generating journal entries in the accounting module.

Here’s what we have done so far:

Chart of Accounts:

We created a Bank account (Laxmi Sunrise).

The other accounts (Sales Income, Accounts Receivable (A/R), Uncategorised Asset, Uncategorised Expense) were already present.

Item Mapping Setup:

Linked items (e.g., “Transfer”) with:

Inventory Asset = Uncategorised Asset

Income Account = Sales

Expense Account = Uncategorised Expense

Automatic Mapping Setup:

Invoice → Payment Account = Sales | Deposit to = Bank (Laxmi Sunrise)

Payment Sales → Payment Account = A/R | Deposit to = Bank

Expenses → Payment Account = Uncategorised Expense | Deposit to = Bank

Payment Mode Mapping:

Added Bank as a payment method.

Sales → A/R | Deposit to = Bank.

With this setup, invoices and payments record correctly inside Sales, but they do not generate journal entries automatically. We can create manual journals, and those reflect in Profit & Loss, but we expected invoices/payments to post automatically.

We need your guidance on:

Is there a way to enable auto-journal posting for invoices and payments in the current version?

How should mapping be configured to achieve:

Invoice → Credit Sales / Debit A/R

Payment → Debit Bank / Credit A/R

Since Plaid is not available in our region, how can we add bank accounts or channels manually (without Plaid) for reconciliation?

Looking forward to your advice.

Hello this has error on the chart of account which is not showing data. After purchasing, can I customize or update this as for any extra requirement at my end.

I sent an email last week but I have not receive any response.

I am trying to check demo credentials are not working !

Hi GreenTech

I have checked your Demo; the script is cool. I also compared it with the one you have for Perfex crm, I noticed that Bills and Checks is missing in this RISE CRM one. Also, there have not been any updates or improved version(s) since your first release, any updates coming soon to include the Bills and Checks feature.

I also noticed that the Plaid Environment is designed for some regions of the world, especially Europe and North America. Are you considering adding a now Bank Accounts connections similar to that of Plaid Environment for region like Asia, Middle-East, and Africa. This is very important for my region. Hope this can be added to your next version release.

Lastly, your payroll plugin, can it be used with this accounting plugin for payroll accounting purposes?

will you be updating to for the latest Rise CRM version to make sure no issues?

Hello guys,

This plugin hasn’t had an update since 2022. Will something new come soon?

Is this supported for large data like around

1. 40k invoices per year, with more than 1 items per invoices 2. 12k bills per year

Specially when generating and calculating profit & loss including the COGS

Do you have any theme or addon that supports the Finance business like Loan business. like a Finance agency. who work for various banks and provide their client loans from their associated bank. and manage all the loan application process + Employee management, lead management + loan application management?

We have one project related to the above and we urgently want to buy any similar theme urgently that can match with our requirement.

We can buy themes and also we can buy mobile apps as well.

Please update me soon if you have any or you suggest us or refer us.

thanks!

i have tested this plugin for Codeignitor System, i had 1 licence, i deactivated and deleted it from tested System, now i wanna to use real System, and he says “License is already active on maximum allowed product instances, please deactivate this license from active instance(s) and try again!”.

Hey, you guys still active?

Been seeing persons asking for update for some time and nothing.

Hi, A pre sales question. can we generate project based income and expenses report?

Pre-purchase question: can I use the module with my SAAS Perfex module?

Purchase invoice printing option not there.

When are you going to push the update, there is no single update after year 2022

Can you rename the “Dashboard” menu item to something else. It seems to replace or interfere with the default project dashboard menu item.

Suggestions: “Overview” or “Summary”

no saas available ?

Does the Accounting plugin support multiple companies, allowing us to do bookkeeping separately for each one?

Hi there, what’s the release date of your Help Support Center system?

After setting the file to be translated into Ukrainian, a problem arose with Roles. There is no way to create new roles or configure an existing one.