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Discussion on Accounting and Bookkeeping module for Perfex CRM

Discussion on Accounting and Bookkeeping module for Perfex CRM

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511 comments found.

Hi much the additional fee for extra report, income statement should be on category or by places, so we can easily track what branch is low/high income?

Hi. Im receiving server is unaivailable when trying to activate license…. could you help me please???. thanks.

Hi. Please check your email.

your answer on the email is really simple… I wait 24hours each time and your response is not a solution.

Please read the details of your email.

Hello, I study your modules, may I know why inventory opening stock values for each items show ZERO ? see image: https://ibb.co/0s2fq1x

Hi. Please submit a support request via the support tab on Codecayon.

Hi there, this looks awesome. Just a quick question. I am Australia based and I need to prepare quarterly BAS reports easily, for example on my current accounting system, it automatically creates a BAS report and gives me all the numbers (total sales – expenses = equals how much I need to pay for BAS), does this addon do the same? Thanks very much.

Hi. You can refer to the Profit and Loss report in the Accounting module. You can filter the report by any period. This report also includes Income, Expense and Net Earnings. Net Earnings = (Total income + total other income + total net income) – (total cost of sales + total expenses + total other expenses)

That looks like it could work. Thanks so much.

I re-installed the module, why getting server is busy when i try to register

Hi. Please check your email.

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 a problem with the Accounting and Bookkeeping module for Perfex CRM

When I create several “transfers” and fill in the description The description will change according to the last input

For example transfer 1 description is “test” transfer 2 description is “test2”

and when I create transfer 3 description is “test3”, then transfer 1 and 2 will change to test3 too

this also happens on the demo account that you have

Hi. Please check your email.

hi there, do you have a roadmap or new features about to release? any eta on an update for this thats geared to work better with the latest perfex crm major update thanks

Hi. Our module is still compatible and works well with the latest version of Perfex. We plan to release the upgrades next month.

pre sale question is this model include vendor registration i could not see it on the demo or i have to buy purchase model in order to see vendors. For me i just want vendor registration i do not have item purchase just services items so i can use bills from the accounting module.

Hi. If you don’t activate the Purchase module, this module still has a Vendor menu.

is this module allow me to add income cash without invoice? for example: sometimes I receive a payment not related to invoice, Is this available? and if yes, is it reflect the reports (income report), which will combine all payments I received (from invoices + income entries from this module) thank you,

Has anyone here been able to pull bank transactions using Plaid? I would like to get that working but getting API credentials does not seem like a straightforward way to do it, so Plaid asked me so many questions as I was building the app myself

Hello, inventory reporting in accounting is not available now ?

I have a bookkeeping business. Can I use this for my clients. Does it integrate with Quickbooks.

Hi, can this be added to a website to manage the accounting of all transactions too in the website or is it just a stand alone program?

Hi. This is a module for Perfex CRM. Not a standalone script.

Ok let me ask you this. I need to build a ecommerce website for a client and they need accounting where they can pay their sales people based on commission sales plus other employees not on commission sales. What complete package would I need to buy for having accounting, and ecommerce website? Can I integrate your plugins with any theme or I need to purchase specific theme form you? Please advise, as I see to many plugins and not sure which would be best for that?

Please send an email via our profile so our team will assist you.

Does it addon support Indian GST System along with full GST Reporting for professional use?

Best Wishes

Hi. You can experience it on the demo site.

Do you have any loan management section in the module?

Hi. The current version does not support it.

Hello dear please I need clarification from accounting model we can increase bank account in another currency for example dollar bank account and euro bank account and do exchange between different currencies in bank account

Hi. Please submit a support request via the support tab on Codecanyon.

Hi, Great Script I must say. A quick one. I have gone through the demo, I have this question on Reporting, where there are zero values on the account reporting, can those zero values be formatted before printing so that those zero values will not appear upon printing and exporting but only the transactions with recorded values.

Thanks.

Hi. We will consider it.

am interested in purchasing to use for a municipal administration. Before proceeding with the purchase, I would like to know if, among the available add-ons, you offer a module for Population and Civil Registry management.

If such an add-on exists, would it be possible to test it? If this module is not available yet, would you be able to develop it?

Thank you in advance for your response and availability.

Hi. We don’t have the Population and Civil Registry Management module.

You are missing the language strings of the Exchange Rate. I think this is a technical error. I have to add these strings myself to different language files, including English.

Hi. We will check and update it to the next upgrade version. Thank you!

It’s nice to see a developer spend their time on a day off monitoring user feedback. Great job, I wish all developers would treat customer issues like this.

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