Basic Finance ManagementThis plugin gives your Ultimate Client Manager the ability to manage your income and expenses in a basic easy to use manner. Receive notifications when recurring bills are due, forecast your earnings and see an overview of payments recorded through your system.
Finance Manager Features
- Schedule recurring expenses (eg: web hosting bill every month)
- Schedule recurring income (eg: adwords every 3 months)
- Dashboard notifications when a recurring expense or income is due
- Group your income and expenses in categories and account types.
- See an overview of all previous payments recorded in your system
- See a 6 month summary of upcoming recurring bills and income, with a basic running estimation of your bank account balance over those coming 6 months (you can adjust 6 months to whatever you like).
- Adds the “Expense” column to your dashboard summary page, quickly see and compare your expenses between the previous days and weeks.
Feature List and Product Comparison:
How to install
- Download and install the Ultimate Client Manager on your website
- Purchase this plugin
- Find your licence code for this plugin (click here for instructions)
- Go to Settings > Upgrade in your system
- Click the + button to add the additional licence code
- Enter your licence code for this plugin
- Click the upgrade button
- This will install the latest version of the plugin for you, and keep it updated in the future.
- Working UCM install
- Check the upgrade system works on your hosting account (in Settings > Upgrade)