Descrição
This is a module for
Perfex CRM
Demo: Click Here
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.
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.
Add New Business
Business list
Add Expense
Expense List
DashBoard For Each Business
CashFlow Preview Template
Filters by Category, Opration & Months
Staff Permission
Change Log:-
21-11-24
1- Fixed file attachments. 2- Fixed expanse form issue. 3- Fixed Mobile responsive issues.
