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CashFlow Module for Perfex CRM

CashFlow Module for Perfex CRM

LIVE PREVIEW

CashFlow Module for Perfex CRM

LIVE PREVIEW

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 handle enterprise bills and observe income on transactions. It offers the power to document each cash-in and cash-out bills grouped by companies and primarily based on expense classes. It helps to evaluate income with ease.

Features:

Management of Businesses

Users can replace completely different enterprise profiles which have grouped money circulate transactions.

Cash-in and Cash-out Expenses

Every particular person enterprise can have its personal cash-in and cash-out transactions that present income and expense calculation, offering clear monetary insights.

Management of Tasks

Each cashflow transaction may be linked to particular person duties for higher group and monitoring.

Reminder era

Multiple Reminders may be created for bills to make sure well timed funds and keep away from oversights.

Filters administration:

It offers capability to filter by operations, classes and months.
Export: The transactions may be exported into numerous file codecs like csv, excel, pdf.

Permissions

Staff and Clients i.e. Can entry the cashflow part if they’ve permissions by Admin or Staff, to take care of safety and authentication.

Multi-Lingual Support

Multiple language assist for the convenience of Use and globally acceptable and accessible.

Add New Business

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Business listing

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Add Expense

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Expense List

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DashBoard For Each Business

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CashFlow Preview Template

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Filters by Category, Opration & Months

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Staff Permission

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