CashFlow Module for Perfex CRM

Cash Flow Module for Perfex CRM

The Cash Flow module is designed for the Perfex CRM to manage business expenses and monitor revenue in transactions. It provides the ability to record cash inflows and outflows, grouped by companies and based on expense categories. It helps to evaluate revenue easily.

Features: Company Management Users can update different company profiles that have grouped cash flow transactions.

Cash Inflows and Outflows Each individual company can have its own cash inflow and outflow transactions that display the calculation of revenue and expenses, providing clear financial insights.

Task Management Each cash flow transaction can be linked to individual tasks for better organization and tracking.

Reminder Generation Multiple reminders for expenses can be created to ensure timely payments and avoid forgetfulness.

Filter Management: It offers the ability to filter by operations, categories, and months.

Export: Transactions can be exported in various file formats, such as csv, excel, pdf.

Permissions Employees and Clients can access the cash flow section if they have permissions granted by the Administrator or Employee, to maintain security and authentication.

Multilingual Support Support for multiple languages to facilitate use and be globally acceptable and accessible.