CashFlow Module for Perfex CRM

CashFlow Module for Perfex CRM

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.