Accounting Module for Perfex CRM

Manage finances professionally inside Perfex CRM with the Accounting Module for Perfex CRM. Bookkeeping, reporting, reconciliation, and multi-currency support. : Complete Financial and Bookkeeping Suite for Businesses of All Sizes

Version 1.3.4

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Jump to: Overview | Features | Requirements | Installation | Configuration | Support

Why Choose the Accounting Module?

The Accounting Module for Perfex CRM transforms your CRM into a powerful accounting system. From bookkeeping and bank reconciliation to tax reports and multi-currency support, this all-in-one financial tool lets you manage your business finances with confidence.

Accounting Module for Perfex CRM Features Overview

• Chart of Accounts: Manage all your accounts with structured categories
• Double-Entry Bookkeeping: Maintain accurate ledgers and journals
• Banking & Reconciliation: Track, import, and reconcile transactions easily
• Professional Reports: Generate P&L, balance sheets, tax summaries, and more
• Bill & Expense Management: Process payments and vendor bills
• Multi-Currency Support: Handle international clients with real-time conversions

Accounting Module for Perfex CRM Installation Guide

1. Download Files: Purchase and download the module ZIP file from Systematica
2. Extract: Unzip to reveal the accounting folder
3. Upload: Upload this folder to /modules inside your Perfex CRM
4. Activate: From admin panel, go to Setup → Modules and click “Activate”

Important: Always back up your system before installing new modules.

Accounting Module for Perfex CRM Configuration

To begin configuration, access the module settings from the admin sidebar:

• Set Fiscal Year: Choose your company’s fiscal period and base currency
• Chart of Accounts: Edit default accounts or create custom categories
• Bank Setup: Add bank details, rules, and import transaction templates
• Tax Settings: Define VAT, GST, or custom tax rates and their reporting structure

Support & Help For Accounting Module for Perfex CRM

Every purchase includes six months of expert support by Tech9Pros. We’re here to assist you with installation, configuration, and customization.

• Email: support@tech9pros.com
• Documentation: In-depth guides included with your download
• Customizations: Contact us for bespoke financial module features

Need help fast? Reach out to our engineers through the Contact Us page for hands-on support.