The Perfex CRM Financial Management Module adds accounting and bookkeeping to your CRM. You keep a chart of accounts, record journal entries, track bank accounts, bills and checks, set budgets and run profit and loss and balance sheet reports. Your invoices, payments and expenses stay in Perfex CRM, next to your books.
What you get with the Perfex CRM Financial Management Module
- A dashboard with bank balances, profit and loss and an expense account overview
- A chart of accounts with account types and detail types, import and export
- Journal entries with a date, number, reference and description
- Banking, registers, transfers, bills, checks and vendors
- Reconcile and budget screens
- Transactions screens that link invoices, payments and expenses to your accounts
- Reports: balance sheet, profit and loss, statement of cash flows, statement of changes in equity and more
- A currency tab on the dashboard for more than one currency
See your money at a glance
The dashboard shows the balance of your bank accounts, a profit and loss chart and the share of each expense account for the period you choose. The Perfex CRM Financial Management Module reads these numbers from the entries in your books.
Start with a chart of accounts
The module comes with a ready list of accounts, such as accounts receivable, cash, sales and rent. Add your own, set a parent account and a type, switch accounts on or off, and import a list from a file.
Record journal entries
Add an entry for anything that is not an invoice or an expense, such as money from the owner or a rent payment. Each entry has a number, a date, a reference and a description. Filter the list by date and export it.
Run reports from your books
Choose a report, a date range and an accounting method, and click Filter. The profit and loss report groups income, cost of sales and expenses and shows the total of each.
Set it up
- Upload the module under Setup > Modules and activate it.
- Open Accounting > License and enter your license key.
- Open Accounting > Setting and choose your options.
- Check the chart of accounts and add your bank accounts.
- Add journal entries, then open Reports.
Requirements
- Perfex CRM 3.4 or newer for the Perfex CRM Financial Management Module (tested on 3.4.1)
- A connection from your server to systematica.app over HTTPS
Good to know
- The pictures show a demo CRM with sample entries.
- Accounting rules differ by country. Check your reports with your accountant before you file anything.
- The module keeps books. It does not file taxes or pay anyone.
License, support and updates
After purchase you receive a license key by email. One license key activates the module on one website. To move it, deactivate the license under Accounting > License and activate it on the new site. You get 1 year of use, support through our ticket system and free updates through your Systematica account. The Perfex CRM Financial Management Module runs inside Perfex CRM, which you need to own.
Frequently asked questions
What does the Perfex CRM Financial Management Module do?
It adds a chart of accounts, journal entries, banking, bills, budgets and financial reports to Perfex CRM.
Which reports are included?
Balance sheet reports, profit and loss reports, a statement of cash flows and a statement of changes in equity, among others.
Does it work with my invoices and expenses?
The transactions screens link invoices, payments and expenses to your accounts. You choose how they are mapped in the settings.
Can I use more than one currency?
The dashboard has a tab for each currency in your CRM.
Can I use one license on more than one website?
One license key activates the module on one website. You can move it by deactivating it on the old site and activating it on the new one.
Need help with this module?
Every license is valid for 1 year and includes support through our ticket system and free updates. To keep using the module after that, renew your license.
