Finance – InfixAdvocate Module 2.0

Description

Revenues originate from the cases, and the cases have the customers as responsible for the payment. When starting a case, there is a field to inform the amount that will be charged for the services performed in the case.

The key points of the Finance module are:

  • Chart of accounts
  • Bank Accounts
  • Add, Edit, Delete Vendor
  • Fields: Company Name, First Name, Last Name, Email, Mobile, Alternate mobile, Address, Country, State, City, Tax id
  • Add, Edit, Delete Service
  • Fields: Name, Amount, Description
  • Add, Edit, Delete Tax
  • Fields: Tax Name, Tax Rate, Description
  • Create Income Invoice Based on Service or individual Case billed to Clients
  • Create Expense Invoice Based on Contracted Service Billed from Vendor
  • Add, Edit, Delete Extra income
  • Add, Edit, Delete Extra  Expense
  • Profit Calculation based on income and expense
  • Transaction ReportAccount Statement
  • Account Ledger for Vendor, Client, Bank account, Chart of accounts, Tax
  • expense type
  • add expense
  • Add income
  • Income Type
  • Invoice for each case
  • Transaction Report
  • Account Statement
  • Account Ledger for Vendor, Client, Chart of accounts

 

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