🚀 Overview

The Accounting and Bookkeeping module is designed to extend Perfex CRM with robust financial management capabilities.
Users can manage invoices, track expenses, handle payments, and generate detailed financial reports directly within Perfex CRM.

Inspired by real-world business accounting needs, this module provides an integrated solution to simplify bookkeeping, financial tracking, and reporting for businesses of all sizes.

✨ Key Features

• Invoice Management: Create, edit, and track invoices with client integration.
• Expense Tracking: Log, categorize, and manage business expenses efficiently.
• Payments Handling: Record payments, partial payments, and payment status.
• Financial Reports: Generate profit & loss, balance sheet, cash flow, and expense reports.
• Recurring Transactions: Automate recurring invoices and expenses.
• Multi-Currency Support: Handle international transactions with currency conversion.
• Tax & Compliance: Apply taxes to invoices and generate tax reports.
• Client Integration: Link invoices and payments directly to client accounts in Perfex CRM.
• Notifications & Alerts: Notify admins and clients about due invoices and payment status.
• Responsive Design: Fully accessible on desktop, tablet, and mobile devices.

⚙️ Technical Stack

• Backend: PHP 7/8, Laravel Framework
• Frontend: HTML5, CSS3, Bootstrap 5, JavaScript
• Database: MySQL / MariaDB
• Server Requirements: Apache / Nginx with PHP extensions (pdo, mbstring, curl, openssl, zip)
• Integration: Perfex CRM core modules, client management, notifications, reporting tools
• Mobile Support: Fully responsive web interface

🧩 Installation Guide

1. Ensure Perfex CRM is installed and updated to the latest version.
2. Upload the Accounting and Bookkeeping module files to your server.
3. Import the provided SQL file for accounting tables into your database.
4. Update the .env file if necessary with database credentials.
5. Run Laravel migrations: php artisan migrate --seed.
6. Login to the Perfex CRM admin panel to configure invoices, expenses, tax settings, and reports.
7. Test invoice creation, expense logging, and report generation before going live.

📘 Detailed installation and customization documentation included.

📦 Deliverables

• ✅ Accounting and Bookkeeping Module Source Code (GPL Licensed)
• ✅ Invoice, Expense, and Payment Management Modules
• ✅ Financial Reports Dashboard
• ✅ SQL Database File for Accounting Tables
• ✅ Sample Data for Invoices, Expenses, and Clients
• ✅ Installation & Customization Documentation

📱 Supported Platforms

• Operating Systems: Linux, Windows, macOS (LAMP/LEMP compatible)
• Devices: Desktop, Tablet, Mobile (responsive design)
• Browsers: Chrome, Firefox, Edge, Safari (latest versions)

🧠 Notes

• License: Distributed under the GNU General Public License (GPL) for educational and non-commercial purposes.
• Customization: Developers can add new reporting features, multi-currency handling, or tax integrations.
• Security: HTTPS, role-based access, and activity logging recommended.
• SEO & Marketing: Suitable for businesses using Perfex CRM to manage financial workflows.

👨‍💻 Original Developer Credit

Developed by CodeCanyon Author. This GPL version is shared for educational and open-source purposes, fully crediting the original developer.

🔒 Disclaimer

This software is not affiliated with or endorsed by the original developer or CodeCanyon.
Distributed under the GNU General Public License (GPL), allowing modification, study, and redistribution for educational and non-commercial purposes.
All trademarks, logos, and brand names remain the property of their respective owners.