Description
The XML Toolkit with E-Invoice Export for Perfex CRM is a comprehensive plugin designed to enhance the data export and invoicing capabilities of Perfex CRM. It provides a robust set of features that streamline the process of creating, managing, and exporting XML-based e-invoices, ensuring compliance with various standards and improving overall operational efficiency. Below is a detailed list of the features offered by this plugin.
Features
- XML Data Export
- E-Invoice Generation
- Customizable Invoice Templates
- Support for Multiple XML Standards
- Batch Invoice Export
- Automatic Invoice Numbering
- Multi-currency Support
- Multi-language Support
- Integration with Tax Authorities
- Validation of XML Invoices
- Digital Signature Integration
- Custom Field Mapping
- Invoice Status Tracking
- Export Logs and History
- Scheduled XML Exports
- User Role-Based Access Control
- Integration with Payment Gateways
- XML Schema Customization
- Customer-Specific Invoice Templates
- Real-time Data Sync
- Invoice Attachments in XML
- Customizable Export Formats
- Export Filters and Criteria
- API Integration for Third-Party Systems
- Automated Email Notifications
- Detailed Invoice Reporting
- Export to Multiple Destinations
- Custom XML Tags and Attributes
- Data Encryption for XML Files
- Integration with Accounting Software
- Custom XML Namespace Support
- Invoice Preview Before Export
- Error Handling and Notifications
- XML File Compression
- Integration with ERP Systems
- Audit Trail for Invoices
- XML Data Import Capabilities
- Automatic Data Backup
- Customizable Data Export Rules
- Support for UBL and UN/CEFACT Standards
- Template Cloning and Reusability
- Real-time XML Validation
- User-Friendly Interface
- Multi-company Support
- Dynamic Data Binding
- Version Control for XML Templates
- Export Summary Reports
- Customizable Log Retention Policies
- Integration with Document Management Systems
- Dynamic Invoice Line Items
- Enhanced Security Features
- Compatibility with Cloud Storage Services
- Automatic Tax Calculation
- Integration with CRM Modules
- Customizable User Permissions
- Multi-format Export Options (XML, CSV, JSON)
- Drag-and-Drop Template Designer
- Real-time Export Monitoring
- Export to Secure FTP
- Customer Portal Integration
- Custom Invoice Workflows
- Advanced Filtering for Exports
- PDF to XML Conversion
- QR Code Generation for Invoices
- Detailed Export Logs
- Integration with Inventory Management
- Custom Date Formats
- Compatibility with Mobile Devices
- Pre-built XML Templates
- Dynamic Field Calculations
- Customizable Export Schedules
- Integration with Email Clients
- User Activity Logs
- Support for EDI Standards
- Enhanced Search Capabilities
- Multi-step Export Processes
- Configurable Export Triggers
- User Training and Documentation
- Continuous Software Updates
- Dedicated Customer Support
- Performance Optimization
- Custom Script Support
- Export to Local Storage
- Role-based Dashboard Widgets
- Custom Error Messages
- Template Versioning
- Real-time Data Processing
- Integration with BI Tools
- Custom Metadata Support
- Advanced Data Transformation
- Seamless Upgrade Process
- Customer Feedback Integration
- Enhanced Data Privacy Controls
- Support for International Tax Regulations
- Custom Notification Templates
- Invoice Reconciliation Tools
- Automated Data Cleaning
- Role-Based Access Management
- User-Friendly Dashboard
- Custom Export Destinations
These features provide extensive capabilities to manage and export e-invoices, ensuring compliance, efficiency, and flexibility within Perfex CRM.
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