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The Proposal Tracker module for Dolibarr ERP & CRM improves proposal management with smart version control. It automatically archives proposals, allows version comparison, and lets you restore older versions, ensuring full history tracking, fewer errors, and a faster sales process.
The TierSwitch module for Dolibarr simplifies third-party management by allowing you to easily edit customers and suppliers across various documents with a single click. Whether it’s a quote, order, invoice, contract, shipping sheet, project, or intervention, TierSwitch makes updating third-party information quick and effortless.
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Smart Bank Import connects your bank to Dolibarr in just a few clicks. Quickly create invoices, record payments, manage salaries and taxes, and scan receipts from your mobile app—automatically converting them to PDFs. Upload files to your document library, match bank entries with SMART linking, and control user access with ease.
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Smart Bank Import is the easiest way to connect your bank account to Dolibarr and automate your accounting. Using GoCardLess and the Dolibarr REST API, you can securely import bank transactions and instantly create invoices, payments, taxes, salaries, and more—directly from your bank data.
Why choose Smart Bank Import?
Save time & reduce errors: Eliminate manual data entry and speed up reconciliation between your bank and Dolibarr.
Full control over transactions: Import credits and debits, create supplier invoices, record customer payments, and handle salaries, VAT, and loans effortlessly.
Smart document management: Scan invoices and receipts from your mobile app—automatically converted to PDFs—or upload files to your global library for later use.
Automated matching: SMART linking automatically matches Dolibarr bank entries with Smart Bank Import transactions for swift and accurate reconciliation.
Flexible user management: Create multiple users with customizable permissions and manage multiple bank accounts with ease.
With this subscription, you can connect one bank account for FREE for a full year.
👉 Learn more at https://smartbankimport.com/