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ProspectNAF transforme l'API officielle Recherche Entreprises en véritable outil de prospection pour Dolibarr. Recherchez des entreprises par nom, code NAF ou département, créez automatiquement vos tiers prospects, enrichissez-les avec les données SIRENE, consultez les informations légales (Pappers, BODACC, INPI) et centralisez vos actions commerciales directement dans Dolibarr.
Turn Dolibarr into a complete HRIS: employee records & contracts, working time & leave with a two-level approval workflow, a recruitment Kanban (ATS), training & skills, performance appraisals, onboarding/offboarding, occupational health & safety, an automatic HR alert engine, an employee self-service portal and 14 exportable reports — payroll excluded, in 5 languages.
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The financial planning module allows you to predict the financial availability of your company in the short and medium term, based on future data on receipts and expenses (orders and deadlines of customers / suppliers, taxes, salaries, ....) and forecast data entered manually. The results can be exported in a spreadsheet and / or analyzed with graphs.
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Financial Planning |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
The "Financial Planning" module allows you to forecast the liquidity situation of your company in the short, medium and long term.
The economic data are:
It is possible to define all the desired schedules.
The lines that make up each schedule are fully definable, including the ability to create headings, total and partial subtotal lines.
The resulting data can then be exported to spreadsheets (CSV, Excel, ...), or displayed under different forms of graph (bars, pie, ...) for different periods or aggregations
Finally, a given schedule can be cloned and reused for subsequent years or for different purposes.
Installation
For Dolibarr v9+
For Dolibarr v8-
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Demo On line demo |
User documentation |
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