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Financial management solution for Dolibarr featuring real-time cash flow tracking, AR/AP management, and professional financial reporting. Streamline your financial close process with powerful analytics.
Smart Bank Import is an interface that connects to your bank and allows you, in just a few clicks, to create and link Dolibarr elements: generate supplier invoices, record customer payments, manage salaries and taxes…From your Android app, you can also scan invoices directly into Smart Bank Import — the scanned documents are automatically converted into PDF files.
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It allows you to aggregate and analyze data on the commercial margins of orders and invoices issued to customers. It is possible to carry out a series of filters and export the results to a spreadsheet.
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Commercial margins |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
Using the settings defined for the calculation of the margins, the module allows you to filter and analyze the data of the commercial margins
The results can be viewed in detail or totaled by customer.
An export to spreadsheets completes the functionality of the module.
Installation
For Dolibarr v9+
For Dolibarr v8-
Demo On line demo |
User documentation |
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