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Analizar y gestionar el flujo de caja: La gestión de la liquidez es el centro neurálgico de la gestión de todos los emprendedores y pymes. el módulo Tesorería Avanzada Dolibarr facilita el proceso de gestión de caja. Ver la cantidad de ingresos y previsión de gastos gracias a las funciones de cobros y desembolsos Asegurar una buena gestión de efectivo.
El módulo «Confirmar el pago de factura de cliente» para Dolibarr automatiza la actualización del estado de las facturas de clientes en cuanto el importe ha sido pagado por completo.
DestockOrder brings the choice of warehouses for product decrementing to order validation, and advanced suggestions for storage warehouses.
Metabase in Dolibarr allows the display of Metabase dashboards in Dolibarr : following or replacing main menu home pages or from its own menu links.
Structured Communication calculates the code of customer invoices for better payment reconciliation. this code is displayed in an additional field.
This module makes it easier to use additional fields on quotation lines and sales orders: collapse and modification regardless of document status.
Supplier Contracts brings contract management to Easya/Dolibarr, mirroring which mirrors customer contracts/subscriptions.
The Ecotax WEEE WEEE TGAP module lets you set up ecotaxes on your products, calculated by weight or quantity. These lines are then added to your quotes, orders, customer and supplier invoices.
Company Infos set visible private notes and categories of thirdparties in the banner of their quotes, orders, invoices, contracts and tickets.
The Extended Product/Service Accounting module enables a single product/service to be automatically assigned to an accounting function depending on the situation (VAT rate / type of third party / additional fields).
The Easya/Dolibarr bank tracking add-on module enables you, via a CSV-format import of your bank statements, to perform automatic or manual reconciliations of your entries in Dolibarr. By subscription (contact us) you can automatically download these entries.
The Easya Solutions / Dolibarr add-on module Document tray displays a preview of the documents stored online for quick entry on quotes, orders and invoices, customers and suppliers, contracts, etc. Once entered, the document can be sent directly to the attached files of the file.
The Easya Solutions / Dolibarr Prospecting Map add-on module is a display module on a map of third parties. It also allows you to locate a third party on a map, directly from its card.
Automatic refilling of third party cards by search from Company Name, French SIRET, SIREN, ZIP Code from INSEE's Sirene Directory API.