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This module allows you to track expenses incurred during purchasing processes (invoiced, cash, recorded product/service) and allocate them to the product purchase price (in multiple currencies). Furthermore, it includes built-in exchange rate updates. It distributes the added costs to the purchase prices of the products on a unit/quantity basis.
Automatically sends email reminders for expired commercial proposals/quotations. 2 reminder levels configurable. Uses Dolibarr email templates. Daily cron job checks open proposals past their validity date and sends reminders to the proposal contact. Each reminder is sent only once per proposal. Agenda event created for each reminder sent.
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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.
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Bank monitoring is a module for automating the entry of payments and The Bank Tracking module allows you to record payments on invoices and their bank reconciliation using two operating modes:
Once your entries are in Easya/Dolibarr, benefit from automatic allocation of paid amounts to your invoices, bank reconciliation and rapid creation of corresponding documents if they don't yet exist.
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To work properly, the module requires installation and activation of the Advanced Dictionaries module available free of charge from the Dolistore. Click HERE to download it. |
| Module Suivi bancaire | Sans abonnement | Avec abonnement |
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| Coût du module | 477 € HT | 477 € HT + 40 € HT par mois[a] |
| Import csv des données bancaires | X | X |
| Rapprochement rapide des données bancaires | X | X |
| Mises à jour du module | X (12 mois) | X |
| Documentation | X | X |
| Récupération automatique des données bancaires[b] | X | |
| Prise en charge de l’installation du module et configuration du module | X | |
| Transfert de compétences | X | |
| Transfert de compétences | X | |
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[a] Abonnement mensuel en sus du prix du module [b] 2 banques incluses. Banque supplémentaire : 12 € HT par mois |
LEARN MORE ABOUT THE MODULE
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Our advice: Get help to put the module into production. You'll gain in efficiency and ease of use. Get in touch with us! |
TECHNICAL INFORMATION
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Licence : GPL V3 |
AT OPENDSI'S, BUYING A MODULE...
provides you, for one year:
but does not include:
INSTALLATION AND UPDATE
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Download the .zip archive of the module.
The module can then be activated ( Before installing or updating, please ensure that the module is officially compatible with your Dolibarr version. Find plenty of additional information by downloading our user guide! |