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Dolibarr's Financial Management module offers several key features for effective management of the company's financial and commercial performance. Here is a description of the features:
New feature of AGEFODD, Dolibarr module for the management of your training activity : from the quote to the invoice, create and edit easily all the administrative documents (agreements, summons, attendance sheets, certificates and attestations...). News 2025 : rework of BPF, administratif to do list , interview (questionnaire), etc...
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Enhances the native functions of project management dolibarr, interventions and contracts. - Report on operations - Contract Maturity - Improved input consumed time (monthly and on the fly) - Improved followed time consumed on projects - Billing deadlines contracts, interventions and projects - Agenda view (project and action)
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The Management module enhances Dolibarr ERP/CRM by optimizing the management of contracts, interventions, and projects. It offers advanced tools for tracking contract periods, invoicing services rendered, and analyzing costs and time spent on projects.
The module allows you to define specific periods for each contract, facilitating the tracking of interventions carried out within the contractual framework. This feature helps identify fulfilled commitments, additional services provided, or missing interventions.
By associating interventions with defined periods, it is possible to generate detailed invoices that accurately reflect the services provided over a given period, ensuring transparent and consistent invoicing for the services provided.
The module provides tools to record the time consumed and costs associated with each task or project, allowing for detailed analysis of team profitability and efficiency.
Thanks to accurate time and cost recording, it is possible to invoice tasks individually or globally by project, depending on the terms agreed with the client.
21.0.+2.21.1 (2025-04) |
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21.0.+2.21.0 (2025-03) |
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20.0.+2.20.1 (2024-10) |
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