Financial Modules (Accounting/Treasury)
Financial Modules (Accounting/Treasury)
Financial Modules (Accounting/Treasury) in MokoCRM provide essential tools for managing your organization's financial operations, including invoicing, payments, banking, and basic double-entry accounting. These modules support tax configuration, journal entries, reconciliation, and real-time financial reporting. Seamlessly integrated with sales, purchases, and HR functions, they give you a unified view of your cash flow, balances, and financial health.
Accounting (Double Entry)
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- Category: Financial Modules (Accounting/Treasury)
The Accounting Double Entry Module in MokoCRM enables full-featured, double-entry bookkeeping for businesses that require detailed financial records, ledgers, journals, and compliance-grade reporting. It supports chart of accounts, journals, general ledger tracking, and integration with sales, purchases, banking, and payroll.
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Accounting (Simplified)
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- Category: Financial Modules (Accounting/Treasury)
The Accounting Simplified Module in MokoCRM offers a streamlined bookkeeping system for small businesses and nonprofits that do not require full double-entry accounting. It tracks income, expenses, VAT, and bank movements while producing summary reports for basic financial oversight and compliance.
- Hits: 19
Assets
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- Category: Financial Modules (Accounting/Treasury)
The Asset Module in MokoCRM is currently in development and will provide tools to manage an organization’s physical and intangible assets. It is intended to support asset tracking, depreciation schedules, valuation, and integration with accounting and inventory systems.
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Banks & Cash
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- Category: Financial Modules (Accounting/Treasury)
The Banks and Cash Module in MokoCRM allows you to manage bank accounts, cash registers, and financial transactions across your organization. It supports deposits, withdrawals, transfers, and reconciliations, and integrates with invoicing and accounting modules for full cash flow tracking.
- Hits: 20
Customer Invoices
- Details
- Category: Financial Modules (Accounting/Treasury)
The Customer Invoices Module in MokoCRM allows you to generate, send, and manage invoices for goods and services provided to customers. It supports manual and automatic invoice creation, tax and discount management, payment tracking, and integration with accounting and project modules.
- Hits: 18