Accounting and Bookkeeping for Concord – Ledger, Expenses, Vendor Bills, Banking & Financial Reports

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Observe: This can be a module for Concord CRM.

⚡ Accounting & Bookkeeping Module for Harmony CRM – Full Common Ledger, Bills, Vendor Payments, Banking & Monetary Experiences

The Accounting & Bookkeeping Module for Harmony CRM provides an entire accounting layer to your CRM:
Chart of Accounts, journal entries, bills, vendor payments (A/P),
funds, financial institution accounts, financial institution transaction import, financial institution reconciliation,
budgets, multi-currency, and monetary stories.
Handle day-to-day bookkeeping and get clear monetary perception with out leaving Harmony CRM.

Constructed natively for Harmony CRM, the module integrates along with your current workflows and may generate
computerized journal entries for key operations (configurable), whereas nonetheless giving your accountant full management with
handbook entries, posting/voiding, and audit-friendly data.

Why Add Accounting & Bookkeeping to Harmony CRM?

Operating CRM and accounting in separate instruments typically creates duplicated work, lacking context, and inconsistent numbers.
This module brings bookkeeping nearer to your operations: file bills, handle payables, reconcile financial institution exercise,
and produce monetary stories straight the place your group already works.

⚙️ Key Options – Accounting & Bookkeeping Inside Harmony CRM

• ✔️ Chart of Accounts (Common Ledger)
  Create a structured Chart of Accounts with codes, account sorts (Property, Liabilities, Fairness, Income, Bills), and hierarchical guardian/youngster group.
  Maintain a clear GL basis for correct reporting and scalable bookkeeping.
• ✔️ Journal Entries (Guide, Draft/Posted/Void)
  Document multi-line debit/credit score entries, save as draft, submit when prepared, or void when wanted.
  Every line helps account choice and descriptions for clear audit trails.
• ✔️ Bills + Classes + Receipt Attachments
  Monitor bills with classes mapped to GL accounts, distributors, taxes, fee accounts, and optionally available receipt information.
  Auto-numbering (e.g., EXP-) retains data organized.
• ✔️ Vendor Payments (Accounts Payable)
  Handle vendor payments with due dates, statuses, totals, and fee monitoring.
  Designed for actual A/P workflows so you’ll be able to keep on high of what you owe and what’s overdue.
• ✔️ Funds (Obtained & Made)
  Document funds with references and numbering (e.g., PAY-), hyperlink them to invoices/payments the place relevant,
  and preserve your books aligned with precise money motion.
• ✔️ Financial institution Accounts + Financial institution Transaction Import
  Create financial institution accounts (checking/financial savings/bank card) with foreign money help, then import financial institution statements by way of CSV utilizing versatile column mapping.
  A pattern CSV format is included that can assist you get began shortly.
• ✔️ Financial institution Reconciliation (Match, Auto-Match, Reconcile)
  Match imported financial institution transactions to ebook entries, reconcile/unreconcile, and preserve your ledger aligned along with your statements.
  Scale back month-end reconciliation time and enhance accuracy.
• ✔️ Budgets + Price range vs Precise
  Create budgets by account and interval, then examine deliberate vs precise efficiency with a transparent Price range vs Precise report.
  Best for groups that need predictable spending and higher management.
• ✔️ Multi-Forex + Alternate Charges
  Keep trade charges and convert quantities when wanted. Excellent for companies working with worldwide distributors, shoppers, or a number of financial institution accounts.
• ✔️ Monetary Experiences (P&L, Steadiness Sheet, Trial Steadiness, GL, Money Movement…)
  Generate key monetary stories straight inside Harmony CRM:
  Revenue & Loss, Steadiness Sheet, Trial Steadiness, Common Ledger,
  Money Movement, A/R Ageing, A/P Ageing, Tax Abstract, and extra.
• ✔️ Good Automations & Scheduled Jobs
  Non-obligatory automation can generate journal entries for frequent workflows (bills, payments, funds, financial institution transactions, invoices, belongings).
  Scheduled duties can course of recurring entries, replace overdue payments, and recalculate balances.
• ✔️ Seamless Integration (Invoices + Property)
  Designed to combine along with your current Harmony CRM ecosystem, together with bill flows (A/R & income entries) and asset workflows (buy, depreciation, upkeep, liquidation).
• ✔️ Central Settings & Configuration
  Configure fiscal yr, default foreign money, tax charges, default accounts, quantity prefixes (JE-, EXP-, BILL-, PAY-), and automation conduct from devoted settings pages.

Accounting Module Video Walkthroughs

Watch the total options:

⚡ Overview of Accounting & Bookkeeping Module

⚡ Vendor Payments & Bill Integration for Harmony CRM

⚡ Expense Monitoring, Financial institution Accounts & Reconciliation

⚡ Accounting Experiences & Insights in Harmony CRM

Who Is This Module For?

• Small & Medium Companies: Change spreadsheets and disconnected instruments with structured bookkeeping inside Harmony CRM.
• Companies & Service Firms: Maintain invoices, funds, and reporting near your operational information.
• Firms Managing Payables: Monitor vendor payments, due dates, funds, and A/P growing old in a single place.
• Groups That Want Reconciliation: Import financial institution statements, match transactions, and velocity up month-end shut.

⚡ What’s Included at a Look

• ✔️ Accounting dashboard with key summaries
• ✔️ Chart of Accounts (GL) with hierarchy and account sorts
• ✔️ Guide journal entries with multi-line debit/credit score and posting workflow
• ✔️ Bills with classes, distributors, tax, and receipt attachments
• ✔️ Vendor payments (A/P) with due dates and overdue monitoring
• ✔️ Funds (acquired/made) with references and numbering
• ✔️ Financial institution accounts with foreign money help
• ✔️ CSV financial institution assertion import + versatile mapping
• ✔️ Financial institution reconciliation (match / auto-match / reconcile)
• ✔️ Budgets + finances vs precise reporting
• ✔️ Multi-currency + trade charges + conversion
• ✔️ Monetary stories: P&L, Steadiness Sheet, Trial Steadiness, Common Ledger, Money Movement, Ageing, Tax Abstract
• ✔️ Non-obligatory automations + scheduled jobs (recurring entries, depreciation, balances)
• ✔️ Built-in with Harmony CRM workflows (invoices + belongings)

Improve Harmony CRM Right into a Finance-Prepared Platform

If you would like a clear, sensible accounting layer inside your CRM, the Accounting & Bookkeeping Module for Harmony CRM
offers you the necessities to file, reconcile, and report with confidence.
Set up, configure your Chart of Accounts, and begin monitoring monetary exercise instantly.

✉️ Skilled Assist & Straightforward Set up

Fast setup takes solely a couple of minutes to put in, activate, and begin utilizing the Accounting module inside Harmony CRM.

For any technical questions or customization wants, contact our knowledgeable help group by way of our dedicated support portal.
Our technical help specialists present immediate help and complete options for all Harmony CRM module inquiries.

Model 1.0.0

-Preliminary launch

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