Module Features Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overvie...

In Pixie CRM (Customer Relationship Management) system for Accountants, the Dashboard typically refers to a visual interface that provides an overview of important business data and key performance indicators (KPIs). The specific components you me...

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The banking transactions module in Pixie CRM (Customer Relationship Management) system for accountants is designed to streamline and manage financial transactions between the CRM and the associated bank accounts. It provides a centralized platform...

Item mapping setup in Pixie CRM (Customer Relationship Management) system for accountants refers to the process of associating products or services offered by the accountant's clients with corresponding items in the CRM. It allows for consistent a...

In Pixie CRM for Accountants, the purchasing mapping setup refers to the configuration and integration of the CRM system with the purchasing or procurement processes within an organization. It involves establishing a structured framework that allo...

Inventory mapping setup in Pixie CRM (Customer Relationship Management) refers to the configuration and integration of the CRM system with the inventory management processes of an organization. It involves establishing a structured framework that...

In Pixie CRM (Customer Relationship Management) systems, a journal entry refers to a financial transaction record created by accountants to capture and document accounting entries related to customer interactions and financial activities. I...

In Pixie CRM (Customer Relationship Management) systems for accountants, the chart of accounts refers to a structured list or framework that categorizes and organizes financial transactions and accounts within the CRM system. It serves as a founda...

In Pixie CRM (Customer Relationship Management) systems for accountants, reconciliation refers to the process of comparing and matching financial data between the CRM system and other financial records, such as the general ledger or bank statement...

Budgets management in Pixie CRM (Customer Relationship Management) for accountants refers to the functionality and processes within the CRM system that enable the planning, tracking, and management of financial budgets for various aspects of the o...

The Business Overview Reports module in Pixie CRM (Customer Relationship Management) for accountants provides a comprehensive view of key financial and operational metrics, enabling accountants to analyze and monitor the overall performance of the...

Bookkeeping reports in Pixie CRM (Customer Relationship Management) for accountants refer to the specific reports and functionalities within the CRM system that facilitate bookkeeping tasks and provide insights into the financial transactions and...

Sales tax reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that facilitate the tracking, calculation, and reporting of sales taxes. These reports help accountant...

Sales and Customers reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that provide insights and analysis related to sales activities and customer interactions. Th...

Expenses and Suppliers reports in Pixie CRM (Customer Relationship Management) for accounting and bookkeeping provide functionalities and insights related to tracking and managing expenses and suppliers within the CRM system. These reports assist...

Budgets Reports in Pixie CRM (Customer Relationship Management) provide functionalities and insights related to budget management and analysis. These reports allow organizations to track and analyze their financial performance against established...

Accounts Aging Reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the Pixie CRM system that provide insights into the age of outstanding customer invoices and accounts receivable...

The Banking Reports module in Pixie CRM (Customer Relationship Management) for accountants provides functionalities and insights related to banking transactions and financial records. This module allows accountants to track and analyze banking act...