Accounting
Accounting Module
Track financial transactions, invoices, and payment statuses across all deals.
The Accounting Module provides a central view of all financial transactions linked to leads and deals.
Table view
The accounting table displays:
| Column | Description |
|---|---|
| Title | Transaction description |
| Status | Pending or Completed |
| Customer Name | Client name |
| Customer Phone | Client contact number |
| Call Center Ref ID | Link to the originating lead |
| Deal Ref ID | Link to the associated deal |
| Management Ref ID | Link to the management pipeline record |
| Amount | Transaction value |
| Agent | Assigned agent |
Navigating to linked records
Click any reference ID to navigate directly to the associated record:
- Call Center Ref ID opens the lead in the Call Center module
- Deal Ref ID opens the deal in the Deal Pipeline
- Management Ref ID opens the record in the Management Pipeline
Adding an accounting entry
-
Navigate to Accounting > Add Entry.
-
Fill in the transaction details:
- Title
- Amount
- Customer name and phone
- Link to a lead, deal, or management record (optional)
- Status (Pending / Completed)
-
Click Save.
Filtering
Filter the table by:
- Status (Pending / Completed)
- Date range
- Agent
- Amount range
Accounting entries linked to a deal are automatically updated when the deal status changes.