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JoomCompany

JoomCompany is the most powerful office and invoicing Joomla extension for freelancers, small and medium-sized enterprises. Create invoices, bills, offers, manage master data of your clients, observe products trends, record working times, coordinate projects and much more.

Main Features

  • Invoices, Quotes & Documents
  • Customer Management
  • Warehouse
  • Project Management
  • Stock Markets and Portfolio Manager
  • Messages & small CRM
  • Accounting
  • Reports
  • and more ...

Businesses Management

  • Ability to manage multiple businesses (add, edit, delete)
  • Set default business
  • Set business details: name, address, logo and slogan
  • Define pre-settings that will be proposed in the documents (currency, rate of taxes, tax and note) on business add/edit
  • Define which categories should be shown in the menu bar for a faster access on business add/edit
  • Define which documents folders represent revenue and which the expenditure on business add/edit
  • Store additional information in data fields and make them visible in your template for PDF, Email, Print etc.. on business add/edit
  • Manage the permission settings for the user groups on business add/edit

Locations Management

  • Ability to manage multiple locations (add, edit, delete, batch processing ...)
  • Set location details: name, category, currency, area (offices, warehouses, venues), status, document, description, street, postcode, location and country
  • Store additional information in data fields on location add/edit
  • Manage the permission settings for the user groups on location add/edit
  • Manage location categories

Reports Features

  • Documents report
  • Contacts report
  • Products report
  • Filter by period and date range
  • and more ...

Documents (Quotes, Invoices & Reminders) Management

  • Ability to manage multiple documents (add, edit, delete, batch processing ...)
  • Predefined document categories (Invoices, quotes, reminders)
  • Ability to search, sort and filter documents by date range, currencies, offices ...
  • Set details like date, number, title, hint,  status on document add/edit
  • Set contact details like name, address, location, email and phone on document add/edit
  • Attach an existing contact on document add/edit
  • Manage products (quantity, unit, title, price, tax rate, discount) on document add/edit
  • Set payment information like status, deadline, paid amount on document add/edit
  • Ability to attach file to document
  • Ability to set document template and email template
  • Ability to preview / download pdf of document
  • Store additional information in data fields on document add/edit
  • Set product usage (selling/purchasing) on document add/edit
  • Ability to generate recurring copies of document
  • Set accounting details (debit/credits) on document add/edit
  • Manage the permission settings for the user groups on document add/edit
  • Manage documents categories (documents folders)

Contacts Management

  • Ability to manage multiple contacts (add, edit, delete, batch processing ...)
  • Predefined contacts categories (Customers, Employees, Suppliers)
  • Ability to search, sort and filter contacts
  • Display contacts on google map
  • Ability to import Joomla users as contacts
  • Manage contacts categories (contacts groups)
  • Set contact details like title, first name, name, address, email, phone, contact id, status, since date
  • Ability to attach file to contact
  • Ability to set contact template
  • Ability to attach Joomla user to contact and synchronize data between them
  • Create document from contact add/edit for easy workflow
  • Store additional information in data fields on contact add/edit
  • Manage contact connections on contact add/edit
  • Ability to view all documents related to contact on add/edit
  • Manage the permission settings for the user groups on contact add/edit

Products Management

  • Ability to manage multiple products (add, edit, delete, buy, sell, batch processing ...)
  • Ability to search, sort and filter products
  • Ability to view products stats (cost price, total bought quantity, total purchase, value of goods ...)
  • Set product details like title, number, information, tax, unit, template, warehouse, min & max inventory, input (cost price, suppliers), output (sales price), category
  • Ability to view all documents related to product on add/edit
  • Ability to attach file to product
  • Store additional information in data fields on product add/edit
  • Manage the permission settings for the user groups on product add/edit
  • Manage products categories

Events Management

  • Ability to manage multiple events (add, edit, delete)
  • Ability to view events timeline
  • Set event details like title, category, status, start / end date, venue, description
  • Ability to generate recurring copies of events
  • Ability to attach file to event
  • Ability to attach documents (quote, invoice, reminder..)  to event
  • Ability to manage event attendee
  • Store additional information in data fields on event add/edit
  • Manage the permission settings for the user groups on event add/edit

Projects/Tasks Management

  • Ability to manage multiple projects & tasks (add, edit, delete)
  • Ability to view projects & tasks timeline
  • Set project details like title, category, status, start / end date, location, description
  • Set task details like title, project, parent task, planned time, progress, status, start / end date, description
  • Ability to generate recurring copies of projects/tasks
  • Ability to attach file to project
  • Ability to attach documents (quote, invoice, reminder..)  to project
  • Ability to manage project/task team
  • Store additional information in data fields on project/task add/edit
  • Manage the permission settings for the user groups on project/task add/edit

Occupancy Locations Management

  • Ability to manage multiple occupancy locations (add, edit, delete)
  • Ability to view occupancy locations timeline
  • Set occupancy location details like title, venue, category, status, start / end date, location, description
  • Ability to attach file to occupancy location
  • Ability to manage occupancy location contacts
  • Store additional information in data fields on occupancy add/edit
  • Manage the permission settings for the user groups on occupancy add/edit

Talks Management

  • Ability to manage multiple talks (add, edit, delete, batch processing)
  • Set talk details like title, description, correspondence, template, priority
  • Attach contact to talk on add/edit
  • Ability to attach file to talk on add/edit
  • Ability to preview talk messages
  • Ability to share talk public link and switch to live chat
  • Store additional information in data fields on talk add/edit

Newsletters Management

  • Ability to manage newsletters and newsletter lists (add, edit, delete, batch processing)
  • Set newsletter list: title, note, parent category, status and contacts
  • Set newsletter template: title, category, area, status, business, language, format, css, html code ....
  • Store additional information in data fields on newsletter add/edit
  • Manage the permission settings for the user groups on newsletter add/edit

Accounting Management

  • Ability to manage bookings, accounts, and accounts chart (add, edit, delete, batch processing)
  • Set accounting record: title, debit & credits values.
  • Ability to attach document (invoice, quote..) to accounting record
  • Ability to attach file to accounting record
  • Store additional information in data fields on accounting record add/edit
  • Set account business year, budget, chart
  • Store additional information in data fields on account add/edit
  • Set account chart name, number, description, type and parent

Markets Management

  • Manage Watchlists
  • Ability to view markets report (cost price, price, book value, volume...)

More Features

  • Templates management
  • Data fields management
  • Status management
  • Units management
  • Currencies management
  • Translations management
  • Uploads management
  • Import & Export
  • Theme style (red, blue, dark, light)
  • Customize number format
  • Send notification for users with limited rights
  • Extra caching mode
  • Ability to show/hide google maps in contact and locations
  • Enable activity recording
  • Enable / disable live chat mode
  • and more ...
joomcompany-projects2 joomcompany-reports3 joomcompany-documents4
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Comments

Mazzo
0
Mazzo
1 year ago
When will it be available for J4?
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