內容簡介
CBX Accounting & Bookkeeping 是一款專為不具會計背景的小型企業設計的 WordPress 記帳外掛，可輕鬆追蹤收入與支出紀錄，並產出報表與對帳單，讓非專業人士也能快速上手財務管理。
【主要功能】
• 收入與支出分類記錄與管理
• 視覺化總覽儀表板（年度與月度圖表）
• 銀行帳戶與現金帳戶管理
• 匯出紀錄為 PDF 及 Excel 格式
• 前台帳戶操作，功能與後台一致
• 角色與權限控管存取範圍
外掛標籤
開發者團隊
② 後台搜尋「CBX Accounting & Bookkeeping」→ 直接安裝（推薦）
原文外掛簡介
CBX Accounting plugin gives easy and quick solution for book keeping for small business inside wordpress to keep the income and expense log. This plugin is created thinking for people who doesn’t understand accounting but need help to track income and expense. This is not double entry accounting system but it’s a tracking system for income and expense and helps to display logs and statements. From the very beginning we tried to keep the plugin as simple as possible and still don’t add complex features so that it’s easy for non accountant people.
CBX Accounting & Bookkeeping by Codeboxr
Learn More | Documentation | Free Support | Pro Support
If you think any necessary feature is missing contact with us, we will add in new release. Best way to check the feature is install the free core version in any dev site and explore
Core Plugin Features
CBX Accounting: Main Features
Overview Dashboard
Plugin Setting with multiple tabs and 100s of setting fields
Log Manager
Income & Expense Manage
Income & Expense Category
Log Add, Edit, Delete
Vendor & Clients(Free addon)
Bank Accounts & Cash Account Manager
Statement Generate(Pro Features)
WooCommerce Integrations(Pro features)
Frontend Account with all backend features
Export Logs in PDF and Excel formats
Role and Capability based access control for all urls and views
CBX Accounting: Overview Dashboard
Quick summary of year graph: Shows Current year by default
Quick summary of year graph: Next/Prev Year explore
Quick summary of month graph: Shows Current month by default
Quick summary of month graph: Next/Prev month explore
Pie Diagram of Latest Income and Expense by Category(By Month, connected with next prev of month explore)
Quick Summary(Including Tax)(By Month, connected with next prev of month explore)
Current Month Latest Income(Showing latest 20 entries)
Current Month Latest Expense(Showing latest 20 entries)
CBX Accounting: Log Manager
List of all logs/entries of income and expense in tabular format.
Search log: By Income Category
Search log: By Expense Category
Search log: By Bank Accounts
Search log: By Date Range
Search log: By Vendors and Clients(Depends on Free addon)
Export Option: Export by PDF
Export Option: Export by Excel(XLS, XLSX, ODS)
Listing Bulk Option: Delete single or multiple logs/entries
Listing Headings: ID, Title, Amount, Type, Category, Account, Vendor & Client(V&C), Added By, Modified By
Listing Headings(cont.): Added Date, Modified Date, Source Amount, Tax%, Final Amount, Invoice No, Actions
Listing Actions: Add & Edit Log with file attachments
Listing Actions: Single Click ajax delete
Listing Actions: View details log as per capability
CBX Accounting: Category Manager
Category based on Income and Expense
Different color for different category for legend marking in different places.
Filter: All Categories, Income Categories, Expense Categories
Search Category by keywords
Category Listing Heading: Title, Type, Added By, Modified By, Added Date , Modified Date, Color, Publish, Protected, ID
Category Add, Edit, De
Protected Category: Category created by 3rd party plugins or addon can not be edited from Category Edit option
Category listing Bulk Options: Delete single or multiple category(if that category has no logs)
CBX Accounting: Accounts Manager
Account Types: Cash or Bank
Multiple Cash or Bank Account facility
Export: PDF and Excel formats
Search Accounts by keywords
Account Listing Heading: Title, Type, Acc. No, Acc. Name, Bank Name, Bank Branch, Added By, Modified By, Added Date, Modified Date, ID
Accounting Listing Bulk Options: Delete single or multiple if that account has no logs/entries connected
CBX Accounting: Vendor Manager(Free Addon)
List vendor or client
Vendor is related with expense, vendor gets payments(Expense)
Client is related with income, clients gives payments(Income)
Bulk Options: Delete single or multiple vendor if they are not connected to any logs/entries
Search Vendor/Clients by keywords
List Headings: Name, Type, Address, Contact Information, Connected User ID, ID
Export: PDF and Excel formats
View Vendor/Clients As readonly mode
Add, Edit Vendor
Free & Pro Addons
Vendors and Clients Addon – Free
Statement Addon – Pro
Frontend Addon – Pro
WooCommerce Addon – Pro
