JoomCompany
Office and invoicing Joomla extension
Joomla! 3.0
Version: 1.2.2
Release Date: 11 March 2023
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 ...