CBX Accounting for WordPress
Accounting Solution for SME Business inside WordPress
CBX Accounting is our brand new WordPress plugin to give accounting support for SME(Small and medium-sized enterprises). If you are looking for small, simple but powerful & robust accounting solution via which you can keep your income or expense log category wise and check the graph, overview etc then CBX Accounting for WordPress is best solution for you. This plugin has addon for check and exporting All logs, Income Statement.
Download Try It Free Documentation Version 1.3.14
Key Features
Income/Expense Management
Income and expense management from same interactive window. Edit any income/expense in same place. Any input form is ajaxified.
Category Management
Different category for income and expense. Add, Edit, Delete category for income/expense from same interactive window. Edit category without page refresh.
Account Management
Accounts for banks and cash can be set globally and used for both income and expense.
Log Management
Log manager is a pro feature which helps to browse any income/expense entry, history, edit logs. Export any log with date range is possible.
Income Statement
From income/expense log Income statement generator helps to see in browser as well as export as pdf. It’s a pro feature.
Global Settings
Extensive global setting to set default feature for the accounting system. Setting api is pluggable and developer friendly.
Role Management
Uses WordPress user roles to give access to different section, by default admin get all access and can configure access for others using any role manager plugin.
Birds Eye View
Accounting overview page gives a birds eye view for current month, current year, recent
Vat/Tax Management
Global setting for vat/tax and also can be set for any income/expense log.
Export System
Log, Statment can be export as pdf, csv(if applicable), excell formats with filter by category, date etc.
Addon Supported
Developers friend and supports lots of hooks and filter. Official and 3rd party addons.
Translable
Supports translation and localization following native WordPress way.
Addons
Income/Expense Management
Income and expense management from same interactive window. Edit any income/expense in same place. Any input form is ajaxified.
- Title
- Amount
- Source Amount
- Type: Income or Expense
- Categories (Different category for income and expense)
- Note
- Account selection
- Invoice ID
- Add Vat/Tax – Yes/No
- Vat/Tax %
- Added Date
- Update Date(manage by system internally)
- Add, Edit from same screen without page refresh
Category Management
Different category for income and expense. Add, Edit, Delete category for income/expense from same interactive window. Edit category without page refresh.
- Title
- Category Type – Expense or Income
- Category Color
- Category note
- Category listing for expense and income
- Add, Edit, Update without page refresh(Time saving)
- Category listing for expense and income with same page quick edit
Account Management
Accounts for banks and cash can be set globally and used for both income and expense.
- Account Title
- Account Type – Cash or Bank
- Bank/Cash – Multiple Account
- Bank Account- Account No.
- Bank Account- Account Name
- Bank Account- Account Bank Name
- Bank Account- Account Branch Name
- Bank Account- Account Branch Name
- Add, Edit from same screen
Log Management
Log manager is a pro feature which helps to browse any income/expense entry, history, edit logs. Export any log with date range is possible.
- Log of expense/income
- Filter by Category
- Filter by date or date range
- Export as csv, xls, xlsx, pdf
- Delete any entry
- Edit any entry
Income Statement
From income/expense log Income statement generator helps to see in browser as well as export as pdf. It’s a pro feature.
- Generate statement by date range
- See statement same page
- Export statement as pdf, xls, xlsx
- Profit/Loss calculation
Global Settings
Extensive global setting to set default feature for the accounting system. Setting api is pluggable and developer friendly.
- Basic Setting – Default currency
- Basic Setting – Currency Position
- Basic Setting – Thousand Separator
- Basic Setting – Decimal Separator
- Basic Setting – Number of Decimals
- Category Setting – Use color for category Yes/No
- Tax/Vat Setting – default tax/vat %
- Graph Setting – Legend Color for Income
- Graph Setting – Legend Color for Expense
- Log Setting – Log entries per page
Role/Capability Management
Uses WordPress user roles to give access to different section, by default admin get all access and can configure access for others using any role manager plugin.
- WordPress native capability/roles
- works with any role manager plugin that use capabilit feature
- Capability – ‘manage_cbxaccounting’ – Can manager any thing in CBX Accounting. By default admin user gets this capability.
- Capability – ‘edit_cbxaccounting’ – can edit any entry
- Capability – ‘delete_cbxaccounting’ – can delete any entry
- Capability – ‘log_cbxaccounting’ – can access log manager
- Capability – ‘statement_cbxaccounting’ – can access statement generator
Birds Eye View
Accounting overview page gives a birds eye view for current month, current year, recent
- Yearly – Bar Chart for Income/Expense –
- Monthly – Bar Chart for Income/Expense –
- Pie diagram for income/expense as per category for current month
- Quick Summary of current month income/expense
- Latest Income
- Latest Expense
Vat/Tax Management
Global setting for vat/tax and also can be set for any income/expense log.
- Default vat/tax % in global setting
- Single Income/Expense entry vat/tax add -yes/no
- Single Income/Expense entry vat/tax %
- Vat/tax % in log manager
- Vat/tax % in statement
Export System
Log, Statment can be export as pdf, csv(if applicable), excell formats with filter by category, date etc.
- Export log for date range, category filter
- Export Statement for date range
- Export formats: pdf, xls, xlsx
Addon Supported
Developers friend and supports lots of hooks and filter. Official and 3rd party addons.
Translable/Localization
Supports translation and localization following native WordPress way.
- Use 100% WordPress native way for translation
- i18 localization
Screenshots
Buy & Download
Free download the core plugin from WordPress plugin dir
CBX Accounting all Pro addons Bundle
Bundle included the following pro addons:
- CBX Accounting Statement Addon
- CBX Accounting WooCommerce Addon
- CBX Accounting Frontend Addon
1 Site 1 Year Licence
99.00$
- One Year Pro Support
- One Year Plugin Update Download
- One Domain Support
- Email Support
99.00$Add to cart
2 Sites 1 Year Licence
149.00$
- One Year Pro Support
- One Year Plugin Update Download
- Two Domains Support
- Email Support
149.00$Add to cart
5 Sites 1 Year Licence
299.00$
- One Year Pro Support
- One Year Plugin Update Download
- Five Domains Support
- Email, Skype/Live Support
299.00$Add to cart
1 Site Lifetime Licence
149.00$
- Life Time Pro Support
- Life Time Plugin Update Download
- One Domain Support
- Email, Skype/Live Support
149.00$Add to cart
5 Sites Lifetime Licence
399.00$
- Life Time Pro Support
- Life Time Plugin Update Download
- Five Domains Support
- Email, Skype/Live Support
399.00$Add to cart
10 Sites Lifetime Licence
499.00$
- Lifetime Pro Support
- Lifetime Plugin Update Download
- 10 Sites Support
- Email, Skype/Live Support
499.00$Add to cart
