# Ez Accountant CRM

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FG01YCJNwDwa2kF4Hn21E%2FEz%20Accountant%20CRM.png?alt=media&#x26;token=8b7b89e0-b816-4208-87fb-87ad2f32885e" alt=""><figcaption></figcaption></figure>

***

## 🔗Links

&#x20;      [**Template Link on Bubble Marketplace**](https://bubble.io/template/ez-accountant-crm-1667471651679x522944989077438460)

&#x20;      [**Template Link on Our Website**](https://eazycode.com/template/ez-accountant-crm-1692021503229x395433861578405600)

&#x20;      [**Preview Link**](https://ez-accountant-crm.bubbleapps.io/)&#x20;

&#x20;      [**Forum Link**](https://forum.bubble.io/t/new-ez-accountant-crm-invoices-template-by-eazycode/234477)

***

## Photos

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***

## Introduction&#x20;

Unlock the potential of your financial and customer relationship management with the Ez Accountant CRM template, designed by <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> on the bubble.io platform. Specially designed for accountants, finance professionals, and businesses looking to streamline their financial operations, this comprehensive CRM template will help with organizational optimization and increased productivity.

Take advantage of a business financing template that goes beyond simple bookkeeping. With a user-friendly dashboard template, you hold the reins of financial control. Experience ease of creating and tracking invoices and quotes, personalizing services, and accurately monitoring transactions.

Enjoy the structure it brings to your projects and client relationships. This CRM template is a tool for companies looking to improve their financial management strategies and achieve success in customer satisfaction.&#x20;

Main features:

* **Dashboard** - A dynamic dashboard that offers an instant picture of your financial health.
* **Invoices** - Effectively manage accounts to ensure timely invoicing and revenue tracking.
* **Proposals** - Streamlined proposals to start your projects with clarity and professionalism.
* **Transaction** - Comprehensive transaction log for financial accounting.
* **Projects** - Project organizer to keep your efforts within budget.
* **Customers** - Customer database to develop and develop your valuable customer relationships.

Our template is fully compatible and responsive across all device types. Our team has developed this template in adherence to current UX/UI design standards, ensuring an intuitive interface and visually pleasing aesthetics.

While we offer the template as is, we are open to discussions regarding additional modifications. We recommend exploring the preview section before making a purchase. If you have any questions or need further clarification, please don't hesitate to contact us. We'll be delighted to assist you and tailor a solution to meet your specific requirements.

***

## Features

* **Dashboard**
* **Invoices**
* **Services**
* **Transactions**
* **Projects**
* **Customers**
* **Responsive design**

***

## Notes

{% hint style="info" %} <mark style="color:blue;">**Important note**</mark><mark style="color:blue;">:</mark> After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.&#x20;

Check all privacy settings by the following link before launch: [*<mark style="color:blue;">**Bubble Privacy**</mark>* ](https://manual.bubble.io/help-guides/data/the-database/protecting-data-with-privacy-rules)

Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.
{% endhint %}

{% hint style="danger" %} <mark style="color:red;">This template is not the final product. Any part of the application can be modified for different needs.</mark>
{% endhint %}

***

## Pages&#x20;

### index

This page presents the features of this application. Also on this page, clients can find links to other <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> templates on this topic.&#x20;

### dashboard

This is the accountant panel page. It displays eight tabs.

* **Dashboard** - This tab contains statistics of income and expenses in the form of graphs.
* **Invoices** - This tab displays a list of invoices, with detailed information and their statuses. Also, accountants can create new invoices.
* **Proposals** - This tab displays a list of proposals, with detailed information and their statuses. Also, accountants can create new proposals.
* **Services** - This tab displays a list of services that the current accountant provides. Also, the accountant can create new services.
* **Transactions** - This tab displays a list of transactions, with detailed information and their types.
* **Projects** - Tab with a list of projects. When an accountant clicks on a project, he can see a list of invoices, proposals, and transactions for the company. Also, this tab contains a new project button.&#x20;
* **Customers** - This tab displays a list of customers, with their detailed information. Also, this tab contains a new project button.&#x20;
* **Settings** - Tab with user personal information and change password form.

### proposal-client

This is the proposal page for clients created by the accountant.

### registration

This is the Sign-In / Sign-Up page.

### reset\_pw

This page allows the user to reset the password.

### 404

This page appears when something goes wrong in the app's work

***

## Reusable elements

### Footer

This reusable element includes links to the <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> templates, socials, and personal web.

### Header

This reusable element includes the app navigation panel.

***

## Workflow

Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> standard for the use of colors with a detailed explanation.

{% hint style="warning" %} <mark style="color:orange;">The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.</mark>
{% endhint %}

**Blue** - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.

<div align="center"><figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2Fa6ECFLHHyTqpr90FXSPb%2Fimage.png?alt=media&#x26;token=772855b5-5b7b-49aa-b99e-04701767624f" alt="" width="200"><figcaption></figcaption></figure></div>

**Green** - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FllvYT6zyLSb3QtkbzWj0%2Fimage.png?alt=media&#x26;token=65bc26ac-4a39-49ac-af76-56028f5bc333" alt="" width="200"><figcaption></figcaption></figure>

**Red** - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FctFJTDZVJYSxbjS2melb%2Fimage.png?alt=media&#x26;token=60d0a236-cca6-491b-88b6-a26f2311cc8c" alt="" width="200"><figcaption></figcaption></figure>

**Orange** - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" – when you use specific values for checking, such as "When the current user is logged in," and so on.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2F7e8TWWOrsNOk3PttmqlN%2Fimage.png?alt=media&#x26;token=75cde6b5-e72b-4f75-a540-2507e1f92ed9" alt="" width="200"><figcaption></figcaption></figure>

**Cyan** - Actions utilizing Custom Events – lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FygcvmFN64pIlShKKlsYH%2Fimage.png?alt=media&#x26;token=767513b2-cb61-4010-be33-cd4ff5967fad" alt="" width="200"><figcaption></figcaption></figure>

**Brown** - Custom workflow, API workflow, and similar tasks.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FIDdRjV71dqlcIXAsbOIV%2Fimage.png?alt=media&#x26;token=c76c2a04-b052-468b-b47c-efe04457d373" alt="" width="200"><figcaption></figcaption></figure>

**Purple** - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FQEZ73m2nAW9oTEAIFhDR%2Fimage.png?alt=media&#x26;token=007881d1-774f-40e0-84f2-557e3f60caa4" alt="" width="200"><figcaption></figcaption></figure>

**Grey** - All other actions.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FUJj9aHsMG5LM8tZCMPLF%2Fimage.png?alt=media&#x26;token=eac4b920-8f7a-464e-bb6d-f1905009ad28" alt="test" width="201"><figcaption></figcaption></figure>

***

## Data Types:

### Customer

This data type is used to store customer proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Address</code></td><td><code>text</code></td><td>Stores the customer address.</td><td></td></tr><tr><td><code>Company Name</code></td><td><code>text</code></td><td>Stores the customer company title.</td><td></td></tr><tr><td><code>Currency</code></td><td><a href="#currency"><code>Currency</code></a></td><td>Stores the currency option set.</td><td></td></tr><tr><td><code>email</code></td><td><code>text</code></td><td>Stores the customer email address.</td><td></td></tr><tr><td><code>Full Name</code></td><td><code>text</code></td><td>Stores the customer full name.</td><td></td></tr><tr><td><code>Income</code></td><td><code>number</code></td><td>Stores the customer income.</td><td></td></tr><tr><td><code>Notes</code></td><td><code>text</code></td><td>Stores the customer notes.</td><td></td></tr><tr><td><code>Phone number</code></td><td><code>text</code></td><td>Stores the customer phone number.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#customer-status"><code>Customer status</code></a></td><td>Stores the customer  status option set.</td><td></td></tr><tr><td><code>VAT ID</code></td><td><code>text</code></td><td>Stores the customer vat ID.</td><td></td></tr></tbody></table>

### Fee

This data type is used to store fee proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Currency</code></td><td><a href="#currency"><code>Currency</code></a></td><td>Stores the currency option set.</td><td></td></tr><tr><td><code>Description</code></td><td><code>text</code></td><td>Stores the fee description.</td><td></td></tr><tr><td><code>Proposal</code></td><td><a href="#proposal"><code>Proposal</code></a></td><td>Stores the proposal data type.</td><td></td></tr><tr><td><code>Quantity</code></td><td><code>number</code></td><td>Stores the quantity.</td><td></td></tr><tr><td><code>Rate</code></td><td><code>number</code></td><td>Stores the fee rate.</td><td></td></tr></tbody></table>

### Invoice

This data type is used to store invoice proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>(a) Bill_to</code></td><td><a href="#customer"><code>Customer</code></a></td><td>Stores the customer data type.</td><td></td></tr><tr><td><code>amount-Paid</code></td><td><code>number</code></td><td>Stores the invoice paid ammount.</td><td></td></tr><tr><td><code>Currency</code></td><td><a href="#currency"><code>Currency</code></a></td><td>Stores the currency option set.</td><td></td></tr><tr><td><code>Date issued</code></td><td><code>date</code></td><td>Stores the invoice date issued.</td><td></td></tr><tr><td><code>From</code></td><td><code>text</code></td><td>Stores the name of the sender invoice.</td><td></td></tr><tr><td><code>image</code></td><td><code>image</code></td><td>Stores the invoice image.</td><td></td></tr><tr><td><code>Invoice number</code></td><td><code>text</code></td><td>Stores the invoice number.</td><td></td></tr><tr><td><code>Items</code></td><td><code>List of</code> <a href="#invoice-item"><code>Invoice - Items</code></a></td><td>Stores the invoice item data type.</td><td></td></tr><tr><td><code>Notes</code></td><td><code>text</code></td><td>Stores the invoice notes.</td><td></td></tr><tr><td><code>Payment terms</code></td><td><code>text</code></td><td>Stores the invoice terms.</td><td></td></tr><tr><td><code>Project</code></td><td><a href="#project"><code>Project</code></a></td><td>Stores the project data type.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#invoice-status"><code>Invoice Status</code></a></td><td>Stores the invoice status option set.</td><td></td></tr><tr><td><code>taxValue</code></td><td><code>number</code></td><td>Stores the invoice tax value.</td><td></td></tr><tr><td><code>Terms &#x26; Conditions</code></td><td><code>text</code></td><td>Stores the invoice terms and conditions.</td><td></td></tr><tr><td><code>Title</code></td><td><code>text</code></td><td>Stores the invoice title.</td><td></td></tr><tr><td><code>Total</code></td><td><code>number</code></td><td>Stores the invoice total ammount.</td><td></td></tr></tbody></table>

### Invoice - Item

This data type is used to store invoice item proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>finished</code></td><td><code>yes/no</code></td><td>Stores the item status(done or not).</td><td></td></tr><tr><td><code>name</code></td><td><code>text</code></td><td>Stores the item title.</td><td></td></tr><tr><td><code>quantity</code></td><td><code>number</code></td><td>Stores the item quantity.</td><td></td></tr><tr><td><code>rate</code></td><td><code>number</code></td><td>Stores the item rate.</td><td></td></tr><tr><td><code>Services</code></td><td><code>List of</code> <a href="#service"><code>Services</code></a></td><td>Stores the service data type.</td><td></td></tr></tbody></table>

### Project

This data type is used to store project proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Currency</code></td><td><a href="#currency"><code>Currency</code></a></td><td>Stores the currency option set.</td><td></td></tr><tr><td><code>Customer</code></td><td><a href="#currency"><code>Customer</code></a></td><td>Stores the customer data type.</td><td></td></tr><tr><td><code>Invoices</code></td><td><code>List of</code> <a href="#invoice"><code>Invoices</code></a></td><td>Stores the invoice data type.</td><td></td></tr><tr><td><code>Notes</code></td><td><code>text</code></td><td>Stores the project notes.</td><td></td></tr><tr><td><code>Proposals</code></td><td><code>List of</code> <a href="#proposal"><code>Proposals</code></a></td><td>Stores the proposal data type.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#project-status"><code>Project Status</code></a></td><td>Stores the project status option set.</td><td></td></tr><tr><td><code>Tasks</code></td><td><code>List of</code> <a href="#task"><code>Tasks</code></a></td><td>Stores the task data type.</td><td></td></tr><tr><td><code>Title</code></td><td><code>text</code></td><td>Stores the project title.</td><td></td></tr><tr><td><code>Total paid</code></td><td><code>number</code></td><td>Stores the project paid number.</td><td></td></tr><tr><td><code>User</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Work period (end)</code></td><td><code>date</code></td><td>Stores the project finish date.</td><td></td></tr><tr><td><code>Work period (start)</code></td><td><code>date</code></td><td>Stores the project start date.</td><td></td></tr></tbody></table>

### Proposal

This data type is used to store proposal proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Client</code></td><td><a href="#currency"><code>Customer</code></a></td><td>Stores the customer data type.</td><td></td></tr><tr><td><code>Currency</code></td><td><a href="#currency"><code>Currency</code></a></td><td>Stores the currency data type.</td><td></td></tr><tr><td><code>Fees</code></td><td><code>List of</code> <a href="#fee"><code>Fees</code></a></td><td>Stores the fee data type.</td><td></td></tr><tr><td><code>Images</code></td><td><code>List of images</code></td><td>Stores the proposal image.</td><td></td></tr><tr><td><code>Overview &#x26; Goals</code></td><td><code>text</code></td><td>Stores the proposal overview and goals description.</td><td></td></tr><tr><td><code>Project</code></td><td><a href="#project"><code>Project</code></a></td><td>Stores the project data type.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#proposal-status"><code>Proposal Sataus</code></a></td><td>Stores the proposal status option set.</td><td></td></tr><tr><td><code>Terms &#x26; Conditions</code></td><td><code>text</code></td><td>Stores the proposal terms and conditions.</td><td></td></tr><tr><td><code>Timeline</code></td><td><code>text</code></td><td>Stores the proposal timeline.</td><td></td></tr><tr><td><code>Title</code></td><td><code>text</code></td><td>Stores the proposal title.</td><td></td></tr><tr><td><code>Total Price</code></td><td><code>number</code></td><td>Stores the proposal total price.</td><td></td></tr><tr><td><code>Valid until</code></td><td><code>date</code></td><td>Stores the proposal deadline.</td><td></td></tr><tr><td><code>Why Me</code></td><td><code>text</code></td><td>Stores the proposal description.</td><td></td></tr></tbody></table>

### Review

This data type is used to store review proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>iamge</code></td><td><code>iamge</code></td><td>Stores the review image.</td><td></td></tr><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the reviewer name.</td><td></td></tr><tr><td><code>text</code></td><td><code>text</code></td><td>Stores the review content.</td><td></td></tr></tbody></table>

### Service

This data type is used to store review proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the service title.</td><td></td></tr><tr><td><code>Notes</code></td><td><code>text</code></td><td>Stores the service notes.</td><td></td></tr><tr><td><code>Price</code></td><td><code>text</code></td><td>Stores the service price.</td><td></td></tr></tbody></table>

### Task

This data type is used to store task proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Deadline</code></td><td><code>date</code></td><td>Stores the task deadline date.</td><td></td></tr><tr><td><code>Project</code></td><td><a href="#project"><code>Project</code></a></td><td>Stores the project data type.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#task-status"><code>Task Status</code></a></td><td>Stores the task status option set.</td><td></td></tr><tr><td><code>Title</code></td><td><code>text</code></td><td>Stores the task title.</td><td></td></tr></tbody></table>

### Transactions

This data type is used to store transaction proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Client</code></td><td><a href="#customer"><code>Customer</code></a></td><td>Stores the customer data type.</td><td></td></tr><tr><td><code>Currency</code></td><td><a href="#currency"><code>Currency</code></a></td><td>Stores the currency option set.</td><td></td></tr><tr><td><code>Date</code></td><td><code>date</code></td><td>Stores the transaction creation date.</td><td></td></tr><tr><td><code>Description</code></td><td><code>text</code></td><td>Stores the transaction description.</td><td></td></tr><tr><td><code>Expense Category</code></td><td><a href="#expense-category"><code>Expense Category</code></a></td><td>Stores the expense category option set.</td><td></td></tr><tr><td><code>Files</code></td><td><code>List of files</code></td><td>Stores the transaction attache files.</td><td></td></tr><tr><td><code>Income Category</code></td><td><a href="#income-category"><code>Income Category</code></a></td><td>Stores the income category option set.</td><td></td></tr><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the transaction title.</td><td></td></tr><tr><td><code>Notes</code></td><td><code>text</code></td><td>Stores the transaction notes.</td><td></td></tr><tr><td><code>Total amount</code></td><td><code>number</code></td><td>Stores the transaction total ammount.</td><td></td></tr><tr><td><code>Type</code></td><td><a href="#transactions-type"><code>Transactions type</code></a></td><td>Stores the transaction type option set.</td><td></td></tr></tbody></table>

### User

This data type is used to store user proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Business Address</code></td><td><code>text</code></td><td>Stores the user address.</td><td></td></tr><tr><td><code>Business Currency</code></td><td><a href="#currency"><code>Currency</code></a></td><td>Stores the currency option set.</td><td></td></tr><tr><td><code>Business Name</code></td><td><code>text</code></td><td>Stores the user business name.</td><td></td></tr><tr><td><code>Business Number</code></td><td><code>text</code></td><td>Stores the user business number.</td><td></td></tr><tr><td><code>Business Phone</code></td><td><code>text</code></td><td>Stores the user business phone number.</td><td></td></tr><tr><td><code>Business Target Net</code></td><td><code>number</code></td><td>Stores the user business expected income.</td><td></td></tr><tr><td><code>Customers</code></td><td><code>List of</code> <a href="#customer"><code>Customers</code></a></td><td>Stores the customer data type.</td><td></td></tr><tr><td><code>Full Name</code></td><td><code>text</code></td><td>Stores the user full name.</td><td></td></tr><tr><td><code>Income</code></td><td><code>List of</code> <a href="#transactions"><code>Transactionses</code></a></td><td>Stores the transaction data type.</td><td></td></tr><tr><td><code>Invoice Notes</code></td><td><code>text</code></td><td>Stores the user invoice notes.</td><td></td></tr><tr><td><code>Invoice Prefix</code></td><td><code>text</code></td><td>Stores the user invoice prefix. </td><td></td></tr><tr><td><code>Invoices</code></td><td><code>List of</code> <a href="#invoice"><code>Invoices</code></a></td><td>Stores the invoice data type.</td><td></td></tr><tr><td><code>Logo</code></td><td><code>image</code></td><td>Stores the user image.</td><td></td></tr><tr><td><code>Projects</code></td><td><code>List of</code> <a href="#project"><code>Projects</code></a></td><td>Stores the project data type.</td><td></td></tr><tr><td><code>Proposals</code></td><td><code>List of</code> <a href="#proposal"><code>Proposals</code></a></td><td>Stores the proposal data type.</td><td></td></tr><tr><td><code>Services</code></td><td><code>List of</code> <a href="#service"><code>Services</code></a></td><td>Stores the service data type.</td><td></td></tr><tr><td><code>Tax Name</code></td><td><code>text</code></td><td>Stores the user tax name.</td><td></td></tr><tr><td><code>Tax Rate</code></td><td><code>number</code></td><td>Stores the user tax rate.</td><td></td></tr><tr><td><code>Transactions</code></td><td><code>List of</code> <a href="#transactions"><code>Transactionses</code></a></td><td>Stores the transaction data type.</td><td></td></tr><tr><td><code>Website</code></td><td><code>text</code></td><td>Stores the user web site link.</td><td></td></tr></tbody></table>

***

## Option sets

### Currency

List of world currencies

### Customer Status

* Active
* Archived

### Expense Category

* Business License
* Contract Services
* Contractor Salaries & Wages Salaries & Wages
* Health or Medical Insurance
* Insurance
* Marketing
* Other Expense
* Softwares
* Transport

### Income Category

* Interest Income
* Other Revenue
* Salary
* Sales Income

### Invoice Status

* Pending
* Sent
* Paid

### Navigation

* dashboard
* invoices
* invoices-details
* proposals
* services
* transactions
* projects
* project-details
* customers
* settings
* settings-business
* settings-invoice
* settings-payment
* settings-account
* signup
* login
* forgot password

### Project Status

* Planned
* In Progress
* Completed
* Paused

### Proposal Status

* Pending
* Sent
* Approved
* Rejected

### Task Status

* Done
* Not Done

### Transactions Type

* Income
* Expense

***

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