💶Ez Accountant CRM

Effective financial management

---

🔗Links

Template Link on Bubble Marketplace

Template Link on Our Website

Preview Link

Forum Link

---

Photos

1

2

3

4

5

6

7

---

Introduction

Unlock the potential of your financial and customer relationship management with the Ez Accountant CRM template, designed by EazyCode 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.

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

Important note: After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.

Check all privacy settings by the following link before launch: Bubble Privacy

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

This template is not the final product. Any part of the application can be modified for different needs.

---

Pages

index

This page presents the features of this application. Also on this page, clients can find links to other EazyCode templates on this topic.

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.

• Customers - This tab displays a list of customers, with their detailed information. Also, this tab contains a new project button.

• 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 EazyCode 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 EazyCode standard for the use of colors with a detailed explanation.

The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.

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.

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.

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."

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.

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

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

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.

Grey - All other actions.

---

Data Types:

Customer

This data type is used to store customer proprieties.

Field name	Type	Notes
Address	text	Stores the customer address.
Company Name	text	Stores the customer company title.
Currency	Currency	Stores the currency option set.
email	text	Stores the customer email address.
Full Name	text	Stores the customer full name.
Income	number	Stores the customer income.
Notes	text	Stores the customer notes.
Phone number	text	Stores the customer phone number.
Status	Customer status	Stores the customer status option set.
VAT ID	text	Stores the customer vat ID.

Fee

This data type is used to store fee proprieties.

Field name	Type	Notes
Currency	Currency	Stores the currency option set.
Description	text	Stores the fee description.
Proposal	Proposal	Stores the proposal data type.
Quantity	number	Stores the quantity.
Rate	number	Stores the fee rate.

Invoice

This data type is used to store invoice proprieties.

Field name	Type	Notes
(a) Bill_to	Customer	Stores the customer data type.
amount-Paid	number	Stores the invoice paid ammount.
Currency	Currency	Stores the currency option set.
Date issued	date	Stores the invoice date issued.
From	text	Stores the name of the sender invoice.
image	image	Stores the invoice image.
Invoice number	text	Stores the invoice number.
Items	List of Invoice - Items	Stores the invoice item data type.
Notes	text	Stores the invoice notes.
Payment terms	text	Stores the invoice terms.
Project	Project	Stores the project data type.
Status	Invoice Status	Stores the invoice status option set.
taxValue	number	Stores the invoice tax value.
Terms & Conditions	text	Stores the invoice terms and conditions.
Title	text	Stores the invoice title.
Total	number	Stores the invoice total ammount.

Invoice - Item

This data type is used to store invoice item proprieties.

Field name	Type	Notes
finished	yes/no	Stores the item status(done or not).
name	text	Stores the item title.
quantity	number	Stores the item quantity.
rate	number	Stores the item rate.
Services	List of Services	Stores the service data type.

Project

This data type is used to store project proprieties.

Field name	Type	Notes
Currency	Currency	Stores the currency option set.
Customer	Customer	Stores the customer data type.
Invoices	List of Invoices	Stores the invoice data type.
Notes	text	Stores the project notes.
Proposals	List of Proposals	Stores the proposal data type.
Status	Project Status	Stores the project status option set.
Tasks	List of Tasks	Stores the task data type.
Title	text	Stores the project title.
Total paid	number	Stores the project paid number.
User	User	Stores the user data type.
Work period (end)	date	Stores the project finish date.
Work period (start)	date	Stores the project start date.

Proposal

This data type is used to store proposal proprieties.

Field name	Type	Notes
Client	Customer	Stores the customer data type.
Currency	Currency	Stores the currency data type.
Fees	List of Fees	Stores the fee data type.
Images	List of images	Stores the proposal image.
Overview & Goals	text	Stores the proposal overview and goals description.
Project	Project	Stores the project data type.
Status	Proposal Sataus	Stores the proposal status option set.
Terms & Conditions	text	Stores the proposal terms and conditions.
Timeline	text	Stores the proposal timeline.
Title	text	Stores the proposal title.
Total Price	number	Stores the proposal total price.
Valid until	date	Stores the proposal deadline.
Why Me	text	Stores the proposal description.

Review

This data type is used to store review proprieties.

Field name	Type	Notes
iamge	iamge	Stores the review image.
Name	text	Stores the reviewer name.
text	text	Stores the review content.

Service

This data type is used to store review proprieties.

Field name	Type	Notes
Name	text	Stores the service title.
Notes	text	Stores the service notes.
Price	text	Stores the service price.

Task

This data type is used to store task proprieties.

Field name	Type	Notes
Deadline	date	Stores the task deadline date.
Project	Project	Stores the project data type.
Status	Task Status	Stores the task status option set.
Title	text	Stores the task title.

Transactions

This data type is used to store transaction proprieties.

Field name	Type	Notes
Client	Customer	Stores the customer data type.
Currency	Currency	Stores the currency option set.
Date	date	Stores the transaction creation date.
Description	text	Stores the transaction description.
Expense Category	Expense Category	Stores the expense category option set.
Files	List of files	Stores the transaction attache files.
Income Category	Income Category	Stores the income category option set.
Name	text	Stores the transaction title.
Notes	text	Stores the transaction notes.
Total amount	number	Stores the transaction total ammount.
Type	Transactions type	Stores the transaction type option set.

User

This data type is used to store user proprieties.

Field name	Type	Notes
Business Address	text	Stores the user address.
Business Currency	Currency	Stores the currency option set.
Business Name	text	Stores the user business name.
Business Number	text	Stores the user business number.
Business Phone	text	Stores the user business phone number.
Business Target Net	number	Stores the user business expected income.
Customers	List of Customers	Stores the customer data type.
Full Name	text	Stores the user full name.
Income	List of Transactionses	Stores the transaction data type.
Invoice Notes	text	Stores the user invoice notes.
Invoice Prefix	text	Stores the user invoice prefix.
Invoices	List of Invoices	Stores the invoice data type.
Logo	image	Stores the user image.
Projects	List of Projects	Stores the project data type.
Proposals	List of Proposals	Stores the proposal data type.
Services	List of Services	Stores the service data type.
Tax Name	text	Stores the user tax name.
Tax Rate	number	Stores the user tax rate.
Transactions	List of Transactionses	Stores the transaction data type.
Website	text	Stores the user web site link.

---

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

---

The template is sold as is, although additional modifications can be discussed. Feel free to contact us for any inquiries and we’ll be happy to find a solution for your ideas – http://eazycode.com/

Hire us:

https://www.fiverr.com/share/qQoDQZ https://www.upwork.com/freelancers/~01c1a4cbef44ecb5f1 Follow us:

https://www.facebook.com/eazycode https://twitter.com/ezcode_official https://www.instagram.com/eazycodecom/ https://www.linkedin.com/company/eazycodecom/