I don't mean Quickbooks, or Freshbooks, or similar, but the ability to enter expenses (Our Hosting fees, Our Domains payments, our scripts renewals, etc.) and have a balance agains what we earn, so we can see how are we doing, there are some add ons out there, but I think this can be integrated, I know Matt said before that WHMCS does not do that, the quiestion is, Why not?
I think if WHMCS can add Expense and CRM functionality, improves Project Management add on then we need nothing else!
Showing how much expenses we have towards third parties
I would like to see an option to see how much expenses per product we have towards "third parties" for example for our script renewals, domain payment etc. so we would have some sort of balance of what we earn and have to pay and It would make the accountancy/administration so much easier.
Official Expenses Managment
Having a Official WHMCS Expenses Management will maximize all needs when using a such great platform. like Project management addon, we will be very pleased if WHMCS develop a management expense addon. This topic already were discussed on community and attracts experts users on community.Hope WHMCS think about create this addon like project management and increase their profit, providing millions of end users an OFFICIAL ADDON.https://whmcs.community/topic/294904-managing-expenses-in-whmcs/request from 6 years ago:https://requests.whmcs.com/topic/expense-balance-feature
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1) Expense module should be able to list the following in a Report:
Date of Transaction, Vendor, Expense Category, Payment Method, Transaction ID/Reference, Amount, Associated Client.
2) Expense module should also be able to provide Expense Category Totals in a Report
3) It would also be great if we could mass load all Expenses using a .csv template. I can right now format all of my credit card transactions, bank transactions, and paypal transactions into excel. It would be amazing if I could just upload them all at once instead of having to enter in manually.
This sounds very much like what you might do with your accounting package. What is the goal of trying to duplicate that information within WHMCS?
Thanks for the reply. Perhaps an area we need to explore is the experience around transactions if that functionality was not obvious or clear. The ability to setup recurring expense transactions as well as categories for transactions would both be valid feature requests, but should be submitted separately so users can have a chance to vote for and comment on them individually.
We hope to add soon
Can't you use the Transactions options and add (sadly manually) the Amount Out or Fees?
That would be so helpful.
I am not asking WHMCS to develop it on next release or even next months, but this brain storm is to try to make developers think about...All business exists in a way or another...all regard profit. So like there is these official addon: Project management, Software Licenses, Live chat, etc, etc, Expenses could be an addon too. Of course it will need man work, and later only relax and grow profit for WHMCS.
With an expenses track will help a really better analysis of business Heath every moment and this is not related to be an certified accounting system. I agree that WHMCS will not be an account system because lots of requirement rather than expense....