Contact person: Perfex CRM Accounting Customization Expert who has worked earlier on its functiona and featurs should only contact

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Location: Mumbai, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need an experienced developer who has already been deep into the Perfex CRM Accounting module and can quickly adjust several built-in reports, invoices, and a handful of related functions. The task is firmly about modifying what is already there rather than bolting on brand-new sections or external integrations.

Here’s the situation: I rely on Perfex’s accounting area for day-to-day numbers, yet many default financial and sales reports don’t present the data the way my team and I need. Layout tweaks, additional figures, and smarter calculations must flow through multiple report templates as well as the invoice screens. A few back-end functions that feed those documents also require refinement so totals and subtotals line up perfectly with our internal workflows.

If you have previously customised Perfex—including editing core modules without breaking future updates—you will feel right at home. Please be comfortable working directly in CodeIgniter/PHP, with strong MySQL skills for restructuring queries where needed. I will provide a staging copy, sample datasets, and clear mock-ups of the desired output the moment you come on board. We will review each modified report together; once every template matches the supplied examples and exports cleanly to PDF/CSV, the milestone is considered complete.

Kindly share one or two past Perfex accounting customisations (live staging links or screenshots are fine) so I can gauge fit quickly. I’m ready to start as soon as I find the right specialist." (client-provided description)