1. Overview

Auto-Entrepreneur Management Pro turns Dolibarr into a genuine, all-in-one tool for running a French micro-entrepreneur / auto-entrepreneur business (micro-BIC, micro-BNC, profession libérale). It lets a self-employed person pilot their entire activity from a single ERP — turnover, regulatory ceilings, URSSAF social contributions, VAT franchise, expenses, treasury, fiscal & social deadlines and reporting — without needing any other software.

Instead of juggling spreadsheets, the URSSAF portal and a separate accounting app, the auto-entrepreneur gets a purpose-built cockpit that continuously answers the questions that matter: How much have I cashed in this year? Am I close to a ceiling? How much will I owe URSSAF? What is my real net income? What is my next deadline?

The module fully integrates with — and enriches — native Dolibarr: third parties, quotes (Devis / Propal), sales orders (Commande) and invoices (Facture).

Who is it for?

·       Auto-entrepreneurs / micro-entrepreneurs managing sales of goods, service provision (BIC / BNC) or a liberal profession.

·       Accountants and management advisors who follow several micro-entrepreneur clients inside a single Dolibarr instance.

·       Any user who wants a turn-key French micro-regime cockpit on top of Dolibarr rather than a generic ERP.

Key benefits

·       One tool instead of five — turnover tracking, social declarations, VAT monitoring, expenses, treasury and reporting in a single place.

·       Regulatory peace of mind — real-time ceiling gauges and automatic alerts before you cross a micro or VAT threshold.

·       Instant financial clarity — net income, treasury and net margin computed automatically from cashed-in revenue.

·       Never miss a deadline — a consolidated fiscal & social calendar (URSSAF, VAT, CFE, income tax) with reminders.

·       Fully connected to Dolibarr — link revenues and expenses to native quotes, orders and invoices in one click.

·       Ready in minutes — one-click demonstration dataset to explore every feature, and a one-click purge to clean it.

2. Purpose-built dashboard (cockpit)

A next-generation dashboard, distinct from the classic Dolibarr boxes, built with a dedicated colour charter — confidence blue, growth green and alert amber. The cockpit is organised into four zones:

Zone 1 — Regulatory ceiling gauges

Progress bars showing cashed-in turnover against the micro ceilings (sales / services) and against the VAT base-franchise thresholds (sales / services). Each gauge is colour-coded green → amber → red as usage rises, with an over-run alert once a threshold is approached or crossed.

Zone 2 — Key KPIs

Turnover for the month, quarter and year; social contributions due; yearly expenses; estimated net income; treasury; and the number of clients — each on its own KPI card with an icon and colour accent.

Zone 3 — Charts (DolGraph)

12-month turnover evolution (bar chart), turnover breakdown by type (sales vs services, pie chart), income vs expenses (comparative bars) and a net-margin indicator.

Zone 4 — Fiscal & social deadlines

A live list of upcoming deadlines with “late / soon / upcoming” colour pills, estimated amounts, and an unread-alerts badge — plus quick links to the deadline list and the reporting hub.

A hero banner at the top of the page surfaces the year’s headline figures at a glance: cashed-in turnover, estimated net income, contributions due and the next deadline.

3. Functional scope — 14 business objects

The module ships fourteen dedicated business objects, each with its own filterable list, detail card, permissions and links. Every card offers a “Linked records” panel to create or attach related items in one click.

4. Reporting

A dedicated Reporting menu provides fifteen situation reports. Each report is displayed on screen with its own KPIs, can be printed, and is exportable to CSV, Excel and PDF.

Every report exposes a Print button (with a print stylesheet) plus CSV, Excel and PDF exports. Accented headers and values are correctly encoded in all export formats.

5. Native Dolibarr integration

Revenues, expenses and clients connect to native Dolibarr documents so the module enriches the ERP rather than duplicating it:

·       Invoices (Facture) — linked to revenue records (the invoice a recipe-book entry corresponds to).

·       Quotes (Devis / Propal) — linked to revenue records for the full quote-to-cash trail.

·       Sales orders (Commande) — linked to revenue records where an order precedes the invoice.

·       Supplier invoices (Facture fournisseur) — linked to expense records.

Each record card exposes a “Linked records” panel to create or attach these native objects in one click, so data entry stays fast and everything stays connected. When the corresponding native modules are disabled, the module degrades gracefully and simply skips them.

6. Configuration & demonstration data

The configuration page lets the administrator set the operational defaults and, crucially, load or purge a demonstration dataset:

·       Settings — default activity type, contribution rate, and the four regulatory ceilings (micro sales/services and VAT sales/services).

·       Install demonstration data — a realistic, coherent dataset — activity profiles, 50 clients, 260 revenues, 120 expenses, thresholds, URSSAF declarations and contributions, VAT records, treasury movements, CFE, deadlines, simulations, alerts, automations, plus native quotes / orders / invoices.

·       Remove demonstration data — a clean, secure purge of everything the module created (module tables and native demo documents).

7. Technical specifications

Installation

1.     Unzip the archive into your Dolibarr htdocs/custom/ directory.

2.     Enable the module from Home → Setup → Modules (“Auto-Entrepreneur Management Pro”).

3.     Open the configuration page to (optionally) load the demonstration dataset, then use the AUTO-ENTREPRENEUR top menu.

© 2026 DoliResources — All rights reserved. www.doliresources.com