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johnnyq 2533f0ced1 Fix Create Auto Payment after renaming recurring to recurring invoices 2025-03-11 22:54:44 -04:00
.github swap donate link for sponsor services link 2025-02-05 15:15:28 +00:00
ajax Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
api/v1 Asset Interfaces: Renamed Port to Description, added Interface Type 2025-02-12 17:13:39 -05:00
client Merge pull request #1167 from itflow-org/portal-custom-links 2025-02-06 10:33:17 -05:00
css fix: kanban cards dragging when on touch devices 2025-02-27 18:36:34 -03:00
guest Add Paid to the top of a pdf invoice if paid 2025-03-01 12:03:48 -05:00
includes Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
js Added Link button to WYSIWYG Document Creation and editing 2025-03-03 00:22:51 -05:00
modals Fix Create Auto Payment after renaming recurring to recurring invoices 2025-03-11 22:54:44 -04:00
plugins dragula plugin 2025-02-03 11:59:18 -03:00
post Few more places for recurring invoice vars 2025-03-11 22:26:52 -04:00
scripts A Few more places to update recurring invoice vars 2025-03-11 22:38:13 -04:00
uploads rv 2025-02-05 15:44:33 +00:00
xcustom tidy 2024-10-02 11:35:14 +01:00
.gitignore Add .zed to the .gitignore 2025-02-27 11:46:29 -05:00
.htaccess Hide the .git and .github folders as well as config.php 2025-01-24 19:30:22 +00:00
CHANGELOG.md Fixed Changelog 2025-03-08 17:53:20 -05:00
CODE_OF_CONDUCT.md Update CODE_OF_CONDUCT.md 2024-09-20 23:32:05 +01:00
LICENSE Remove additonal 'how to use' info 2022-01-09 22:46:27 +00:00
README.md Update README.md 2025-01-18 12:06:45 +00:00
SECURITY.md Update SECURITY.md 2025-01-18 12:19:00 +00:00
accounts.php More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
admin_api.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
admin_app_log.php Simplify / rework some of the filter header logic and update filter vars in the rest of the code 2025-01-22 18:55:05 -05:00
admin_audit_log.php Simplify / rework some of the filter header logic and update filter vars in the rest of the code 2025-01-22 18:55:05 -05:00
admin_backup.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_category.php Ported users, roles, categories, tags edit to new AJAX modal function 2025-02-17 19:29:31 -05:00
admin_custom_link.php Migrated Tax, custom link edit over to the new AJAX model function 2025-02-18 18:47:28 -05:00
admin_debug.php Move app_version.php and database_version.php to includes folder update all assocoiated links, remove 2 legacy php files maintence and legacy_debug 2025-01-24 21:25:04 -05:00
admin_document_template.php Changed header names from logins to credentials in asset and contact details, migrated more items to the new AJAX modal function 2025-02-18 20:25:02 -05:00
admin_document_template_details.php Changed header names from logins to credentials in asset and contact details, migrated more items to the new AJAX modal function 2025-02-18 20:25:02 -05:00
admin_mail_queue.php Added data-modal-size to the new ajax generic modal functin to define modal size if left blank it will use standard md, also moved Email Message View to use the new ajax modal 2025-02-15 17:02:35 -05:00
admin_project_template.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
admin_project_template_details.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
admin_role.php Removed the prepended user_ from the fields in the user_roles table, moved user_role_id from user_settings directly to users table, rename table user_permissions to user_client_permissions, removed unused Sessions vars in login. This upedate will require to update using update_cli.php --db_update 2025-03-10 15:57:16 -04:00
admin_settings_ai.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_company.php Fix broken image link in user pref and company details ig not avatar or company logo is present update nav user icon 2025-01-30 11:38:34 -05:00
admin_settings_custom_fields.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_default.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_integration.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_invoice.php Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
admin_settings_localization.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_mail.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_module.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_notification.php In-App alerts are spawned 1,7 and 45 days instead of 1,7,14,30 and 90 2025-02-24 17:03:29 -05:00
admin_settings_online_payment.php - Finish updating URLs from /portal to /client 2025-01-24 15:08:09 +00:00
admin_settings_online_payment_clients.php Minor UI update on Client Saved Payment Methods 2025-01-25 00:51:21 -05:00
admin_settings_project.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_quote.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_security.php Cron - log retention should include the new app and audit logs tables too 2025-01-14 17:48:42 +00:00
admin_settings_telemetry.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_settings_theme.php Organize color theme settings into similar color rows 2025-03-10 18:46:08 -04:00
admin_settings_ticket.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
admin_software_template.php Changed header names from logins to credentials in asset and contact details, migrated more items to the new AJAX modal function 2025-02-18 20:25:02 -05:00
admin_tag.php Ported users, roles, categories, tags edit to new AJAX modal function 2025-02-17 19:29:31 -05:00
admin_tax.php Migrated Tax, custom link edit over to the new AJAX model function 2025-02-18 18:47:28 -05:00
admin_ticket_status.php Changed header names from logins to credentials in asset and contact details, migrated more items to the new AJAX modal function 2025-02-18 20:25:02 -05:00
admin_ticket_template.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
admin_ticket_template_details.php Fixed dragula css and js to not prepend / 2025-02-22 12:47:26 -05:00
admin_update.php Move app_version.php and database_version.php to includes folder update all assocoiated links, remove 2 legacy php files maintence and legacy_debug 2025-01-24 21:25:04 -05:00
admin_user.php More Work on Client Users section, added User Icon Indicator in contact if a user account exists 2025-03-11 13:59:01 -04:00
admin_vendor_template.php Changed header names from logins to credentials in asset and contact details, migrated more items to the new AJAX modal function 2025-02-18 20:25:02 -05:00
ajax.php Merge pull request #1171 from ssteeltm/drag-and-drop-items 2025-02-21 14:56:34 -05:00
asset_details.php Feature: Added additional assets to Recurring Tickets as well 2025-03-11 19:36:39 -04:00
assets.php Added Bulk Delete Asset Functionality and also deleted more asset reference tables as we are not using cascade delete yet 2025-03-10 17:35:16 -04:00
blank.php Started work on additional assets per ticket, added table ticket_assets, Fixed Legacy Check User Role Functions 2025-03-11 15:10:23 -04:00
budget.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
budget_edit.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
calendar.php Feature: Added additional assets to Recurring Tickets as well 2025-03-11 19:36:39 -04:00
certificates.php Add Some Client Permission Checks to the new Global View and some tidying 2025-02-21 00:28:36 -05:00
check_login.php Removed the prepended user_ from the fields in the user_roles table, moved user_role_id from user_settings directly to users table, rename table user_permissions to user_client_permissions, removed unused Sessions vars in login. This upedate will require to update using update_cli.php --db_update 2025-03-10 15:57:16 -04:00
client_document_details.php Added Edit to asset and contact details ajax modal for quick edits, added more links to the vendor details ajax modal 2025-02-26 13:46:04 -05:00
client_documents.php Combined client_quotes.php and quotes.php into one file quotes.php checks if get client_id var is set and which chooses to display client top header and client side nav or global nav 2025-02-18 17:04:49 -05:00
client_files.php Use Generated Thumbnail images if available in Gallery view for files, add options to download Original, Preview (Optimized) or Thumbnail 2025-02-28 14:43:03 -05:00
client_overview.php Added Link to and unlink Items in Asset Details 2025-02-24 19:08:00 -05:00
client_racks.php Updated asset details Link in rack, fixed opening asset details modal when clicking on a connected asset in asset details page 2025-02-23 15:48:47 -05:00
clients.php Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
contact_details.php Feature: Added additional assets to Recurring Tickets as well 2025-03-11 19:36:39 -04:00
contacts.php More Work on Client Users section, added User Icon Indicator in contact if a user account exists 2025-03-11 13:59:01 -04:00
credentials.php Added contact and Asset Indicators with quick links to credentials page 2025-02-26 16:00:22 -05:00
dashboard.php Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
database_updates.php A Few more places to update recurring invoice vars 2025-03-11 22:38:13 -04:00
db.sql Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
domains.php Add Vendor Details Popup, works with Domain Vendors right now, Added fallBack function when no text is present use a placeholder 2025-02-25 18:16:03 -05:00
expenses.php Migrated project, transfer and quote edit to the new AJAX modal function 2025-02-16 23:14:32 -05:00
favicon.ico Add Default Fav icon for now 2024-02-03 13:02:24 -05:00
functions.php Started work on additional assets per ticket, added table ticket_assets, Fixed Legacy Check User Role Functions 2025-03-11 15:10:23 -04:00
get_credential.php Update constructs to not have parenthesis. 2023-10-20 15:25:52 -05:00
get_settings.php Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
global_search.php Feature: Added additional assets to Recurring Tickets as well 2025-03-11 19:36:39 -04:00
inc_set_timezone.php Do not check to see if session is set before setting timezone always set timezone, Fixes MFA when switching timezones 2024-11-25 12:20:56 -05:00
index.php Fix index.php, Move Guest files to /Guest directory, fix adminlte path 2025-01-11 15:48:10 -05:00
invoice.php Add Paid to the top of a pdf invoice if paid 2025-03-01 12:03:48 -05:00
invoices.php Don't count Non-Billable Invoices in overdue count 2025-03-03 00:07:22 -05:00
keepalive.php Add background ajax query in an attempt to prevent session timeout 2023-10-21 12:34:34 +01:00
locations.php Added Quick Category/Tag Add throughout utilizes the new ajax modal 2025-02-25 17:05:34 -05:00
login.php Removed the prepended user_ from the fields in the user_roles table, moved user_role_id from user_settings directly to users table, rename table user_permissions to user_client_permissions, removed unused Sessions vars in login. This upedate will require to update using update_cli.php --db_update 2025-03-10 15:57:16 -04:00
mfa_enforcement.php Update Changelog 2025-01-29 15:22:52 -05:00
networks.php Add Some Client Permission Checks to the new Global View and some tidying 2025-02-21 00:28:36 -05:00
notifications.php Fix Notifications 2025-03-03 15:36:32 -05:00
payments.php Simplified Client URL Handling in global client header logic 2025-02-19 15:58:43 -05:00
post.php Garbage Collect .git 2025-01-24 21:47:03 -05:00
products.php Added Quick Category/Tag Add throughout utilizes the new ajax modal 2025-02-25 17:05:34 -05:00
project_details.php Migrated project, transfer and quote edit to the new AJAX modal function 2025-02-16 23:14:32 -05:00
projects.php Update links in project list 2025-02-22 17:29:19 -05:00
quote.php Updated Client Access Permissions to use the defined in check_login.php 2025-02-22 14:25:24 -05:00
quotes.php Updated Client Access Permissions to use the defined in check_login.php 2025-02-22 14:25:24 -05:00
recurring_expenses.php Migrated project, transfer and quote edit to the new AJAX modal function 2025-02-16 23:14:32 -05:00
recurring_invoice.php Missed recurring_invoice details and fixes up a few other places for recurring invoice vars 2025-03-11 22:24:19 -04:00
recurring_invoices.php Missed recurring_invoice details and fixes up a few other places for recurring invoice vars 2025-03-11 22:24:19 -04:00
recurring_tickets.php Rename the remain items from Scheduled Tickets to Recurring Tickets 2025-03-11 18:32:24 -04:00
report_budget.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_clients_with_balance.php Fix broken client link for the report clients with a balance 2025-03-02 21:03:02 -05:00
report_credential_rotation.php Rename password rotation report to credential rotation report 2025-02-05 14:19:43 +00:00
report_expense_by_vendor.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_expense_summary.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_income_by_client.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_income_summary.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_overview.php Create report landing page from nav menu 2025-02-05 14:50:21 +00:00
report_profit_loss.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_recurring_by_client.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
report_tax_summary.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
report_ticket_by_client.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_ticket_summary.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_tickets_unbilled.php Update more links rearrange Client Overview Side menu to match client side nav, define 0 for the post vars now defined in form. update unbilled tickets report 2025-02-20 21:07:53 -05:00
report_time_by_tech.php Add time by technician report 2025-03-07 22:57:18 +00:00
revenues.php Migrated Edit Recurring Invoice, Revenue over to the new AJAX modal 2025-02-17 11:57:10 -05:00
robots.txt
…
services.php Add Some Client Permission Checks to the new Global View and some tidying 2025-02-21 00:28:36 -05:00
settings_localization_array.php Opps settings_localization_array.php should have not have amin_ prepended reverting 2024-09-20 16:15:05 -04:00
setup.php A Few more places to update recurring invoice vars 2025-03-11 22:38:13 -04:00
software.php Added Purchase Reference to Software Licneses 2025-02-26 12:59:03 -05:00
temp_bulk_close_bugfix.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
ticket.php Feature: Additonal Assets can now be assigned to a single Ticket 2025-03-11 17:41:40 -04:00
tickets.php Update more links rearrange Client Overview Side menu to match client side nav, define 0 for the post vars now defined in form. update unbilled tickets report 2025-02-20 21:07:53 -05:00
tickets_compact.php Simplified Client URL Handling in global client header logic 2025-02-19 15:58:43 -05:00
tickets_kanban.php fix: kanban cards dragging when on touch devices 2025-02-27 18:36:34 -03:00
tickets_list.php Simplified Client URL Handling in global client header logic 2025-02-19 15:58:43 -05:00
transfers.php Migrated project, transfer and quote edit to the new AJAX modal function 2025-02-16 23:14:32 -05:00
trips.php Simplified Client URL Handling in global client header logic 2025-02-19 15:58:43 -05:00
user_activity.php Changed header names from logins to credentials in asset and contact details, migrated more items to the new AJAX modal function 2025-02-18 20:25:02 -05:00
user_details.php Fix broken image link in user pref and company details ig not avatar or company logo is present update nav user icon 2025-01-30 11:38:34 -05:00
user_preferences.php Update some UI elements in User Preferences 2025-01-17 17:05:41 -05:00
user_security.php Further improve the MFA process, now when verification fails the modal will stay open and the secret remain the same 2025-01-28 16:34:07 -05:00
vendor_details.php Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
vendors.php Updated Client Access Permissions to use the defined in check_login.php 2025-02-22 14:25:24 -05:00

README.md

Contributors Stargazers Commits GPL License

ITFlow

IT documentation, ticketing and accounting system for small MSPs.

View demo
Username: demo@demo | Password: demo

About · Docs · Forum · Report Bug · Request Feature · Security

About

A comprehensive, free & open-source documentation, ticket management, and accounting platform.

ITFlow

The Problem

  • You're a small but busy managed service provider with 101 things to do. Information about your clients is unorganised, unstructured and outdated.
  • For some work, you seem to spend longer looking for the relevant documentation than actually working on the issue/project.
  • On top of the technical day to day, you also have to take care of the financial side of the business - consistent pricing, quotes/invoicing, and accounting.

The Solution: ITFlow

  • ITFlow consolidates common MSP needs (documentation, ticketing and billing) into one unified system.

Getting Started

Self Hosting

  • The best installation method is to use the install script on Ubuntu/Debian. A video walk through is available here.
  wget -O itflow_install.sh https://github.com/itflow-org/itflow-install-script/raw/main/itflow_install.sh
  bash itflow_install.sh
  • Other manual installation methods are available in the docs.

Managed Hosting

Key Features

  • Client documentation - assets, contacts, domains, docs, files, passwords, and more
  • Accounting / Billing - finance dashboard, quotes, invoices, accounting, expenses, etc
  • Client Portal - self service quote/invoice/ticket management for clients
  • Alerting - account balance, invoices, domain/SSL renewals
  • Completely free & open-source alternative to ITGlue and Hudu

Roadmap / Future to-do

We track the implementation of confirmed features and bugs via TaskFlow. Use the forum to request features or raise bug reports.

Support & Contributions

Forum

For help using ITFlow, bugs, feature requests, and general ideas / discussions please use the community forum.

Contributing

If you want to improve ITFlow, feel free to fork the repo and create a pull reques. Make sure to discuss significant changes or new features with fellow contributors on the forum first. This helps ensure that your contributions are aligned with project goals, and saves time for everyone. All contributions should follow our code standards. See the contributing guide.

Contributors

Supporters

We’re incredibly grateful to the organizations and individuals who support the project - a big thank you to:

  • CompuMatter
  • F1 for HELP

License

ITFlow is distributed "as is" under the GPL License, WITHOUT WARRANTY OF ANY KIND. See LICENSE for details.

Security

  • As of 2025, we now have a stable release of the project.
  • Whilst we are confident in the safety of the code, no system is risk-free. Nearly all software has bugs. Use your best judgement before storing highly confidential information in ITFlow.
  • If you have a security concern, privately report it here.