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johnnyq 3e7d7f3801 Make Client Portal Dashboard Cards Linkable, added upaid invoices with ui for option to enter card manually, pay with saved card or pay entire balance 2025-07-15 18:23:20 -04:00
.github swap donate link for sponsor services link 2025-02-05 15:15:28 +00:00
ajax Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
api/v1 Add location create endpoint 2025-07-07 13:47:17 +01:00
client Make Client Portal Dashboard Cards Linkable, added upaid invoices with ui for option to enter card manually, pay with saved card or pay entire balance 2025-07-15 18:23:20 -04:00
css UI/UX Draggables now switch to a hand on hover, updated the UI in invoice quote and reccuring invoice so buttons do not wrap and are grouped. Seperated the Dragable button using a button link, did the same for tasks in tickets 2025-05-28 21:22:21 -04:00
guest Add Easy Select Auto Pay option in Client Portal Recurring Invoices, fix guest pay 2025-07-09 15:58:13 -04:00
includes Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
js Start using the new modal when creating tickets. This allows us to select both the client and contact, along with a client-specific asset, location and vendor 2025-06-28 17:56:55 +01:00
modals Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
plugins Bump TCPDF from 6.9.4 to 6.10.0 and TinyMCE from 7.9.0 to 7.9.1 2025-06-17 14:44:06 -04:00
post Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
scripts Update Recurring Payment Auto pay in cron 2025-07-09 17:05:56 -04:00
uploads
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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 Bump Release to 25.06.1 - updated changelog 2025-06-21 18:42:19 -04:00
CODE_OF_CONDUCT.md
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LICENSE
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README.md Update README.md 2025-04-11 14:31:01 +01:00
SECURITY.md Update security supported versions 2025-05-26 20:34:01 +01:00
accounts.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_ai_model.php Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
admin_ai_provider.php Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
admin_api.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_app_log.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_audit_log.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_backup.php Added more text no wrap to table headers 2025-05-29 00:18:37 -04:00
admin_category.php Add new UI for Saved Payments for payment providers 2025-07-07 18:25:23 -04:00
admin_custom_link.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_debug.php Add debug check for php-zip 2025-06-25 20:40:08 +01:00
admin_document_template.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_document_template_details.php Migrate Document templates to its own table 2025-06-17 19:00:56 -04:00
admin_identity_provider.php Better naming of Indetity Providers instead of Integrations to make way for more Indentity Provider like Google and custom SSO for the future 2025-05-29 13:29:27 -04:00
admin_mail_queue.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_payment_method.php Updated Guest pay and Client Add Delete Payments, adjustedsetting saved payment per recurring invoice 2025-07-09 01:45:56 -04:00
admin_payment_provider.php Add new UI for Saved Payments for payment providers 2025-07-07 18:25:23 -04:00
admin_project_template.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
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 Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_saved_payment_method.php Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
admin_settings_ai.php Initial DB work to Generalize Payment Providers, allow multiple payment providers and client payment methods, also to move payment methods to its own table instead of in categories, started work on ai provider ui models 2025-07-04 16:52:30 -04:00
admin_settings_company.php Bugfix: Company logo not being removed properly from db 2025-06-28 14:27:51 +01:00
admin_settings_custom_fields.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_settings_default.php Remove Phone Masking option in favor of Country Codes 2025-03-26 11:10:51 -04:00
admin_settings_invoice.php Added Company Tax ID Field and Option to Show Tax ID on Invoices 2025-06-13 15:51:09 -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 Fixed IMAP test button with error details 2025-07-06 12:47:26 -04:00
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 Added more text no wrap to table headers 2025-05-29 00:18:37 -04:00
admin_settings_online_payment.php Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
admin_settings_online_payment_clients.php Added more text no wrap to table headers 2025-05-29 00:18:37 -04:00
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 Add Setting option to enable or disable ticket autotimer 2025-06-12 13:44:21 -04:00
admin_software_template.php Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
admin_tag.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_tax.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_ticket_status.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_ticket_template.php Remove url_query_strings_sort var as this functionality has been moved to the filter header that all listing pages share 2025-06-18 01:42:21 -04:00
admin_ticket_template_details.php UI/UX Draggables now switch to a hand on hover, updated the UI in invoice quote and reccuring invoice so buttons do not wrap and are grouped. Seperated the Dragable button using a button link, did the same for tasks in tickets 2025-05-28 21:22:21 -04:00
admin_update.php Add stupidly bigger update warning to update page. Add reminder note to check ITFlow backup (one in every ten page loads) 2025-04-19 15:14:40 +01:00
admin_user.php Fix users list 2025-03-28 12:01:39 -04:00
admin_vendor_template.php Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
ajax.php Start using the new modal when creating tickets. This allows us to select both the client and contact, along with a client-specific asset, location and vendor 2025-06-28 17:56:55 +01:00
asset_details.php Fix Table Header Link Buttons in Asset Details 2025-07-03 16:19:55 -04:00
assets.php Use getFallBack function on MAC Address if no MAC is present show a - placeholder 2025-07-15 13:56:54 -04:00
blank.php Allow start interface to be named 0 2025-03-21 21:54:55 -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 Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
certificates.php Updated Client Overview Entities to not show Archived client's Entities even though the entity may not be archived, also added Archive Searching to network and certificates also added unarchive capabilities to them as well 2025-05-30 16:15:12 -04:00
client_autopay.php Initial work on Adding Payment Methods for Online Payments in Client on Agent Side and initial work on AI Providers with multiple model support assigned to various sections and custom prompts 2025-07-04 15:42:26 -04:00
client_document_details.php Move Document Versions to a seperate table much more efficient and allow to reference same document using a link Note this update will delete previous document versions 2025-06-17 17:58:20 -04:00
client_documents.php Fix Updated at date in Documents 2025-06-20 15:25:42 -04:00
client_files.php Small wording hints on file uploads instead of upload File its just upload and added the title of the upload modal from upload files to upload file(s) 2025-07-03 14:44:30 -04:00
client_overview.php Use tmp directory to zip and backup itflow instance 2025-06-19 00:06:54 -04:00
client_racks.php Display Country in Invoices, Quotes, Recurring Invoices, Clients, locations, client top head, and allow searching via country in Locations and Clients 2025-05-28 19:27:11 -04:00
clients.php Fix Extra spacing before Contact Name in client listing 2025-06-18 23:13:06 -04:00
contact_details.php Convert new lines to brs for contact notes 2025-07-06 11:50:12 -04:00
contacts.php Disable Certain Bulk Actions that are directly related to a client in client overview section instead are shown in the client section 2025-07-03 16:03:57 -04:00
credentials.php Disable Certain Bulk Actions that are directly related to a client in client overview section instead are shown in the client section 2025-07-03 16:03:57 -04:00
dashboard.php UI Dashb oard resize some Dashboard cards 2025-07-03 18:14:20 -04:00
database_updates.php Rework Payment Provider AI Provider Tables and logic add cascading deletes 2025-07-08 14:07:10 -04:00
db.sql Rework Payment Provider AI Provider Tables and logic add cascading deletes 2025-07-08 14:07:10 -04:00
domains.php Mobile UI/UX - Hide long New Button names and use plus icon only in mobile view, proper form group spacing in mobile as well 2025-05-28 23:39:44 -04:00
expenses.php Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
favicon.ico
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functions.php Fix more debug errors 2025-06-18 14:47:21 +01:00
get_credential.php
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global_search.php Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
index.php Redirect the blank index page to the start page 2025-04-11 14:53:02 +01:00
invoice.php Added Bulk Actions to Invoices Assign Income Category 2025-07-15 13:24:28 -04:00
invoices.php Added Income Category Filter to Invoices 2025-07-15 13:34:05 -04:00
keepalive.php
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locations.php Updated Client Overview Entities to not show Archived client's Entities even though the entity may not be archived, also added Archive Searching to network and certificates also added unarchive capabilities to them as well 2025-05-30 16:15:12 -04:00
login.php Moved files check_login.php, get_settings.php, settings_localization_array.php, inc_set_timezone.php into the includes folder, we also moved /client/check_login.php into client/includes/ 2025-03-13 17:55:31 -04:00
mfa_enforcement.php Update Changelog and app version 2025-04-01 11:33:04 -04:00
networks.php Updated Client Overview Entities to not show Archived client's Entities even though the entity may not be archived, also added Archive Searching to network and certificates also added unarchive capabilities to them as well 2025-05-30 16:15:12 -04:00
notifications.php Fix Notifications 2025-03-03 15:36:32 -05:00
payments.php Added more text no wrap to table headers 2025-05-29 00:18:37 -04:00
post.php Moved files check_login.php, get_settings.php, settings_localization_array.php, inc_set_timezone.php into the includes folder, we also moved /client/check_login.php into client/includes/ 2025-03-13 17:55:31 -04:00
products.php Rework Categories into a select box for tickets, which now makes it easier to see what category your viewing and one less click as the form auto submits upon selection 2025-07-10 16:04:52 -04:00
project_details.php Allow linking closed tickets to a project 2025-07-14 15:13:36 +01:00
projects.php Fix project search not filtering completed projects 2025-06-26 13:13:25 +01:00
quote.php Add Confirm Modal to Accept Decline Quote 2025-06-19 16:39:22 -04:00
quotes.php Added more text no wrap to table headers 2025-05-29 00:18:37 -04:00
recurring_expenses.php Mobile UI/UX - Hide long New Button names and use plus icon only in mobile view, proper form group spacing in mobile as well 2025-05-28 23:39:44 -04:00
recurring_invoice.php Fixed Email Notify not showing for recurring invoice 2025-07-09 19:32:24 -04:00
recurring_invoices.php Add Saved Payment Options to recurring invoices and details for agents 2025-07-09 19:23:12 -04:00
recurring_tickets.php Add Ticket Category UI for Recurring Tickets 2025-06-11 18:11:08 -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 Do Not calculate Non-Billable Invoices towards a clients balance Convert Add Payment Modal to AJAX and add it as an option from the invoice listing page 2025-06-11 17:12:37 -04:00
report_credential_rotation.php Completely renamed everything login to credential including tables added cascading deletion to the multi to multi tables 2025-03-12 21:28:50 -04:00
report_expense_by_vendor.php Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
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 Fix Recurring Income by Client Report with the updated recurring invoice vars 2025-03-12 11:36:51 -04:00
report_tax_summary.php Added Recurring Ticket Reference to Tickets 2025-03-12 13:56:36 -04:00
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 Hyperlink the report_time_by_tech report. Need to add a monthly version. 2025-03-19 14:07:07 +00:00
revenues.php Added more text no wrap to table headers 2025-05-29 00:18:37 -04:00
robots.txt
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services.php Limit Client Selection to clients that have an emtity in client filters 2025-03-22 14:11:27 -04:00
setup.php Fix Payment Method Additons in setup 2025-07-07 23:22:35 -04:00
software.php Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
ticket.php Fix Invoice Link in ticket details when billed 2025-07-09 20:10:08 -04:00
tickets.php Converted add payment to a dropdown under invoice to allow for the standard manaual add payment and to pay with a saved card or by entering a card manully 2025-07-14 17:36:03 -04:00
tickets_kanban.php Change the button handlebar class 2025-04-13 15:11:37 -04:00
tickets_list.php use table-sm for tickets to reduce padding and margin and remove ticket_compact_view 2025-07-10 16:11:02 -04:00
transfers.php Add more text-nowrap to more table headers 2025-05-29 11:45:45 -04:00
trips.php Trips UI/UX - Move Client at the end column for consistency 2025-05-28 18:13:44 -04:00
user_activity.php User activity 2025-04-01 08:46:22 +01:00
user_details.php Feature: Added User Signature preferences, currently appends signature to ticket replies / comments 2025-03-24 12:49:47 -04:00
user_preferences.php Update some UI elements in User Preferences 2025-01-17 17:05:41 -05:00
user_security.php Move MFA Modal out of the Password Reset Form 2025-06-09 12:52:07 -04:00
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 Moved Has Base Vendor Template Icon to the the end of the Vendors Table listing 2025-06-18 16:56:40 -04:00

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
  • JetBrains (PhpStorm)

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.