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itflow
mirror of https://github.com/itflow-org/itflow
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root 5af085a40b Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
css Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
js Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
scss Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
uploads Added Send Email to invoice listings, started adding pregtty graphs to dashboard, and other ui cleanup 2019-05-04 01:06:03 -04:00
vendor Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
.gitignore First commit 2019-03-13 17:40:00 +00:00
Akaunting to PittPC CRM Conversion Added SMTP Port field, Set invoice naming YYYY-MM-DD-COMPANY-Invoice##, and some other little cleanups 2019-04-28 14:38:10 -04:00
README.md updated README with new technologies being used in this project 2019-04-20 13:08:00 -04:00
accounts.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
add_account_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_calendar_event_modal.php Added Calendar and Event Functionality 2019-04-26 21:02:07 -04:00
add_category_modal.php Added color category to categories 2019-05-07 00:24:11 -04:00
add_client_application_modal.php Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -04:00
add_client_asset_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_client_contact_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_client_domain_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_client_file_modal.php Client File upload module created 2019-04-20 14:26:50 -04:00
add_client_invoice_modal.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
add_client_location_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_client_login_modal.php Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -04:00
add_client_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_client_network_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_client_note_modal.php replaced SimpleMDE with EasyMDE as SimpleMDE is no longer being maintained MDE now works for client notes also added a MD php parser called parsedown 2019-04-20 13:05:21 -04:00
add_client_vendor_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_expense_copy_modal.php Added select2 libs, started transactions, added additiona fields to vendor, new DB dump removed balance on invoices list 2019-04-27 12:10:12 -04:00
add_expense_modal.php Added reference fields 2019-04-27 12:36:39 -04:00
add_expense_refund_modal.php Added select2 libs, started transactions, added additiona fields to vendor, new DB dump removed balance on invoices list 2019-04-27 12:10:12 -04:00
add_invoice_modal.php Added select2 libs, started transactions, added additiona fields to vendor, new DB dump removed balance on invoices list 2019-04-27 12:10:12 -04:00
add_mileage_modal.php added roundtrip option to add_mileage 2019-04-16 15:06:31 -04:00
add_payment_modal.php Added reference fields 2019-04-27 12:36:39 -04:00
add_product_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_quote_modal.php Added Quotes 2019-04-17 13:27:19 -04:00
add_recurring_invoice_modal.php Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -04:00
add_transfer_modal.php Removed uneeded query to calculate account balance added account balance to edit expense and transfer 2019-04-19 15:12:36 -04:00
add_user_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
add_vendor_modal.php Added select2 libs, started transactions, added additiona fields to vendor, new DB dump removed balance on invoices list 2019-04-27 12:10:12 -04:00
alerts.php Added Ack all Alerts and view alerts, you can now ack alerts now 2019-04-19 15:44:25 -04:00
blank.php First commit 2019-03-13 17:40:00 +00:00
calendar.php Started rough draft of calendar 2019-03-23 14:24:32 -04:00
calendar_events.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
categories.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
check_login.php Get Badge count for alerts on top nav 2019-04-19 16:12:59 -04:00
client.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
client_applications.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_assets.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_contacts.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_domains.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_files.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_invoices.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_locations.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_logins.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_nav.php Top Nav Menus in settings and client details now show active when active 2019-04-23 15:42:40 -04:00
client_networks.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_notes.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_print.php missed some number formatting from the last commit 2019-03-31 14:24:54 -04:00
client_quotes.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_recurring.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
client_routes.php Client File upload module created 2019-04-20 14:26:50 -04:00
client_side_nav.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
client_vendors.php Officially moved client nav to the side, moved add new client items to each tavb instead bolded client balance if negative 2019-05-04 15:35:24 -04:00
clients-server-side.php Graphes are starting to work in dashboard 2019-05-06 23:19:22 -04:00
clients.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
composer.json Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -04:00
composer.lock Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -04:00
config.php Moved most of the config vars to SQL settings table more work on settings 2019-04-23 15:12:26 -04:00
cron.php Removed uneeded query to calculate account balance added account balance to edit expense and transfer 2019-04-19 15:12:36 -04:00
dashboard.php Graphes are starting to work in dashboard 2019-05-06 23:19:22 -04:00
db.sql Fixed Calculation in Profit and Loss under total expenses, it was calculating transfers too so added vendor_id > 0 2019-04-27 15:38:58 -04:00
edit_account_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_calendar_event_modal.php Added Calendar and Event Functionality 2019-04-26 21:02:07 -04:00
edit_category_modal.php Added color category to categories 2019-05-07 00:24:11 -04:00
edit_client_application_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_asset_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_contact_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_domain_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_location_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_login_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_network_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_client_note_modal.php replaced SimpleMDE with EasyMDE as SimpleMDE is no longer being maintained MDE now works for client notes also added a MD php parser called parsedown 2019-04-20 13:05:21 -04:00
edit_client_vendor_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_expense_modal.php Added reference fields 2019-04-27 12:36:39 -04:00
edit_invoice_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_invoice_note_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_mileage_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_product_modal.php Added Products CRUD and new DB dump to include products 2019-04-08 00:26:49 -04:00
edit_transfer_modal.php Removed uneeded query to calculate account balance added account balance to edit expense and transfer 2019-04-19 15:12:36 -04:00
edit_user_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_vendor_modal.php Added select2 libs, started transactions, added additiona fields to vendor, new DB dump removed balance on invoices list 2019-04-27 12:10:12 -04:00
expenses.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
footer.php Graphes are starting to work in dashboard 2019-05-06 23:19:22 -04:00
global_search.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
graph.php Graphes are starting to work in dashboard 2019-05-06 23:19:22 -04:00
graph2.php Graphes are starting to work in dashboard 2019-05-06 23:19:22 -04:00
header.php Graphes are starting to work in dashboard 2019-05-06 23:19:22 -04:00
index.php First commit 2019-03-13 17:40:00 +00:00
invoice.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
invoices.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
login.php Added start_page function in config, Added Contacts and Locations, seperated client nav and page routes out 2019-03-18 15:08:56 -04:00
logout.php First commit 2019-03-13 17:40:00 +00:00
mileage.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
payments.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
play.php replaced SimpleMDE with EasyMDE as SimpleMDE is no longer being maintained MDE now works for client notes also added a MD php parser called parsedown 2019-04-20 13:05:21 -04:00
post.php Added color category to categories 2019-05-07 00:24:11 -04:00
products.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
quote.php Added Quotes 2019-04-17 13:27:19 -04:00
quotes.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
recurring.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
recurring_invoice.php Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -04:00
report_expense_summary.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
report_income_summary.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
report_income_vs_expense.php Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -04:00
report_profit_loss.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
settings-backup.php added database download script 2019-04-26 14:14:02 -04:00
settings-company.php Seperated logo in settings 2019-04-28 14:46:55 -04:00
settings-defaults.php Started adding settings and made icons bigger under client details nav 2019-04-23 10:37:44 -04:00
settings-general.php Moved most of the config vars to SQL settings table more work on settings 2019-04-23 15:16:15 -04:00
settings-invoice.php Seperated logo in settings 2019-04-28 14:46:55 -04:00
settings-logo.php Seperated logo in settings 2019-04-28 14:46:55 -04:00
settings-mail.php Added SMTP Port field, Set invoice naming YYYY-MM-DD-COMPANY-Invoice##, and some other little cleanups 2019-04-28 14:38:10 -04:00
settings-nav.php Seperated logo in settings 2019-04-28 14:46:55 -04:00
settings-side-nav.php Moved the client Nav to the sidebar to free up space, fixed balance showing red under client even though it was 0 2019-04-29 21:48:42 -04:00
setup.php Added Print Button and hid sidebar, breadcrumbs and button on print client 2019-03-23 11:44:59 -04:00
side_nav.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
top_nav.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
transactions.php Added select2 libs, started transactions, added additiona fields to vendor, new DB dump removed balance on invoices list 2019-04-27 12:10:12 -04:00
transfers.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
users.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
vendors.php Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
view_client_file_modal.php Client File upload module created 2019-04-20 14:26:50 -04:00
view_client_note_modal.php replaced SimpleMDE with EasyMDE as SimpleMDE is no longer being maintained MDE now works for client notes also added a MD php parser called parsedown 2019-04-20 13:05:21 -04:00

README.md

CRM

CRM, Accounting and Invoicing System for small managed IT companies

Features

  • Manage Clients
    • Contacts
    • Locations
    • Vendors
    • Assets
    • Licenses
    • Logins
    • Domains
    • Apps
    • Networks
    • Files
    • Technical Notes
  • Invoicing
    • Email Past Due Reminders
    • Auto Email Receipts upon payments
    • Recurring Invoices
  • Quotes / Estimates
    • Automated customer approval
    • Turn Quotes into invoices with a click
  • Vendors
  • Accounting
    • Track Business Expenses
    • P&L Reports
    • Income/Expense Summary
    • Mileage Tracking
    • Account Transfers
    • Bank Accounts
  • Alerting/Notifications
    • Low Account Balances
    • Domains to expire
    • Password reset reminder for customers
    • Past Due Invoices
    • Software License Expiring
    • Many more...

Installation Instructions

  • Create a mysql database dump db.sql into it
  • Set db user and password in config.php
  • Point your browser and away you go

Requirements

  • Linux
  • Webserver (Apache, NGINX)
  • PHP7+
  • Mysql or MariaDB

Technologies Used

  • PHP/MySQL
  • SB Admin Bootstrap CSS Framework
  • fontawesome
  • datatables
  • chart.js
  • Jquery
  • PHPmailer
  • mPDF
  • EasyMDE forked from SimpleMDE
  • parsedown