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itflow
mirror of https://github.com/itflow-org/itflow
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root 5c55358841 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
.gitignore Added badge count to client side nav, switched from js active nav to using php 2019-05-10 18:04:03 -04:00
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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
blank.php First commit 2019-03-13 17:40:00 +00:00
calendar_events.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_invoices.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_locations.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_logins.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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_payments.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_print.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_quotes.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_recurring.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_routes.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_side_nav.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_vendors.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
clients.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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
dev-clients-server-side.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
edit_client_modal.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
footer.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
global_search.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
header.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
index.php First commit 2019-03-13 17:40:00 +00:00
invoice.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -04:00
invoices.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -04:00
login.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
post.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
recurring.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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_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 Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
settings-nav.php Seperated logo in settings 2019-04-28 14:46:55 -04:00
setup.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
setup_side_nav.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
setup_top_nav.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
side_nav.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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 Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -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 Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -04:00
view_client_file_modal.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -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