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itflow
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root d795db8097 updated README with new technologies being used in this project 2019-04-20 13:08:00 -04:00
css First commit 2019-03-13 17:40:00 +00:00
js 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
uploads moved email_invoice.php into post.php along with pdf_invoice.php 2019-04-16 14:44:02 -04:00
vendor 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
.gitignore First commit 2019-03-13 17:40:00 +00:00
README.md updated README with new technologies being used in this project 2019-04-20 13:08:00 -04:00
accounts.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_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_category_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_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_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 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_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_expense_refund_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_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
add_mileage_modal.php added roundtrip option to add_mileage 2019-04-16 15:06:31 -04:00
add_payment_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_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 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
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
categories.php Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -04:00
check_login.php Get Badge count for alerts on top nav 2019-04-19 16:12:59 -04:00
client.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
client_applications.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
client_assets.php Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -04:00
client_contacts.php Cleaned up UI a bit invoice, side_menu, client, started working on bank transfers 2019-04-06 17:45:52 -04:00
client_domains.php Add CRUD for Client Domain Names 2019-03-22 16:34:50 -04:00
client_invoices.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
client_locations.php Open up Apple Maps instead of maps.google.com in IOS 2019-03-30 15:44:14 -04:00
client_logins.php Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type 2019-03-22 01:32:34 -04:00
client_nav.php added client_recurring listing 2019-04-16 20:18:01 -04:00
client_networks.php Add CRUD for Client Networks 2019-03-22 16:09:05 -04:00
client_notes.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
client_print.php missed some number formatting from the last commit 2019-03-31 14:24:54 -04:00
client_quotes.php Added Alerts in cron for domain expiring, low account balances, past due invoices and sending recurring invoices, consolidated cron to one php script cron.php 2019-04-19 14:52:23 -04:00
client_recurring.php Updated client recurring to reflect recent changes to recurring list 2019-04-17 01:48:26 -04:00
client_routes.php added client_recurring listing 2019-04-16 20:18:01 -04:00
client_vendors.php Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -04:00
clients.php 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.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 Added Alerts in cron for domain expiring, low account balances, past due invoices and sending recurring invoices, consolidated cron to one php script cron.php 2019-04-19 14:52:23 -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 Transfers now fully work and Fixed some math on the dashboard and new DB dump 2019-04-08 01:17:45 -04:00
db.sql new DB Dump 2019-04-19 16:03:46 -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_category_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_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 Removed uneeded query to calculate account balance added account balance to edit expense and transfer 2019-04-19 15:12:36 -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 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
expenses.php Added Expense Reciept upload functionality new db dump as well 2019-04-09 16:18:03 -04:00
footer.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
global_search.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
header.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
index.php First commit 2019-03-13 17:40:00 +00:00
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
invoices.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
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 Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -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 Ack all Alerts and view alerts, you can now ack alerts now 2019-04-19 15:44:25 -04:00
products.php Added Products CRUD and new DB dump to include products 2019-04-08 00:26:49 -04:00
quote.php Added Quotes 2019-04-17 13:27:19 -04:00
quotes.php Added Quotes 2019-04-17 13:27:19 -04:00
recurring.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
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 Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -04:00
report_income_summary.php Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -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 Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
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 highlight current page on side nav 2019-04-09 17:45:28 -04:00
top_nav.php Get Badge count for alerts on top nav 2019-04-19 16:12:59 -04:00
transfers.php Transfers now fully work and Fixed some math on the dashboard and new DB dump 2019-04-08 01:17:45 -04:00
users.php Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -04:00
vendors.php Initial work on recurring invoices some ui cleanup new DB dump 2019-04-07 23:41:11 -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