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johnnyq f723450d51 Merged Client Invoices and Invoices into one file using logic at the header to seperate between client and global section 2025-02-18 21:20:40 -05:00
.github swap donate link for sponsor services link 2025-02-05 15:15:28 +00:00
ajax Merged Client Trip and Global Trips along with exports into 1 managable file 2025-02-18 20:58:47 -05:00
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 Remove dup css styles 2025-02-11 17:25:36 -05:00
guest Taking a different approach. Utilize the existing file upload functionality and just link the file to the quote. 2025-02-05 22:48:15 +00:00
includes Merged Client Invoices and Invoices into one file using logic at the header to seperate between client and global section 2025-02-18 21:20:40 -05:00
js Migrated project, transfer and quote edit to the new AJAX modal function 2025-02-16 23:14:32 -05:00
modals Merged Client Invoices and Invoices into one file using logic at the header to seperate between client and global section 2025-02-18 21:20:40 -05:00
plugins dragula plugin 2025-02-03 11:59:18 -03:00
post Merged Client Invoices and Invoices into one file using logic at the header to seperate between client and global section 2025-02-18 21:20:40 -05:00
scripts Cron scripts should log using logApp 2025-02-04 14:24:41 +00:00
uploads rv 2025-02-05 15:44:33 +00:00
xcustom tidy 2024-10-02 11:35:14 +01:00
.gitignore rv 2025-02-05 15:44:09 +00:00
.htaccess Hide the .git and .github folders as well as config.php 2025-01-24 19:30:22 +00:00
CHANGELOG.md Update changelog 2025-02-17 11:56:17 +00:00
CODE_OF_CONDUCT.md Update CODE_OF_CONDUCT.md 2024-09-20 23:32:05 +01:00
LICENSE
…
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_bulk_mail.php Bulk mail - only show active clients 2025-01-28 12:31:09 +00:00
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 Ported users, roles, categories, tags edit to new AJAX modal function 2025-02-17 19:29:31 -05:00
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 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_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 remove cron key from the code and remove old cron script and setup and update cli scripts as they now reside in scripts directory 2025-01-25 21:44:46 -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 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_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 Migrated Ticket Priority, Assign Agent, Assign Contact, Ticket Billable, Task edit, task_template edit to the the new AJAX Modal 2025-02-16 18:27:43 -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 Ported users, roles, categories, tags edit to new AJAX modal function 2025-02-17 19:29:31 -05:00
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 Migrated project, transfer and quote edit to the new AJAX modal function 2025-02-16 23:14:32 -05:00
blank.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.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_events.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
check_login.php Dedup Notications code and move to a modal instead of a drop menu 2025-02-08 19:54:49 -05:00
client_asset_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
client_assets.php Added Asset Purchase reference to assets to reference an invoice or PO number 2025-02-18 17:22:22 -05:00
client_certificates.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
client_contact_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
client_contacts.php Moved edit client, notification, and create contact note to the new ajax system, also updated the notificaiton count to be more efficient 2025-02-15 16:19:35 -05:00
client_document_details.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_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_domains.php Add domain history 2025-01-15 18:04:56 +00:00
client_events.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
client_files.php More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
client_locations.php More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
client_logins.php migrated credentials and expenses edit modals to the new AJAX function 2025-02-15 21:47:43 -05:00
client_networks.php Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
client_overview.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
client_payments.php Add Payment Deletion Capabilities from payments and client payments page 2025-01-17 15:54:26 -05:00
client_racks.php More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
client_recurring_invoices.php Migrated Edit Recurring Invoice, Revenue over to the new AJAX modal 2025-02-17 11:57:10 -05:00
client_recurring_tickets.php Fix recurring Tickets priority var 2025-02-12 18:54:48 -05:00
client_services.php More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
client_software.php More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
client_tickets.php Migrated Ticket Priority, Assign Agent, Assign Contact, Ticket Billable, Task edit, task_template edit to the the new AJAX Modal 2025-02-16 18:27:43 -05:00
client_vendors.php More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
clients.php Moved edit client, notification, and create contact note to the new ajax system, also updated the notificaiton count to be more efficient 2025-02-15 16:19:35 -05:00
cron.php Removed setup from the cron script wording 2025-01-29 15:59:21 -05:00
cron_certificate_refresher.php Removed setup from the cron script wording 2025-01-29 15:59:21 -05:00
cron_domain_refresher.php Removed setup from the cron script wording 2025-01-29 15:59:21 -05:00
cron_mail_queue.php Removed setup from the cron script wording 2025-01-29 15:59:21 -05:00
cron_ticket_email_parser.php Removed setup from the cron script wording 2025-01-29 15:59:21 -05:00
dashboard.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
database_updates.php Added Asset Purchase reference to assets to reference an invoice or PO number 2025-02-18 17:22:22 -05:00
db.sql Added Asset Purchase reference to assets to reference an invoice or PO number 2025-02-18 17:22:22 -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 Comment old perms functions 2025-02-05 14:31:31 +00:00
get_credential.php
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get_settings.php Asset Interfaces: Renamed Port to Description, added Interface Type 2025-02-12 17:13:39 -05:00
global_search.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
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 Merged Client Invoices and Invoices into one file using logic at the header to seperate between client and global section 2025-02-18 21:20:40 -05:00
invoices.php Merged Client Invoices and Invoices into one file using logic at the header to seperate between client and global section 2025-02-18 21:20:40 -05:00
keepalive.php Add background ajax query in an attempt to prevent session timeout 2023-10-21 12:34:34 +01:00
login.php Reworked MFA Enforcement page to use login page style for smoother transition 2025-01-29 11:35:14 -05:00
mfa_enforcement.php Update Changelog 2025-01-29 15:22:52 -05:00
notifications.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
notifications_dismissed.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
payments.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
post.php Garbage Collect .git 2025-01-24 21:47:03 -05:00
products.php More Migration to AJAX Modal 2025-02-17 16:44:29 -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 Migrated project, transfer and quote edit to the new AJAX modal function 2025-02-16 23:14:32 -05:00
quote.php Migrated Edit Line Item to new AJAX modal function, adjusted the logic to determine line item type (invoice, quote, recurring) in the post instead of the form 2025-02-18 18:06:31 -05:00
quotes.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
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 Migrated Edit Line Item to new AJAX modal function, adjusted the logic to determine line item type (invoice, quote, recurring) in the post instead of the form 2025-02-18 18:06:31 -05:00
recurring_invoices.php Migrated Edit Recurring Invoice, Revenue over to the new AJAX modal 2025-02-17 11:57:10 -05:00
recurring_tickets.php Fix recurring Tickets priority var 2025-02-12 18:54:48 -05:00
report_assets.php Edit and Copy Assets is now using the new AJAX function 2025-02-15 20:35:35 -05:00
report_budget.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_clients_with_balance.php Move reports perms to new role system 2025-02-05 14:51:53 +00:00
report_credential_rotation.php Rename password rotation report to credential rotation report 2025-02-05 14:19:43 +00:00
report_domains.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_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 Fix unbilled tickets report permissions - requires sales read rights (in addition to general reporting) 2025-02-04 13:39:42 +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
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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 Remove cron key from setup 2025-01-25 21:30:23 -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 More Migration to AJAX Modal 2025-02-17 16:44:29 -05:00
tickets.php Tickets can not be categorized in bulk 2025-02-12 19:48:16 -05:00
tickets_compact.php Migrated Ticket Priority, Assign Agent, Assign Contact, Ticket Billable, Task edit, task_template edit to the the new AJAX Modal 2025-02-16 18:27:43 -05:00
tickets_kanban.php ticket kanban settings 2025-02-04 17:07:42 -03:00
tickets_list.php Migrated Ticket Priority, Assign Agent, Assign Contact, Ticket Billable, Task edit, task_template edit to the the new AJAX Modal 2025-02-16 18:27:43 -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 Merged Client Trip and Global Trips along with exports into 1 managable file 2025-02-18 20:58:47 -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 More Migration to AJAX Modal 2025-02-17 16:44:29 -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.