Client Billing/Expense Tracker

Contact/Client/Billing Managment System

• Created: 12/03/2016
• Update: 01/04/2017
• Email: support@ignitepros.com
• Teamspeak3: voice.ignitepros.com
• Watch Video Demonstration

Client Billing/Expense Tracker is a Powerful PHP Web Application to manage your Clients or accounts with integrated paypal automatic payment links.

Standalone program to keep track of all your Clients and manage your company income / expenses.

Liability

Although compatibile with most operating systems, we cannot guarantee that this software will run in every environment or together with any other application, without producing errors. Any liability for damage of any sort is hereby denied. You are solely responsible for your files, server and data

Copyright

Designed & developed by Ignite Pros, Inc.

This software uses open-source plugins such as bootstrap.

Main Features:

• Account/Billing/Expense/Clients/Contact Management
• Can upload image of receipt to expenses
• Direct Paypal payment Link
• Profit & Lost Reports by Year
• Very Customizable with Invoice, Product, Expense, Payment Types that you can create within the system
• History Notes for Accounts with a Timeline of Events
• Easy install with simple steps using install.php
• Full Log capability when accounts get added and deleted
• Table log of user logins and data modification
• Dual-user permissions groups (admin and basic user accounts)
• Admin Approvel prior to new user account setup
• Captcha™ math problem on login/forgot/register pages to protect from brute force attacks
• Full Feature Admin Section; with user managment, additional logs, and panel settings
• Clean user friendly interface
• Highly configurable (Commented Code)
• Audit Log on changes
• Self User Register/Forgot Password
• Version Update Check
• Import/Export Accounts/Contacts
• Client Login Area to Pay Invoice via Paypal
• Forgot password verification link before password reset
• Please see demo to see all features

Main Dashboard Screen Explained:

1. - Shows User Login Events and recents changes to accounts

2. - Searches entire database for accounts by name or id

3. - Two reports show account reminders and account activities

4. - User can see their logs and update information/password

5. - Admin backend can view/add/edit users, logs and panel settings

6. - Expense Categories Breakdown

7. - Total Active accounts

8. - Total Not Paid Invoices

9. - Total Income without Tax

10. - Total Expenses

11. - Shows last 5 accounts created by logged in user

12. - Shows last 5 account reminders

The installation of Client Billing/Expense Tracker is very simple:

- Make sure you have a minimum of PHP 5.5 + Apache2.4 on you server

- Copy all files to your server using any FTP client (ie: filezilla, cuteftp)

- Login to PHPMyAdmin and create a database. You can name it anything you want

- Point your browser to the Client manager folder  (example: http://yourwebsite.com/Clientmanager)

- You should be redirected to your install.php (example: http://yourwebsite.com/Clientmanager/install.php) then follow the step to install Client Tracker Manager

- Sign in as (username:  admin  password:  admin)

- Change admin password by clicking on my profile

- Create one or more user accounts

- Then Delete the file called install.php"

Additional Notes:

- Becareful when deleting accounts/Clients; as billing invoices and history will also be deleted for that account/Client and cannot be recovered.

NOTE: You may need to logout/login for some changes to take effect or simply refresh the page.

You can set all configuration options by editing the core/config.php file.

All configuration options begin with comment explanation so read them carefully before changing them and most changes you can find our on the Site Settings Page. 

Client Billing/Expense Tracker is tested and compatibile with:

Browsers

• Microsoft Internet Explorer version 8, 9, 10 and 11
• Firefox
• Google Chrome
• Safari

Server Versions

• Minimum PHP 5.4 + Apache2.4

Operating Systems

• Windows  (Tested with NTFS / Windows NT 6.1 build 7600 Windows 7)
• Mac OS X

(Tested on x86 and x64 platforms)

Why would a registered new users have trouble logging in ?

Admin must edit user in Admin Setting, and set to "Active" and save user.

New features/fixes for Program ?

Version upgrades are free. Please contact us if you need help installing.

Version 1.0.2 - 04 January 17

• + Added forgot password verification link before password reset
• + Added more security with authentication links
• + Added Client Login side to make payments
• * Fixed small bugs in editing invoices and profit & loss reports
• * Fixed and added css syles

Version 1.0.1 - 05 December 16

• + Added Expense Upload feature
• + Added Account Upload feature
• + Added QTY to Invoices
• * Fixed small bugs in editing invoices
• * Fixed and added css syles

Version 1.0.0 - 25 November 16

• * Initial Release

Thanks so much to:

Aylee for logo/image design

Thanks to open-source guys at:

bootstrap and jquery