Ultimate Company/ Business Management Solution for WordPress
Get a unique interactive experience of managing your business independently with the most reliable information Storage & system of record on WordPress. WP ERP is the first full-fledged ERP (Enterprise Resource Planning) system through which you can simultaneously manage your WordPress site and business from a single platform.
WP ERP’s free version has all the important features you need to manage the basics of your business.
WP ERP has 3 core modules: HR, CRM and Accounting, which together make a complete ERP system for any type of business.
The plugin is so beginner-friendly that all you need is a one-click activation to get started!
WP ERP Comes with three powerful pre-built core modules –
- Project Management via WP Project Manager
♦️General Free features of WP ERP core:♦️
Here are some of the benefits you get for using the pioneer WordPress ERP
- Your own company profile
- Full control over operations
- 44+ Currency Support
- Overview of all modules
- Notification emails with templates & shortcode
- Help from support & documentation
♦️Free WordPress HR MANAGEMENT directly from your dashboard♦️
Create your very own HR system for your company just the way you like!
Free features of WPERP HR Manager module:-
- Manage all company information
- Manage locations
- Add & list departments & designations
- Create employee profiles with editing privilege
- Share announcements
- Manage holidays
- Allow employees to request for leave
- Manage employee leaves & leave policies
- Reports based on employee age & gender, head count, salary, year of service.
♦️Free CLIENT MANAGEMENT – KEEP CUSTOMERS ONLINE AT YOUR FINGERTIPS!♦️
With WP ERP CRM module, the process of converting leads to customers is much easier, organized, and seamless.
Free features of WPERP CRM module:
- Contacts with life stages to prioritize service
- Create contact groups
- Make notes for each customer
- Activity logs show all dealings.
- Schedule meetings & calls directly
- Create company profiles
- Filter contacts using keywords or attributes
- Saved search filters & conditions
- Assign contacts & tasks to the right agents
- CRM activity report including customers & business growth
♦️Free ACCOUNTING MODULE MADE FOR NON-ACCOUNTANTS♦️
This is the perfect accounting module for anyone who is un-initiated with accounting. The simple intuitive interface makes it easy for anyone to get started.
Free features of WPERP Accounting module:
- Overview & tracking of income, expenses, receivables, payables, balance etc.
- Reports like ledger report, trial balance, income statement, sales tax report, balance sheet etc.
- Set financial year or fiscal year.
- Set opening balance for all accounts.
- Closing balance sheet of a financial year.
- Preloaded ledger accounts for assets, liabilities, expenses, income, etc.
- Add custom ledger accounts or bank accounts according to your needs.
- Manage sales using invoices.
- Create quotations for estimation.
- Receive payments from customers.
- Create bill for any customer, vendor, or employee
- Pay bills against any bill
- Make direct expense or issue a check.
- Purchase products or services
- Make payments to vendors.
- Create products/product categories.
- Create unlimited users like vendors, customers etc.
- Partial payments for any transactions.
- Create unlimited bank accounts, manage, view economics in graph.
- Journal entry for any transaction.
- Create tax rates, tax agencies, tax zones & tax categories for invoices.
- Pay tax to agencies
- Send pdf copy of all transactions via email
- Filter reports by date range
- Print all transactions or reports
Getting Started with WP ERP is only a matter of moments.
Check out the detailed documentation created by us to help you out to run WP ERP in the best way.
♦ WP ERP Pro – Premium extensions & features ♦
Automate & Manage your growing business even better using Human Resource, Customer Relations, Accounts Management right inside your WordPress
Why WP ERP Pro
Build a modern, convenient and reliable business management system for your company
- Gain access to nine powerful extensions and different features with a single purchase
- Add only those individual extensions which suit your business
- Priority support system
- Save money: User-based Pricing
- Easy & simple to upgrade or downgrade
What you will get
Take your business to the next level with 9 accessible premium extensions & different features
- Advanced Leave Management: Create and manage multiple types of leave across your organisation.
- WP ERP HR Frontend: Bring the powerful HR Module of WP ERP to your web front using this handy extension. Let staff check-in, check-out, and even take leaves from the web-front.
- Awesome Support Sync: Using Awesome Support to provide support to your customers? Easily bring them to your CRM so you get full relationship management features!
- Gravity Forms Sync: Create users in the CRM module automatically with the data you receive on a form created by Gravity Forms.
- Help Scout Integration: Sync Help Scout contacts with your CRM & view your CRM contact data on Help Scout with this two-way integration!
- Mailchimp Contacts Sync: Import and Sync all your MailChimp mailing lists into WP-ERP CRM system and vice versa.
- Salesforce Contacts Sync: Import and Sync all your SalesForce mailing lists into WP-ERP CRM system and vice versa.
- Hubspot Contacts Sync: Import and Sync all your Hubspot contacts into WP-ERP CRM system and vice versa.
- Zendesk Integration: Increase CRM contacts, lead and customers by integrating Zendesk ticket support system and respond to clients faster.
Choose other premium extensions that match your business
- Payment Gateway: This feature extension allows you to take payments from most popular payment gateways- PayPal and Stripe.
- Recruitment: This is a Job Manager and complete Job Vacancy, Resume and Employment Manager. You can directly create, publish and manage your recruitment from your WordPress powered company website, as well as manage candidates.
- Attendance: Track work hours of your employees and balance them with their leaves with this feature extension.
- Training: Monitor training programs for different teams & employees.
- WoCommerce Integration: Sync your WooCommerce order details and customer data with WP ERP and allow your CRM agent to track your sales.
- Custom Field Builder: Add more fields to your ERP forms.
- Payroll: Manage your employee salaries more easily and automate the payment system with this amazing extension of WP ERP
- Deals: Deals is a great tool to manage and guide your CRM agents on a faster and organized sales process.
- Workflow: Automate actions in your ERP system with this advanced extension. Save time and reduce the margin of error.
- Reimbursement: Manage your employee expenses and complete payments in an easy and effective way using ERP Reimbursement.
- Document Manager: Store and access your company and employee documents on-site.
- Inventory: Stock management for your products within your accounting software.
- Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place.
Some of our resources on WP ERP:
👉 WP ERP v1.4 Brings a Critical Revamp to the Entire User Interface
👉 WP ERP Wins Two Prestigious ERP Software Awards From FinancesOnline
👉 All-in-One Business Manager for your WordPress Site
👉 A Beginner’s Guide to Implement ERP System on WordPress (Free)
👉 View More Blogs
What others have to say about WP ERP:
👉 Top 12 WordPress CRM Plugins to Supercharge Your Business
👉 WORDPRESS PLUGINS FOR HR & EMPLOYEE MANAGEMENT
👉 7 Best WordPress CRM Plugins to Boost Your Online Business in 2018
👉 Top 100 ERP Blogs and Websites for Enterprise Resource Planning Professionals
Visit our website to learn more
WP ERP uses Appsero SDK to collect some telemetry data upon user’s confirmation. This helps us to troubleshoot problems faster & make product improvements.
Appsero SDK does not gather any data by default. The SDK only starts gathering basic telemetry data when a user allows it via the admin notice. We collect the data to ensure great user experience for all our users.
Integrating Appsero SDK DOES NOT IMMEDIATELY start gathering data, without confirmation from users in any case.
All the promotional data for marketing are fetched through REST API from the official website of WP ERP
This may have bugs and lack of many features. If you want to contribute on this project, you are more than welcome. Please fork the repository from Github.
Automatic Install From WordPress Dashboard
- Login to your the admin panel
- Navigate to Plugins -> Add New
- Search WP ERP
- Click install and activate respectively.
Manual Install From WordPress Dashboard
If your server is not connected to the Internet, then you can use this method-
- Download the plugin by clicking on the red button above. A ZIP file will be downloaded.
- Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload.
- Click choose file, select the plugin file and click install
Install Using FTP
If you are unable to use any of the methods due to internet connectivity and file permission issues, then you can use this method-
- Download the plugin by clicking on the red button above.A ZIP file will be downloaded.
- Unzip the file.
- Launch your favourite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too.
- Upload the folder to wp-content/plugins/
- Log in to your WordPress dashboard.
- Navigate to Plugins -> Installed
- Activate the plugin
Can I use only one module (like- only HRM or CRM or Accounting)?
Yes, you definitely can! The whole plugin is divided into three parts- HR, CRM, Accounting based on features and the source code is separated for each module. So you can turn on/off any module you like from- “ERP Settings -> Modules.”
Can I Translate WP ERP?
Yes, the plugin is fully translation ready. You can translate the plugin if your language is missing.
Do you have any video tutorial on WP ERP?
Yes, we have some helpful videos on our youtube channel.
How can I suggest for new features?
We would love to hear your suggestions! Feel free to submit them here.
Can I bulk import employees, contacts etc?
Yes, you can import employees, contacts via CSV file by just navigating to-
“ERP Settings -> Tools -> Import”
Can I use WP ERP from the front end?
You can use HR module from the frontend by using “HR Frontend” extension. The CRM & Accounting module does not have a frontend right now.
Is WP ERP capable to handle attendance?
Yes! We have an extension- Attendance that has the check-in, check-out feature along with attendance report generator and much more.
Is WP ERP capable to handle a huge amount of data?
Yes, of course! Many of our clients are using WP ERP to manage their business with 3000+ employees,2000+ customers/contacts without any hassle.
What are your support timings?
Our general live support hours are Saturday to Thursday, 07:00 to 15:00 (GMT +6).
What is the average response time in your support thread?
We strive to respond all queries within 12 hours. Our response time may be just 1 hour if you reach us in our working hours!
It may take longer to respond to more advanced or technical queries. We promise to serve and support you in the best way possible, which can sometimes take time, but you will be assured the best service.
Does WP ERP support WordPress multisite installation?
No, WP ERP and its add-ons do not support multisite WordPress installation.
Contributors & Developers
“WP ERP – Complete WordPress Business Manager with HR, CRM & Accounting Systems for Small Businesses” is open source software. The following people have contributed to this plugin.Contributors
“WP ERP – Complete WordPress Business Manager with HR, CRM & Accounting Systems for Small Businesses” has been translated into 9 locales. Thank you to the translators for their contributions.
Interested in development?
v1.11.0 -> June 15, 2022
- [update] Some package compatibilities
- [update] Support for fractional quantity during transactions (Accounting)
- [fix] All people were not being loaded in filter dropdown for transaction (Accounting)
- [fix] Download link of sample csv for customer and vendor was not working (Accounting)
- [fix] Inbound email using IMAP was not working (CRM)
- [fix] Gravity form integration was not working properly (CRM)
- [fix] Contact list table UI was breaking in some cases (CRM)
- [fix] Timezone inconsistencies for contact related operations (CRM)
- [fix] Some contact integration related issues (CRM)
- [fix] Non alphanumeric slug was causing issue for life stages (CRM)
- [fix] Retrieving people was throwing error when CRM module was deactivated
- [fix] Resetting ERP was removing admin access in some cases
v1.10.6 -> May 24, 2022
- [update] Enhanced securities to avoid vulnerabilities
- [fix] Sanitization, escaping, permission and data validation all over the plugin
- [fix] Fixed missing translation issues
v1.10.5 -> March 15, 2022
- [notice] Limited time promotional offer on WeDevs’ anniversary
v1.10.4 -> December 29, 2021
- [fix] Data synchronization and compatibility issues with PDF invoice plugin
- [fix] Pagination was not working correctly in Employee list table
v1.10.3 -> December 24, 2021
- [update] Functionality to import Accounting customers and vendors as CRM contacts
- [update] Restrict access of CRM agents to their own contacts only while importing/exporting csv
- [fix] CRM agent’s top navigation bar status count was showing wrong
- [fix] CRM manager can’t access all contacts if CRM Agent adds or lists contacts first after a cache invalidation
- [fix] CRM contacts settings were not being saved and parsed properly
- [fix] CRM contact form settings were throwing error when no contact form is available
- [fix] Email templates settings were generating error when CRM module was not active
- [fix] Compatibility issues of some hooks
- [fix] Compatibility issue with PDF Invoice plugin
- [notice] Limited time promotional offer on holiday sale
v1.10.2 -> November 16, 2021
- [new] Option to assign relevant leave policies to employees after employment type is changed
- [update] ERP addon page backend optimization
- [update] Attachment download links are included in single invoice view and in downloadable invoice
- [fix] CRM Growth report labels were not translatable
- [fix] Contact group subscriber bulk delete was not working
- [fix] Page responsive issues on whole Accounting module
- [fix] Action trigger and action dropdown issues on small screen
- [notice] Promotional offer notice regarding Black Friday and Cyber Monday
v1.10.1 -> October 12, 2021
- [notice] Promotional offer notice on account of Halloween
- [update] Some dependency package version updated to maintain compatibility
- [update] CRM Agent will not be able to import Users as CRM contacts
- [update] CRM Agent will not be able to import contact/company from CSV
- [update] CRM Agent will not be able to export contact/company to CSV
- [fix] Note section in contact/company single page was not working while adding a note for the first time
- [fix] Department parent sorting was generating some redundant data
v1.10.0 -> August 17, 2021
- [new] Agency wise sales tax report
- [new] Transaction wise sales tax report
- [new] Category wise sales tax report
- [new] Customer wise sales tax report
- [update] Employee list table design in Accounting people
- [update] Deactivating a module will deactivate its associated extensions
- [update] License page redesign in the settings for separate extension
- [update] UX for leave type actions for better usability
- [update] Meta postbox design of employee single page
- [update] Task description and link in email while sending email notifications for new task
- [update] Redesign of email connectivity settings page
- [update] Mailgun email service for outgoing email
- [update] Email template settings has been moved from CRM to Email section globally
- [update] Support for dynamic side menu list hiding option inside Tools
- [update] Some more admin toolbar options to hide in Tools
- [update] Announcements list table has been integrated under people menu of HR
- [update] Announcements filtering based on date range
- [fix] Termination widget was not showing in terminated employees’ single page
- [fix] Tax category was not inserting properly while adding or updating products
- [fix] Tax agency was not inserting properly while creating or updating purchase transaction
- [fix] Some backend issues to avoid any transaction issues in Accounting
- [fix] Audit log filtering dropdown was not working
- [fix] Activities filtering was not working properly in CRM
- [fix] Some validations were generating inconsistency for employees’ old data export/import
- [fix] Leave policy delete option was not working properly
- [fix] Leave type bulk delete was not working
- [fix] Mobile responsiveness for requests table in HRM
- [fix] employee permanent delete was not working
- [fix] SMTP test email was not working properly
- [fix] IMap enable/disable option was not working properly
- [fix] Some backend optimizations all over the plugin
- [fix] Some texts were not translatable
v1.9.0 -> July 15, 2021
- [notice] Limited time summer sale promotional offer
- [new] A new tab titled ‘Danger Zone’ inside Tools
- [new] WP ERP database can be reset and installed newly from Danger Zone
- [new] Accounting Quick tour to demonstrate accounting module at a glance
- [new] Import from CSV option for products in Accounting
- [new] Export to CSV option for products in Accounting
- [update] A brand new look all over the settings. The usability will be smoother and more comfortable with this new UI/UX
- [update] Search option in products list table page
- [update] Current history of employment type, compensation, and job info will be able to be edited
- [update] In the employee list table, instead of ‘Status’ a new column will show the status update date for non active status filters
- [update] Some optimization to make the performance better
- [fix] Existing data were not parsing properly while updating job related information of employees
- [fix] Current job history in the employee section was not showing properly in some cases
- [fix] Mobile responsive issue in Contacts list table
- [fix] Mobile responsive issue in Company list table
v1.8.6 -> June 30, 2021
- [update] Included all new features’ info in the ERP Pro add-ons page
- [update] Optimized some backend technicalities
v1.8.5 -> June 08, 2021
- [new] While adding people in Accounting with an email that exists in CRM, the people can be updated and imported from CRM directly at that moment
- [new] New Request submenu under HRM People
- [new] Real-time bubble to show pending request count in Requests
- [new] Import csv options in Employee, Contact, Company, Vendor, and Customer list table page individually
- [new] Export csv options in Employee, Contact, Company, Vendor, and Customer list table page individually
- [new] Import users as contacts option in Contact list table page
- [update] Styles upgrade for filter dropdown
- [update] Optimized some library scripts and stylesheets
- [update] Removed import/export tabs from Tools
- [update] Some backend optimization in Accounting
- [update] Filtering use case of dropdown has been improved in leave entitlement form
- [update] Responsive design in modules and extension page
- [update] Optimized extension icons to make the page more smooth and lightweight
- [update] Filter dropdown buttons design upgrade
- [fix] Employee address was unable to update
- [fix] Adding new customer/vendor with an email that exist in CRM was showing error
- [fix] All transaction payment chart was not showing amounts correctly
- [fix] Some incompatible API response issues on products and customers in accounting
- [fix] Country and state was getting reset each time a customer is updated in accounting
- [fix] Customer and vendor address was not showing correctly on frontend
- [fix] Outside click event for transaction filter was generating error
- [fix] Department dropdown was not showing all departments in some cases
- [fix] JSON datatype issue in employee education table
- [fix] Error regarding gmail api connection with CRM when google auth api returns error
- [fix] Accounting manager permission checkbox option was not showing in employee permissions tab
- [fix] Leave policy list page was showing empty after updating a policy
- [fix] Some undefined index notice issues all over the plugin
v1.8.4 -> May 07, 2021
- [notice] Limited time promotional offer on account of Eid
- [update] Applied status change action when an employee gets trashed
- [fix] Department listing issue when there is no root parent
v1.8.3 -> May 05, 2021
- [update] Caching process has been applied in the missing area to make performance faster and more smooth
- [update] New create option for Department and Designation on Employee create/update form
- [update] Some predefined department and designation for first time installation
- [update] Detailed result feature in employee education
- [update] A new design on modules and extension page
- [update] Delete option has been disabled for current employee history
- [fix] Employee history was not showing the current value correctly
- [fix] Terminate option was showing for already terminated employees
- [fix] Compensation history from past was updating the current value of employee
- [fix] Caching issues all over the plugin
- [fix] Contact group order by column
- [fix] DB table prefix issue in leave
- [fix] Delete product details was not deleting from detail table
- [fix] Some list parsing, ordering, counting and filtering
- [fix] Leave policy filtering by name was not working
- [fix] Reactivity on updating and deleting holidays
- [fix] Delete, bulk delete was not working properly on contact, company in CRM
v1.8.2 -> April 15, 2021
- [new] Attachments feature for note, email, log activity, schedule, and tasks inside CRM contact/company
- [update] Actions on tax payments have been temporarily disabled
- [update] User limit check has been applied on updating status and restoring trashed employee
- [update] Sanitization on all phone number input has been applied to filter numeric values and an optional ‘+’ at the beginning
- [update] Current user will be auto assigned while creating schedule from my schedule section
- [update] Autocomplete has been disabled for many datepicker and other input fields to make usability better
- [update] All filter menu usability has been updated including reset option and outside click event
- [update] Translation has been applied in all missing translatable string in all over the accounting module
- [fix] Inconsistent schedule data in my schedule section
- [fix] User was not being assigned to while creating backdated schedule
- [fix] Additional fields in employee were not updating
- [fix] Some checkbox, radio, and dropdown input validations were not working properly
- [fix] Issues on loading some components
- [fix] Existing employees were unable to update upon reaching user limit
- [fix] Direct termination was not updating employee history
- [fix] Some minor undefined index notices on various actions
- [fix] Transaction count filter with pagination was not working correctly
- [fix] Datepicker empty selection issue in accounting transactions
- [fix] Date filtering was not working for expense transaction
- [fix] Inconsistent default end date on ledger reports filters
- [fix] Dynamic voucher pages were not loading in accounting transactions
- [fix] Tax rates were unable to update
- [fix] Design of tax rate edit form was broken
v1.8.1 -> March 17, 2021
- [fix] Fixed fatal error while updating data
- [fix] Fixed incompatibility on contact form integration settings
- [fix] Fixed data was not loading in my schedule tab
- [fix] Fixed design conflict of setup wizard
- [update] Updated some designs
v1.8.0 -> March 15, 2021
- [new] Added VAT on purchase feature in accounting
- [new] Added both way payment system for sales and purchases to receive and pay amount for the same invoice/purchase
- [notice] Added limited time promotion for weDevs’ birthday
- [update] Updated menu arrangement to group some menus under their parent menu to make the arrangement more organized
- [update] Updated transaction lists to track debit/credit balance
- [update] Updated pdf invoices for all transactions
- [update] Updated some frontend design of accounting to make the usability smoother
- [update] Updated designs of list tables in CRM and HR
- [update ] Updated settings tabs to organize the settings under their corresponding parent settings
- [update] Updated the design of settings section menu
- [fix] Fixed pdf export issues for some voucher types
- [fix] Fixed wrong percentage issues of all transaction charts
- [fix] Fixed user permission issue on viewing single invoice
- [fix] Fixed google access token storing error response was generating fatal error
- [fix] Fixed deprecation warning on some codebase
- [fix] Fixed setup page design was broken with new WordPress update
v1.7.5 -> February 12, 2021
- [fix] Fixed nonce verification issue while leave year is being saved
- [fix] Issue with importing WP user to CRM contact fixed
- [fix] CRM agent was not able edit their own contact- this has been fixed
- [fix] Fixed extra slash issue if CRM first name last name has apostrophe
- [fix] Fixed the Admin access loosing issue when adding an Employee with the Admin email address
- [fix] Fixed accounting transaction summary piechart was not showing the percentage value
- [fix] Fixed static cache key issue at designation list page
- [update] Updated already existing employee check functionality
v1.7.4 -> December 31, 2020
- [new] Added holiday reminder email
- [new] Added action to synchronize employee status with attendance shifts
- [update] Updated calendar library.
- [update] Updated importing holidays from iCal/CSV to ensure the holidays can be customized before importing
- [fix] Fixed some minor issues
v1.7.3 -> December 18, 2020
- [update] Improved the code quality & fixed a minor issue
- [update] Added holiday gift promotional notice
v1.7.2 -> December 17, 2020
- [fix] Fixed searching employee was not working in other languages except english
- [fix] Fixed type checking issue while accessing contact/company single page
- [fix] Fixed leave creating problem for 31st December
- [fix] Fixed user given website is not saved while creating or updating employee
- [new] Added restriction for trashed contact/company. From now on, trashed contact/company cannot be edited or made WP user.
- [update] Updated audit logger to log all activities for CRM, HRM, and Accounting
- [new] Added email marketing step for weMail setup in installation wizard
v1.7.1 -> December 09, 2020
- [fix] Fixed js compatiblity issue with WordPress version 5.6
v1.7.0 -> November 30, 2020
- [new] Added Accounting vendor import option in the CSV import feature
- [new] Added Accounting vendor export option in the CSV export feature
- [new] Added filter at holiday calender
- [new] Added hr calendar weekend marker
- [new] Added filter at workdays
- [fix] Fixed issue of deleting all leave related references when an employee is permanently deleted
- [fix] Fixed permission issue of contact and company single pages to ensure no unauthorized user can access those pages
- [fix] Fixed CRM contact form integration issue to prevent contact owner from being reset every time a contact form is submitted by an existing contact
- [fix] Fixed issue of contact form settings so that the settings can not be saved without selecting contact owner as a required field
- [fix] Set hr calendar starting day as per settings
- [fix] Fixed announcement employee selection tag
- [fix] Fixed issue of deleting all leave related references when an employee is permanently deleted
- [update] Updated weekend from setting at hr leave calendar
- [update] Updated validation for CSV import to show row-wise detailed error notice when import operation fails
v1.6.9 -> November 20, 2020
- [update] Improved the code quality & fixed some minor issues to make your usages smoother
v1.6.8 -> November 12, 2020
- [new] Added prevention of product duplication when product create and update
- [new] Added transaction charge for purchase payment , expense
- [new] Added filter at WP ERP title & CRM title
- [new] Added reference number for expense, bill, bill payment
- [update] Updated csv export import permission
- [update] Updated employee display name when update employe information
- [update] Updated PDF export system for Expense, bill, bill pay, purchase, purchase pay voucher with reference number, due date and dynamic invoice type
- [update] Updated expense, sales, purchase filtering system with type and people
- [update] Updated reference no in purchase list
- [update] Updated customer transaction ledger
- [fix] Fixed Employee/Contact/Company name and city name validation issue to lessen the restrictions
- [fix] Fixed tax payment for decimal value support
- [fix] Fixed redirect to expense list after saving or update expense
- [fix] Fixed validation issue for name & city
v1.6.7 -> October 29, 2020
- [fix] Fixed phone no validation issue while importing contact or company from CSV
- [fix] Fixed email body style support issue
- [fix] Added asynchronous loading of holiday & leave data at HR calendar
- [new] Added inactive contact/company segmentation for CRM
- [new] Added validation for all fields of employee, contact, and company forms
- [new] Added validation to alert for number of empty required fields on submitting employee, contact, and company forms
- [fix] Fixed employee type update history tracker, previously stated as employee status
- [new] Added history tracker on updating employee status
- [update] Updated edit employee form to remove employee status and type fields
- [update] Updated task/schedule assign user dropdown to include CRM managers and contact owner only
- [fix] Fixed showing status, type, pay type and pay reason with localized values, previously db keys were shown.
- [update] Rearranged employee job histories in descending order, added indicator for all latest histories
- [update] Updated activity assign permission so that crm agents can assign activities to themselves only, involving only the contacts/company they own
- [new] Added WP ERP Pro sub menu
- [fix] Fixed responsive issues on mobile devices
- [fix] removed unnecessary use of wrongly called Google_Auth class reference, this was causing fatal error for some users.
v1.6.6 -> September 25, 2020
- [fix] Fixed category creating issue, set default value as 0 if no parent category assigned
- [fix] Fixed notice display conflict
- [fix] Fixed imported csv count issue
v1.6.5 -> September 24, 2020
- [new] Added csv data validation when importing contact, company & employee
- [new] Added csv data validation when importing holidays
- [update] Updated parseCsv library to support php 7.4
- [update] Updated Trix Editor version
- [fix] Fixed Menus responsive issue with iPad 11 inch view
- [fix] Fixed email heading html tag support issue
- [new] added support for “dd.mm.yyyy” as new ERP “Date Format”
- [new] added new filter hook “erp_pre_contact_form_people_data”
- [new] added new action hook “erp_crm_email_opened”
[new] added various tooltips for easy access of various features
[fix] Fixed responsive issue of leave application form
- [fix] Fixed Leave requests table ‘Employee Search’ filter
- [fix] fixed timezone problem of leave request modal
- [new] added employee type filter on leave policy, now user can create leave policy based on employee types
[update] added proper redirect based on various actions on hrm leave related sections
[fix] Fixed issue with Company and contact filtering where data not loading correctly
- [fix] Fixed Problem creating CRM schedule/notes(All text field) from Mobile
[fix] fixed Import contacts from WP users is broken
[new] Increased accounting DB fields limit to decimal(20,2)
- [update] add transaction charge for payment
- [update] add new sub head ‘bank transaction charge’ to ledger
- [update] update opening balance/ acct financial year date picker problem
- [update] update trial balance, Balance Sheet: total Cash At Bank, cash At Bank Breakdowns, total Loan At Bank
v1.6.4 -> August 25, 2020
- [tweak] changed ERP PRO class references
- [new] revoke access of hrm, crm and accounting modules if employee status is not active
- [new] added various erp user count on Status report page
- [fix] Optimized code for better security
v1.6.3 -> August 13, 2020
- [enhancement] Support both old PHPMailer v5 (WordPress <=5.4) and PHPMailer v6 (WordPress >=5.5)
- [new] Added Bank Transaction Charge on Accounting Module
- [fix] Fixed life stage display issue when translating
v1.6.2 -> July 23, 2020
- [new] added bulk action for leave requests
- [fix] Fixed pdf attachment issue at transactional emails
- [enhancement] Added missing string translation for Accounting module
- [new] Added accounting emailer class
- [new] Added tab view at email setting page
- [new] Filter extension email base on criteria
- [new] Registered switch check for email type & configure email for invoice
- [new] Added accounting payment email template
- [new] Added new purchase email template at accounting
- [new] Fixes Cannot find taxes in Chart of Accounts #1066
- [new] Fixed Chart of account ledgers update issue
- [new] Added email template for accounting product estimate
- [new] Configured accounting new purchase order create email template
- [new] Configured pay purchase email template for accounting
- [new] Disallowing expense, bill & pay bill emails
v1.6.1 -> June 30, 2020
- [fix] Fixed auto select issue of state while adding new company
- [fix] Fixed vendor search issue while adding new product
- [new] Added custom date range search for leave report
- [fix] Fixed email Template is adding back slash () when using with single and double quote
v1.6.0 -> June 01, 2020
- [enhancement] Rewritten HR leave feature from the ground up for better performance and better management.
- [new] Introduced new tables related to leaves for better management
- [new] Added Year support for leaves under Settings —> HR —> Leave Years
- [new] Moved policy name under Leave Management —> Policies —> View Leave Types for better policy management. Now you can define all leave types eg: Annual Leave, Casual Leave, Sick Leave, etc in one place and reuse them when you create new policies
- [new] Add new policy page moved to a standalone page
- [new] Leave Year and Leave Type fields are mandatory to create new policies now
- [new] Now policies can be customized for each leave year by leaving previous policy settings untouched
- [new] Now policies can be duplicated depending on department, designation, location, gender, marital status filter
- [new] Added copy feature for policies where you can copy an existing policy and reuse it for next year
- [enhancement] Updated Leave Entitlements table for a more compact view.
- [enhancement] Updated Leave Entitlements: Add New page with related policy filters, now to entitle employees to a policy, you’ve to select related filters to get desired leave policy
- [enhancement] Now only full-time employees will be considered for leave entitlements
- [new] Added related filters for leave entitlement list page
- [enhancement] Moved policy and entitlement delete feature to debug mode. If you want to delete leave policies or leave entitlements, enable debug mode from Settings —> General —> Enable Debug Mode
- [new] Added new Year field for New Leave Request form on admin and Take a Leave modal on employee end, if there are multiple leave years defined, users can choose which leave year they are going to apply leave for
- [enhancement] Updated Leave History section under Employee —> Leave tab, so that user can view all request made from their end, view request status, filter through a leave year, approve status and policies, etc
- [new] User can now apply for leaves for multiple leave year
- [new] Added Approve message feature while approving a leave request
- [new] Added new Approved By column on leave request table
- [enhancement] Updated existing leave request table view for better information display, now you can get an overview of leave request on a more compact way
- [tweak] Removed leave request bulk action from Leave Requests table
- [tweak] Updated API related to leave features
- [tweak] Updated some string on various pages
- [enhancement] On CRM Contact Activity Feeds Filter added a new filter to display all activities, thanks to Andrija Naglic
- [fix] updated schedule event hooks to avoid duplicate events
- [fix] updated validation for extra leave requests
v1.5.16 -> April 17, 2020
- [fix] [Accounting] Fixed Trial Balance bank balance-loan calculation
- [fix] [Accounting] Fixed balance of ledger report debit-credit label: Wrong Dr/Cr label is showing at the rightmost balance column in the list row of accounting ledger details report page.
- [fix] [Accounting] moved Chart of Accounts “Sales Returns and Allowance:1403” from Income to Expense section
- [fix] fixed tooltip display issue on WP ERP -> Tools -> Status page
- [fix] fixed a notice on “Latest ERP Blogs” section under WP ERP -> Dashboard page
v1.5.15 -> March 31, 2020
- [fix] Plugin update capability of the user
- [fix] Fixed pay bill duplicate entry issue on the ledger_details
- [fix] Fixed the Check single view- which was not showing properly
- [fix] Fixed dashboard CSS conflict with wpdatatable
- [fix] Fixed accounting load issue with different permalink structure
- [fix] Fixed Contact Group-based permission issue for the CRM agent
- [fix] Contact Owner was not being updated from the CRM contact profile, Which has been fixed
v1.5.14 -> March 03, 2020
- [fix] Show owners equity ledger account balance in chart of accounts
- [fix] Bank balance transfer issue with opening balance cash
- [fix] Subscription widget is not working issue
- [fix] Email attachment is not working
- [fix] Opening balance doesn’t support fraction amounts
- [fix] States/provinces are missing for most of the country
- [tweak] Conditionally required vendor field on product creation
- [tweak] Add expiration field at employee education section
v1.5.13 -> February 11, 2020
- [new] Add document attachment field at leave application form
- [new] Add csv import feature for uploading bulk holidays
- [fix] Problem with announcement publication for selected employees & department
- [fix] Default email format or HTML tags are not working with ERP Email notifications
- [fix] Add disabled props in multi-select for people selection
- [fix] Fix tax component validation
- [fix] Fix missing company custom field csv export issue
- [fix] Fix most of the CRM list table translation related issues
- [fix] Fix CRM subscription issue
v1.5.12 -> January 23, 2020
[fix] – Some import related issues for wrong sanitize functions
[fix] – HR: Cannot set AC Manager permission for an employee
[fix] – CR: Email templates could not be enabled
[fix] – CR: View meeting details from widget
[fix] – CR: New contact & assigned task email configuration issue
[fix] – AC: Broken journal link from admin bar menu
[fix] – AC: Prevent creating a tax rate without component values
[fix] – AC: Banks cannot be deleted from opening balance
[tweak] – AC: Update address field formation in transactions
[tweak] – AC: Support for alphanumeric post code in people creation
v1.5.11 -> January 09, 2020
[fix] – Unicode characters saving issue during CSV import
[fix] – CR: Removed extra slash when saving company name
[fix] – CR: Contact owner field value is not saving where contact or company is a wp user
[fix] – AC: Save journal entries “Error: Debit and Credit must be Equal”
[fix] – AC: When viewing an expense transaction the bank and check fields appear although paying with Cash
[tweak] – Optimize code for better security
[tweak] – CR: Make first_name and email as required fields to avoid duplicate entry during CSV import
[tweak] – AC: Display only products of selected vendor in purchase transaction
v1.5.10 -> December 19, 2019
[fix] CR: Fixed file attachment issue.
v1.5.9 -> December 11, 2019
[fix] Updated: CRM js loading sequence. Which was causing CRM single page view not working properly.
[fix] Fixed: Redirect to CRM overview page after login as CRM Agent
v1.5.8 -> December 10, 2019
[fix] HR: Fixed country, state schema type for customer & vendor.
[fix] CRM: Made the strings translatable that are not translatable.
[tweak] CRM: Moved customer statistics from admin dashboard to crm dashboard.
[fix] AC: Fixed the Customer transactions wrong balance issue.
[fix] AC: Amount was not showing on PDF invoice, which has been fixed.
[fix] AC: Decimals valus were not appearing in the Pay Purchase. It has fixed now.
[fix] AC: Particulars were not showing in journal entries. Fixed now.
[fix] AC: Unit price was showing Zero in purchase single view. It has been fixed.
[fix] AC: Fixed the Void transaction related issues.
[fix] AC: Fixed the wrong balance issue in the People details.
[fix] AC: Show only the products of selected vendor in purchase.
[tweak] AC: Disabled Product type while editing product to preserve reports.
[tweak] AC: Updated modal style.
v1.5.7 -> November 15, 2019
[fix] Fixed the SQL syntax error for DB collate which was causing installation error in some cases.
[fix] AC: Fixed financial year creating an issue.
[fix] AC: Changing currency position was not reflecting Accounting, this has been fixed now.
[fix] AC: Changing currency was not working and it was always fixed for USD, this has been fixed now.
[fix] AC: Added decimal amount support to pay the purchases.
[fix] AC: After the Purchase edit, the trial balance mismatch issue has been fixed.
[tweak] Added form changes saving alert in Settings.
v1.5.6 -> November 01, 2019
[new] HR: Hiring date anniversary reminder and wishing email to employees.
[new] HR: Add dashboard widget for the HR manager (trainee & contractual).
[new] HR: Add inactive status and change status style.
[new] HR: Weekly digest email.
[new] HR: Contract & trainee is about to end can only be seen by HR manager.
[new] CR: Add enable/disable section at CRM settings for sending birthday greeting.
[new] AC: Add photo for customer/vendor.
[fix] HR: Apostrophe is generating an extra backslash on the holiday. Closes #900
[fix] HR: Send SMS if all employees are selected. Closes #906
[fix] AC: Bank transfer is not working after opening balance creation.
[fix] AC: Check single page duplicate entry
[fix] AC: Invoice PDF Export issue. Closes #882
[fix] AC: Transfer decimal contained amount on bank transfer.
[fix] AC: Errors in transaction single page if no particulars available. Closes #894
[fix] AC: Journal reference is not available on the single journal entry view. Closes #893
[fix] AC: Chart of accounts editing error. Closes #887
[fix] AC: Vendor Update details does not show custom field. Closes #885
v1.5.5 -> October 04, 2019
[new] Accounting: Estimate to Invoice create shortcut.
[new] Accounting: Purchase Order to Purchase create shortcut.
[fix] Accounting: Wrong Invoice & Purchase unit price on edit.
[fix] Accounting: Customers & Vendors pagination with search. Closes #858, #876
[fix] Accounting: Create invoice & purchase can not retrieve more than 20 products/services. Closes #859
[fix] Accounting: Dashboard income-expense chart remains at $ currency. Closes #866
[fix] Accounting: Purchase unit price needs to be able to accept decimal values. Closes #868
[fix] General: Auto import option of Customers from CRM. Closes #874
[fix] Accounting: WP ERP accounting mega menu links. Closes #871
[fix] Accounting: Calculation for sales invoice with multi line entries. Closes #875
[fix] Accounting: Tax payment form does not show up. Closes #877
[fix] Accounting: Ledger migration. Closes #878
[tweak] Remove button to send a birthday email to employees from HR dashboard.
[tweak] Update DB collate in class install to proper support for Arabic font.
[tweak] Accounting: Proper formatting of transaction particulars. Closes #854
v1.5.4 -> September 24, 2019
[fix] Accounting: Fix various pdf related issue.
[fix] Accounting: Company is not showing in vendor list.
[fix] Accounting: Transaction particular is not showing in single view and pdf.
[fix] Accounting: Fix permission related issue on product and product category API.
[fix] HRM: Employee designations and departments are not showing properly.
[fix] HRM: API restriction for leave request if applied for extra leave.
v1.5.3 -> September 17, 2019
[fix] CRM: Search segment issue.
[fix] Accounting: Topbar menu permission issue.
[fix] Accounting: Customer & Vendor display issue.
[fix] Accounitng: Menu highlighting issue.
[fix] Accounting: Add option to directly export pdf invoice.
[fix] Accounting: Fix translation issue.
[tweak] Accounting: Void accounting transactions.
v1.5.2 -> September 12, 2019
[fix] Updater file not found issue.
v1.5.1 -> September 10, 2019
[fix] Showing people transaction in single user view.
[fix] Fix various small accounting related issue.
v1.5.0 -> September 09, 2019
[new] Rewrite accounting module from the ground-up.
[new] Add Philippines provinces. Closes #836
[tweak] Add a filter for
custom attr length. Closes #837
[fix] Fix printing issue in menu. Closes #839
[fix] Company location delete not working. Closes #843
[fix] Fix a broken link under status page. Closes #844
v1.4.6 -> July 24, 2019
[new] Added ‘switch to’ button at the employee list if ‘User Switching’ plugin activated.
[tweak] Changed contact & company deleting message when checking if it has a relationship.
[fix] Terminated employees are also shown at leave entitlement list.
[fix] Prevent cron job to duplicate existing job entitlement at the same financial year or policy update.
[fix] Company or contact does not get trashed.
[fix] CRM mail template issues.
v1.4.5 -> June 12, 2019
[tweak] Leave reason field is made required. Closes #824
[fix] Saving Leave entitlement was redirecting to the leave requests rather than the Entitlements. It has been fixed now. Closes #820
[fix] Employee ERP Permission was not saving from the Employee profile, which has been fixed. Closes #827
[fix] CRM email template tag parsing issue. Closes #829
v1.4.4 -> May 02, 2019
[new] Added a new feature to send a notification email when a new contact is assigned to an agent.
[new] Added a new feature to send birthday greetings to contacts with the customizable email template.
[fix] Previously, CRM agents were able to see all the CRM activities including the activity of the contacts that he/she doesn’t belong to. This has been limited now and CRM agents can see the activity that he/she own only. Closes #814
[fix] Vendor details were taking to the Accounting overview page instead of taking to the Vendor profile. This has been fixed. Closes #815
v1.4.3 -> April 04, 2019
[fix] CRM Agents should not delete contact groups. Closes #802
[fix] Printing invoice getting the header informations along with the top menus. Closes #792
[fix] Portugal states are missing. Closes #731
[fix] Problem with CRM inbound email. Closes #787
[fix] Modal select box style. Closes #794
[fix] Can’t select state on vendor create.
[fix] Missing contact owner when importing contact.
v1.4.2 -> February 14, 2019
[fix] Exclude terminated employees from Who is Out widget. Closes #727
[fix] Fix upload company logo. Closes #732
[fix] States selection changing according to country selection in company edit page. Closes #733
[fix] Profile image can’t be deleted once uploaded. Closes #748
[fix] Fix responsive issue with HR overview page and employee’s my profile page
[fix] Fix leave request email sending from API
[fix] Fix various reports issue with terminated employees (e.g. salary history, leave reports, gender reports).
[fix] Fix contact list view and edit for crm agent
[fix] Fix ninja contact form integration
[fix] Fix issue with leave entitlement creation
[new] Add employee blood groups in employee creation
[new] Add project manager plugin in setup wizard to improve project management with employees
v1.4.1 -> November 06, 2018
[new] Revoke access to ERP for terminated employees
[fix] Problem with rejecting leave requests #721
[fix] Fixed state not showing while editing contact #722
[fix] Employee create or update not saving employee name
[tweak] Added script versioning to avoid unwanted cache of scripts
v1.4.0 -> October 30, 2018
[new] Add ERP main menu in Dashboard sidebar and Admin bar
[new] HR menu moved under new ERP menu
[new] CRM menu moved under new ERP menu
[new] Accounting menu moved under new ERP menu
[new] Add gmail API for CRM email connectivity
[fix] Transfer amount from main account. Fixed #708
[fix] Sales transaction list issue
[tweak] Replace old urls according to new ERP menu
[tweak] Change links in rest response according to wp style. Closes #715
v1.3.14 -> September 03, 2018
[new] New employee login details api added
[new] Assign pending status to rejected/approved leave request, resolved #696
[fix] Fixed employee report generation issue showing warnings
[fix] Fixed showing invalid end time in calendar if not set, resolved #687
[fix] Fixed CRM contact quick edit not showing unsubscribe message, resolved #674
[fix] Unable to import users to CRM contacts, fixed #695
[fix] CRM email template loading issue fixed
[fix] HRM Headcount report doesn’t exclude terminated employees, resolved #655
[tweak] No Information about Settings update is displayed upon saving the settings from “ERP Settings” Menu, resolved #697
v1.3.13 -> Jul 30, 2018
[new] Search functionality for email, tasks, schedules etc in CRM contact. Closes #670
[new] Employee image upload API added.
[new] Add memo for invoice pdf.
[fix] Fix employee import problem.
[fix] Expense chart information update.
[fix] Leave entitlement remove system add.
[fix] Autofill customer address to the invoice billing address.
[fix] Email Template is adding back slash () on edit with single and double quote. Closes #672
[fix] Unable to apply for leave longer than 1 day. Closes #668
[fix] Unable to edit an existing employee. Closes #678
[fix] Unable to terminate an employee. Closes #679
[fix] An Employee can send multiple leave requests on the same date. Closes #682
[tweak] Update pot file
v1.3.12 -> June 21, 2018
[fix] Postal Code does not appear on a customer’s user details tab. Closes #591
[fix] A Payment voucher’s total amount is not formatted as currency. Closes #592
[tweak] A vendor text field on an add customer form is confusing. Closes #593
[fix] Department delete not working. Closes #661
[fix] Not all the employees are receiving announcement. Closes #663
[fix] Can’t create leave request with api. Closes #664
[fix] Contact Owner is assigned as “Nobody” for newly imported contacts. Closes #665
[fix] Creating multiple employees with the same email address replace the previous employee and keep the last one. Closes #666
[fix] Invoice total price should not be zero. Closes #667
[fix] Fix state select on click when add new contact.
v1.3.11 -> May 29, 2018
[fix] Employee list conflicts with reporting to. Closes #649
[fix] Unable to void payment entry in sales tab. Closes #658
[fix] Payment amount is more than due. Closes #659
[fix] Unable to import contacts from CSV.
[tweak] NPM packages update.
[tweak] Employee single link update.
v1.3.10 -> Apr 25, 2018
[fix] Fix contact life stage sync.
[fix] User ID is always 0 when check for restricted employee data. Closes #650
[fix] Enable/Disable email notification. Closes #289
[fix] Currency choice in setup wizard does not work. #651
[tweak] Compatibility fix.
v1.3.9 -> Apr 08 2018
[new] Department head review employees. Closes #334
[new] CRM email attachments. Closes #642
[fix] Unable to select state. Closes #643
[fix] Prevent duplicate vendor creation. Closes #644
[fix] Employee profile edit permission. Closes #646
[fix] CRM tag is not saving without clicking on “Add”. Closes #647
v1.3.8 -> Mar 29 2018
[new] Filter contact by company added in CRM. Closes #464
[fix] CRM growth report graph not showing properly. Closes #640
v1.3.7 -> Mar 22 2018
[fix] Missing important fields in HRM Closes #639
[fix] Unable to add new contact group in CRM #638
v1.3.6 -> Mar 20, 2018
[fix] Status report guide URL. Closes #630
[fix] CRM activity search is not working properly. Closes #628
[fix] The calendar function on ERP doesn’t go back than 1968. Closes #633
[fix] Unable to assign Department lead. Closes #634
[fix] Unable to edit/update designation. Closes #636
[new] CRM reporting. Closes #560
[new] Company wise activity. Closes #626
[new] CRM contact tagging add.
[new] Add CRM tag in save search.
[tweak] PDF separated as extension.
[tweak] Employee modal elements placement change.
[tweak] Modify pop-up modal design.
v1.3.5 -> Feb 25, 2018
[fix] CRM segment is saved with the same name multiple times and there is no way to delete. Closes #318
[fix] When a payment is mailed, it is automatically changed to invoice. Closes #482
[fix] Create New (Customer) on the Add Payment form will remove info from an existing CRM Contact. Closes #554
[fix] Invoice and payment section ‘Bill to’ name error. Closes #622
[fix] Holidays created without any range are generating wrong end date. Closes #623
[fix] Employee Get Events API not returning leaves. Closes #624
[fix] New employee compensation data missing. Closes #625
[new] Send birthday wish email to the employee. Closes #150
[new] Add invoice filtering based on customer name, status and date. Closes #310
[new] Add search fields on leave entitlements page. Closes #618
[tweak] Fix input field width on employee create form.
v1.3.4 -> Feb 8, 2018
[tweak] Sales and expenses status text change. Closes #401
[tweak] Invoice formatting. Closes #397
[fix] Employee avatar get reset on employee edit when update other information. Closes #610
[fix] Invoice Amount (USD works fine. EURO doesn’t work). Closes #512
[fix] Assign to company is searching for contacts instead of companies. Closes #609
[fix] Accounting invoice add payment issue with thousand separator. Closes #615
[fix] WP existing user is not importing as employee. Closes #616
[fix] Update Setup wizard. Closes #611
[fix] Leave entitlements is being created for non active employees. Closes #617
[fix] Accounting Issue with Partial Payment. Closes #578
[fix] Updating employee job history removes employee’s meta data. Closes #619
[new] Remove WP user when removing employee. Closes #614
[new] System status report. Closes #250
v1.3.3 -> Feb 1, 2018
[fix] Employee API returns wrong event data. Closes #605
[fix] CRM overview links are not working as expected. Closes #596
[fix] CRM contact owner is not updating. Closes #606
[fix[ CRM filter by Owner is not working. Closes #597
[fix] CRM selected life stage is not assigned while importing. Closes #603
[fix] Showing phone number twice in HRM -> My Profile. Closes #607
[fix] Months are not showing properly in ERP Settings. Closes #608
[fix] Add announcement author name in the API response.
[fix] API date response fix.
v1.3.2 -> Jan 25, 2018
[fix] Leave report filters are not working as expected. Closes #600
[fix] Employee profile fields are not updating when empty. Closes #599
[fix] Employee create leave request permission denied. Closes #598
[fix] Employee is not receiving email notification on leave request rejection. Closes #589
[fix] Employees on Leave on the same date is not showing in ‘Who is out’ postbox. Closes #587
[fix] 500 Internal Server Error when filtering and searching employees. Closes #586
[fix] Duplicate department title. Closes #584
[fix] Duplicate designation title. Closes #585
[fix] HR overview page is taking long time to load. Closes #583
[fix] Employee custom avatar image not working. Closes #580
[fix] Assigning Leave policy to employee generates fatal error. Closes #577
[fix] Leave entitlements should not be generated for inactive employees. Closes #573
[fix] Fix single employee performance required fields.
[fix] Fix upcoming birthdays for next week.
[fix] Leave report filters add.
[new] Search option in Leave Requests. Closes #574
v1.3.1 -> Jan 11, 2018
[Fix] HRM Overview page blank when CRM module is not active.Closes #575
v1.3.0 -> Jan 09, 2018
[tweak] Improved employee API.
[tweak] Remove unnecessary validation with security improvement.
[tweak] Job information tab improvement.
[tweak] Employee class optimized.
[tweak] Reports API improvement.
[tweak] HRM endpoints optimized.
[tweak] Leave balance view improvement.
[tweak] Updater improved.
[new] Add HRM birthday API support.
[new] Add HRM leave API support.
[new] Add HRM upcoming leave request API support.
[new] Add HRM note API support.
[new] Add HRM job history rest API support.
[new] Add HRM permission/roles rest API support.
[new] Add HRM head counts rest API support.
[new] Add HRM employee termination API.
[fix] Employee and Department API search option. Closes #569.
[fix] Payments are shown on an invoice in the popup. Closes #552.
[fix] HRM gender reporting count error. Closes #565.
[fix] Fix CRM contact inbound mail tracker.
[fix] Employee full name not showing.
[fix] Fix alert on department delete which contains employees.
v1.2.8 -> Oct 30, 2017
[fix] Partially created invoice can’t be approved, void or deleted. Closes #522.
[fix] The search function is not working on accounting customers and vendors list page. Closes #540.
[fix] Deactivated Accounting module gives a fatal error. Closes #545.
v1.2.7 -> Oct 26, 2017
[new] Import CRM users into accounting module. Closes #394.
[new] Send emails to different users from different email address. Closes #465.
[new] Add Bulk Action in accounting module. Closes #538.
[new] Database SQL query optimization.
[fix] Help pages link fixed.
[fix] Create employee form data sanitization. Closes #473.
[fix] Exported (pdf) Invoice does not show TAX (%) and TAX amount. Closes #493.
[fix] Contact adding issue from frontend with Ninja Forms. Closes #501.
[fix] CRM contact groups search option. Closes #524.
[fix] Woocommerce order synchronization issue when the discount is more than 100. Closes #526.
[fix] Accounting sales page customer search issue. Closes #527.
[fix] Large description is not aligned in PDF. Closes #528.
[fix] Searching for a non listed employee takes to a different page. Closes #532.
[fix] Load time increases for unnecessary query on the settings page. Closes #533.
v1.2.6 -> Oct 05, 2017
[new] Add help submenu pages under HRM, CRM and Accounting menu.
[new] Add subscription form shortcode placeholder support.
[new] Add get started employee page.
[new] Add customer statics admin widget. Closes #26.
[new] Capability to create a contact group with the result (list of contacts) of a search (filter search). Closes #516.
[new] Add ‘By Departments’ and ‘By Designations’ option to create/send an announcement. Closes #519.
[fix] Accounting insert transaction discount issue.
v1.2.5 -> Sep 14, 2017
[new] Redirect users to their role specific pages. Closes #337.
[new] Employees can apply for leave even after remaining days in the policies are 0. Closes #486.
[new] Add .github CONTRIBUTING.md and PULL_REQUEST_TEMPLATE.md files.
[tweak] Add indexing for DB table optimization
[tweak] Deleting and Editing option on single Leave Entitlements. Closes #291.
[tweak] Updated readme with FAQ questions
[fix] Unable to add leave request from the backend. Fixes #514.
[fix] Enqueue scripts for email testing only in settings page
[fix] CRM overview page css issue. Fixes #502.
[fix] Accounting enqueue issue due to translation. Fixes #505.
[fix] CRM overview page wrong links. Fixes #508.
[fix] CRM fetch few number of contacts. Fixes #509.
[fix] Create contact from created user conflicts.
v1.2.4 -> Aug 24, 2017
erp_get_editable_roles provides a filtered list of user roles.
[fix] Prevent CRM Manager to convert a contact as administrator. Fixes #497.
v1.2.3 -> Aug 10, 2017
[new] Add hook after subscriber confirmation
[new] Add erp_save_contact_form_data hook
[new] Make sure employees can make only one leave request per day. Fixes #485.
[new] Added help text for leave policy option.
[new] Add support for Saudi Arabia regions (states).
[new] Added help text for leave policy option.
[tweak] Use image file path instead of url for PDF Invoice logo.
[tweak] Bind subscription form submit action to body.
[tweak] Check for valid subscriber before unsubscribe it.
[fix] While importing contacts WP ERP is adding dump email address. Fixes #475.
[fix] Removed due date from the payment. Fixes #481.
v1.2.2 -> Jul 13, 2017
[new] Add private option for contact groups
[new] Add edit subscription page
[new] Add module activate and deactivate CLI commands
[tweak] Improve people search query
[tweak] Exclude past requests from Who is out metabox
[tweak] Insert people hash key when insert new people or assign a group
[fix] Remove assigning dummy email address when importing contacts
[fix] Fix new leave request notification email recipients filter
[fix] Fix erp_crm_customer_get_status_count query
[fix] Change _assign_crm_agent meta key to contact_owner in API function
[fix] Throw exception if accounting transaction failed
v1.2.1 -> Jun 18, 2017
[new] Add force_subscribe_to option for subscribing users
[new] Add with-groups optional parameter for CRM delete command
[tweak] Sort employee list table by employee name.
[tweak] Improve assinging Admin as HR, CRM and Accounting Manager logic
[tweak] db schema changed for fractional qty
[fix] Fix erp_hr_leave_get_balance query.
[fix] Fix ‘From Name’ for emails sending from CRM single pages.
[fix] Fix main plugin class singleton instance call
[fix] Fix symbol for South African rand
[fix] Fix eventLimit for Leave Calendar
[fix] Fix warning issue due to run loop on an empty array
[fix] Fix invoice number in exported Sales Invoice
v1.2.0 -> May 22, 2017
[new] Add function to get employee work location id
[new] Show unconfirmed column in contact group list tables
[new] Add support for importing employee when related WP users exist
[new] Add new leave request notification recipients filter
[new] Add HR CLI class
[tweak] Refactor and fix queries for leave management
[tweak] Employee tabs URL changed to erp-my-profile. Fixes #451
[tweak] Hide message when change email address in accounting – customer page
[tweak] Remove setup_database hook from init action and call immediately
[tweak] Refactor Subscription class.
[tweak] Export employee with all kind of status
[tweak] After delete an employee, remove HR roles instead of delete the related wp user
[tweak] Improve CSV parsing during import ERP data
[fix] Audit log erroneous pagination. Fix #460
[fix] Remove rejected requests from calendar. Fixes #449
[fix] Fix request list table ordering. Fixes #450
[fix] Remove terminated employee on Who is Out widget. Fixes #455
[fix] Leave request status colors CSS. Fixes #458
[fix] Fix entitlements list table filter
[fix] Leave rejection message in Leave rejection email .Fixes #453
[fix] Template names in comments corrected
[fix] Dix expense created by one manager can be seen by other managers too. Issue#444
v1.1.19 -> Apr 27, 2017
[tweak] Import partial data in case of existing contacts during WP User to CRM import or CSV import
[tweak] Log each time a contact opens an email.
[tweak] Improve insert_people function
From name mismatch in emails sending from CRM single contact page
v1.1.18 -> Apr 13, 2017
[fix] Fix owner avatar in contact and company single pages
[fix] Fix export error handle when no field is given
[fix] Fix leave available count in employee profile Leave tab
[fix] Fix erp_hr_leave_get_balance query
[tweak] Load CRM scripts only in specific pages
[tweak] Check permission before convert a contact to WP User
[tweak] Prevent woocommerce from redirecting ERP users to my account page
v1.1.17 -> Mar 30, 2017
- [new] Add email opt-in with subscription form
- [tweak] Change employee pay_rate column int to decimal in db
v1.1.16 -> Mar 27, 2017
- [new] added function
erp_get_client_ip()for getting client IP address
- [fix] Fix CRM dashboard Today’s Schedule metabox
- [fix] Remove a contact from all groups after delete it
- [fix] TypeError when deleting search segment. Fixes #421.
- [fix] Update unsubscribed contact/company data properly
- [fix] Fixes CRM Dashboard metaboxes display issue.
- [fix] Using dynamic life stages instead of statics in CRM dashboard
- [fix] Append extra life stage label after the filter applied
- [tweak] Added some file types in file_upload option
v1.1.15 -> Mar 16, 2017
- [fix] Allow export fields like checkbox or multiselect for Contact or Company
- [fix] Fix import export undefined field_builder_contacts_fields error
- [fix] Fix condition to hide dashboard metabox
- [fix] Pagination problem on leave request page. Fixes #419
v1.1.14 -> Mar 07, 2017
- [new] Added CRM cli command for clearing up the contacts
- [new] Add most of the current circulating currencies
- [new] Add
post_where_queriesoptoin for erp_get_peoples query
- [new] Add param to print erp meta values
- [fix] Fix contact editor error when assigned to one group in single page
- [fix] Email Template adding back slash () on edit with single and double quote
- [fix] Proper error handle for contact form integration
- [tweak] Hide HR Permission tab in own profile page
- [tweak] Remove terminated employees from Birthday Buddies list
- [tweak] Added created_at field to enable adding log in a past date
v1.1.13 -> Feb 16, 2017
- [fix] Show tasks based on permission and tab in CRM Schedule calendar
- [fix] Fix contact editor error when assigned to one group
- [fix] Update ERP_Settings_Page class. Fix #409.
- [fix] Fix core Updates class
- [fix] Fix WP User to CRM importer meta sync error
- [fix] Fix comapny default address zip error
- [new] Add function to remove select2 enqueued by other plugins
v1.1.12 -> Feb 01, 2017
- [fix] Fix employee editor popup country dropdown
- [fix] Fix announcement mark as read process
- [fix] Fix people conversion from another type or from WP User
- [fix] Fix people total counting issues in
erp_include_popup_markupfunction to include erp-popup markup
- [new] Add toastr.js plugin
- [new] Add filterable company default location name
- [tweak] Refactor single employee permissions update process
v1.1.11 -> Jan 22, 2017
v1.1.10 -> Jan 18, 2017
- [new] Introduce REST API
- [new] Meta query support in advance search segmentaion
- [new] Date and number range type filter in crm search segmentation
- [new] Pakistani Rupee currency
- [new] Contact age filter in advance search filter CRM
- [new] Pagination system for individual ledger
- [new] Closing balance for individual ledger
- [new] Added filter
erp_crm_js_template_file_pathin js template path
- [tweak] Remove edit functionality from single transaction page
- [tweak] Change label for dashboard net income
- [tweak] Update select2 v4.0.3
- [fix] Leave request deleting issue
v1.1.9 -> Dec 22, 2016
- [new] Can input data from older financial year (balance c/f)
- [new] Added email validation for new customer and vendor
- [new] Include journal tax in sales tax report
- [tweak] Customers and vendors are searchable and limit lifted
- [tweak] Tax receivable accounts moved to expense
- [tweak] Date picker range enhanced
- [fix] ERP updater is now working
- [fix] Removed journal edit option from individual chart list table
v1.1.8 -> Dec 11, 2016
- [new] Add filter for hiding dashboard metaboxes
- [fix] Fix leave request datetime calculation
- [fix] Fix journal entry item problem
- [fix] Move tax receivable accounts from expense to assets
- [fix] Update number formating for transaction unit price
- [fix] Remove employee role checkbox from wp user edit profile
- [Update] Update moment.js to v2.17.1
v1.1.7 -> Dec 7, 2016
- [new] Label added in tax form
- [new] Added editing system in journal
- [new] Should be able to transform a CRM Contact into a WP_User
- [new] Add localize support for fullcalendar
- [new] Add date range in all date picker.
- [new] Add flot chart stack and categories plugins
- [new] Added age field in contact
- [fix] Joining date does not display on the employee welcome email
- [fix] Employee Privileges are Removed upon role change
- [fix] Checkbox toggling in all list tables
- [fix] Expense pie chart is set to 100% by default
- [fix] Holidays editing and deleting
- [fix] Fix screen, screen base and form handler hook for HR and Leave pages
- [fix] Calculation in dashboard all charts
- [fix] Calculation fixed in bank charts
- [fix] Dejavusanscondensed font paths for FPDF
- [fix] Change contact get query sql
- [fix] Change people meta key
- [fix] Email duplication problem when people create
- [fix] Conflicting with accounting customer when contact create
- [fix] Tax amount processing during transaction
- [fix] Discount field range only 0 to 100 at transaction time
- [fix] Quantity field make grater than 0 at transaction time
- [fix] Required minimum amount for bank transfer
- [fix] Refactor & add journal new function
v1.1.6 -> Nov 9, 2016
- [Fix] Query fix dashboard income & expense, business expense, net income, invoice payable to and bill you need to pay
- [Fix] Fix overdue payment problem
- [Fix] Unnecessary select checkboxes in accounting module
- [Fix] Transaction list table total item query
- [Fix] Unsubscribe contact from a specific group
- [Fix] Unable to change CRM contact owner problem
- [Fix] Menu item are not in open/fixed mode when announcement is selected
- [Fix] Contact status refreshing problem during edit and add contact
- [Fix] Permission for CRM manager to delete others contacts
- [Fix] Custom field fix on csv export
- [New] Add Currency option in Settings – General Options
- [New] Unicode support added to PDF
- [New] Add new column
- [Update] Set default current date for new invoice, payment, vendor credit and payment voucher
- [Update] Button status for all new transaction time
- [Update] Sales and expense list table according with transaction status
- [Update] Sales and expense bulk action for different transaction section
- [Update] All transaction report query
- [Update] Journal query and journal list table class for filtering only journal type transaction
- [Update] Improve announcement functionality
- [Update] Chosen js removed from core
v1.1.5 -> Sep 19, 2016
- [fix] Holiday date calculation problem fixed
- [fix] Ajax request for edit holiday
- [fix] Change holiday listing order
- [fix] Update leave holiday search, table end column for iCal
- [fix] Fix payment dropdown button in Payment Voucher create page
- [fix] Remove currency option in vendor and customer add, edit
- [fix] Contact deleting permission issues
- [fix] Pdf invoice class undefined problem
- [fix] Fix issue_date problem in chart of accounting
- [fix] Reloading employee list problem fixed in js
- [fix] Change some style in employee note section and added loading effect
- [new] Add letter support to company location zip code
- [new] Added country and state select2 in accounting vendor and customer
- [new] Custom Fields support in contact form
- [new] Added erp_create_new_people hook if people is an existing wp user
- [new] Added Saudi Riyal currency
v1.1.4 -> Aug 28, 2016
- [fix] New expense time undefined invoice_number problem fixed
- [fix] Ignore rejected leaves during validating duration
- [fix] Tax calculation problem fixed
- [fix] Announcement permission problem fixed
- [fix] Employee can not take leave in weekend
- [fix] Problem to take leave when no leave days available fixed
- [fix] Duplicate row item created in payemnt and invoice fixed
- [fix] Employee birthday check hook changes
- [fix] Fixed save search segment reset filter functionality
- [fix] Updated some crm permissions
- [new] Delete functionality in save search segment
- [new] Voucher create time from account is required
- [new] Action hook ‘erp_crm_contact_inbound_email’ added
v1.1.3 -> Aug 4, 2016
- [fix] Added loading feedback when submitting form for all popup
- [fix] Invoice number formatting functionality
- [fix] HR all capabilities problem fixed
- [fix] Hook contact form integration to plugins_loaded hook
- [fix] Removed logged in user check for cron job
- [fix] Hide plugin updater for non-admin
- [new] Life stage, contact owner & group added on CSV contact importer form
- [new] added some hooks and filters
v1.1.2 -> June 26, 2016
- [new] Settings for invoice formatting
- [new] Set submit group button for sales payment and invoice
- [new] Set submit group button for expense payment voucher and vendor credit
- [new] Add email search in contact and company listing
- [new] Display dropdown text instead of value in save search filter details
- [new] Add contact group filter option in saved search segment
- [new] Added Iranian Rial currency and change India currency symbol
- [new] Bulk users to contacts importer tools added
- [new] Contact Forms Integration: add contact owner field
- [new] Added localization for js string in activity feeds
- [new] CSV sample file generator added
- [fix] Transaction update time check for invoice number uniquness
- [fix] Transaction due date should be greater than issue date
- [fix] Leave request quota validation problem when apply leave
- [fix] Select2 rendering problem in expense
- [fix] Defualt invoice prefix set at transaction time
- [fix] Error message problem fixed when company settings updated
- [fix] Employee edit their own Employee ID
- [fix] Employees without manager or agent permission are listed in Activities page – Create By filter
- [fix] Contact Source is not showing in single view sidebar in CRM
- [fix] User’s role isn’t showing correctly on edit page
- [fix] Fixing select2 derective issues
- [fix] Announcement select2 issue fixed when select employee
- [fix] Leave policy rendering problem in employee my profile page
- [fix] HR dashboard calendar loading error
- [fix] Contact editing problem
- [fix] Line breaking problem in announcement email
- [update] Transaction insert form filtering for table row and column
- [update] Currency schema update
- [update] Update query according with submit group button for sales and expenses
- [update] transaction table column name change from invoice to invoice_number
- [update] Table column field length increase for decimal type
- [update] Set default invoice prefix
- [update] Customer and vendor fields are required when add new transaction
- [update] Vendor name is required when new verndor is created
- [update] Save search labeling change to search segment
- [update] Users to contacts tool progress changes
- [update] CRM contacts CSV imported improvements
- [update] Change crm activity component structure for extending thirdparty integration
- [update] Change invoice url format for sharing
- [update] Set wp mysql timezone instead of carbon
v1.1.1 -> June 22, 2016
- [fix] Accounting report query optimzation
- [fix] Partial payment amount problem fixed
- [fix] Contact and company permission problem fixed for CRM agent
- [fix] Bulkaction permission fixed for contact and company listing
- [Fix] Fixed enable disable problem at reference number entry time
- [Fix] Save search dropdown default value problem fixed
- [Fix] Fixed CRM contact table after a bulk action, items don’t get deselect
- [Fix] Fixed schedule calander styling problem
- [fix] CRM agent permission problem fixed
- [fix] Fix assign group permission problem
- [fix] Fix assign contact issue when deal with wp user contacts
- [fix] Contact group edit and assign problem fixed
- [fix] Fixed total number counting when add new contact
- [fix] Fixed schedule notification problem
- [fix] Timeline date issue in contact single page
- [new] Added loading effect when assign contact owner
- [new] Invoice number generator functionality in accounting
- [new] Added support for Omanian Rial currency
- [new] Added some filter and action hook in sales transaction
- [new] Added restore functionality in HRM employee table
- [new] Export invoices as PDF and send via email
- [Update] Accounting dashaboard updated
- [Update] Updated filter and hook for people query sql
v1.1.0 -> June 8, 2016
- [new] Merge accounting module
- [new] Currency formating
- [new] Income tax settings
- [new] Income tax report
- [new] Income statement report
- [new] Balance sheet report
- [new] Permission management system
- [new] Save as draft for all transaction
- [new] Convert wp list table into vue js in contact and company listing page
- [new] SMTP and IMAP/POP3 integration added into core
- [fix] Bank chart
- [fix] Customer and vendor create time email field is required
- [fix] ref number make unique
- [fix] Role updating fixed when contact edit
- [fix] Contact group assign and editing problem fixed
- [fix] Trix editor firefox compability fixed
- [fix] Adding and editing feed problem fixed when using firefox browser
- [fix] Dashboard page contact fetching error fixed
- [fix] Activity page loading problem fixed
- [fix] Schedule page loading problem fixed
- [fix] Select2 conflict fixed with accounting
- [improve] All transaction table with balance column and short view popup link
- [imporve] Save search filter improvement
- [imporve] People insert and fetching query optimized
- [imporve] Contact and company single page converted into vue js
- [imporve] Added more filter into advance search segment
- [update] Transaction query update for current financial year.
- [update] Include tax field in transaction form
- [update] Vuejs updated
- [update] Select2 updated
- [update] Trix editor js updated
v1.0.1 -> April 27, 2016
- [fix] Employee performance fetching was returning all entries
- [fix] WP_User importing into contact was not refering the right WP_User
- [fix] License key was not saving
- [fix] Imported contact counting issues
- [fix] Social field url issues in contact profile
v1.0 -> April 25, 2016
- [improved] Change people table structure.
- [new] New CRM agent role added
- [new] CSV import/export tool added
- [new] Added CRM email templating system
- [new] Save reply added in CRM contact activities
- [new] Added quick view schedules details from CRM dashboard
- [new] Assign contact to CRM agents
- [new] Add progress-bar when activity delete for better UX
- [new] License management feature added
- [new] CRM activity email read tracker
- [new] HR reporting headcount chart now shows department-wise
- [new] New life stage added in CRM contacts
- [new] Added contact group and contact owner field in new contact or company creation
- [new] Added inbounding reply emails in CRM activity
- [new] Bulk importer WP User to CRM contacts
- [new] Added directly replying from CRM email activities feeds
- [new] Added address options in employee details, add and edit
- [new] Added plugin updater functionalities
- [new] Added more hooks and filters
- [fix] Re-factor contact forms integration
- [fix] Re-factor CRM permissions
- [fix] Contact pagination problem fixed
- [fix] Re-factor save search query builder
- [fix] Logs and schedules add and displaying problem in schedule page
- [fix] ERP date format problem
- [fix] Manage user role during plugin activation and deactivation
- [fix] Who is out widget in HR dashboard
- [fix] Leave request bulk actions
- [fix] All ERP users show their own attachments
- [fix] Added file uploading permission for Employee, HR Manager, CRM Manager and CRM Agents
- [fix] Contact mail functionality improvements
- [fix] Fix employee termination issues
- [fix] Leave entitlement problem fixed
- [fix] Employee list table now focus on “active” subnav by default
- [fix] Employee and Contact record duplication remove with better UX
- [update] – Trix editor js, Select2, Vuejs
v0.1 -> March 18, 2016
- Beta Release