WP ERP – Complete WordPress Business Manager with HR, CRM & Accounting Systems for Small Businesses

Leírás

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!

Core Modules

WP ERP Comes with three powerful pre-built core modules –

Other Modules

♦️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.

♦️Powerful Extensions available in Premium Plans♦️

A host of WordPress extensions are available at your service to supercharge your all-in-one business manager, WP ERP:

  • 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.
    experience.
  • Attendance: Track work hours of your employees and balance them with their leaves with this feature extension.
  • 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.
  • 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.
  • Email Campaign: Create personalized, automated and beautifully designed outbound emails for marketing, campaigns or customer follow up.
  • 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.
  • SMS Notification: Send SMS notifications to your CRM contacts and employees in your HR module directly from your ERP system using famous SMS gateways.
  • Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place.
  • Gravity Forms: Create users in CRM module automatically with the data you receive on a form created by Gravity Forms.
  • 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.
  • Mailchimp Contacts Sync: Import and Sync all your MailChimp mailing lists into WP-ERP CRM system and vice versa.
  • Help Scout Sync: Sync Help Scout contacts with your CRM & view your CRM contact data on Help Scout with this two-way integration!
  • 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!
  • Zendesk Sync: Increase CRM contacts, lead and customers by integrating Zendesk ticket support system and respond to clients faster.

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

➡️ WPERP, Inc. HR CRM Accounting⬅️

Contribute

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.

Képernyőmentések

  • Plugin on-boarding
  • HR Dashboard
  • Employee Listing
  • Creating a new employee
  • Employee details page.
  • Employee profile job tab, keep track of every salary increment, status changes and department/location changes.
  • See the leave history and balances.
  • Analyse employee performance by rating in various metrics
  • Manage permissions and who can do what.
  • Departments management
  • Designation management
  • View detailed reports on your HR
  • Leave policies for your company
  • Manage leave requests from your employees.
  • CRM dashboard
  • Contacts list
  • Contact details page, log calls, meetings, tasks and schedule everything from a single page.
  • Search your contacts with an advanced search area, everything and save those searches.
  • Filter contacts with saved searches.
  • All the activities across your contacts and companies in a single page and filterable.
  • Schedules page, see whom to call, have a meeting and manage them.
  • Manage your company details, add locations if you have multiple branches/locations.
  • We log everything whats happening across the system and log everything for easy audit logging.
  • Accounting Dashboard
  • Sales transactions list
  • Expense transactions list
  • Creating new invoice (sales)
  • Creating a basic journal entry.
  • Bank Accounts
  • Chart of accounts listing

Telepítés

Automatic Install From WordPress Dashboard

  1. Login to your the admin panel
  2. Navigate to Plugins -> Add New
  3. Search WP ERP
  4. 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-

  1. Download the plugin by clicking on the red button above. A ZIP file will be downloaded.
  2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload.
  3. 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-

  1. Download the plugin by clicking on the red button above.A ZIP file will be downloaded.
  2. Unzip the file.
  3. Launch your favourite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too.
  4. Upload the folder to wp-content/plugins/
  5. Log in to your WordPress dashboard.
  6. Navigate to Plugins -> Installed
  7. Activate the plugin

GYIK

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.

Vélemények

2019.08.20.
Lack of Pre-Sales and Customer Support Before I made a purchase, they scheduled a meeting at 4:30AM EST. I accepted the meeting because I was really curious to know whether or not this plugin would suit my needs. What: *ERP Demo Training* Who: *weDevs Support* When: *Friday, Jul 26th, 4:30am*–*5:00 EDT* Location: *See Zoom link in the invite* I woke up at 4AM and connected to the link they gave me. After waiting until 4:45AM, I sent them a message. I never, until this day, received a response. This should have probably tipped me off that this company would not really serve my needs, however I was hopeful and when I noticed a promotion I decided to try it thinking that if the software does not work I will just get a refund. Since trying the software, I have discovered that it does not meet the needs of an "enterprise" which I will describe in detail below. They are refusing to give me a refund because I purchased during a promotion, which is outside of their policy. I hope you already know the refund policy and agreed while purchasing the extensions. I'd request you to have a look at our refund policy again and request further if your refund request is valid based on any of the mentioned points in the refund policy. Payroll Lacks Fundamental Features: There is no way to upload (or manually input) tax tables. Taxes are complex. Therefore, the user needs to (at least) be able to specify some conditionals in the interface in order to reflect the latest tax code. In the US, there are fixed tax table methods for determining a person's tax rate, and there are percentage methods. Their plugin only allows for fixed. The user will need to calculate the fixed amount on their own every time. If the company only has one employee, maybe that is okay. But when the company has more than one, and they work different hours, that becomes very complex. It would be nice to have a method for inputting the current year's tax tables as well as to specify some conditionals (because there are many conditionals in tax law). The attendance does not pipe to the payroll. Compounding to the aforementioned problem, attendance is not piped to payroll. Therefore, an HR person would need to review attendance for every day, calculate their time and input that into payroll (as a fixed number). A spreadsheet is more effective than this plugin! "Premium" Plugins are not compatible as a subsite on multi-site I installed the plugin as a subsite on a multi-site system. The main code works, but many of these "premium" plugins do not work. ...the list goes on. I will continue later. Bottom line, this plugin is not ready for prime-time, and the support is not there to make up for the fact that the plugins are sub-par.
2019.08.12.
One of the main reason I bought this plugin was the "documents" feature. But there is no document tab on the front end. Also, support is very slow. I'm still waiting for a response from last Thursday (4 days). Read the forums first and take an informed decision. Also, do not buy the product with a discounted price, they will not give a refund with the offer.
2019.08.05.
Overall the ERP modules are good for small company. but Some issue are facing in Accounting Module. like i Add customer but the list of customer show No data found Please fix it if you can ASAP otherwise i will go for other plugin. On starting i enjoy this its very easy to use but its going bad now
61 (az összes) vélemény olvasása

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Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Változási napló

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

[new] 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
[fix] 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_queries optoin 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_get_peoples function
  • [new] erp_include_popup_markup function 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

  • [fix] Update minified JavaScript files

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_path in 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 _assign_crm_agent to contact_owner
  • [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 email_status and data_id in erp_hr_announcement and erp_audit_log table respectively
  • [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] Javascript null date problem fixed
  • [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