=== Simple Business Manager === Contributor: Russell Albin Tags: buisness manager, invoices, letter generator, customer, management, tools Requires at least: 3.0 Tested up to: 3.1.2 Stable tag: 3.1.2 Manage your customers, send invoices, track spending and miles for tax purposes. == Description == ( Release Candidate ) Simple Business Manager allows you to manage your company, track invoices and keep finances in order. Letter generator allows you to create letter templates and then send them to your customers. A Company report allows you to quickly see your company finances, expenses and deposits as well as the ability to track miles traveled Complete Documentation: - Coming Soon == Installation == 1. Unzip the plugin file. 2. Upload the "simple-business-manager" folder to the "/wp-content/plugins/" directory. The "simple-business-manager" file must be located at this address: "http://your-wordpress-directory-address/wp-content/plugins/simple-business-manager/". 3. Activate the plugin through the "Plugins" menu in WordPress. 4. Configure the plugin through the Simple Business Manager Settings page in WordPress. == Frequently Asked Questions == 1. How does it work? Simple install the plugin and start to manage your company...( A real description is coming soon ) == Screenshots == 1. letter_generator.png 2. odometer.png 3. transaction.png 4. view_invoice_list.png == Changelog == * Version 4.3.1 * Release Candidate ( 5/4/2011 ) * Bug Fix - Minor change to header * Version 4.3.0 * Release Candidate ( 5/4/2011 ) * Bug Fix - Added some text to the description for this plugin and adjusted the License: GPLv2 or later * Version 4.2.9 * Release Candidate ( 5/4/2011 ) * Bug Fix - Needed a css style for the Settings page to show off the area where you can remove all the tables and data if needed. * Version 4.2.8 * Release Candidate ( 5/4/2011 ) * Bug Fix - Trying to get rid of some installation errors, one being a "Plugin does not have a standard header" * Version 4.2.7 * Release Candidate ( 5/3/2011 ) * Enhancement - Added Yen as a currency option * Enhancement - Added quick links to add payee / payer and Odometer * Bug Fix - There was no padding for the customer information on invoices * Bug Fix - Updated the CSS to not affect the 4 column layout * Version 4.2.6 * Release Candidate ( 5/3/2011 ) * Enhancement - Invoiced items can now be reviewed to print again, etc. However you can not edit an invoiced, paid or cancelled invoice * Version 4.2.5 * Release Candidate ( 5/3/2011 ) * Enhancement - Invoice number now appears on the top of the invoice above the customer information * Version 4.2.4 * Release Candidate ( 5/3/2011 ) * Enhancement - Added ability delete a pending invoice * Version 4.2.3 * Release Candidate ( 5/2/2011 ) * Enhancement - Added ability to have either a short menu or full menu ( Thanks for the tip Steve from http://www.forestpcrepairs.com/ ) * Version 4.2.2 * Release Candidate ( 5/2/2011 ) * Moved changelog to this readme.txt * Obviously, created this readme.txt file * Version 4.2.1 * Release Candidate ( 5/1/2011 ) * Bug Fix - When using the link to create a new invoice, when viewing all customers and they do not have a company name, it was not putting the first and last name in the select customer box * Version 4.2.0 * Release Candidate ( 5/1/2011 ) * Enhancement - Fixing invoice if you dont have a company name for the customer * Version 4.1.9 * Release Candidate ( 5/1/2011 ) * Enhancement - Added a button to create an invoice for a customer when viewing that customers account * Version 4.1.8 * Release Candidate ( 4/29/2011 ) * Enhancement - Added some Help notes for the image for invoice url and the options to left, center or right justify that image * Bug Fix - On Settings page, Address 2 is not required, removed the icon that shows that it would be * Version 4.1.7 * Release Candidate ( 4/29/2011 ) * Enhancement - Moved the company information around to be more consistant with typical invoice formats * Enhancement - Added a second address line to the Company settings * Enhancement - Added image option to top of invoices * Enhancement - Added Feature to use an image in the gallery as the image at the top of an invoice * Bug Fix - Fixed the way the invoice page uses either the customers hourly rate or the default * Bug Fix - Removed console.log from the javascript pages, they will cause issues to certain browsers * Bug Fix - Removed the print option on the invoices, wordpress does not play well with that option * Version 4.1.6 * Release Candidate ( 4/29/2011 ) * Bug Fix - When creating a second page, with an hourly invoice, the quantity was not be removed on the second page * Bug Fix - Address not transferring over with new customer selection when editing an existing invoice * Bug Fix - Paid Down was not showing 0.00 if nothing was paid down * Bug Fix - The Letter Generator was not working at all, its fixed now * Version 4.1.5 * Release Candidate ( 4/29/2011 ) * Enhancement - To help diagnose table structure issues, a new section to Settings was added to output the current table structure * Version 4.1.4 * Release Candidate ( 4/29/2011 ) * Enhancement - Invoices now put the company name and the customer information on the top of the page * Bug Fix - The customer search for invoices was not searching first or last names, it was searching company names only * Version 4.1.3 * Release Candidate ( 4/28/2011 ) * Bug fix - updated the "State" in the settings to be "State/Province" and increased its size to 8 with a max of 50 characters * Version 4.1.2 * Release Candidate( 4/28/2011 ) * Bug Fix - Updated the css for printing to remove the buttons and the type of invoice, as well as the upgrade nag * Bug Fix - Wrong logic figuring out line totals on invoices, it was not totaling correct if you had unpaid time * Version 4.1.1 * Release Candidate ( 4/27/2011 ) * Enhancement - Added some different currency options such as euro and pound * Enhancement - Dropped the required Company Name for customers> * Bug Fix - Originally I had the admin menu larger but it does distort other plugins, this was removed * Version 4.1.0 * Release Candidate ( 4/27/2011 ) * Enhancement - Added a link to side menu to connect to the settings, instead of only being able to click on the SBM Settings ( main link ) * Enhancement - New admin menu in wordpress now has our Invoice menu options * Version 4.0.9 * Release Candidate ( 4/27/2011 ) * Bug Fix - Removed an extra Dollar sign found when creating and editing invoices * Bug Fix - There was a flaw in the logic when getting the updated line totals for new or editing old hourly invoices * Version 4.0.8 * Release Candidate ( 4/26/2011 ) * Bug Fix - When creating an hourly invoice, if the unpaid time was 60 minutes or more, it was not calculating properly the final hours worked * Bug Fix - removed an old debug message on the create invoice page * Bug Fix - added some padding to the top menu option if the user has a few plugins installed and also the last menu option * Version 4.0.7 * Release Candidate ( 4/25/2011 ) * Bug Fix - Cancel Button on Enter Odometer was not working properly * Bug Fix - On an upgrade the current version number was not updating on the settings page. Now using the data found in the wordpress options instead * Version 4.0.6 * Release Candidate ( 4/25/2011 ) * Enhancement - Moved the link to create a new odometer on the left menu to the top of the Odometer category * Enhancement - Moved the link to create a new payee/payer on the left menu to the top of the Payee/Payer category * Enhancement - Moved the link to create a new invoice on the left menu to the top of the Invoices category * Enhancement - Moved the link to create a new customer on the left menu to the top of the Customer category * Enhancement - Now showing all the invoices on the home page * Enhancement - Change the welcome text on the home page to advise of the release candidate version * Bug Fix - Expense types should now show up in alphabetical order A-Z * Bug Fix - Deposit types should now show up in alphabetical order A-Z * Bug Fix - Transaction types should now show up in alphabetical order A-Z * Version 4.0.5 * Release Candidate ( 4/25/2011 ) * Upgraded to Release Candidate * Enhancement - Added another button to quickly add a customer when viewing the list * Enhancement - Made the email address input a bit larger and shrunk the hourly rate box when editing a customer * Enhancement - When viewing the customer list, you can now sort by company name * Version 4.0.4 * Beta Release ( 4/25/2011 ) * Enhancement - Added a button to quickly add to the Odometer when viewing the list * Enhancement - Added a button to quickly add a customer when viewing the list * Enhancement - Added a button to quickly add an invoice when viewing the list * Enhancement - Added customer information such as hourly rate and tax rate along with notes on the view customer page * Version 4.0.3 * Beta Release ( 4/25/2011 ) * Enhancement - New css and background images for the naivation menu * Enhancement - Company report now has total invoices, and total dollar amount for invoices * Enhancement - View paid invoices * Enhancement - Customer Account updated and now is using real information * Enhancement - View pending invoices * Bug Fix - Now showing list of customers with unpaid invoices * Bug Fix - Company Report had a function that required 2 arguments, however had them backwards in a few cases * Bug Fix - Error in logic when checking for payment of invoices was not taking into account any partial payments * Bug Fix - Not recalling invoice status, paid down, hourly rate and tax rate when editing pending invoice * Bug Fix - Not updating rows if change in invoice times or quantity unless doen in a certain order, how updates on any focus to any input * Version 4.0.2 * Beta Release ( 4/23/2011 ) * Enhancement - Minor CSS change to show header and footer, instead of hiding them * Version 4.0.1 * Beta Release ( 4/23/2011 ) * Database version 2.2 now being used. Added deposits table and Odometer * Enhancement - Company Report has been started * Enhancement - Odometer pages created to keep track of miles * Enhancement - Prevent a delete of used deposit and expense types fixed * Enhancement - View list of deposits and expenses * Enhancement - Added validation to new customers form * Enhancement - Added sort payee/payer feature when viewing the list * Enhancement - Enter Deposits and Expenses is complete * Enhancement - Added/improved the Payee/Payer section * Enhancement - Added a donate button to the settings page * Enhancement - A few Expense types are now created during installation * Enhancement - Updated the description of this plugin * Enhancement - View company report, including year to date income and expenses, etc. * Enhancement - Added this changelog and renamed main page for this plugin * Bug Fix - Cleaned up the way deposit types and expense types are created, and removed some old functions related to those processes * Bug Fix - a wicked bug that was not installing some default data properly on setup. Adjusted the upgrade database function to remedy that bug * Bug Fix - Changed the css to show the changelog a bit more clean and organized * Bug Fix - Moved the upgrade database function to after the setup for new installed customers to get some default data * Version 4.0.0 * Beta Release ( 4/22/2011 ) * Enhancement - Significant update since Alpha 3.0.0 - Major overhaul of database tables and cleaned up every line of code throughout the site * Version 3.0.0 * Alpha Release ( 4/21/2011 ) * massive code clean up * Version 1.0.0 * Alpha Release ( 4/10/2011 ) * Enhancement - Basic development of site and functions, removed old functions and unsued code == Upgrade Notice == = 4.2.3 = Control admin menu to show full or short menu. = 4.0.1 = New database version released, upgrade soon. == Arbitrary section == Please let me know if you have any questions. russell@russellalbin.com