fwebs

some good designs in there. One thing I would have to say though is that any new design should allow us to completely remove sections that we do not use via check boxes in the admin / setup area. For example, i dont use the affiliate section and have to manually remove any trace of it each time we upgrade. I also dont offer domain registration or hosting accounts to random visitors but only to my own clients. Being able to switch any feature on or off would fix this once and for all and should not be something awkward to incorporate into both the back-end or any future design.

Not looked at this for a while although i still use it to keep a log of what ive spent etc One thing struck me today though. Does anyone use the transactions area to log what they spent and so create their own expenses list ? I know you can set a client as a Sales or Purchase type and then simply log the things you pay for that way.

Hi Guilherme, No this does not recur them for you. You have to add everything manually. The resale option is something that I used for my own purposes so that I knew which expenses were to be used within the business and which were bought on behalf of a client.

yeh would be great to have more of an api in future releases but for this one i just dug around anything i could find and adapted it for my own needs. Im sure theres a whole lot more that could be done for this but as a quick fix it does the trick

i noticed all mine went too

have a look at the code and the database dump and duplicate the gbp part for euros.

This should be there as standard realy. took a look at your site, nice templates by the way

you should just be able to change the text where it says gbp to cnd in the code with find and replace and then rename the database field. an even simpler way would be to just change the titles so that the database part of it is not effected. The only other bit to change would be the currency conversion in the report. at the moment gbp is set to be 1 gbp = 2 usd

$query = "SELECT SUM(total) AS Paid, (SELECT SUM(total) FROM tblinvoices WHERE DATE_FORMAT(`duedate`, '%Y-%m') = '$this_year-$pmonth' AND status = 'Unpaid') AS NotPaid FROM tblinvoices WHERE DATE_FORMAT(`duedate`, '%Y-%m') = '$this_year-$pmonth' AND status = 'Paid'" ; the query should be like this then i suppose to work it from due date rather then invoiced date.

great, well keep me posted and ill do what i can too. One thing I wanted to use was the calendar that is used throughout whmcs. I did not want to have to include an extra one but like most other things the code is locked. It would be great to have access to stuff like this. Im sure functions for calendar, column sorting etc already exists

There are no doubt many ways to improve on this as I had to knock it together quickly to replace my old system. I use it as a guide / snapshot. When it comes time to send my accounts in again Ill have to work on it again. I know it would be also be useful to be able to add suppliers and then make reports on how much youve spent with each supplier / type of purchase etc. Youll also notice that the USD to GBP conversion is hardcoded as £1 = $2 so again just a rough guide Glad to see others find it useful so far though

I also thought this a while ago. Im sure many items would apply and we could all and we could edit them to suit our own tastes etc

heres a new copy of the files. let me know if you have any problems Expenses & Tax Year Reports Addons.zip

Hi connor, i guess there is no column available to store the info in and as the admin files are encoded its impossible to add / edit anything to the forms

I made this a while ago and while it cold do with some improvement it works ok for now. Some things are coded to suit my own needs but it should act as a good basis for anyone wanting to keep some sort of record of your expenses. It tracks 2 currencies British Pounds (GBP) and US Dollars (USD) as I have clients from both. It doesnt deal with Eroros but it would be simple to add It basically allows you to record and list all your day to day expenses and then give you an idea of how your business is doing. Its not in anyway automated etc First up create your new database table DROP TABLE IF EXISTS `mod_expenses`; CREATE TABLE `mod_expenses` ( `exp_id` int(10) NOT NULL auto_increment, `exp_date` date default '0000-00-00', `exp_supplier` varchar(75) default NULL, `exp_desc` varchar(255) default NULL, `exp_ref` varchar(25) default NULL, `exp_pay_meth` varchar(75) default NULL, `exp_resale` char(3) default 'No', `exp_total_usd` decimal(10,2) default '0.00', `exp_total_gbp` decimal(10,2) default '0.00', PRIMARY KEY (`exp_id`), KEY `exp_resale` (`exp_resale`) ) TYPE=MyISAM ; expenses.php drop this file into - /modules/admin/expenses This creates a new addon module in your admin area so follow the utilities link in the header and then choose addon modules where youll then find the expenses link tax_year_report.php Drop this file in - /modules/reports This next file is what I uses to get an idea of how things are looking for the tax year. Again this could do with quite a bit of work but its ok for now. One problem I had was getting it to work from april to april (Uk tax year) so hacked it to fit WHMCS - Expenses & Tax Year Reports Addons.zip

I just ran queries on the database and did i that way to fix it the problem for me was when i was adding older transactions that were done before using whmcs. make sure you update the id / no in all the relevant tables. i dont remember off hand what they were but there are two or three you need to check

how about if we want to make a page for the admin area instead and dont want to use the addons method

Hi, I guess this one is directed at Matt as hes the only only one that might know this. Ive built my own addon for tracking expenses which is working fine but it would be great if I could make use of a few things that you use on other areas of whmcs. Firstly it would be good to know the code you use to add the date picker to a text field. I know i can download my own and integrate that but it would be much better if I knew the routine you already use on other pages. The other thing that would be of use would be what you use to order the lists by clicking column headers. Did you make a function to deal with that or is it more hard coded then that. This is the reason I asked about having the admin templates viewable so that we could easily create our own addons and make the best use of existing code and practices. Once Ive finished the script Ill be creating a set of reports to go with it

philip, The smarty template system is pretty easy and powerful once you get the hang of it. take a look over at http://smarty.php.net for the full smarty manual. Im not sure what version of smarty is being used here but 99% of what you see there will apply

I was looking more for an explanation behind why it only counts for paid invoices and not just invoices in general. As you can see im in the UK the same as you

Maybe Im missing something here but I dont quite understand this. Why would we want this only for paid invoices ? for example I issue an Invoice on 01/01/2007 invoice number 1 Invoice gets paid on 01/03/2007 would this end up with a new invoice number that follows the last one that was paid ? Im a bit confused. Ive always issued an invoice, given it a number one more then the last and if it does not get paid its set as a bad debt or cancelled. My point is the invoice number always stays as it is and just the status gets updated. I still have sequential numbering but also have a record of who paid and who didnt.

Hi, Thanks for the replies .. I only bought whmcs the other day so Im running the latest version 3.4.0. I understand that you probably have a reason for doing it the way you do and that's not really the issue I was mainly curious as to why it was this way as i could not see the logic. There are many places though where the invoice ID rather then the invoice number is shown and this confuses me and so will confuse my clients. From a programmers point of view I understand the need for an invoice ID for storing things but as a customer i should only ever see the invoice number. if I log in as a client I see the list of invoices and it shows the invoice ID if I then view that invoice it shows the invoice Reference Number near the payment details and then the actual invoice number where the date is. this is where the problem is. When i look at the list of invoices in my admin area and then order them by invoice number it does not work as it actually lists and orders them by the invoice ID but displays them as a mix between invoice ID and invoice number.

How is this moved from the bugs forum to a technical question forum ? Is this not a bug ?

there seem to be many places where the invoice ID number is showing rather then the invoice number. Many invoices that I have added to my system are for stuff thats already been billed and paid so that I can have a complete record of this years invoices. The way things are at the moment though makes the whole invoicing system not work as you cant have two different variables that act as the invoice number. surely you should have stuck with a single unique column for invoice number and if its changed by the admin you check to make sure the number does not clash and then update all the relevant related tables too. You mentioned somewhere that you could edit the template to display the correct number but this does not work as the invoice number is not passed to smarty only the invoice ID. Could you let me know your thoughts on this as the way it is now its not worth me carrying on with it and I cant open the site to my customers as the invoice numbers that display on the site do not match with what has been set in the past.

yes the last logged date shows on the clients profile page but not on the clients list page where it would be most useful so you can see when clients last visited.