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Hello WHMCS Forum Members... We have seen this question asked before, and even discussed. However we have not yet seen a complete solution. Many have mentioned how cumbersome and tedious the task would be but we have actually taken on the challenge and succeeded. We have authored a full-fledged accounting WHMCS add-on module that our own company has used for several years now. It began as a tool that helped us better track income/expenses in WHMCS and over the past several years has metamorphosed into so much more. It is a very robust accounting system that is functionally comparable to other popular accounting software like QuickBooks and Peachtree. The primary difference being we no longer need QuickBooks because our Accounting module does all accounting for us and our CPA. We would like to know how many WHMCS users would be interested in us bringing this add-on the WHMCS marketplace? All input is welcome...
I updated the PM module last week to find that several items weren't working (already emailed support) and that several features were now gone! Two things that changed that now take much longer on the new system, but could be easily fixed are: 1) Time Tracking: The new process for starting a timer takes many more clicks and in some cases can leave you with "unassigned" time that will be lost if you don't remember to go back and assign it immediately after you stop your timer. Old Process: Look over list of tasks on Project, click the timer icon to start. Click "Stop Timer" to stop. New Process: Option 1 - Click the start timer button at the top-right of the project. When you're done, click stop. You now have "unassigned time" so go to the Time Tracking tab, find the unassigned time, click edit, change the task, save. This takes MUCH longer and leaves you at risk of forgetting to assign your time and not knowing where it goes. Option 2 - To to the Time Tracking Tab, Click on button to Add Time. Module pops up, choose task from drop down menu, choose due date (date picker doesn't actually work), add time. Stop timer. Again, much longer. New unnecessary steps: going to a new tab, filling out a form to start your time. It was sooooooooo much faster before. Please put the start/stop timers back where they were. You can leave your new fancy options but just add the old options back. 2) Bill for Task Time Entries: This has been replaced with the Invoice tab. When you click to invoice items from the Project you now have to individually check the boxes for each task you want to invoice. The old button automatically listed them all and if there were a few you wanted to remove you hit the delete button. With the new version you have to go through and check the box for each one you want to invoice. Now picture that you're invoicing 50 or 60 clients and there are 30+ boxes to check on each one. This is WAY slower than the old way. A simple "select all" option at the top would fix this. Thanks!