Descripción
ULTIMATE COMPANY/BUSINESS MANAGEMENT SOLUTION FOR WORDPRESS
👉 Official Free Demo Link: Official Demo of WP ERP
👉 Learn More About WP ERP (PRO): All The Features of WP ERP PRO
SUPERCHARGE YOUR GROWING BUSINESS FROM YOUR WORDPRESS DASHBOARD
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 aims to deliver all your enterprise business requirements with simplicity. With real-time reports and a better way to handle business data, make your operation better managed, away from errors, and prepare your company for the next leap.
WP ERP’s core 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.
¡El plugin es tan amigable para los principiantes que todo lo que necesitas es una activación con un clic para comenzar!
Módulos principales
WP ERP Comes with three powerful pre-built core modules –
- Gestión de recursos humanos para WordPress
- Sistema CRM para WordPress
- Sistema de contabilidad para WordPress
Other Modules
- Gestión de proyectos a través de WP Project Manager
OUR SPECIALITIES
- WP ERP core plugin is free. You only pay for components, support, and updates
- Fast and Real-time. Even faster with a personal hosting server
- Ease of access. Accessible from any platform or device
- Ease of use. Intuitive and requires almost no training for the user
- Cloud-based. Never lose data and keep everyone synced
- Secure according to WordPress standards and your data stays with you
- Lightweight and divided into **Components. So, companies can expand their ERP system in a step-by-step process
- Industry-specific customizations are readily available and even easier to modify
- No maintenance is required
- Open-source. Development and customization become easy
- Streamlined for Collaboration and Teamwork. Easily share, track time, and review projects with co-workers
- Privacy at every level of work
- Option to use a built-in WooCommerce CRM
- Option to manage job listings related works
- Best accounting component on the market
♦ ️Características generales gratuitas del núcleo de WP ERP:♦
Estos son algunos de los beneficios que obtienes al usar el ERP pionero para WordPress
- El perfil de tu propia empresa
- Control total de las operaciones
- Easy employee management
- Admite más de 44 divisas
- Resumen de todos los módulos
- Notification emails with templates & short-code
- Ayuda de soporte y documentación
♦Gestión de recursos humanos para WordPress gratis directamente desde tu escritorio♦
¡Crea tu propio sistema de recursos humanos para tu empresa de la forma que desees!
Free features of WP ERP HR Manager module:-
- Gestiona toda la información de la empresa
- Gestionar ubicaciones
- Easy employee management system
- Añade y lista departamentos y designaciones
- Crea perfiles de empleados con privilegios de edición
- Compartir anuncios
- Gestionar vacaciones
- Allow employees to request leave
- Manage employee leaves, leave policies, and attendance
- Create Reports based on employee age & gender, headcount, salary, and year of service
♦GESTIÓN DE CLIENTES GRATUITA – ¡MANTÉN A LOS CLIENTES ONLINE AL ALCANCE DE TUS DEDOS!♦ ️
With the WP ERP CRM module, the process of converting leads to customers is much easier, organized, and seamless.
Free features of WP ERP CRM module:
- Create contacts with life stages to prioritize service
- Crea grupos de contactos
- Crea notas para cada cliente
- Use Activity logs to see all deals
- Programa reuniones y llamadas directamente
- Crear perfiles de empresa
- Filtrar contactos usando palabras clave o atributos
- Save search filters & conditions
- Asigna contactos y tareas a los agentes adecuados
- Create a CRM activity report including customers & business growth
♦MÓDULO DE CONTABILIDAD GRATUITO HECHO PARA NO CONTADORES♦
Este es el módulo de contabilidad perfecto para cualquier persona que no esté iniciada en contabilidad. La interfaz simple e intuitiva hace que sea fácil para cualquiera comenzar.
Free features of WP ERP Accounting module:
- Get a dashboard to track all incomes, expenses, receivables, payables, balances, etc
- Get various reports like ledger reports, trial balances, income statements, sales tax reports, balance sheets, etc
- Set a financial year or fiscal year
- Set opening balance for all accounts
- Create a closing balance sheet for a financial year
- Get 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 a bill for any customer, vendor, or employee
- Pagar facturas contra cualquier factura
- Make direct expenses or issue a check
- Get a Purchase report of products/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, and view economics in a graph
- Produce journal entries for any transaction
- Create tax rates, tax agencies, tax zones & tax categories for invoices
- Pagar impuestos a agencias
- Envía una copia en PDF de todas las transacciones por correo electrónico
- Filtrar informes por rango de fechas
- Imprime todas las transacciones o informes
Getting Started with WP ERP is only a matter of moments.
Check out the detailed documentation created by us to help you to run WP ERP in the best way.
♦ WP ERP PRO – PREMIUM EXTENSIONS & FEATURES ♦
Automate & Manage your growing business even better using Human Resources, Customer Relations, and Accounts Management right inside your WordPress
Por qué WP ERP Pro
Crea un sistema de gestión empresarial moderno, conveniente y confiable para tu empresa
- Obtén acceso a nueve potentes extensiones y diferentes características con una sola compra
- Añade solo aquellas extensiones individuales que se adapten a tu negocio
- Get priority support from our support team
- Ahorra dinero: precios basados en usuarios
- Fácil y sencillo de actualizar o degradar
- Get powerful CRM integrations including a WooCommerce CRM
- Take advantage of advanced leave management
- Manage WooCommerce store’s finance better with a powerful WooCommerce Accounting system
Lo que obtendrás
Lleva tu negocio al siguiente nivel con 9 extensiones premium accesibles y diferentes características
- Advanced Leave Management: Create and manage multiple types of leave across your organization. Take leave management to a new level!
- 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 support your customers? Easily bring them to your CRM with WP ERP’s CRM integration, so you get full relationship management features!
- Gravity Forms Sync: crea usuarios en el módulo CRM automáticamente con los datos que recibes desde un formulario creado con 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 the WP ERP CRM system and vice versa.
- Salesforce Contacts Sync: Import and Sync all your SalesForce mailing lists into the WP ERP CRM system with its effective CRM integration.
- Hubspot Contacts Sync: Import and Sync all your Hubspot contacts into the WP ERP CRM system and vice versa.
- Zendesk Integration: Increase CRM contacts, leads, and customers by integrating the Zendesk ticket support system to WP ERP’S CRM integration and responding to clients faster.
Elige otras extensiones premium que se adapten a tu empresa
- Payment Gateway: This feature extension allows you to take payments from the 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 and manage the whole job listings.
- Attendance: Manage attendance digitally and easily with WP ERP. Track the work hours of your employees and balance them with their leaves with this feature extension.
- Entrenamiento: supervisa los programas de formación para diferentes equipos y empleados.
- WoCommerce Integration: Sync your WooCommerce order details and customer data with WP ERP’s efficient WooCommerce CRM and WooCommerce accounting to allow your assigned agent to track your sales.
- Custom Field Builder: Add more fields to your ERP forms with custom field builder for collecting extra information about your employees or customers.
- Payroll: Manage your employee salaries more efficiently 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 more organized sales process.
- Workflow: Automate actions in your ERP system with this advanced extension. Save time and reduce the margin of error. This workflow can be used from job listings to WooCommerce CRM, the entire part of WP ERP.
- Reimbursement: Manage your employee expenses and complete payments easily and effectively using ERP Reimbursement.
- Document Manager: Store and access your company and employee documents on-site with WP ERP’s powerful document manager.
- Inventory: Managing your inventory for your products within your accounting software can be done with WooCommerce accounting.
- Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place. Making your employee management and asset management easy with one extension.
WHAT OTHERS HAVE TO SAY ABOUT WP ERP:
👉 Businesses Using ERP Solution: Success Stories That You Can’t Afford to Miss Out
👉 WP ERP Wins Two Prestigious ERP Software Awards From FinancesOnline
👉 WP ERP: Journey of Bringing Revolutionary Changes in the WordPress Industry to Becoming the No.1 ERP Solution
SOME OF OUR RESOURCES ON WP ERP:
👉 Introducing WP ERP Pro: Get User-Based Pricing & Manage Your Business Like An Expert
👉 How to Translate WordPress ERP to Your Favorite Languages Easily
👉 How to Install WP ERP on Your WordPress Site (with Configurations)
👉 A Beginner’s Guide to Implement ERP System on WordPress (Free)
*** VISIT OUR WEBSITE TO LEARN MORE ***
➡️ WP ERP, Inc. ⬅️
Política de privacidad
WP ERP uses Appsero SDK to collect some telemetry data upon the 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 a great user experience for all our users.
La integración del SDK de Appsero NO EMPIEZA INMEDIATAMENTE a recopilar datos, en ningún caso, sin la confirmación de los usuarios.
All the promotional data for marketing are fetched through REST API from the official website of WP ERP
Colaborar
This may have bugs and lack many features. If you want to contribute to this project, you are more than welcome. Please fork the repository from Github.
Capturas
Incorporación de plugins Dashboard Overview- Your business overview is here Available modules and extensions that can make your growth with ease Your Company Details are here HR Dashboard- Overviewing all over your Human Resource Management Overall Company Employee list Just a single form to create/board an Employee Here is what an Employee profile looks like and to manage HR Report CRM Dashboard- Reflects your overall CRM status CRM Contact list CRM Company List CRM Contact Profile- where you can manage and interact with the contact/lead Contactos que se subscribieron a tu lista Accounting Dashboard- Your overall sales, income, expenses status Productos y servicios - que vendes en tu negocio o estás a punto de hacerlo Sales Transactions Entrada de diario Un administrador completo de IVA Balance General Reportes de contaduría Bitácora de auditoría - Refleja las operaciones generales de tu negocio
Instalación
Instalación automática desde el escritorio de WordPress
- Login to your WordPress Dashboard
- Navigate to Plugins -> Add New
- Buscar WP ERP
- Click install and activate and follow instructions
Instalación manual desde el escritorio de WordPress
Si tu servidor no está conectado al internet, entonces puedes usar este método-
- 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
- Ház click en escoge archivo, slecciona el archivo del plugin y ház click en instalar
Instala Usando un FTP
Si no puedes usar ninguno de los métodos por problemas de conectividad al internet y permisos en archivos, entonces puedes usar este método-
- Download the plugin by clicking on the red button above. A ZIP file will be downloaded
- Unzip the file
- Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too
- Sube la carpeta de wp-content/plugins/
- Accede a tu escritorio de WordPress.
- Navegar a los Plugins -> Instalados
- Activar el plugin
Preguntas frecuentes
-
How much does WP ERP cost?
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WP ERP is completely free of cost, you can download and install the plugin right from your WordPress dashboard just like any other WordPress plugin.
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Can I use only one module?
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Yes, you definitely can! The whole plugin is divided into three parts- HR, CRM, and Accounting based on features and the source code are separate for each module. So you can turn on or off any module you like from the settings.
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Can I customize the plugin?
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Absolutely! WP ERP and all its extensions are open-source and the source files are well-documented. So you can customize any feature you want. Our support service is always there to help you with information to get you started.
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Do you provide customization support?
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Currently, we do not offer customization support. However, you can post your requirements on specialized and diverse marketplaces like Upwork, Freelancer, PeoplePerHour, etc.
We are always here to help you with more information to get started. -
Is WP ERP Multi-Site Compatible?
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You can use one ERP installation on 1 database. That means one WordPress installation can have only one ERP activation. You can install and activate the plugin on a single sub-site of a network installation. But WP ERP can not be used across multiple sub-sites of a network installation.
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How can I translate WP ERP?
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You can easily translate WP ERP (and its extensions) by following some simple steps. You’ll find the [guideline here.](https://wperp.com/docs/erp-core/how-to-translate-wp-erp-plugin/…
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Do you have any video tutorials on WP ERP?
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Yes, we have some helpful videos on our YouTube channel.
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¿Puedo usar WP ERP desde la vista pública?
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You can use the HR module from the frontend now by using the “HR Frontend” extension. The CRM & Accounting module does not have a frontend right now.
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How can I get continuous support and updates after one year?
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To get continuous support and updates on our products you just need to renew the license.
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How can I suggest new features?
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We would love to hear your suggestions! Feel free to submit your suggestions here
You can also suggest new features through your My Account dashboard if you are already registered with WP ERP. Simply generate a new support ticket under the Plugins form. Choose the plugin you want to query about and under Query type select Feature Suggestion. Then type the kind of new feature you would like to see under Description. -
What are our support timings?
-
Our general live support hours are-
24 hours of support (Monday to Friday)
Off day/Weekend (Saturday & Sunday) -
What is the average response time in the support thread?
-
We strive to respond to all queries within 12 hours. Our response time may be just 1 hour if you reach us during 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 of the best service.
Reseñas
Colaboradores y desarrolladores
Este software es de código abierto. Las siguientes personas han contribuido a este plugin.
Colaboradores"WP ERP | Complete HR solution with recruitment & job listings | WooCommerce CRM & Accounting" ha sido traducido a 9 idiomas locales. Gracias a los traductores por sus contribuciones.
¿Interesado en el desarrollo?
Revisa el código, echa un vistazo al repositorio SVN o suscríbete al registro de desarrollo por RSS.
Registro de cambios
v1.12.3 -> May 26, 2023
- 🐛 [FIX] SQL injection and HTML vulnerability.
v1.12.3 -> May 17, 2023
- [Enhancement] Added the year in the leave request list table.
- [FIX] Fatal error on HR > Leave – Holidays.
- [FIX] Leave date mismatch on the “Leave Request” page.
- [FIX] Handled log error on CRM Contact and/or Company.
- [FIX] Handled php notice in Mailchimp Configuration.
- [FIX] Handle log error on accounting module’s vendor creation.
v1.12.2 -> May 05, 2023
- [FIX] – CRM contacts are not imported in accounting module.
- [FIX] – Invoice format gets distorted.
- [FIX] – ERP Help button displaying error.
v1.12.1 -> February 15, 2023
- [FIX] – Contacts are not importing properly.
- [FIX] – Fixed unformatted strings for translation.
- [ENHANCEMENT] – Filter value gets removed when going to next page on Leave Report.
v1.12.0 -> January 12, 2023
- [Feature] – Implement Advanced Filtering & Live Search on Leave Request.
- [Feature] – Upgrade prompts design revamp.
- [Update] – Update project in composer version 2.
- [Enhancement] – Update Appsero SDK
- [Enhancement] – Bug fix and reliability improvements across all ERP core
v1.11.3 -> October 13, 2022
- [fix] Fatal error due to some version incompatibility
v1.11.2 -> October 13, 2022
- [fix] Error while creating holiday. (HRM)
- [fix] Pay rate validation inconsistencies in some cases. (HRM)
- [fix] Year range of datepicker was limited to 50 years. It has been changed as needed. (CRM)
- [fix] Contact activities were not being loaded when the user is both crm manager and agent. (CRM)
v1.11.1 -> August 26, 2022
- [update] Optimized holiday importing process in favor of large number of data (HRM)
- [fix] Bulk delete was not working for Holidays (HRM)
- [fix] Life stages, names of that are formed with non-English strings, were not supported while importing contacts from Users (CRM)
- [fix] Text formats were not persisting while creating different activities for any contact/company (CRM)
- [fix] Some caching issues to avoid data inconsistency
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
- [corrección] eliminado el uso innecesario de la referencia de clase Google_Auth llamada erróneamente, esto estaba causando un error fatal para algunos usuarios.
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.
[tweak] Add privacy policy in readme.txt
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
[nuevo] Funcionalidad de búsqueda de correo electrónico, tareas, horarios, etc. en el contacto CRM. Cierra #670
[nuevo] Añadida API de carga de imágenes de empleados.
[nuevo] Añadido memo para facturas en pdf.
[corrección] Arreglado problema de importación de empleados.
[corrección] Actualización de la información de la carta de gastos.
[corrección] Agregado sistema de remoción de derechos de salidas.
[corrección] Autorellenar la dirección del cliente en la dirección de facturación.
[corrección] Barra diagonal añadida a la plantilla de correo electrónico (\) con comillas simple y doble. Cierra #672
[corrección] No se puede solicitar una salida de más de 1 día. Cierra #668
[corrección] No se puede editar un empleado existente. Cierra #678
[corrección] No se puede despedir a un empleado. Cierra #679
[corrección] Un empleado puede enviar varias solicitudes de salida en la misma fecha. Cierra #682
[ajuste] Archivo pot actualizado
v1.3.12 -> June 21, 2018
[corrección] El código postal no aparece en la pestaña de datos de usuario de un cliente. Cierre #591
[corrección] El importe total de un documento de pago no está formateado como moneda. Cierre #592
[retoque] Un campo de texto de proveedor en un formulario de añadir cliente es confuso. Cierre #593
[corrección] No funciona la eliminación de Departamentos. Cierre #661
[corrección] No todos los empleados reciben los anuncios. Cierre #663
[corrección] No se puede crear una solicitud de salida con api. Cierre #664
[corrección] El propietario del contacto se asigna como “Nadie” para los contactos recién importados. Cierre #665
[corrección] Crear varios empleados con la misma dirección de correo electrónico reemplaza al empleado anterior y conserva el último. Cierre #666
[corrección] El precio total de la factura no debe ser cero. Cierre #667
[corrección] Corregido el estado de selección al hacer clic al añadir un nuevo contacto.
v1.3.11 -> May 29, 2018
[corrección] La lista de empleados entra en conflicto con la presentación de informes. Cierre #649
[corrección] No se puede anular la entrada de pago en la ficha de ventas. Cierre #658
[corrección] La cantidad del pago es más de lo debido. Cierre #659
[corrección] No se pueden importar contactos desde CSV.
[ajuste] Actualización de paquetes NPM.
[ajuste] Actualización del enlace único del empleado.
v1.3.10 -> Apr 25, 2018
[corrección] Corregida la sincronización en la etapa de vida del contacto.
[corrección] El ID de usuario es siempre 0 cuando se comprueban los datos restringidos del empleado. Cierre #650
[corrección] Habilitar/Deshabilitar notificaciones por correo electrónico. Cierre #289
[corrección] La opción de moneda en el asistente de instalación no funciona. #651
[retoque] Arreglo de compatibilidad.
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
[ajuste] Importar datos parciales en caso de que existan contactos durante la importación de usuarios de WP o CSV al CRM
[ajuste] Registro para cada vez que un contacto abra un correo electrónico.
[ajuste] Mejorar la función insertar_personas
[corrección] Discrepancia en los nombres "Desde"
en el envío de correos electrónicos desde la página de contacto única del CRM
v1.1.18 -> Apr 13, 2017
[corrección] Arreglo de avatars en las páginas únicas de contacto y empresa
[corrección] Arreglo manejo de reporte de errores cuando no se proporcionan campos
[corrección] Arreglo de número de salidas disponibles en la pestaña de Salidas del perfil del empleado
[ajuste] Cargar scripts de CRM sólo en páginas específicas
[ajuste] Comprobar el permiso antes de convertir un contacto a Usuario WP
[ajuste] Evitar que woocommerce redirija a los usuarios de ERP a la página de “mi cuenta”
v1.1.17 -> Mar 30, 2017
- [nuevo] Añadir recepción de correos electrónicos con formulario de subscripción
- [ajuste] Cambiar la columna pay_rate del empleado de int a decimal en la base de datos
v1.1.16 -> Mar 27, 2017
- [nuevo] añadida función
erp_get_client_ip()
para obtener la dirección IP del cliente - [corrección] Arreglo de la metacasilla para los Horarios del Día en el Tablero del CRM
- [corrección] Se eliminará un contacto de todos los grupos luego de eliminarlo
- [corrección] Error de Escritura al eliminar un segmento de búsqueda. Arreglos #421.
- [corrección] Actualización correcta de los datos de los contactos/empresas no subscritos
- [corrección] Arreglado el problema al mostrar metacasillas en el Tablero del CRM.
- [corrección] Uso de etapas de vida dinámicas en lugar de estadísticas en el tablero del CRM
- [corrección] Agregada una etiqueta adicional en la etapa de vida luego de que se aplique un filtro
- [ajuste] Añadidos algunos tipos de archivo en la opción file_upload
v1.1.15 -> Mar 16, 2017
- [corrección] Permitir exportar campos como una casilla de verificación o una selección múltiple para Contactos o la Empresa
- [corrección] Corregido error importando field_builder_contacts_fields no definidos
- [corrección] Agregada la condición para ocultar las metacasillas del tablero
- [corrección] Problema de paginación en la página de solicitud de salidas. Arreglos #419
v1.1.14 -> Mar 07, 2017
- [nuevo] Añadido comando CRM cli para limpiar los contactos
- [nuevo] Añadidas la mayoría de las monedas en circulación
- [nuevo] Añadida la opción
post_where_queries
para la consulta erp_get_peoples - [nuevo] Añadido parámetro para imprimir valores de metadatos erp
- [corrección] Corregido el error del editor de contactos cuando se asigna a un grupo en una sola página
- [corrección] Añadida barra invertida en Plantilla de correo electrónico (\) al editar con una y dos comillas
- [corrección] Gestión adecuada de errores para la integración del formulario de contacto
- [ajuste] Ocultar Pestaña de Permisos de RH en el perfil propio
- [ajuste] Eliminación de empleados Terminados de la Lista de Fechas de Cumpleaños
- [ajuste] Añadido el campo created_at para permitir añadir un registro en una fecha en el pasado
v1.1.13 -> Feb 16, 2017
- [corrección] Mostrar tareas basadas en permisos y pestañas en el calendario de Programación del CRM
- [corrección] Corregido el error del editor de contactos cuando se asigna a un grupo
- [corrección] Actualizar la clase ERP_Settings_Page. Arreglo #409.
- [corrección] Arreglo la clase de actualizaciones de núcleo
- [corrección] Corregido error de sincronización de metadatos al importar un Usuario de WP al CRM
- [corrección] Corregido un error en la dirección zip predeterminada de la empresa
- [nuevo] Añadida función para eliminar select2 encolada por otros plugins
v1.1.12 -> Feb 01, 2017
- [corrección] Arreglado menú desplegable de países en el editor del empleado
- [corrección] Arreglada marca de anuncio como proceso de lectura
- [corrección] Arreglada conversión de personas de otro tipo o de Usuarios de WP
- [corrección] Arreglo de problemas de recuento total de personas en la función
erp_get_peoples
- [nuevo] función
erp_include_popup_markup
para incluir erp-popup markup - [nuevo] Añadido el plugin toastr.js
- [nuevo] Agregado nombre filtrable para la ubicación por defecto de la empresa
- [ajuste] Proceso de actualización de permisos de un solo empleado de Refactor
v1.1.11 -> Jan 22, 2017
- [corrección] Actualización de archivos JavaScript minificados
v1.1.10 -> Jan 18, 2017
- [nuevo] Introducción de la API REST
- [new] Meta query support in advance search segmentaion
- [nuevo] Filtro de tipo de rango de fecha y número en segmentación de búsqueda del CRM
- [nuevo] Rupia pakistaní
- [nuevo] Filtro de edad de contacto en filtro de búsqueda avanzada del CRM
- [nuevo] Sistema de paginación para libro mayor individual
- [nuevo] Saldo final para libro mayor individual
- [nuevo] Añadido filtro
erp_crm_js_template_file_path
en la ruta de la plantilla js - [ajuste] Eliminación de la funcionalidad de edición de la página de transacción individual
- [ajuste] Cambio de etiqueta para ingreso neto en el tablero
- [ajuste] Actualización de select2 a v4.0.3
- [corrección] Problema eliminando solicitud de salida
v1.1.9 -> Dec 22, 2016
- [nuevo] Se pueden entrar datos de años financieros anteriores (balance c/f)
- [nuevo] Validación de correo electrónico añadida para nuevos clientes y proveedores
- [nuevo] Incluir el impuesto diario en el informe de IVA
- [ajuste] Los clientes y proveedores pueden ser buscados y se ha levantado el límite
- [ajuste] Las cuentas por cobrar de impuestos se trasladan a gastos
- [ajuste] Mejora en el rango del selector de fechas
- [corrección] El actualizador ERP ahora funciona
- [corrección] Eliminada la opción de edición de diario de la tabla de lista de gráficos individual
v1.1.8 -> Dec 11, 2016
- [nuevo] Agregado filtro para ocultar metaboxes en el tablero
- [corrección] Arreglado el cálculo para solicitudes de fechas de salida
- [corrección] Arreglo problema con entradas de elementos en el diario
- [corrección] Mover cuentas por cobrar de impuestos desde gastos a activos
- [corrección] Actualizar formato de números para el precio unitario de la transacción
- [corrección] Eliminación de casilla de verificación para el rol de empleado de la edición de perfil para el usuario de WP
- [Actualización] Actualización de moment.js a v2.17.1
v1.1.7 -> Dec 7, 2016
- [nuevo] Etiqueta añadida en formulario de impuesto
- [nuevo] Añadido sistema de edición en revista
- [nuevo] Debería ser capaz de transformar un contacto CRM a un Usuario de WP
- [nuevo] Añadido soporte de localización para fullcalendar
- [nuevo] Agregado rango de fechas en todos los selectores de fechas.
- [nuevo] Agregadas tablas flot y stack y plugins de categorías
- [nuevo] Añadido campo de edad en el contacto
- [corrección] La fecha de alta no aparece en el email de bienvenida del empleado
- [corrección] Los privilegios de los empleados se eliminan al cambiar de rol
- [corrección] Casilla de verificación alternada en todas las tablas de listas
- [corrección] El gráfico circular de gastos se establece en 100% por defecto
- [corrección] Edición y eliminación de días festivos
- [fix] Fix screen, screen base and form handler hook for HR and Leave pages
- [corrección] Cálculo en el tablero y las tablas
- [corrección] Cálculo arreglado en los gráficos bancarios
- [corrección] Rutas de fuentes Dejavusanscondensed para FPDF
- [corrección] Cambio en la consulta SQL para obtener contactos
- [corrección] Cambio de la meta key para personas de
_assign_crm_agent
acontact_owner
- [corrección] Problema de duplicación de correo electrónico cuando se crean personas
- [corrección] Conflicto con un cliente de contabilidad cuando se crea un contacto
- [corrección] Procesamiento del importe del impuesto durante la transacción
- [corrección] Rango del campo de descuento solo de 0 a 100 en momento de la transacción
- [corrección] El campo de cantidad debe ser mayor a 2 en el momento de la transacción
- [corrección] Importe mínimo requerido para la transferencia bancaria
- [corrección] Nueva función de Refactor y agregar diario
v1.1.6 -> Nov 9, 2016
- [corrección] Arreglo la consulta para el tablero de ingresos y gastos, gastos empresariales, ingresos netos, facturas pagables a y facturas que se deben pagar
- [corrección] Arreglo de problemas con pagos atrasados
- [corrección] Casillas de selección innecesarias en el módulo de contabilidad
- [corrección] Consulta total de elementos en la tabla de lista de transacciones
- [corrección] Anular subscripción de contacto de un grupo específico
- [corrección] Problema donde no se puede cambiar el contacto del propietario del CRM
- [corrección] El elemento de menú no está en modo abierto/fijo cuando se selecciona el anuncio
- [corrección] Problema de actualización del estado del contacto durante la edición y adición del contacto
- [corrección] Permiso para que el administrador del CRM elimine otros contactos
- [Arreglo] Arreglo de campo de encargo en la exportación por csv
- [nuevo] Añadir opción de moneda en Configuración – Opciones Generales
- [nuevo] Se agregó soporte para Unicode en PDF
- [nuevo] Añadida una nueva columna
email_status
ydata_id
enerp_hr_announcement
yerp_audit_log
respectivamente - [actualización] Establecer la fecha por defecto para nuevas facturas, pagos, créditos de proveedores y vales de pago
- [actualización] Botones de estado para todos los nuevos tiempos de transacción
- [actualización] Tabla de la lista de ventas y gastos según el estado de la transacción
- [Actualización] Acción masiva de ventas y gastos para diferentes secciones de transacciones
- [actualización] Consulta de todos los informes de transacciones
- [actualización] Consulta de diario y clase de tabla de lista de diario para filtrar sólo transacciones de tipo diario
- [actualización] Mejorar la funcionalidad de los anuncios
- [actualización] Js seleccionado removido del núcleo
v1.1.5 -> Sep 19, 2016
- [corrección] Arreglado el problema de cálculo de la fecha de días festivos
- [corrección] Solicitud de Ajax para editar vacaciones
- [corrección] Cambiar el orden del listado de días festivos
- [corrección] Actualizada la búsqueda de salidas vacacionales, el final de la tabla y la columna para iCal
- [corrección] Arreglado botón desplegable de pago en la página de creación de Vales de Pago
- [corrección] Eliminada la opción de monedas al editar y agregar proveedores y clientes
- [corrección] Problemas de permisos de eliminación de contacto
- [corrección] Problema indefinido en la clase de facturas PDF
- [corrección] Arreglado problema de fecha de emisión en el cuadro de contabilidad
- [corrección] Solucionado el problema de recarga de la lista de empleados en js
- [corrección] Cambiar algo el estilo en la sección de nota de empleado y agregado efecto de carga
- [nuevo] Añadido soporte de cartas a la ubicación del código zip de la empresa
- [nuevo] Agregado Select2 para país y estado en proveedor contable y cliente
- [nuevo] Soporte para campos personalizados en el formulario de contacto
- [new] Added erp_create_new_people hook if people is an existing wp user
- [nuevo] Añadida la moneda Riyal Saudita
v1.1.4 -> Aug 28, 2016
- [corrección] Arreglado problema con número de factura indefinido en nuevo tiempo de compra
- [corrección] Ignorar las salidas rechazadas durante la duración de la validación
- [corrección] Arreglado el problema de cálculo de impuestos
- [corrección] Problema de permisos de anuncio arreglado
- [corrección] El empleado no puede tomar salidas en fines de semana
- [corrección] Arreglo problema al tomar salidas cuando no hay días de salidas disponibles
- [corrección] Arreglado elemento duplicado en pagos y facturas
- [fix] Employee birthday check hook changes
- [corrección] Arreglada la funcionalidad de guardar filtro de reinicio del segmento de búsqueda
- [corrección] Actualizados algunos permisos crm
- [nuevo] Funcionalidad de borrar al guardar un segmento de búsqueda
- [nuevo] Se requiere un tiempo de creación del Vale de la cuenta
- [nuevo] Añadido ‘erp_crm_contact_inbound_email’
v1.1.3 -> Aug 4, 2016
- [corrección] Se agregó retroalimentación de carga al enviar formularios para todos los elementos emergentes
- [corrección] Funcionalidad de formateo de número de factura
- [corrección] Arreglado el problema para todas las capacidades de RH
- [fix] Hook contact form integration to plugins_loaded hook
- [corrección] Eliminada verificación de usuarios conectados para los cron jobs
- [corrección] Ocultar actualizador del plugin para no administradores
- [nuevo] Etapa de vida, dueño del contacto y grupo añadidos al formulario de importar contactos por CSV
- [nuevo] se agregaron algunos hooks y filtros
v1.1.2 -> June 26, 2016
- [nuevo] Configuración para el formateo de facturas
- [nuevo] Establecer grupo de botón de Enviar para ventas, pagos y facturas
- [nuevo] Configurar el botón Enviar grupo para el comprobante de pago de gastos y crédito del vendedor
- [nuevo] Agregar búsqueda de correo electrónico en contactos y listado de empresas
- [nuevo] Mostrar texto desplegable en lugar de valor en guardar detalles del filtro de búsqueda
- [nuevo] Añadir la opción de filtro de grupo de contactos en el segmento de búsqueda guardado
- [nuevo] Añadida la moneda Rial Iraní y cambio del símbolo de la moneda de la India
- [nuevo] Se agregaron herramientas de importación masiva de usuarios y contactos
- [nuevo] Integración de formularios de contacto: se añadió el campo propietario del contacto
- [nuevo] Añadida localización para la cadena js en los feeds de actividades
- [nuevo] Añadido el generador de archivos de ejemplo CSV
- [corrección] Comprobación del tiempo de actualización de la transacción para verificar que el número de factura es único
- [corrección] La fecha de vencimiento de la transacción debe ser mayor que la fecha de emisión
- [corrección] Problema de validación de cuota de solicitud de salidas cuando se aplica una salida
- [corrección] Problema renderizando Select2 en gasto
- [corrección] Prefijo por defecto de factura establecido en el momento de la transacción
- [corrección] Problema de mensaje de error arreglado cuando se actualizan los ajustes de la empresa
- [corrección] El empleado podía editar su propio ID de Empleado
- [corrección] Empleados sin permiso de agentes o gestores están listados en la página de Actividades – Crear por filtro
- [corrección] La Fuente de Contactos no se muestra cuando hay una barra de tarea única en el CRM
- [corrección] El rol del usuario no se muestra correctamente en la página de edición
- [corrección] Arreglo de problemas de directivas Select2
- [corrección] Anuncio de problema en Select2 arreglado al seleccionar un empleado
- [corrección] Problema al renderizar la política de salidas en la página de perfil del empleado
- [corrección] Error cargando el tablero de calendario de RH
- [corrección] Problema de edición de contactos
- [corrección] Problema de salto de línea en correo de anuncio
- [actualización] Filtrado formulario de inserción de transacción para filas y columnas de la tabla
- [actualización] Actualización de esquema de moneda
- [actualización] Solicitud de actualización de acuerdo con el botón de envío grupal para ventas y gastos
- [actualización]cambio de nombre de columna de la tabla de transacciones de invoice a invoice_number
- [actualización] Aumento de la longitud del campo de la columna de la tabla para el tipo decimal
- [actualización] Establecer prefijo de factura predeterminado
- [actualización] Los campos de cliente y proveedor son obligatorios cuando se agrega una nueva transacción
- [actualización] Se requiere el nombre del proveedor cuando se crea un nuevo proveedor
- [actualización] Guardar el cambio de etiquetado de búsqueda en el segmento de búsqueda
- [actualización] Cambios en el progreso de la herramienta de usuarios a contactos
- [actualización] Mejoras al importar contactos CSV al CRM
- [actualización] Cambio de la estructura de componentes de actividad en el CRM para extender la integración con terceros
- [actualización] Cambio del formato de URL de las facturas para compartir
- [actualización] Utilizar la zona horaria del WordPress en vez de la de Carbon
v1.1.1 -> June 22, 2016
- [corrección] Optimización de la consulta de informes de contabilidad
- [corrección] Arreglo de problema con montos de pago parciales
- [corrección] Arreglado el problema de permisos de contacto y de empresa para el agente CRM
- [corrección] Arreglado el permiso para acciones masivas para listados de empresas y contactos
- [corrección] Arreglado el problema con la fecha nula en JavaScript
- [corrección] Arreglado el problema de activación y desactivación al ingresar números de referencia
- [corrección] Corregido el problema con el valor predeterminado del menú desplegable de búsqueda
- [corrección] Arreglada la tabla de contactos de CRM después de una acción masiva. Los elementos ya no pierden la selección
- [corrección] Arreglado problema de programación de estilo de calendario
- [corrección] Arreglado el problema de permisos del agente de CRM
- [corrección] Arreglado el problema de asignación de permisos grupales
- [corrección] Arreglado el problema de asignación de contactos al tratarse de contactos de usuarios de WP
- [corrección] Arreglado el problema de edición y asignación de grupos de contactos
- [corrección] Arreglado el número total de conteo cuando se agrega un nuevo contacto
- [corrección] Arreglado problema de programación de notificaciones
- [corrección] Arreglado problema con la línea de tiempo de fecha en la página única de contacto
- [nuevo] Añadido efecto de carga cuando se asigna el propietario del contacto
- [nuevo] Funcionalidad de generador de números de facturación en la contabilidad
- [nuevo] Añadido el soporte a la moneda Rial Omaní
- [new] Added some filter and action hook in sales transaction
- [nuevo] Añadida funcionalidad de restauración en la tabla de empleados de HRM
- [nuevo] Exportar facturas como PDF y enviarlas por correo electrónico
- [actualización] Actualización del tablero de contabilidad
- [Update] Updated filter and hook for people query sql
v1.1.0 -> June 8, 2016
- [nuevo] Módulo de fusión de contabilidad
- [nuevo] Formato de moneda
- [nuevo] Ajustes de impuestos sobre la renta
- [nuevo] Informe de impuestos sobre la renta
- [nuevo] Informe de Estado de Resultados
- [nuevo] Informe de balance
- [nuevo] Sistema de gestión de permisos
- [nuevo] Guardar como borrador para todas las transacciones
- [nuevo] Convertir la tabla de la lista wp en vue js en la página de contacto y listado de empresas
- [nuevo] Integración de SMTP e IMAP/POP3 añadida al núcleo
- [corrección] Gráfico Bancario
- [corrección] El tiempo de creación del campo de correo electrónico para el Cliente y el Proveedor es obligatorio
- [corrección] Creación de número de referencia único
- [corrección] Se ha arreglado la actualización de roles cuando se edita el contacto
- [corrección] Solucionado el problema de asignación y edición de grupos de contactos
- [corrección] Arreglada la compatibilidad del editor Trix con Firefox
- [corrección] Se ha corregido el problema de añadir y editar feeds al usar el navegador Firefox
- [corrección] Se corrigió un error de la página de contactos del panel de control
- [corrección] Arreglado el problema de carga de la página de actividad
- [corrección] Arreglado el problema de carga de la página de planificación
- [corrección] Corregido el conflicto de Select2 con contabilidad
- [mejora] Tabla con todas las transacciones con columna de balance y vista previa en enlace emergente
- [mejora] Mejora al guardar el filtro de búsqueda
- [mejora] Optimización de consulta de inserción y búsqueda de Personas
- [mejora] Página de contacto y página única de la empresas convertidas en vue jes
- [mejora] Agregados más filtros al segmento de búsqueda avanzada
- [actualización] Actualización de la consulta de transacciones para el año fiscal actual.
- [actualización] Incluido el campo de impuestos en el formulario de transacción
- [actualización] Vuejs actualizado
- [actualización] Select2 actualizado
- [actualización] Trix editor js actualizado
v1.0.1 -> April 27, 2016
- [corrección] La búsqueda de rendimiento de empleados estaba retornando todas las entradas
- [corrección] Importar usuarios de WP a los contactos no haciendo referencia al usuario de WP correcto
- [corrección] La clave de licencia no se estaba guardando
- [corrección] Problema contando contactos importados
- [corrección] Problema en el URL del campo de redes sociales en el perfil de contacto
v1.0 -> April 25, 2016
- [Mejorado] Se ha cambiado la estructura de la tabla de personas.
- [nuevo] Se ha añadido un nuevo rol de agente de CRM
- [Nuevo] Añadida la herramienta de importación/exportación en CSV
- [nuevo] Se ha añadido un sistema de plantillas de correo electrónico CRM
- [nuevo] Guardar respuesta añadida en actividades de contacto CRM
- [nuevo] Se añadió una vista rápida a los detalles de horarios en el panel del CRM
- [nuevo] Se asignó un contacto a los agentes del CRM
- [nuevo] Se agregó una barra de proceso al eliminar una actividad para una mejor experiencia de usuario
- [nuevo] Se ha añadido la función de gestión de licencias
- [nuevo] Rastreador de lectura de correo electrónico en CRM
- [nuevo] El gráfico de reporte de personal ahora se muestra por departamento
- [nuevo] Nueva etapa de vida añadida en los contactos en CRM
- [nuevo] Se agregó campo de grupo de contactos o dueño de contacto al crear un nuevo contacto o empresa
- [nuevo] Se agregaron correos electrónicos de respuesta entrantes en la actividad de CRM
- [nuevo] Importación masiva de usuarios de WP a contactos de CRM
- [nuevo] Añadida la respuesta directa de los feeds de actividades de correo electrónico de CRM
- [nuevo] Añadidas opciones de direcciones en los detalles de los empleados, agregar y editar
- [nuevo] Añadidas funcionalidades para el actualizador del plugin
- [new] Added more hooks and filters
- [corrección] Se refactorizó la integración con los formularios de contacto
- [corrección] Se refactorizaron los permisos de CRM
- [corrección] Arreglo del problema de paginación de contactos
- [corrección] Se refactorizó el constructor de consultas de búsqueda
- [corrección] Los registros y horarios agregan y muestran problemas en la página de horarios
- [corrección] Problema de formato de fecha ERP
- [corrección] Administrar roles de usuarios durante la activación y desactivación del plugin
- [corrección] El widget “Quién Está” en el panel de control de RH
- [corrección] Acciones masivas de Dejar Solicitud
- [corrección] Todos los usuarios de ERP muestran sus propios archivos adjuntos
- [corrección] Se agregó el permiso de carga de archivos para Empleado, Gerente de Recursos Humanos, Gerente de CRM y Agente de CRM
- [corrección] Mejoras en la funcionalidad del contacto por correo
- [corrección] Arreglo de problemas al despedir empleados
- [corrección] Arreglado el problema del derecho a vacaciones
- [corrección] La tabla de lista de empleados ahora se enfoca como “activa” por defecto
- [corrección] Se ha eliminado la duplicación de registro de empleados y contactos, generando una mejor Experiencia para los Usuarios
- [actualización] – Trix editor js, Select2, Vuejs
v0.1 -> March 18, 2016
- Versión Beta