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In reply to: Issue with the total amount section
Thanks for writing.
But I am sorry to inform you that I am not getting this issue. Just tried it and here is the result: http://prntscr.com/ftdb1x
Could you please confirm me that you did not make any changes in the code of Accounting module?Topic: Carried over holidays
Hello. I was wondering if there is a way for an employee to carry over a number of holidays from a previous year period to the next? In my company we have a system that employees can carry over 5 holidays from the previous year to the next up to March 31st!
Thanks!
Hi,
I have noticed an issue with the counting function of the total amount section in the following elements:
-> invoice
-> payment
-> payment voucher
-> vendor creditThe issue is that the total amount doesn’t match with the result of the formula units* price/ unit = total amount. For example:
1 unit* 5000 gives now a result of 500.000 en that must be 5.000.Could this issue been fixed as soon as possible?
In reply to: Leave Request to reporting employee too
@all,
We have added a hook in this commit that will allow you to send leave request to anyone:
https://github.com/wp-erp/wp-erp/commit/977dcab7af080ef1d168cfa89ea1e8b92f8f0e37By using this hook you can modify the leave request section according to your needs.
Thank you 🙂
Topic: No inbound emails
Hi
I have configured SMTP and IMAP successfully (using Office365), and the connection is checked. However, no emails come in.
Questions:
1. The email account is used by a sales rep for ordinary email – could this be a problem? Does it need a dedicated account? is POP preferable?
2. How does the system know which contact / thread the inbound email belongs to?Thanks
Hi
A couple of problems:
1. whenever I add a new field or alter an existing field, all of the fields “section” changes to “top”, and overwrites previous settings.
2. When I add a new field and update a user, the field keeps the correct content, but it is “—” on the contact screen under “basic info”Thanks
Topic: vendor credit total issue
vendor credit total there how to do this?
i have a total 254.03 , below 0.04-0.01 is rounding to 0, if 0.06-0.09 is rounding to 0.10Currently, we have to go “around the world” to create an Accounting Module Customer from a CRM Customer.
Even if the CRM Contact has the Status of “Customer”, it is not found as a “Customer” in Accounting.We have to:
1. Go to the CRM Module and locate the e-mail address listed in the CRM Customer.
2. Go to the Accounting Customer Tab and Add Customer
3. Type in the e-mail address from the CRM Customer
4. Agree to Import the CRM Customer as an Accounting Customer
5. Save the new Accounting Customer
6. Go to the Accounting Sales Tab and create a new Invoice.
7. THEN we can select the Accounting Customer for use with our Invoice/Sale.WHEW! A lot of steps given todays technology. I guess I could simply write a DB script to pull the data automatically when I change the STATUS to Customer in the CRM, but I would have thought WP ERP would do that.
Is it possible at all to have it where an Accounting Module Customer is automatically created when we change the Status for a CRM Contact from, Lead or Opportunity to Customer?
Hello team wperp, I greet you from Colombia and congratulate you for the great work you do, I have been observing the characteristics of the accounting module. I want to know if you can group income and expenses by cost centers, funds or projects? Grouping the accounts into categories would be an excellent option to evaluate the result of the activities developed by the company. For example: Our foundation pays the rent of three properties in which three different social projects are developed, this expense is recorded in the account “Rent”. A report of the cost centers should discriminate the accounting account “Rent” for each project as follows:
Account, Project1, Project2, Project3,
“Rent”, cost1, cost2, cost3,
I apologize for my grammar, I used the google translator.Hello,
After I submit the invoice for approval, the invoice image that shows on my screen looks good. It has “INVOICE” in a gray box at the top right corner with the invoice number next to it in bold print.However, when I export as PDF: “INVOICE” prints much larger to the immediate right of my logo. No gray box. No invoice number.
Via the link: invoice number shows as “1”, not the assigned invoice number.Any help would be much appreciated!
In reply to: Documents sharing
This would be great to send a welcome letter, 1st, 2nd or 3rd warning letters and a termination of contract letter to specific employees. Right now the only way I can see to do this is to make it an announcement to a specific employee. But that poor employee will think it’s been announced to everyone! Be great if you could add a suitable feature for this in future. That said, excellent product so far!
In reply to: Email- Listing of Emails to and from a Company
@vivmajor,
Yeah, great example. It really helped me to understand.
You can easily achieve this by making all of the User1, User2, User3 as “CRM Manager”Thanks 🙂
In reply to: Email- Listing of Emails to and from a Company
1. Ok so let me elaborate:
Contacts of a company ABC – Mr A ,Ms B & Mr C
Users of CRM – User1, User2, User3
Each of the user should be able to see all the emails sent to Mr A ,Ms B & Mr C from User1, User2, User3
Also, Each of the user should be able to see all the emails sent by Mr A ,Ms B & Mr C to any of User1, User2, User3
Hope it helps!
2. I could not follow “using a separate CRM agent.”Thanks!
In reply to: sync schedules with a mobile phone calendar?
Hi all,
This is an extremely important feature as well as tasks. I get around this by e-mailing the tasks to my Outlook and I have an Outlook rule that copies the tasks to my task folder, which kinds of work, but not as well as I would like. Can I create a notification e-mail for meetings that I could use with Outlook rules as well?
I have a few suggestions and this may be the incorrect place to post them. If so, my apologies. Further apologies if the functionality I mention below already exists.
1. Task List
Task list – We need a task list that can be marked as completed, etc.
2. Contact by customer
We also need a column on contact list to show which customer that contact belongs to and the ability to sort and group on the company.
3. Once in contact view, I would need to go to the company from that view.In reply to: Roles or Edit only in the same Location
This is the file location where the capabilities have been set up.
modules/hrm/includes/functions-capabilities.phpline no 138
And you can use this filtererp_hr_map_meta_capsand make a plugin to manage custom roles instead of changing the core codes.Thanks and feel free to let me know if you need more help from me 🙂
