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Search Results
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I need Accounts Receivable Aging Report for debtor & creditor, WPERP have this function?
Accounts receivable aging is the process of categorizing all the amounts owed by all customers or selected customer, including the length of time the amounts have been outstanding and unpaid.
Lookup by date and show out the lookup period.
The aging report is used to collect debts and establish credit & show the payment details(invoice no, receive payment date & payment amount).Standard categories for this type of report include:
Current: Due immediately
1 to 30 days: Due within the next 30 days
31 to 60 days: A month overdue
61 to 90 days: Two months overdue
91 days and over: More than two months overdueIf a customer has several bills that were incurred at different times, the report will show how much is due and at what time. For example, a receivables aging report for JR’s Delicatessen might read something like this:
$230 30 days
$120 60 days
$390 Over 90 daysI love the auto-import feature of WP-ERP, importing users as CRM contacts. Is it possible to have multiple of these?
i.e. User Role 1 = Life Stage 1, User Role 2 = Life Stage 2 and so on?Hello dears,
I have just downloaded and installed a fresh version of xampp (php 7.2) and wordpress 5.5
admin dashboard worked fine until I installed WP ERP plugin and tried to activate it
the error reads:
Fatal error: Uncaught Exception: Table ‘wperp.wp_erp_peoples’ doesn’t exist in C:\xampp\htdocs\wordpress\wp-content\plugins\erp\vendor\tareq1988\wp-eloquent\src\Eloquent\Database.php:150 Stack trace: #0 C:\xampp\htdocs\wordpress\wp-content\plugins\erp\vendor\illuminate\database\Query\Builder.php(1705): WeDevs\ORM\Eloquent\Database->select(‘select * from `…’, Array, true) #1 C:\xampp\htdocs\wordpress\wp-content\plugins\erp\vendor\illuminate\database\Query\Builder.php(1690): Illuminate\Database\Query\Builder->runSelect() #2 C:\xampp\htdocs\wordpress\wp-content\plugins\erp\vendor\illuminate\database\Eloquent\Builder.php(462): Illuminate\Database\Query\Builder->get(Array) #3 C:\xampp\htdocs\wordpress\wp-content\plugins\erp\vendor\illuminate\database\Eloquent\Builder.php(446): Illuminate\Database\Eloquent\Builder->getModels(Array) #4 C:\xampp\htdocs\wordpress\wp-content\plugins\erp\vendor\illuminate\database\Concerns\BuildsQueries.php(75): Illuminate\Database\Eloquent\Builder->get(Array) #5 C:\xampp\htdocs\wordpress\wp-conte in C:\xampp\htdocs\wordpress\wp-content\plugins\erp\vendor\tareq1988\wp-eloquent\src\Eloquent\Database.php on line 150
There has been a critical error on your website. Please check your site admin email inbox for instructions.In reply to: Set manual leave days and separate departments
Hello @ezement
1. No, the policies are fixed. If you have variable leave policies for the individual employee, you need to create multiple leave policies.
2. For now, only the Manager can approve a leave request. However, a two-step leaves approval system will come soon, and yes, you’ll be able to assign a manager to approve/reject leave requests based on the department.
Thanks
I have two questions about the HR Management plugin.
1. I am try to set up policies and, Is there a way to manually change available leave days / employee?
Due to legislation, each worker may have a different amount of days off.2. So I made two departments and I try to separate them. Can I assign employees to managers if the “X” manager receives only the “X” employee’s leave requests and the “Y” manager receices only the “Y” emplyoee’s leave requests?
E.g. John’s manager is Chris, Robert’s manager is David, and Richard’s manager is William. If John request a leave not just Chris receive an email, but David and William too.Thank you for the answers,
S
In reply to: Question About CRM & Accounting
Hell Omia and Richard,
Sorry to both of you that you had to wait for a wait to get a reply from us! I understand this is unexpected but actually, we got our Eid-Ul-Adha holidays in between the time which made us kinda slower then usual. You know Eid is an most important religious festival for us. I hope you’ll consider 🙂
However, here is the answers based on your query:
1. I’m sorry but no, we do not have the recurring invoice feature for now but we are also concerned about this and hoping to coniser this in the future.
2. Customer or Client doesn’t have any portal/page by default. As our accounting solution is for the B2B business, it’s all about the company Managing peoples.
3. No, Managers are managers, they have all the access. Then the other user roles. We have the following user permissions:
a. Admin- he has all the access
b. HR Manager
c. CRM Manager
d. Accounting Manager
e. HR Recruiter
f. CRM AgentsThanks
Hello –
Was curious to know if someone has the answers to these questions:
1. We have recurring services like website maintenance and on-going marketing, is there a way to set up recurring invoices to be automatically sent on a specific date that we set?
2. Has anyone set up a “client dashboard” page that shows things such as services they’ve subscribed to, tickets (Awesome Support), Payment Accounts (stored billing info that they can update themselves), Team Members (additional account contacts), etc.?
3. Is it possible to have sub-users of an account to be able to submit tickets and pay invoices on behalf of the Owner? We typically have business owners that are the “owners” of the account, but maybe they have an in-house marketing person or office manager that handles submitting tickets about website changes or the manager has billing questions.
Thanks in advance.
Here you go, any help will be much appreciated!
https://www.loom.com/share/102a9e1002e843f8adadfa5c9ebbe0caIn reply to: Dates in a request off by one
Hello Feisal
I understand the problem and that can happen when it doesn’t match the followings:
1. Your site timezone
2. Your computer set timezone
3. Your server timezoneThese 3 need to match. Otherwise, these kinds of problems can happen. I can assure you it’s not a problem with the WPERP core.
Thanks
When I make a leave request say from 6 to the 10 July.
The dates show up as from the 5 July to the 9 July before the request is submitted
In the demo on WR-ERP website the dates show up correctly so there must be something different I have done but I cannot find itIn reply to: Few Questions
Hi,
Thanks for the reply.
Do you have any idea when these things will be ready?
1. We offer estimates in Accounting for now but later, it’ll be available in the CRM as well. (approximat date?)
2. Yes, we’ll have an email template for the estimates soon as we are working on it. (approximat date?)And will you connect weMail mailinglist plugin to it so we can use design templates from here?
Thanks so far. I love the product.
Regards,
AmroIn reply to: Few Questions
Hello
Yes, you can certainly do the whole workflow you mentioned. Let me describe how it’ll work.
-> You’ll have a contact form on your site, where the potential customers will reach you with requirements.
-> You’ll get the submission over your email and this contact will be taken to the CRM contact list.
-> Now, you can create estimates once you get confirmation from the vendor as you do contact them over email. The estimate will be delivered to the potential customer.
-> If they approve, you’ll need to create a project inside the WP Project Manager to manage the whole order process with the individual tasks until it’s done.The strange things you mentioned:
1. We offer estimates in Accounting for now but later, it’ll be available in the CRM as well.
2. Yes, we’ll have an email template for the estimates soon as we are working on it.This is the initial guideline and if you think you need help on configuration or get confused anywhere, feel free to reach out support center directly. https://wperp.com/contact/
By default, the estimates format can not be changed, unless you customize it form the codes.
Thanks
Topic: Few Questions
Hi,
I am developing my new company in shipping containers over sea. And I came accros this nice plugins to manage my customers but I need a certain work flow but I want to know if this is possible with this software.
I have installed all three plugins including project management plugin. So let me explain the standard process of my business.
1. People fill in forms on my website where they request quotations for shipping containers.
2. I then go to the shipping lines and request quotes through email
3. After I have the cheapest option I will make the offer (send quotation to prospect)
4. After I get positive confirmation it will become a shipping project inside the project management module
5. And I will go step by step there until the shipment is delivered.I would like to know how I should approach this so it increases process efficiency.
I noticed a few strange things.
1. The accounting part send the estimate. Why doesn’t the crm agent sends this instead of accounting? The crm is in contact with the potential client right.2. And is it possible to use the email templates to send the estimates?
Can I get some guidance to setup my system?
Regards and thanks!
Topic: Fatal error on multisite
Hi,
I’ve been facing this error when clicking on HR – Employees on any subsites on a WP multisite install the main site works fine.I’ve only set this up in a local environment for testing and tried a number of different ways to troubleshoot it and check for any other known issues online.
The WeDev plugins are not network activated and each subsite has to activate the plugin,
all site permalinks are set to %postname%,
up to date WordPress
PHP 7.4.1
MySQL 8.0.16
Nginx webserverOther installed plugins are
Advanced Custom Fields PRO
Advanced Custom Fields: Font Awesome
Ajax Load More
Breadcrumb NavXT
Contact Form 7I’ve tried uninstalling, reinstalling deleting all the created tables, and still getting the same error any help would be appreciated.
( ! ) Fatal error: Uncaught Exception: Table ‘local.wp_2_usermeta’ doesn’t exist in /Users/adam/Local Sites/buildingblocks/app/public/wp-content/plugins/wedevs-project-manager/vendor/tareq1988/wp-eloquent/src/Eloquent/Database.php on line 150
( ! ) Illuminate\Database\QueryException: Table ‘local.wp_2_usermeta’ doesn’t exist (SQL: selectwp_2_erp_hr_employees.user_id,display_namefromwp_2_erp_hr_employeesleft joinwp_usersonwp_2_erp_hr_employees.user_id=wp_users.IDleft joinwp_2_usermetaasgenderonwp_2_erp_hr_employees.user_id=gender.user_idandgender.meta_key= ‘gender’ left joinwp_2_usermetaasmarital_statusonwp_2_erp_hr_employees.user_id=marital_status.user_idandmarital_status.meta_key= ‘marital_status’ wherestatus= ‘active’ andwp_2_erp_hr_employees.deleted_atis null order byhiring_datedesc limit 20 offset 0) in /Users/adam/Local Sites/buildingblocks/app/public/wp-content/plugins/wedevs-project-manager/vendor/tareq1988/wp-eloquent/src/Eloquent/Database.php on line 150
