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 Agents

Thanks

Hello Louiss

The problem seems not with the core/extension. Unfortunately, you are facing it somehow. Have you checked if the shift is saved on the database?

Also, try refreshing the page hard with cntrl/command+R.

If none of them helps, contact our support center directly. We’ll investigate.

Thanks

No, not all the user needs to connect their own SMTP. It’s the site owner, who’ll connect the SMTP for the whole company use.

Yes, you can use any standard SMTP but Google SMTP works fine most of the cases.

Thanks

Sometimes it causes due to the cache. Have you refreshed hard 1 or 2 times?

Thanks

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 timezone

These 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

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

Hello

I’m a bit confused! Expense in accounting or the reimbursement you mean?

Thanks

Hello Layne

This needs to be check from the both side WPERP and MailChimp. Please contact our support center directly.

Thanks