Accufy is a complete SaaS-based Business & Accounting Software that gives your customers the ability to create and manage businesses, invoices, estimates, customers, tax & expenses. Users also can create multiple businesses with different currencies so they can easily keep track of their businesses in one platform.
Admin Demo Username: john Password: 1234 |
User Demo Username: admin Password: 1234 |
Key Features:
- Easy Integration & Customization
- Standared & clean code
- Fully Responsive Design
- SEO Optimized & SEO-Friendly URL
- Manage website with unllimlited features & pages
- Manage pricing package & features
- Manage Testimonials
- Manage Contact Messages
- Manage Users
- Manage Blogs with category
- Custom Packages
- Cash flow chart reports
- Net Incomes
- reCaptcha enable / disable opiton
- Email verification enable / disable opiton
- Paypal payment enable / disable opiton
- Registration enable / disable opiton
- Google Analytics
- SMTP email with PHPMailer library
- Google reCaptcha attached with (Register & Contacts forms with enable or disable option)
- Advanced settings option
- Admin & User panel
- Multiuser options
- Membership System with 3 packages
- Paypal payment system
- Manage Customers
- Manage Categories
- Manage Tax
- Manage Products
- Manage Vendors
- Manage Expenses
- Create & Manage Estimates
- Create & Manage Invoices
- Create & Manage Recurring Invoices
- Customer based currency option
- Multiple templates for invoices & estimates
- Tax & discount for invoices
- Record payment for invoices
- Print Invoice
- Csutomer preview option for Invoices & Estimates
- Send invoice to email
- Live currency converter
- User billing & upgrade option
- Multiple business options for users
- Business wise currency & invoices
- Auto disable expire user accounts
- Ajax secure Authentication
- Jquery Data tables & form validations
- Sweetalert popup notification with ajax
- Toaster notification with ajax
- Detailed Documentation with commented code
- Totally Secure System
- Advanced Settings Options with Enable or Disable options
- Change Logo, Favicon, Site Title, Site Description, etc. from Admin Panel
- Easy Installation Using Installation Wizard & no need any coding skills
- Runs on PHP 5.4+ (and PHP 7)
Security:
There are various mechanisms to secure the application. These mechanisms are:
- Cross-Site Request Forgery (CSRF) Prevention
- Cross-Site Scripting (XSS) Prevention
- Password Hashing
Update logs v2.1 – 05-31-2021
- fixed bill view design issue - fixed estimate view design issue - fixed RTL mode design issue - fixed Purchase by verdor dropdown issue - fixed Income by verdor dropdown issue - fixed invoice filter issue - fixed dashboard chart issue
Update logs v2.0 – 03-24-2021
- Fix upcomming recurring issues - Fix overdue issues - Fix add new item cancel issue - Fix responsive sidebar menu color issue - Fix expense file removing issue - Added country info manage option - Added business delete option - Added role permissions - Added Multi Role user options - Added Recurring invoice automatic email send option - Added invioce view when opened by the customer - Added product add option for both sales & purchases - Added invoice payment records edit & delete option - Added Expire subscription reminder - Added customer email invoice view notify option for business owner - Improve design and functionalities
Update logs v1.9 – 03-02-2021
- Added new template in backend - Added appearance section in admin panel > settings - Added user subscription payment invoice - Added invoice record payment logs - Added plan enable/disable option - Added credit notes - Improve auto generate invoice number - Improve invoice tax calculation issue - Fixed payment upgrade issues
Update logs v1.8 – 08-12-2020
-Added bills/purchase order -Added time zone option -Added enable/disable frontend website option -Added description field in invoices -Added report > profit & loss -Added report > sales tax -Added report > Income by customers -Added reports > Purchases from vendors -Improve signup section and make it simple -Improve package edit option in superadmin -Improve admin settings sections -Improve user dashboard -Fixed overdue issues -Fixed user wrong count issue in admin dashboard
Update logs v1.7
-Added 2 new invoice template -Added payment settings in user dashboard -Added receive invoice payment using paypal/stripe -Added Product Stocks -Added Product stock enable/disable option -Fixed invoice export issue -Fixed invoice print design issue -Fixed invoice information missing issue -Fixed expense file download issue -Fixed invoice payment convert total amount issue
Update logs v1.6
-Added GST value insert option in tax -Added multiple gst tax value system in invoice -Added customer number & vat code in customers -Added business number & vat code in business -Added Convert invoice into recurring invoice -Added order option in home features -Added image upload option for home hero image -Fixed all recurring invoice issues -Fixed decimal number price issue -Fixed upcoming recurring payment dashboard -Fixed pending payments in dashboard -Fixed rtl responsive & radio button issue -Improve invoice number format -Improve invoice tax system -Improve estimate section -Improve design issues -Improve performances
Update logs v1.5
-Added package discounts -Added stripe payment method -Added missing translations -Improve reports section -Improve recurring invoice -Fixed responsive issues
Update logs v1.4
-Added manage Business categories -Added export pdf button on the customer preview page -Added missing translations -Improve reports section -Improve recurring invoice section -Improve the expense section -Fixed invoice items empty search bugs -Fixed invoice payment due bugs -Fixed subscription bugs -Fixed wrong count invoices -Fixed save settings bugs -Fixed responsive issues
Update logs v1.3
-Added missing language values -Added tab for recurring invoices -Added Business based invoice number incrementation -Added Invoice delete enable or disable option -Added multilingual enable or disable option -Added invoice export to pdf option -Added pre-default invoice footer note for per business -Fix offline payment bug -Fix vendor bug -Fix tax show on invoices checkbox issue -Fix email verify the problem -Fix export to pdf invoice -Fix recurring invoice edit -Improve the multilingual system -Improve frontend template design
Update logs v1.2
-Added offline payment -Added Auto verified for the basic package -Fix Monthly subscription bugs -Added Trail option -Added Invoice products scroll -Added customer from invoice -Invoice accent color for other pages
Update logs v1.1
-Added user reports -Added partial payment for invoice -Fix email verificaiton problem in admin login -Fix business bugs -Fix registration bugs -Fix some css issues -Improve some functionapreties
Requirements: There are some requirements to work on your server. These requirements are:
- PHP >= 5.4+ (and PHP 7)
“Accufy ” SaaS business & accounting script Documentation by – Codericks
“Accufy”
Created: 11.14.2019
By: Codericks
Email: codericks.envato@gmail.com
Thank you for purchasing my script for your business. If you have any questions that are beyond the scope of this help file, please feel free to email via our user page contact form here. Thanks so much!
Table of Contents
- Introduction
- Quick Install
- Quick Start Guide
- Settings
- Manage Users
- Manage Features
- Manage Package
- Manage Pages
- Manage Blogs
- Cron Jobs for expire payments
- User Settings
- Manage Customers
- Manage Categories
- Manage Tax
- Manage Products
- Manage Estimates
- Manage Invoices
- Manage Recurring Invoices
- Manage Vendors
- Manage Expenses
- Update Password
- Credits
1) Introduction – top
Accufy is a complete SaaS based financial script that give your customers the ability to create and manage invoices, estimates, customers, tax & expenses. Users also can create multiple businesses with different currency so they can easily keep track their businesses in one platform.
Technologies used:- PHP CodeIgniter 3
- HTML 5
- CSS (Bootstrap 4)
- JQUERY
- AJAX
- Latest CodeIgniter 3.1.7
- Bootstrap
- Easy Integration & Customization
- Standared & clean code
- Fully Responsive Design
- SEO Optimized & SEO-Friendly URL
- Manage website with unllimlited features & pages
- Manage pricing package & features
- Manage Testimonials
- Manage Contact Messages
- Manage Users
- Manage Blogs with category
- Custom Packages
- Cash flow chart reports
- Net Incomes
- reCaptcha enable / disable opiton
- Email verification enable / disable opiton
- Paypal payment enable / disable opiton
- Registration enable / disable opiton
- Google Analytics
- SMTP email with PHPMailer library
- Google reCaptcha attached with (Register & Contacts forms with enable or disable option)
- Advanced settings option
- Admin & User panel
- Multiuser options
- Membership System with 3 packages
- Paypal payment system
- Manage Customers
- Manage Categories
- Manage Tax
- Manage Products
- Manage Vendors
- Manage Expenses
- Create & Manage Estimates
- Create & Manage Invoices
- Create & Manage Recurring Invoices
- Customer based currency option
- Multiple templates for invoices & estimates
- Tax & discount for invoices
- Record payment for invoices
- Print Invoice
- Csutomer preview option for Invoices & Estimates
- Send invoice to email
- Live currency converter
- User billing & upgrade option
- Multiple business options for users
- Business wise currency & invoices
- Auto disable expire user accounts
- Ajax secure Authentication
- Jquery Data tables & form validations
- Sweetalert popup notification with ajax
- Toaster notification with ajax
- Detailed Documentation with commented code
- Totally Secure System
- Advanced Settings Options with Enable or Disable options
- Change Logo, Favicon, Site Title, Site Description, etc. from Admin Panel
- Easy Installation Using Installation Wizard & no need any coding skills
- Runs on PHP 5.4+ (and PHP 7)
Security:
There are various mechanisms to secure application. These mechanisms are:
- Cross-Site Request Forgery (CSRF) Prevention
- Cross-Site Scripting (XSS) Prevention
- Password Hashing
Requirements:
There are some requirements to work on your server. These requirements are:
- PHP >= 5.4+ (and PHP 7)
2) Install – top
To Install this project:
Note: Please check your PHP version before installing. In order to work properly, your PHP version should be at least 5.4. We recommend PHP 7.0 .
1. Create a new Database with user that has all permissions.-
- Go to Cpanel and Click MySQL® Databases
- Go to Cpanel and Click MySQL® Databases
-
- Step 1: Create New Database
- Step 1: Create New Database
-
- Step 2: Add New User
- Step 2: Add New User
-
- Step 3: Add User To Database
- Step 3: Add User To Database
- Step 4: Set User Permissions
3. Run the Install file by entering this link to your browser address bar: http://yourdomain.com/install
4. Follow the Installation Instructions below.
-
- Enter your Envato item Purchase code and click “Get License” button. If you are a valid user you will see the next step.
- Enter your Envato item Purchase code and click “Get License” button. If you are a valid user you will see the next step.
-
- Check your folder permissions. If all folders are writable, click Next
- Check your folder permissions. If all folders are writable, click Next
-
- Enter your database credentials. Then click next.
***Note: If you want to change your database credentials later, you can edit the database.php file inside the application / config folder.
- Enter your database credentials. Then click next.
-
- Enter your admin credentials. Then click finish.
- Enter your admin credentials. Then click finish.
5. Delete the install folder on the main directory.
Still no luck
After installation, if you get “404 Not Found” error or you can not login to your site, please upload & replace again the htaccess file from script files and.
3) Quick Start – top
After run project, you will be see the login page like this.
For access use this: www.domain.com/login
Admin
✓ Change Admin Password: If you want to change Admin password you should go to “Change Password” section from left sidebar and change the password.
✓ Manage Website Settings: If you want to add your site name, title, email, phone, about, logo, favicon, emails, currency & basic seo options, social links you need to go “Dashboard > Settings” section from left sidebar. you can manage all options here.
✓ Manage users: If you want to manage registered users you need to go “Dashboard > Users” section from left sidebar. you can manage all users here.
✓ Manage Product Services: If you want to manage your product services you need to go “Dashboard > Service” section from left sidebar. you can manage all option here.
✓ Manage Package & Feature: If you want to manage your Packages & Features you need to go “Dashboard > Package & Features” section from left sidebar. you can manage all option here.
✓ Manage Blogs: If you want to add Blog first you need add Blog Category to go “Blog” section from left sidebar navigation and click on the “Add Category” options then you can add Category here in one page CRUD. And then Clink “Blog” section from left sidebar navigation to add “Blog”.
User
✓ Settings: If you want to update profile informations, invoice customizations, business please click from left sidebar “Settings” menu and here you will see this manage options when you click.
✓ Manage Business: If you want to add Business you will see from left sidebar “Business” menu and here you will see this manage options when you click. And you can manage Business CRUD in an one pages.
✓ Manage Customers: If you want to manage your Customers you will see from left sidebar “Customers” menu and here you will see this manage options when you click. And you can manage Customers CRUD in an one pages.
✓ Manage Categories: If you want to manage your Categories you will see from left sidebar “Categories” menu and here you will see this manage options when you click. And you can manage Categories CRUD in an one pages.
✓ Manage Tax: If you want to manage your Tax you will see from left sidebar “Tax” menu and here you will see this manage options when you click. And you can manage Tax CRUD in an one pages.
✓ Manage Products: If you want to manage your Products you will see from left sidebar “Products” menu and here you will see this manage options when you click. And you can manage Products CRUD in an one pages.
✓ Manage Estimates: If you want to manage & add “Estimates” you need to click “Estimates” section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the “New Estimate” button from top.
✓ Manage Invoices: If you want to manage & add “Invoices” you need to click “Invoices” section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the “Create New Invoice” button from top.
✓ Manage Vendors: If you want to see/manage your Vendors you will see from left sidebar “Vendors” menu and here you will see this manage options when you click.
✓ Manage Expenses: If you want to see/manage your Expenses you will see from left sidebar “Expenses” menu and here you will see this manage options when you click.
Admin Panel
4)Manage Website Settings – top
✓ Manage Website Settings: From left sidebar > Dashboard > Settings you can manage site name, title, email, phone, about, logo, favicon, emails, currency, basic seo options, social links, SMTP emails.
5)Manage Users – top
✓ Manage Users: From left sidebar > Dashboard > Users you can manage all users here.
6)Manage Features – top
✓ Manage Features: From left sidebar > Dashboard > Features you can manage your product Features for home pages.
7)Manage Pricing Package – top
✓ Manage Pricing Package: From left sidebar > Dashboard > Pricing Package & features you can manage your site packages & feature limits here.
8)Manage Pages – top
✓ Manage Pages: From Dashboard > Pages you can add, edit 7 Delete unlimited pages .
9)Manage Blogs – top
‘Blog’ section from dashboard sideber you can add Blog Category from navigation.
✓ Add Blog: From Dashboard > Blog > Blog: you can Add, Edit, Delete, Activate or Deactivate Blog from this option.
10)Add Cron Jobs for expire payments – top
For auto check your expire payments for once a day you can set a cron job to manage this options. Follow the steps:
Step 1: Go to your Cpanel and click cron jobs.
Step 2: Add new cron job.
Select an option.
Add below command to your cron command line:
wget http://yourdomain.com/cron/expire_payments
Click Add New Cron Job button. Once you have done this, posts automatically will be added, if you select auto update option for a RSS feed.
User Panel
11)Settings – top
If you want to update profile informations, invoice customizations, business please click from left sidebar “Settings” menu and here you will see this manage options when you click.
Profile settings: Update profile settings
Business:Manage your business here
Invoice Customization: Customize invoice templates & colors
12)Manage Customers – top
‘Customers’ section from dashboard sidebar you can add, edit, delete Customers Customers.
13)Manage Categories – top
‘Categories’ section from dashboard sidebar you can add, edit, delete Categories.
14)Manage Tax – top
‘Tax’ section from dashboard sidebar you can add, edit, delete Tax.
15)Manage Products – top
‘Products’ section from dashboard sidebar you can add, edit, delete Products.
16)Manage Estimates – top
If you want to manage & add “Estimates” you need to click “Estimates” section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the “New Estimate” button from top.
✓ Add Estimate: From Dashboard > Estimates: you can Add, Edit, Delete Estimate from this option.
17)Manage Invoices – top
If you want to manage & add “Invoices” you need to click “Invoices” section from left sidebar there you see your all estimates list and if you want to create new estimate then click on the “Create New Invoice” button from top.
✓ Step1: Add Invoice: When you click on this button you will see a form structure like invoice. Here you must select your customers & products. You can also add Tax & discounts for this invoice.
✓ Step2: Save Invoice: After creating an invoice it will be saved as a Draft so you need to approve this invoice and You must record a payment for this invocie otherwise it will be show unpaid invocie untill you not added any payments.
✓ Step3: Send Invoice: After record a payment now you can send a invoice copy to your customers.
18)Manage Vendors – top
‘Vendors’ section from dashboard sidebar you can add, edit, delete Vendors.
19)Manage Expenses – top
‘Expenses’ section from dashboard sidebar you can add, edit, delete Expenses.
20)Change Password – top
✓ Change Password: From Dashboard > Change Password options you can update your password here.
21) Credits – top
Accufy script uses the following libraries and assets:
- CodeIgniter 3
- Bootstrap 3
- Ajax
- Jquery
- Sweetalert
- Toaster
- PHPMailer
- Simple line icon
- Fontawesome icon
Codericks
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