### “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

1. Introduction
2. Quick Install
3. Quick Start Guide
4. Settings
5. Manage Users
6. Manage Features
7. Manage Package
8. Manage Pages
9. Manage Blogs
10. Cron Jobs for expire payments
11. User Settings
12. Manage Customers
13. Manage Categories
14. Manage Tax
15. Manage Products
16. Manage Estimates
17. Manage Invoices
18. Manage Recurring Invoices
19. Manage Vendors
20. Manage Expenses
21. Update Password
22. 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

Key Features:

- 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
- Step 1: Create New Database
- Step 2: Add New User
- Step 3: Add User To Database
- Step 4: Set User Permissions

2. Upload script files to your host(ftp).
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.
- 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 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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