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Overview

Expense Tracker For WHMCS offers a complete suite of must-have tools designed for digital storing and effortless management of your spending data. The module has been additionally equipped with dynamic reports that will put together a holistic picture of your expenditures.

The core role of the product is to provide at-a-glance information on all your registered expenses, both one-time and recurring, sorted into easily readable lists. Each individual bit of spending can be defined in terms of time, amount, vendor, related product and currency as well as assigned to one of the previously created categories. To maximize cost visibility, you can add custom names and descriptions or even upload files, e.g. a receipt scan. On top of that, you will be able to maintain a clear-cut record of all transactions and vendors with instant access to their contact details and addresses. Another way that Expense Tracker For WHMCS can assist you is by translating the collected data into monthly statistics and reports such as expenses versus income that will prove essential in understanding your spending behaviors.

Free yourself from the struggle to keep up with the volume of cash outflow all alone. Place your order today and leave it to Expense Tracker For WHMCS to do all the heavy lifting of your spending management. Your budget will thank you!

Features

  • Addon Module

    • Track Company Expenses
    • View Expenses Statistics On Dashboard:
      • Monthly Expenses
      • Expense Vendors Per Month
      • Expense Categories Per Month
      • Pending Expenses
    • Add And Manage Registered / Recurring Expenses:
      • Define Name And Description
      • Assign Product Item:
        • Products
        • Servers
        • TLDs
      • Assign Category And Vendor
      • Provide Expense Amount In Chosen Currency
      • Add Payment With Transaction Number
      • Set Exact Date Or Time Period
      • Attach File
    • Add And Manage Expenses Categories
    • Add And Manage Payments:
      • Select Related Expense
      • Add Transaction Number
      • Set Amount, Currency And Date
      • Add Payment Description
    • Add And Manage Vendors:
      • Set Vendor Predefined Contact Details
      • Create Additional Fields To Provide Extra Data
    • Add And Manage Currencies
    • View Expense Reports:
      • Select From Predefined Reports:
        • Expenses Per Category
        • Expenses Per Currency
        • Expenses Per Vendor
        • Expenses Vs Income
        • Pending Expenses
      • Adjust Currency, Period, Vendor, Category And Sampling Frequency Filters
      • View Statistics In Graph And Table Form
      • Generate CSV File
  • General Info

    • Multi-Language Support
    • Supports PHP 8.1 Back To PHP 7.4
    • Supports WHMCS V8.8 Back To WHMCS V8.6
    • Requires ionCube Loader V12 Or Later
    • Easy Module Upgrade To Open Source Version
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Changelog

v1.1.0

Released: Oct 4th, 2023
New Feature
  • WHMCS V8.8 support
  • Create custom fields to include additional data for vendor details
  • Specify starting and ending dates for recurring expenses, defining their applicability timeframes
  • Option to add a payment with an assigned transaction number during the expense creation process
  • Option to select the "Every Last Day Of Month" frequency for recurring expenses
  • Possibility to provide and display the vendor phone number among other details
  • Assign a recurring expense while adding a new payment
  • Filter single reports by vendors and categories
Improvement
  • Implemented language overrides support, enabling the utilization of customized translations
Removed
  • Support for WHMCS V8.5 and previous
Bug Fix
  • Added missing validation for custom range period when filtering a report
  • Assorted corrections related to sorting for displayed dates and amounts in specific tables
  • Other minor code corrections, language and UI adjustments

v1.0.1

Released: Jun 27th, 2023
Improvement
  • Adjusted display of the zero amounts
Changed
  • Income will be counted based on "tblinvoices.datepaid" database table instead of "tblinvoices.date" - case #66
Bug Fix
  • Corrected display of the date ordinal numbers for recurring expense periods

v1.0.0

Released: Mar 15th, 2023
Launch
  • Stable Release
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