User Tools

Site Tools


Sidebar

PROJECTS

CLIENT AREA

PRIVATE

user_area_expansion

User Area Expansion

Changes:

  • views/admin_edit_common.twig

New Pages:

  • views/blocks/user_tab_menu.twig

Minor changes to css/style.css

Users Notes

Usage:

  • allows Admins to log comments about user.

Table for users notes.

CREATE TABLE IF NOT EXISTS `site_users_notes` (
`id` double NOT NULL AUTO_INCREMENT,
`user_id` int(11) NOT NULL,
`comment` text NOT NULL,
`comment_on` timestamp NOT NULL DEFAULT CURRENT_TIMESTAMP,
`comment_by` int(11) NOT NULL,
`type_id` int(11) NOT NULL,
PRIMARY KEY (`id`)
) ENGINE=MyISAM  DEFAULT CHARSET=latin1;

Users Work Data

Usage:

  • allows Users and Admins to manage work related information about the user.

Table for users work date.

CREATE TABLE IF NOT EXISTS `site_users_ext` (
`user_id` double NOT NULL,
PRIMARY KEY (`user_id`)
) ENGINE=MyISAM DEFAULT CHARSET=latin1;

New Pages:

  • views/blocks/register/register_2.twig
  • views/profile.twig
  • register_2.php

Users Area

Profile – Manage My Profile tab – it contains company name and address, contact person, username, email, and password. To update your data or to change your password use Update button.

  • Invoice List:
    • Invoices All – lists all invoices in chronological order, the latest invoices listed on top.
    • Invoices Paid – lists invoices that have been paid.
    • Invoices Unpaid – lists all unpaid invoices.
    • Invoices Past Due – list all overdue invoices.
    • Fast Pay Area (page where invoice can be paid without log in)

Admin Area:

  • Profile – Manage My Profile tab – it contains company name and address, contact person, username, email, and password. To update your data or to change your password use Update button.
  • Invoice List:
  • Invoices All – lists all invoices in chronological order, the latest invoices listed on top.
  • Invoices Paid – lists invoices that have been paid.
  • Invoices Unpaid – lists all unpaid invoices.
  • Invoices Past Due – list all overdue invoices.
  • Reports – Tax Report – generates quarterly tax reports, used for filing your sales tax returns.
  • Administration Tab
  • Manage Users/Customers – allows you to search, edit, delete, and add users/customers.
  • System Configuration
  • Billing:
  • Create Invoice – to create invoice choose Invoice Type and Select Customer using drop-down arrow. Make sure the date is correct. Choose if the transaction is taxable or not and make sure the Tax Rate is correct. Next, click the line in Item Title column and enter first item or use suggestions auto generated from previous invoices. Enter Quantity and Amount. Description field is optional. To add a next item click the plus button at the end of the row. To save the invoice, click the Save button. To leave the Create Invoice area without saving, click the Cancel button.
  • View Invoice – lists all invoices in descending order. You can display 10, 25, 50, or 100 invoices per page. You can take the following actions:
  • Sales Orders (Quotes)
  • View Invoice Notes
  • Manage Clients
  • Manage Users
  • User Area
  • View My Profile
  • Change Password
user_area_expansion.txt · Last modified: 2017/03/11 05:00 (external edit)