Documentation
Accufy - SaaS Business & Accounting Software
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- Created: 15 November 2019
If you have any questions that are beyond the scope of this help file, Please feel free to email via Item Support Page.
Installation
This installation process should take no more than 10 minutes if followed and done correctly.
Watch a video tutorial
on how you can install the script with a cPanel based hosting.
or follow these steps
1. Prepare the Database
Go to Cpanel and Click MySQL® Databases
Create New Database
Add New User
Add User To Database
Set User Permissions
2. Upload Script
- Upload script files to your host (The script can be uploaded either on a subdomain, domain or subfolder, depending on your needs.)
3. Start Installation
- Start the installation process add /install after your domain path. (ex: https://yourdomain.com/install)
- Follow the steps in the installation process
After installation, if you get "404 Not Found" to click any link of your site, please re-upload only the .htaccess
file on your project root folder
Download .htaccess file here
Quick Start
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 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
Manage Website Settings
✓ 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.
Manage Users
✓ Manage Users: From left sidebar > Dashboard > Users you can manage all users here.
Manage Features
✓ Manage Features: From left sidebar > Dashboard > Features you can manage your product Features for home pages.
Manage Pricing Package
✓ Manage Pricing Package: From left sidebar > Dashboard > Pricing Package & features you can manage your site packages & feature limits here.
Manage Pages
✓ Manage Pages: From Dashboard > Pages you can add, edit 7 Delete unlimited pages .
Manage Blogs
'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.
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.
Profile settings: Update profile settings
Business:Manage your business here
Invoice Customization: Customize invoice templates & colors
Manage Customers
'Customers' section from dashboard sidebar you can add, edit, delete Customers Customers.
Manage Categories
'Categories' section from dashboard sidebar you can add, edit, delete Categories.
Manage Tax
'Tax' section from dashboard sidebar you can add, edit, delete Tax.
Manage Products
'Products' section from dashboard sidebar you can add, edit, delete Products.
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.
✓ Add Estimate: From Dashboard > Estimates: you can Add, Edit, Delete Estimate from this option.
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.
✓ 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.
Manage Vendors
'Vendors' section from dashboard sidebar you can add, edit, delete Vendors.
Manage Expenses
'Expenses' section from dashboard sidebar you can add, edit, delete Expenses.
Change Password
✓ Change Password: From Dashboard > Change Password options you can update your password here.
Add Cron Jobs for expire payments
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
Frequently asked questions
After installation when I click on any link it returns 404 Not Found, why?
There are few reasons, this can be happend
- You do not have the
.htaccess
file uploaded on your project root folder
- Your web host provider does not have
mod_rewrite
enabled for Apache.
- The
.htaccess
file exists, but the content is not the same as the original file from my product.
Emails are not sending / I have errors with my SMTP.
All errors related to the email sending system are caused by either
- Incorrect SMTP credentials
- not properly working SMTP server, or web host blocking the actual SMTP connection.
- For any of these issues, contact your SMTP or web host provider.
How to customize the frontend landing page, header or footer?
You can customize landing page contents from application views home.php
You can customize header / footer from application views include header.php / footer.php
Why payment gatewats are missing in my site?
Please make sure you have purchased the extended license for this script, If you purchased a regular license then you will not have access the payment gateways, check our item details page or
How can I add a new language and translate texts?
You can add new language from Admin Panel Language Add New Language
form, After that you can translate all texts from Admin Panel -> Language list > Edit Values
How can I update text on the website?
Any static text from the website can be changed from the Admin Panel Language Edit Values
How can I set my own language as a default?
You can set your language as a default from Admin Panel Language Set default language
dropdown to update it