UPM CRM Documentation

Nothing To say. Just look for one time. Please

The ZiscoERP – Powerful HR, Accounting, CRM System System is a complete HRM Solution with Payroll, Leave Holiday, And 3 Type of attendance system and much more.

you can get All In One using this system

Sales and transaction are important and Project Manager With Billing accounting CRM in several ways:

Project Management

You can easily track your project by adding comments, attachment, tasks, bugs, milestone, private and public note, project wise invoice, time management and track your activity in most feature is you can set your goal to complete your project with a start and end date with awesome progress wise. you just create it nothing to work everything manages it. not only that you can export and import project.

Invoice Management

You can easily create and manage invoices with more than 6 payment gateway.you can set this invoice by recurring, you can send the overdue invoice, payments, invoice payment reminder refund issue and much more.

Import Option

You can import your CSV or excel file to the following menu

1.Deposit

2.Expense

3.Tasks

4.Project

5.Leads

6.Client

Sales and transaction are important and Project Manager With Billing accounting CRM Pro in several ways:

Keep track of leads in one place and easily follow their progress.

Create good looking proposals for leads or customers and increase sales.

Records your company expenses and have the ability to bill to your customers and auto convert to invoice.

Know more about your customers with powerful CRM.

Use the Goals Tracking feature to keep sales goals in mind.

Build professional, great looking estimates and invoices.

Powerful support system with ability to auto-import tickets and leads

Custom fields can store extra information for customers, leads , deposit,project and more.

Follow-ups, reports, notes, files and many more features.

Update History

1 August 2023 

6.0.6
--- Added New module name is Accounting
--- Added Journal Entry in Accounting Module
--- Added Chart of accounts in Accounting Module
--- Added Payment Voucher in Accounting Module
--- Added Receipt Voucher in Accounting Module
--- Added Report for Trial Balance, Ledger and balance sheet report in Accounting Module
--- Added Ability to choose fixed and percentage option when create allowance and deduction on salary template in payroll 
--- Added Delivery note/challan option in invoice details inside more action
--- FIXED  all known issues 
--- UPDATE system performance

14 July 2023 

6.0.5
--- Fixed Import option everywhere in the ZiscoERP
--- Fixed report issue on user details chat issue
--- FIXED  all known issues 
--- UPDATE system performance

6.0.4
-— Added Ability to enable weekend excluded from leave in leave management
--- Fixed warning.promotion,resignation and termination issue 
--- Fixed All Count issue on everywhere to capability with php update version
--- FIXED  all known issues 
--- UPDATE system performance
--- Fixed few security issue

6.0.3
-— Added 1 more attendance report with attendance percentage calculation . How Many employee attend a specific date 
—- Added can select start date and end date In attendance report 
—- Added Ability to Calculate Absent Calculation and deduct from salary when make payment on Payroll  —- Fixed custom field filter option on client menu
—- Fixed user tab isse
—- Fixed Filemanager issue
—- Remove Unnecessary Code to speed optimization 
--- FIXED  all known issues 
--- UPDATE system performance

29 November 2022 

6.0.2 
—- Added 5 more Layout for Invoice,Estimate,Proposal,Purchase,Credit Note details 
—- Added can control OFF/ON water mark from invoice settings  
—- Fixed integer value option in client contact
—- Update DomPDF version for support PHP 8 
—- Update file manager version for support PHP 8 
--- FIXED  all known issues 
--- UPDATE system performance

7 November 2022 

6.0.1
—- Added 2 more Layout for Invoice,Estimate,Proposal,Purchase,Credit Note details 
—- Added Water Mark for each details of  Invoice,Estimate,Proposal,Purchase,Credit Note  
—- Added ability to change Layout view for Invoice,Estimate,Proposal,Purchase,Credit Note from settings then invoice settings 
—- FIXED attach option when send email invoice/estimates/credit_note/proposals
—- FIXED mailbox inbox issue. 
—- Update Link to view details as global view into invoice/estimates/proposals

18 August 2022 

6.0.0
--- Added Warning option for hrm with email template
--- Added Promotion option for hrm with email template
--- Added Resignation option  for hrm 
--- Added Termination option for hrm
--- Added update_stock_when_make_payment when purchase 
--- Added sidebar and body font size into theme settings 
--- Fixed if the invoice is canceled then not showing any overdue 
--- Fixed if the project is cancelled then not showing any overdue 
--- Fixed tasks category not showing issue on creating and filter
--- FIXED  all known issues 
--- UPDATE system performance

02 July 2022 

5.0.9
--- FIXED invoice amount issue 
--- FIXED project details attachments issue
--- FIXED  all known issues 
--- UPDATE system performance

29 June 2022 

5.0.8
— Added  can off by using allow geo location when clock from system settings
— Added calculation system using hook into invoice for multi currency module
— FIXED clock in out issue  — FIXED custom field issue on items
— FIXED item number validation issue
— FIXED POS add item issue when click in icon
— FIXED warehouse issue on sales
— FIXED provident and overtime search issue 
--- FIXED  all known issues 
--- UPDATE system performance

30 May 2022 

5.0.7
--- Added hook system everywhere 
--- Added you can set a warehouse to all staff and all items by clicking default button from warehouse menu 
--- Added Compitable with Saas module using a hook system 
--- Added Compitable with Multicurrency module using hook system -
--- Added Estimate, Invoice, Proposal details, and pdf in common view
--- Added Projects, Tasks, Leads, Opportunity in common view
--- Added All Details Attachment, Comments in common view  --- FIXED attachment download issue on tickets menu 
--- FIXED can set warehouse if not assigned before
--- FIXED  all known issues 
--- UPDATE system performance

08 March 2022 

5.0.6
--- FIXED not added into cart if don't have quantity 
--- FIXED item validation issue when adding into sales
--- FIXED can add item if don't have quantity when purchase
--- UPDATE system performance

5.0.5
--- Compitable with contract management module
--- FIXED  all known issue 
--- UPDATE system performance

03 March 2022 

5.0.4
--- FIXED items adding,edit, delete option when creating,edit into invoice
--- FIXED items adding, edit,delete option when creating,edit into the estimate
--- FIXED items adding,edit,delete option when creating,edit into the proposal
--- FIXED items adding,edit, delete option when creating,edit into the purchase
--- FIXED items adding,edit, delete option when creating,edit into return stock
--- FIXED  all known issue 
--- UPDATE system performance

28 February 2022 

5.0.3
--- FIXED  item edit issue when estimate 
--- FIXED  item edit issue when purchase
--- FIXED  item edit issue when credit note
--- FIXED  item edit issue when return stock 
--- FIXED  all known issue 
--- UPDATE system performance

23 February 2022 

5.0.2
--- Added can off/on email notification in tasks 
--- Added can off/on email notification in projects 
--- FIXED item edit issue when editing invoice, estimate,
--- FIXED  all known issue 
--- UPDATE system performance

18 February 2022 

5.0.1
--- Added office location and can set allowed radious for validation using map into system setting
--- Added ability to track location when clock in 
--- Redesigned system settings page into system settings
--- FIXED item can't upload manually after update
--- FIXED session and migration issue on PHP 8
--- Changed table name tbl_tasks_attachment to tbl_attachments and tbl_task_uploaded_files to tbl_attachments_files
--- Changed global controller to common controller,model and view 
--- Changed system core file to work with PHP 8
-- FIXED  all known issue 
-- UPDATE system performance

10 February 2022 

5.0.0
— Added more 2 attendance report design 
— FIXED new quotation form issue
— FIXED items not showing when edit any invoices,estimate,proposal etc
— FIXED can added multiple manual item when added item 
-- FIXED  all known issue 
-- UPDATE system performance

5 February 2022

4.0.9 
— Added Warehouse system into stock menu 
— Added transferring item one warehouse to another warehouse
— Added Tansfert Reports , Worst and best item on sale reports  — Added Seller and customer award point system when sell any invoice
— Added warehouse wise item option in invoices, estimates, proposal and everywhere where adding items is exist
— Resign the item adding option,Ability to scan with barcode and name also can add manual item as per needs
— FIXED can added file attachment into leads form — Fixed Update bank details issue from user details
— split the all tabs for better performance like manage and create with different function
-- FIXED  all known issue 
-- UPDATE system performance

30 September 21

-- Added Manufacturer option into items 
-- Added code,barcode,cost price, and mulitple image option into Item menu
-- Added  POS Sales into Sales menu
-- FIXED  all known issue 
-- UPDATE system performance

23 August 21

-- FIXED manage salary issue 
-- FIXED transfer attachment issue
-- FIXED knowledge base description issue 
-- FIXED logo responsive issue
-- FIXED  all known issue 
-- UPDATE system performance

30 April 21

— fixed Module system issue
— update lots of issue specially system settings and payment method as dynamic to cover can manage by module dynamically 
-- FIXED  all known issue 
-- UPDATE system performance

13 April 21

— Added Module based option in module menu 
— fixed bugs issue in client panel 
— fixed dashboard datepicker issue — update lots of issue specially system settings and payment method as dynamic to cover can manage by module dynamically -- FIXED  all known issue 
-- UPDATE system performance

23 March 21

— Added Ability to convert estimate/invoice from quotation menu
— fixed leave calculations issue 
— fixed calendar filter issue  -- FIXED  all known issue 
-- UPDATE system performance

18 January 21 Recommended to update all purchaser

— Recommended to update all purchaser — update many queries and aded Ajax everywhere 
— Added form validation and recapcha into registration 
— Added converted lead can see from leads filter
— Added can choose multiple option in checkbox in custom field — Added notes when select call for interview in job application — fixed payment method not showing properly issue wherewhere
— fixed transaction date sorting issue on datable
— fixed client expense on client table
— fixed milestone issue when switch kanban — fixed leads list view list — fixed check leave can apply and count per year. -- FIXED  all known issue 
-- UPDATE system performance

12 November 2020

— Added pdf layout option landscape and portrait in invoice settings
— Added View details in meeting details into leads and opportunities details
-- added datepicker in leads form 
-- FIXED edit/added transfer amount  issue in transactions menu
-- FIXED edit permission issue on opportunity menu
-- FIXED Client fixed dashboard invoice amount
-- FIXED translation issue on every language 
-- FIXED Filemanager option in client details
-- FIXED activities issue for individuals users
-- FIXED  Recurring invoice issue on cronjob 
-- FIXED  all known issue 
-- UPDATE system performance

06 July 2020

-- ADDED Custom field into lead form
-- ADDED ability to edit any language from transalation
-- ADDED Account numbrt and other details into account details into bank & cash
-- ADDED deposit and expense prefix option into transaction menu
-- ADDED cliebt defualt menu will be automatically selected when create client contact into new user and client details add contact
-- ADDED & FIXED chat intervat time in system settings 
-- FIXED filemanager issue 
-- FIXED show customer group when create new client from inline 
-- FIXED client primary contact search issue in client search
-- FIXED all custom field search option
-- CHNAGE defualt image to placeholder image
-- FIXED  all known issue 
-- UPDATE system performance

23 June 2020

-- FIXED lead form issue when create
-- FIXED edit department issue
-- FIXED group language transalation issue 
-- FIXED invoice.estimate,proposal,credit notes,return_stock reference_no format issue
-- Update Filemanager 
-- Added line-through when complete tasks in projecs Menu
-- FIXED  all known issue 
-- UPDATE system performance

15 May 20

-- Added Allow custom permission .By default login user showing as custom permission to all permission form into system settings
-- Added Web lead from with form builder into settings
-- Added leads notes from leads details
-- Added permission option into client menu
-- Added Tags management into settings
-- Added Tags in projecs menu
-- Added Tags and group and category clickable into table when click showing filter it.
-- Added status,severity and Reporter clickable into bugs table when click showing filter it.
-- Added Stages,State clickable into opportunities table when click showing filter it.
-- Added Tags in leads menu
-- Added Lead Source,Leads Status clickable into leads table when click showing filter it.
-- Added group clickable into items table when click showing filter it.
-- Added Tags in purchase menu
-- Added supplier clickable into purchase table when click showing filter it.
-- Added Tags in invoice menu
-- Added client name clickable into invoice table when click showing filter it.
-- Added Tags in Credit Note menu
-- Added client name and status clickable into Credit Note table when click showing filter it.
-- Added Tags in proposals menu
-- Added status clickable into proposals table when click showing filter it.
-- Added Tags in tickets menu
-- Added deptname clickable into tickets table when click showing filter it.
-- Added Tags in deposit menu
-- Added account Name,client clickable into deposit table when click showing filter it.
-- Added Tags in expense menu
-- Added account Name clickable into expense table when click showing filter it.
-- Added client group clickable into client table when click showing filter it.
-- Added name,leave category clickable into leave_management table when click showing filter it.
-- Redesign Calender
-- FIXED invoice preview permission option into invoice preview when create invoice from project details
-- FIXED multiple days leave dates issue
-- FIXED Multi upload issue in user details
-- FIXED Salary template canculation when edit
-- FIXED modal edit and add issue
-- FIXED Purchase and return stock gst report details
-- FIXED leave_management total showing issue in datatable.
-- FIXED leads status will be none when import leads from imap email.
-- FIXED date format issue when in report in everywhere.
-- FIXED all known issue
-- UPDATE system performance

1 April 2020

-- ADDED New theme color white into theme settings
-- ADDED New theme color dark into theme settings
-- ADDED redesign the theme with new look
-- FIXED on required field when create goal 
-- FIXED on delete goad ajax issue 
-- FIXED import leads batch issue
-- FIXED pdf attachment issue when send email 
-- FIXED  all known issue 
-- UPDATE system performance

13 March 2020

- Codeigniter Framework update to 3.1.11 (latest version) 
-- ADDED Global search from topbar
-- ADDED Added a new dropdown menu in top bar for quick insert
-- ADDED Project Categories into projecs module 
-- ADDED Tasks Categories into projecs module 
-- FIXED Prefix issue in invoice,estimate,proposal,purchase,return stock,project
-- FIXED .srt upload file issue
-- FIXED Paypal Payment issue
-- FIXED  all known issue 
-- UPDATE system performance

10 January 20

-- ADDED Project NO into projecs module 
-- ADDED Project settings into settings menu  
-- FIXED delete invoice issue 
-- FIXED Saved working days issue 
-- FIXED client filtering issue in client menu 
-- UPDATE system performance

5 January 20

-- ADDED multi language option Email template
-- FIXED expense issue when create tasks
-- FIXED all credit notes issue
-- FIXED all export issue
-- FIXED call summery multi-language issue
-- Remove ckeditor into bugs
-- UPDATE system performance

10 December 19

-- ADDED Email template for credit notes
-- FIXED can add items from credit notes details
-- FIXED can send email from credit notes details
-- FIXED descending order into leads list 
-- FIXED show custom field in details page
-- FIXED frontend knowledgebase issue 
-- FIXED apply advance salary issue 
-- FIXED modal scroll issue 
-- UPDATE system performance

30 November 19

-- FIXED new attachment modal reload issue into leads
-- FIXED new attachment modal reload issue into tasks
-- FIXED new attachment modal reload issue into opportunity
-- FIXED new attachment modal reload issue into bugs
-- FIXED new attachment modal reload issue into Project
-- FIXED new Announcements modal reload issue into Announcements
-- FIXED new Training modal reload issue into Training
-- FIXED leads details issue
-- UPDATE system performance

25 November 19

-- ADDED Reccuring Expense
-- ADDED reminder in expense 
-- ADDED tasks in expense 
-- ADDED New Module Credit notes 
-- ADDED can apply Credit from invoice 
-- ADDED new inline department option when create tickets
-- ADDED ability to see custom field from client panel 
-- ADDED custom field option into client panel 
-- ADDED custom field option into invoice PDF 
-- ADDED Can remove existing payroll salary template
-- ADDED Can Import imto items menu
-- ADDED Bulk Delete option Into Project,Tasks,Items,Leads,Tickets,Expense,Deposit and Client Module.
-- FIXED Invoice perfix from project controller and cronjob controller 
-- FIXED Staff finace overview error in project details 
-- FIXED Knowlegdebase details issue in frontend panel 
-- FIXED Convert Invoice from expense 
-- FIXED Leads details issue into calender
-- FIXED Project clone title
-- FIXED Razorpay payment issue from client panel
-- FIXED by default tables_pagination_limit is 10 
-- FIXED Razorpay payment gateway issue 
-- FIXED Payroll Calculation
-- FIXED Attendance Time issue 
-- FIXED Import date issue 
-- FIXED Responsive Issue in everywhere 
-- UPDATE system performance

20 September 19

-- FIXED Holiday Save issue
-- FIXED job circular details issue
-- Added Return stock items from client panel
-- Added Return stock by supplier
-- Added Return stock by client
-- Added Return stock payment
-- Added tap payment
--- FIXED  all known issue 
--- UPDATE system performance

9 August 19

-- FIXED user reset password issue
-- FIXED invoice edit permission issue 
-- FIXED payroll salary template pdf issue 
-- FIXED payroll summer PDF issue 
-- FIXED Award list view issue 
-- FIXED Anvance salary list issue 
-- FIXED Leave application issue
--- FIXED  all known issue 
--- UPDATE system performance

3 August 19

-- ADDED Apply Job button in login page hide/show option from settings
-- ADDED SMS Gateway Twilio
-- ADDED SMS Gateway Clickatell
-- ADDED SMS notification on Invoice Reminder  
-- ADDED SMS notification on Invoice Overdue   
-- ADDED SMS notification on Invoice Payment Recorded 
-- ADDED SMS notification on Estimate Expiration Reminder 
-- ADDED SMS notification on Proposal Expiration Reminder 
-- ADDED SMS notification on Purchase 
-- ADDED SMS notification on Purchase payment  
-- ADDED SMS notification on Purchase Return Stock 
-- ADDED SMS notification on Transaction Record expense/deposit/transfer 
-- ADDED SMS notification on Staff Reminder 
-- ADDED Razorpay Payment gateway 
-- FIXED delete purchase payment function into the purchase 
-- FIXED status action issue from the user 
-- FIXED supplier save issue 
-- FIXED lock screen copyright issue
-- FIXED office asset stock edit issue
-- FIXED Leave validation and leave conflict issue
-- FIXED knowledgebase category delete issue
-- FIXED knowledgebase category active/inactive issue
-- FIXED Filemanager Issue and update security issue
--- FIXED  all known issue 
--- UPDATE system performance

17 June 19

-- added decimal separators money format into system settings
-- added can add scrollbar into sidebar from theme settings
-- added Invoice Number Format 
-- added Estimate Number Format 
-- added Proposal Number Format 
-- added Purchase Number Format 
-- added return stock Number Format 
-- added purchase settings into settings 
-- added ability to add inline client when creating invoice
-- added ability to add inline client when creating estimate
-- added ability to add inline client when creating recurring invoice
-- added ability to add inline client when creating project
-- added ability to add inline paid by (client) when creating deposit
-- added ability to add inline paid by (client) when creating expense
-- added Item deduction restriction alert when added invoice items 
-- added amount to words settings option into invoice settings
-- added amount to words into invoice details and pdf 
-- added amount to words into Estimate details and pdf 
-- added amount to words into proposal details and pdf 
-- added amount to words into payment details and pdf 
-- added amount to words into return stock details and pdf 
-- FIXED edit user can't create user permission
-- FIXED Invoice creation from project
-- FIXED set language issue 
-- FIXED purchase details issue
-- FIXED return details and pdf issue
-- change the filemanager theme into client panel
--- fixed all known issue 
--- update system performance

29 May 19

-- added cover latter in job
-- FIXED paypal live account issue [security header not valid]
-- FIXED user permission issue when edit
-- FIXED File Manager issue
-- change the filemanager theme.
--- fixed all known issue 
--- update system performance

18 May 2019

-- FIXED pending leave approved list
-- change the filemanager theme.
-- change menu name stock to office stock.
-- FIXED staff can't see other staff details
-- FIXED user permission issue when edit
-- Added Search menu option into sidebar
-- Added Ability to add designation when user create
-- Added stock menu
-- Added supplier Management
-- Added purchase  Management
-- Added purchase payment  Management
-- Added return stock  Management
--- fixed all known issue 
--- update system performance

10 January 2019

--- fixed payrol salary template design 
--- fixed payrol make payment hourly calculation 
--- fixed new job posted modal user permission
--- fixed change my time issue showing AM.
--- fixed add holiday issue 
--- fixed job application date issue 
--- fixed all transactions report account issue when make pdf
--- fixed show/hide invoice issue from client invoice
--- fixed all known issue 
--- update system performance

2 December 18

--- added from date and to date when generate pdf report by date in report menu
--- fixed Client delete option 
--- fixed attendance timechange AM/PM issue
--- fixed invoice note issue
--- fixed knowledgebase articles view with embeded code issue
--- fixed all modal issue
--- fixed chat empty message issue
--- fixed project detail tab issue
--- fixed all known issue 
--- update system performance

16 November 18

--- Added Attendance restricted by IP, Attendance Alart by email clock in/out and pending by email
--- Added menu style horizontal menu from theme settings
--- fixed all known issue 
--- update system performance

10 November 18

--- Added Allow Staff can see to All Finance Overview in Project
--- fixed All PHP 7.2 issue 
--- fixed invoice logo into in invoice detail into client panel
--- fixed Estimate logo into in estimate detail into client panel
--- fixed inbox error in mailbox into client panel
--- fixed department not showing properly when edit tickets into admin panel
--- fixed only admin can create admin when create user
--- fixed custom field checkbox design issue
--- fixed reccuring invoice issue when edit in invoice
--- fixed databack backup issue
--- fixed Vietnamese language issue
--- fixed all known issue 
--- update system performance

03 October 18

--- update codeignitor latest Version 3.1.9
--- use PDO database for fast loading
--- added filter permission to see everyone  
--- added filter today into payment
--- added Vietnamese language
--- added filter type by categories in stock report
--- added deposit email template into tbl_email_template
--- Fixed payroll overtime calculation error
--- Fixed reverse bank routing number and bank name error
--- Fixed knowledgebase category edit modal error
--- Fixed authorize.net status error
--- Fixed client database search error 
--- Fixed project progress percentage error 
--- Fixed tickets reporter tooltip error 
--- Fixed tickets filter error 
--- Fixed bank & cash filter issue 
--- Fixed payment details to invoice redirects issue
--- Fixed estimate project and client select issue
--- Fixed transaction report graph issue into transaction
--- Fixed custom filed status is null issue
--- Fixed table search or ordering issue
--- fixed all known issue 
--- update system performance

9 September 18

--- added ability to remove files once uploaded to Users/Profile/Documents
--- fixed XSS vulnerability security issue
--- fixed custom field active/inactive and special character issue
--- fixed custom field change language issue
--- fixed mailbox issue in trash draft and layout
--- fixed job application by id from job circular
--- fixed convert to project invoice calculation 
--- fixed paypal username issue
--- fixed authorize.net active/inactive issue
--- fixed working days hour issue
--- fixed update employment id issue in user update
--- fixed private chat restriction for client and staff
--- fixed upload file issue

19 August 18

--- added deposit email when save in deposit 
--- return offsidebar calculator
--- added download all attachment in project,leads,bugs,tasks,opportunity  
--- added tickets reopen email in tickets
--- fixed invoice logo not showing in invoice details 
--- fixed job application status change issue
--- fixed lead all attachment download option
--- fixed project star date and end date issue in client panel
--- fixed convert to invoice in project when all_timesheet_individually error
--- fixed invoice edit/create permission
--- fixed client edit/create permission
--- fixed job application detail and download resume issue
--- fixed department permission issue
--- modify id encode and decode option one to many in invoice,estimate,proposal 
--- improve performance
--- fixed all issue as know

28 July 18

--- Added if email not send will be store for next by cronjob
--- Added ability to start time multiple users in same tasks and project
--- Added department wise email integration in ticketing 
--- Added individual email integration in leads
--- fixed today payment in dashboard
--- fixed today invoice amount in dashboard
--- fixed open tickets in dashboard
--- fixed due amount in dashboard
--- fixed default priority showing in client and admin tickets module
--- fixed The Draft Invoice amount is appearing in the “Total Outstanding Invoice” is appearing. into admin panel
--- fixed The Draft Invoice amount is appearing in the “Total Outstanding Invoice” is appearing. into client panel
--- fixed The Draft status  Project Invoice list into client panel
--- improve performance
--- fixed all issue as know

12 July 18

-- Added delete confirm message for every delete
-- Added datatable Ajax in whole system
-- Added meetings opportunity in calendar module
-- Added filter in project
-- Added filter in tasks module
-- Added filter option in bugs module
-- Added filter option in leads module
-- Added more filter option in invoice module
-- Added more filter option in estimate module
-- Added more filter option in proposal module
-- Added filter option in payment module
-- Added filter option in items module
-- Added filter option in tickets module
-- Added filter option in expense module
-- Added filter option in deposit module
-- Added filter option in transfer module
-- Added filter option in transfer report module
-- Added filter option in Assign Stock module
-- Added filter option in Jobs Application module
-- Added filter option in Goal Tracking module
-- Added filter option in user module
-- Added showed sub task into tasks list
-- Added issue no,Reproducibility and Severity when create bugs 
-- removed tickets dropdown status from menu
-- redesigned invoice,estimate,proposal detail
-- fixed all overdue issue in tasks,invoice,estimate,proposal,project
-- fixed report assigned by user in project,task,tickets report
-- fixed payroll salary template duplicate issue
-- fixed invoice,estimate,proposal pdf format 
-- improve performance
-- fixed all issue as know

14 May 18

--- fixed showing all designation is same in chat list
--- fixed showing wrong department head  in user list
--- fixed invoice adjustment did not add when made payment
--- fixed conflict menu transaction report and transaction menu open 
--- improve performance
--- fixed all issue as know

22 March 18

--- Added compress output == true in config file 
--- redesigned invoice,estimate,proposal details page.
--- fixed all ajax isseus
--- improve performance
--- fixed all issue as know

8 March 18

--- Added mark as attendance menu option in attendance 
--- fixed tickets answer,in progress and close dropzone issue
--- fixed payroll hourly payment status showing error
--- fixed overtime yearly report URL 
--- fixed training pdf error
--- fixed system settings default account option
--- fixed real-time notification hook error
--- fixed undefined phone error in invoice detail
--- fixed backup database error
--- fixed last login showed in profile detail
--- fixed breadcrumbs option when unknown menu
--- fixed clear activity from projects details
--- fixed knowledgebase searching in php 7
--- improve performance
--- fixed all issue as know

25 February 2018

--- Added Department head name into department list
--- Added user lash when clicking total users in department list
--- Added tooltip date and time when hovering the activities time ago in each activity
--- Added email template for job interview call
--- Added send email and interview date option when select call for interview in job application
--- fixed custom field delete option
--- fixed 2checkout validation option
--- fixed Tasks export report pdf 
--- fixed to Generate payslip error
--- fixed cal days in month for PHP 7
--- fixed project description limit 
--- fixed chat scrolling option
--- fixed pdf generate error in PHP 7
--- fixed Login panel down left is language not showing in left side
--- fixed training permission issue when select custom permission
--- all javascript and css file minifined
--- improve performance

--- fixed all issue as know

25 January 18

--- change dompdf version 0.8
--- Fixed invoice PDF issue.
--- fixed client panel security issue.
--- fixed dashboard security issue.
--- fixed proposal error in frontend
--- fixed proposal issue in admin panel
--- fixed all issue as know

22 January 18


--- Added ability to hide dashboard features for staff
--- Added My Calender in dashboard.
--- Added due amount will be shown in payment receipt.
--- Added Routing number and Account type into employee bank details.
--- Added Sales report into report menu
--- Added Invoice report into Sales Report
--- Added Invoice by client report into Sales Report
--- Added Payment received report into Sales Report
--- Added Estimate report into Sales Report
--- Added Estimate by client report into Sales Report
--- Added Proposals report into Sales Report
--- Added Proposals by client report into Sales Report
--- Added ability to create new custom group inline while creating/editing client
--- Added ability to create new opportunity State reason inline while creating/editing Opportunity
--- Added ability to create new Leads Status inline while creating/editing Leads
--- Added ability to create new Leads source inline while creating/editing Leads
--- Added ability to create new Items Group inline while creating/editing Items
--- Added ability to create new Articles category inline while creating/editing Articles
--- Added ability to create new Expense category inline while creating/editing Expense
--- Added ability to create new income/deposit category inline while creating/editing deposit
--- Added ability to create new payment method inline while creating/editing Expense
--- Added ability to create new payment method inline while creating/editing deposit
--- Added ability to create new payment method inline while creating/editing Payment in invoice
--- Added ability to create new Account inline while creating/editing Payment/Deposit/expense/make payment in Payroll
--- Added Multi language into dashboard clock date time and format time.
--- Added clone Invoice with invoice date and due date option into Invoice list
--- Added clone Estimate with estimate date and due date option into Invoice list
--- Added clone Estimate with proposal date and expire date option into Invoice list
--- Added clone project option into project list
--- Redesigned report Menu 
--- Changed Hourly Rate and estimate Hour not required
--- FIXED make payment issue in payroll
--- FIXED overdue email in proposal when cron
--- FIXED reminder email in leads when cron
--- FIXED announcements description showing small in dashboard
--- FIXED Chat list responsive issue
--- FIXED Create invoice responsive issue
--- FIXED Create Estimate responsive issue
--- FIXED Create Proposal responsive issue
--- FIXED When create invoice from project tasks marked as complete
--- FIXED When create/edit custom field replace underscore if enter special character
--- FIXED When make manually payment into a invoice not select payment method showing (-)
--- FIXED Payroll Make payment issue
--- FIXED client panel Proposal detail issue
--- FIXED lead detail meeting date and time issue.
--- FIXED opportunity detail meeting date and time issue.
--- FIXED Chat Online issue
--- FIXED known all errors

23 December 17

--- Added leave taken and leave total into leave report
--- Added disable and added please wait until complete the operation into clock button
--- Added more 4 type of money format 1'234.56 , 1 234.56,1 234,56 and 1 234'56 into system settings
--- Added time format 24 hours and 12 hours in system settings
--- Added favicon option into theme settings
--- Added custom filed in leave management

--- Added Project Overdue template
--- Added Estimate Overdue template
--- Added proposal Overdue template
--- Added proposal Overdue when cron job
--- Added ability to cron manually from settings
--- Added ability to Select bank/cash account when making payment for an invoice
--- Added ability to find the deposit from transaction deport with description reference link and transaction link into deposit description
--- Added payment history for an invoice when making payment from admin panel
--- Added ability to directly make payment from payment received menu
--- Added ability to Select bank/cash account when making salary payment for an employee payroll
--- Added new button (set salary) when making payment if the salary is not set in payroll
--- Added more security in hosting, email and other passwords with by user password 
--- Added all client information showed into details with hosting and other information
--- Added Ability to change Reset password with input password option
--- Added Ability to change forget password and enter newly chosen password with input password option
--- Added Added dashboard settings for client
--- Added Added column option to dashboard settings in client and admin dashboard

--- FIXED user info is empty when applying new Recruitment
--- FIXED leave management hourly calculation into leave details
--- FIXED leave apply hourly calculation into attendance
--- Fixed if not permission not showing the online user in private chat with client panel
--- Fixed view notification details
--- Fixed stripe payment issue
--- FIXED Tickets change status issue 
--- FIXED job circular description issue in frontend  
--- FIXED job circular details designation issue in frontend  
--- FIXED PayPal payment issue  
--- FIXED Duplicate salary payment in payroll
--- FIXED Login background issue
--- FIXED  deactivate articles and categories the are still active in knowledgebase
--- FIXED SMTP and other email issues
--- FIXED user change username and password and another issue with validation
--- FIXED all known errors

11 November 17

--- Added knowledge base module for staff and client
--- Added knowledge base category module.
--- FIXED only show active language into login screen and client module
--- FIXED show leave application when apply in single day and hourly
--- FIXED show tooltip in project progress
--- FIXED leads filter by status
--- FIXED leave apply showing error if designation is empty.
--- Added a link own details link when click on profile photo on sidebar
--- Added dashboard settings option into settings 
--- Added can hide/show and sortable dashboard
--- Fixed all bugs

3 November 17

--- Added Yearly Finance overview(income vs expense) into a dashboard by year.
--- Rename filenamanager folder name - to filemanager
--- Added drag and drop option into project comment section.
--- Added drag and drop option into project new attachment section.
--- Added list and thumnail view option project attachment section.
--- Added ability to comment to project attachment section.
--- Added ability to  reply comment to project attachment section.
--- Added ability to  view and download project attachment section.
--- Added drag and drop option into tasks comment section.
--- Added drag and drop option into tasks new attachment section.
--- Added list and thumnail view option tasks attachment section.
--- Added ability to comment to tasks attachment section.
--- Added ability to  reply comment to tasks attachment section.
--- Added ability to  view and download tasks attachment section.
--- Added drag and drop option into bugs comment section.
--- Added drag and drop option into bugs new attachment section.
--- Added list and thumnail view option bugs attachment section.
--- Added ability to comment to bugs attachment section.
--- Added ability to  reply comment to bugs attachment section.
--- Added ability to  view and download bugs attachment section.
--- Added drag and drop option into opportunity comment section.
--- Added drag and drop option into opportunity new attachment section.
--- Added list and thumnail view option opportunity attachment section.
--- Added ability to comment to opportunity attachment section.
--- Added ability to  reply comment to opportunity attachment section.
--- Added ability to  view and download opportunity attachment section.
--- Added drag and drop option into leads comment section.
--- Added drag and drop option into leads new attachment section.
--- Added list and thumnail view option leads attachment section.
--- Added ability to comment to leads attachment section.
--- Added ability to  reply comment to leads attachment section.
--- Added ability to  view and download leads attachment section.
--- Added drag and drop option when create tickets.
--- Added drag and drop option when tickets reply.
--- Added item inventory quantity calculation added and deduct items when invoice generated,
--- Added pending approval in leave management
--- Added admin can assigned users in leave management
--- Added can apply for leave by leave type single day, multiple days and hourly with highly validation
--- Added add email filed in custom field
--- Added ability to show on table in custom field
--- Added ability to only admin can see the field in custom field
--- Added Filter option by category into the deposit.
--- Added Filter option by category into Expense.
--- Added change language option into login.
--- Added tickets comment reply option. 
--- Added tickets activities option. 
--- Added Allow client to edit amount when making payment by online option in invoice
--- Added PayUmoney Payment gateway.
--- Added the preloader .
--- Added Added Indian GST and Tax invoice also added standard invoice option into invoice settings.
--- Added vat number into details and PDF into invoice/estimate/expense/payment option into client

--- Modify to drag and drop when create deposit
--- Modify to drag and drop when create expense
--- Modify to drag and drop when create tickets
--- Modify to drag and drop when create tickets reply
--- Modify to drag and drop when create Recruitment
--- Modify to drag and drop when apply leave
--- Modify to drag and drop when apply training
--- Modify to drag and drop when apply announcements
--- Modify can create projects comment without refresh
--- Modify can create projects comment reply without refresh
--- Modify can create tasks comment without refresh
--- Modify can create tasks comment reply without refresh
--- Modify can create bugs comment without refresh
--- Modify can create bugs comment reply without refresh
--- Modify can create opportunity comment without refresh
--- Modify can create opportunity comment reply without refresh
--- Modify can create leads comment without refresh
--- Modify can create leads comment reply without refresh
--- Modify can create tickets comment without refresh
--- Modify can create tickets comment reply without refresh
--- Modify can delete comment without refresh
--- Modify can delete attachment without refresh
--- Modify can delete milestones without refresh
--- Modify can delete tasks without refresh
--- Modify can delete projects without refresh
--- Modify can delete project timesheet without refresh
--- Modify can delete tasks timesheet without refresh
--- Modify can delete bugs without refresh
--- Modify can delete opportunity without refresh
--- Modify can delete leads without refresh
--- Modify can delete invoices without refresh
--- Modify can delete estimates without refresh
--- Modify can delete proposal without refresh
--- Modify can delete tickets without refresh
--- Modify can delete deposit without refresh
--- Modify can delete expenses without refresh
--- Modify can delete transfer without refresh
--- Modify can delete departments without refresh
--- Modify can delete training without refresh
--- Modify can delete leave management without refresh

--- FIXED custom field required as checked when updating
--- FIXED custom field show_on_details as checked when update
--- fixed departments head checked when user update
--- FIXED announcements email name included.
--- FIXED project URL when assigned user email.
--- FIXED after apply leave the department head received email issue.
--- FIXED expense category wise total amount shows the wrong issue.
--- FIXED income category wise total amount shows the wrong issue.
--- FIXED project progress change progress not showing correctly.
--- FIXED new todo add error.
--- FIXED permission wise opportunity show error in the dashboard.
--- FIXED bugs description not showing into bug details.
--- Fixed show language into the login form.
--- FIXED 2Checkout payment gateway.
--- FIXED Braintree payment gateway.
--- FIXED tax information when added items from invoice, estimate, proposal details
--- Fixed all bugs

30 September 17

----- Added todo module into dashboard with due date and status
----- Added realtime notification system into admin panel using <a href="www.pusher.com">pusher</a>
---------- adde realtime notification into 
---------- projects (project created,projects assigned,Project Completed,New projects Comment Received,New projects Attachment,Responsible for a Milestone)
---------- tasks (Task assigned,New Task Comment Received,New Tasks Attachment,Task updated)
---------- bugs (Bug assigned,New Bug Comment Received,New Bug Attachment,Bug updated,Bug Reported)
----------- opportunity (opportunity assigned,New opportunity Comment Received,New opportunity Attachment,opportunity updated)
----------- leads(leads assigned,New leads Comment Received,New leads Attachment,leads updated)
----------- tickets(tickets Opened,tickets closed,tickets Response,tickets assigned,Ticket Auto Closed,)
----------- invoice (new invoice,update invoice,Reminder invoice,Payment recieved,Payment new ,Payment update)
----------- Estimate(new Estimate,update Estimate)
----------- Proposal(new Proposal,update Proposal)
----------- Quotation (New Quotation ,Answer Quotation,pricing Quotation)
----------- transaction (New Deposit,New expense,Expense Request,Expense approved,,Expense Paid)
----------- recruitment (New job application)
----------- announcement (New announcement )
----------- overtime (Overtime Request,Overtime approved,Overtime Rejected)
----------- award (Award Received)
----------- advance salary (Advance Salary Reqeust,Advance Salary approved,Advance Salary Rejected)
----------- leave management (Leave Request ,leave approved, ,leave Rejected,)
----------- training(Training  Assigned  )
----------- goal tracking (Achieve Goal,Not Achieve Goal)
----- Added realtime notification system into client panel using <a href="www.pusher.com">pusher</a>
----- Fixed all bugs

30 August 17

----- Added RTL Menu Style into based on user and client user and default.
----- Added Custom Background and color into menu,top bar header body background.
----- Added Back account when payment from invoice and showing into payment details
----- Added Back account when make payment from payroll and showing into salary details
----- Added Notes Option into client details.
----- Added Ability to added login background image/video
----- Added Login Position option  Left/right/center
----- Added Reminder into client details with cronjob
----- Added Reminder into Invoice with cronjob
----- Added Reminder into Estimate with cronjob
----- Added Reminder into Proposal with cronjob
----- Added Ability to Zip Invoice 
----- Added Ability to Zip Payment 
----- Added Ability to Zip Estimate
----- Added Ability to Zip Proposal 
----- Improved Pin action list from dashboard to sideboard
----- Improved File Manager Now can add by folder wise  
----- Added Set Default menu option when client registration
----- Added Report Payroll Summery by employee
----- Added Report Payroll Summery by Month
----- Added Report Payroll Summery by Period (Start month and End month).
----- Added Stock report (Assign Stock and stock list)  
----- Fixed all bugs (Many More)

30 July 17

-- added proposal details into leads details.
-- added proposal details into client details.
-- Fixed all bugs

26 July 17

-- added New Menu name is proposal
-- added email template into proposal menu
-- added  mollie payment gateway 
-- added Total Outstanding /Total Invoice Amount/Past Overdue Invoice/Paid Invoice and report  into invoice
-- added Draft/Sent/Expired /Declined/Accepted and report  into Estimate
-- added Draft/Sent/Expired /Declined/Accepted and report  into Proposal
-- added clickable hide/show report option into proposal/invoice and estimate.
-- added multiple tax option into item,
-- added unit type option into items.
-- added multiple defualt tax option into system settings.
-- added item group option into item
-- added dynamic estimate date option
-- added dynamic invoice date option
-- added dynamic discount type after/before tax option into estimate
-- added dynamic discount type after/before tax option into Invoice
-- added multiple tax option when enter items into estimate
-- added multiple tax option when enter items into Invoice
-- added multiple tax option when enter items into Proposal
-- added custom field option into proposal.

-- added comment reply option into project,tasks,bugs,opportunaty.
-- added new style acticity option.
-- added showed modal invoice when convert from estimate
-- added showed modal invoice when convert from proposal
-- Fixed all bugs

19 Jun 2017

-- added a button in the estimate for creating and add items.
-- added deposit mail and added email template for a deposit mail also added email notification 
-- added client default menu permission when client signup
-- added Kanban into project milestones.
-- and bug fixed

12 June 2017

-- added auto update system.easily update
-- update installation system
-- Added export report as pdf into project.
-- Added Billable and unbillable Task option into project.
-- Added Billable and unbillable expense option into project.
-- Added ability to add attachment in project comments.
-- Added ability to add estimate into project.

-- Added export report as pdf into tasks.
-- Added taks billable and unbillable option into tasks.
-- Added kanban option into tasks.
-- Added all not started,inprogress,complete,deferred,waiting for someone option into tasks.

--added billable option into expense.
--added option to view expense details into expense.
--added name/title for personal use into expense.
--added name/title for personal use into Deposit.
--Abbily to convert into invoice if the expense is billable into expense.

-- Added kanban option into Leads.
-- Added Abbily to Filter option by leads status and leads source into Leads.
-- Added Order no into leads Status.
-- view how many leads by status,and source.

-- Added Abbily to Filter option by paid,non paid,partially paid,draft,cancelled,overdue,reccuring into Invoice.

-- added create contact button when add client into client.
-- added client permission option when create contact into client.
-- added customer group option.
-- Added Dynamic customer group option into client.
-- view how many client by customer group.
-- added Latitude,Longitude and map option into client.
-- modify client table added view option total project,due amount,received amount,total expense into client.
-- added filtering option by group into client.
-- added file manager into client details.client can upload and shareing file.

-- added save and add more button into departments.
-- added create,edit,delete,view option for all menu into departments.
-- added All settings menu under permission.into departments.

-- added abbility to track by ip_address when clocking.
-- Added time history report as pdf into Time History.
-- Added export report as print into Time History.
-- Added added delete option in time change request (only admin can delete it).
-- Added attendance report as pdf into Attendance.
-- Added Attendance report as print into Attendance.

-- added job Job Nature option Contractual in job posted.
-- added Experience option in job posted.
-- added age Limit option in job posted.
-- added Salary Rang in job posted.
-- added option to view all application for specific job in job posted.
-- added option to view circular details button in job posted.
-- added change status option unread,prmary select,call for interview into job application.

-- added client permission when adding the client user into user.
-- added permission option to all under the settings menu.

-- added private chat enable/disable option int menu allocation.
-- Fixed all bugs

16 Feb 2017

- update codeignitor 3.1.3
-added into project billing type Fixed price
-added into project billing type Only Project Hours Based
-added into project billing type Only Tasks Hours Based
-added into project billing type Project Tasks Hours Based
-added into project calculate progress through project hours
-added into project calculate progress through tasks
-added into project option estimate hours  
-added into project Project Settings for client
-added into project Show Overdue,Cancel,On Hold,Inprogress   
-New design into project details tab.
-added into project Grant chart
-added into project option estimate     
-added into project option tickets
-added into project project settings
-added into Expenseif staff generate expense they have to approve by admin or department head 
-added into Email Template option for expense approve or reject template.
And many more and all bugs fixed..

1 Aug 2016

.- add Invoice starting number option.
.- add invoice footer text option.
.- add estimate starting number option.
.- add estimate footer text option.
.- add invoice new pdf design.
.- add invoice url and share and make payment option to anywhere.
-  extimate approve / decliend button add in client panel
-  item add bugs fixed
- other some bug fixed .

27 July 2016

.- add FileManager.
- add Tickets auto close option
- Invoice bugs fixed
- project bugs fixed
- other some bug fixed .

27 Jun 2016

.- add project expense
.- add pinned option
- show absent and leave in calendar 
- add option to deduct amount when get salary
- payroll bugs fixed
- other some bug fixed .

24 Jun 2016

-Add User Details .
-Total Addendance in User Details .
-Total Clock Time in User Details .
-Total Leave Details in User Details .
-add Salary Details in User Details .
-add Timecard Details in User Details .
-add Provident Found Details in User Details .
-add Overtime Details in User Details .
-add Task report in User Details .
-add Project Details in User Details .
-add Bugs Details in User Details .
-add option to fixed rate or hourly rate  in Project .
-set Clock out,stop task timer,project timer when logout.
-Add database backup with auto backbut systme and many more.
- some bugs fixed

25 May 2016

-Initial Realease .

ZiscoERP - Powerful HR, Accounting, CRM System