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PhreeBooks Open Source ERP
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=== PhreeBooks 5 ERP/Accounting === Contributors: PhreeSoft Inc Donate link: https://www.PhreeSoft.com/ Tags: erp, accounting, bookkeeping, crm, quickbooks, woocommerce, e-commerce, cart, phreebooks, bizuno, inventory control License: GPL3 License URI: https://www.gnu.org/licenses/gpl.html Bizuno Accounting, by PhreeSoft, Inc., is a full featured double-entry accounting/ERP application based on the PhreeBooks open source platform. == Description == Bizuno Accounting, by PhreeSoft, Inc., is a full featured double-entry accounting/ERP application based on the PhreeBooks open source platform. Features include CRM, Customer account management, vendor management, full featured double-entry accounting, inventory control, financial transaction management an more. Features include: * Multi-user and multi-Currency capability * Over 40 standard reports and PhreeForm report/form generator with user level lockout security * Multi-language at the user level * Full security control at the user/role level to access * Independent, configurable dashboard with over 40 choices at each main menu * Extensible with available PhreeSoft modules, extensions and tools for even more power * Interfaces available from PhreeSoft to many popular shopping cart, including WooCommerce * User defined themes, icon sets and colors == Installation == After uploading the files to your server, navigate to your root url and follow the on screen instructions. You will need to have your database credentials to install PhreeBooks 5. = Minimum Requirements = * PHP version 5.4 or greater (PHP 5.6 or greater is recommended, tested with PHP 7.4) * MySQL version 5.0 or greater (MySQL 5.6 or greater is recommended, tested with MySQL 5.6 & 5.7) 1. Upload the file to your web site directory. PhreeBooks 5 can be installed in a subdirectory within your web site root directory. 1. Navigate to the PhreeBooks 5 root folder. The portal should be displayed. 1. Enter your administrator email and password along with the database credentials. 1. A pop up will appear to enter some initial information, select your preferences and press the Next icon. 1. Wait about 10 seconds to get everything up and configured and the page will reload with your new Bizuno home page dashboard. == Frequently Asked Questions == = How can I convert from my existing accounting system? = * The PhreeSoft help files have information on how to convert from your current system. There is a free PhreeBooks R3.7 conversion tool available through the PhreeSoft store. Others may be available, or, if not, use the `Line in the Sand` approach. = Which chart of accounts do I use? = * There are a few common standard charts included. You can select one of these as a base to complete the install. After that you may add/delete chart accounts manually or import a completely new chart of accounts. Note that once a journal entry has been made, you cannot replace your entire chart of accounts, it must be replaced PRIOR to your first journal entry. == Changelog == = 126.96.36.199 = 2020-03-27 - Incorporate Bizuno Library 3.4.4. Regressed back to TCPDF (no longer supported) until a better solution can be found. FPDF does not have the features. = 188.8.131.52 = 2020-03-22 - Incorporate Bizuno Library 3.4.2. Fix bug entering new orders with subtotal, change from TCPDF to FPDF for reports/forms. New install dashboards. = 184.108.40.206 = 2020-03-17 - Incorporate Bizuno Library 3.4.1. Fix for large non-USD formatting. Minor bugs and operational changes. = 220.127.116.11 = 2020-02-16 - Incorporate Bizuno Library 3.4.0. Fix for install with non-USD selected. Minor bugs and operational changes. = 18.104.22.168 = 2020-02-01 - Incorporate Bizuno Library 3.3.5. Minor bug fixes. = 22.214.171.124 = 2020-01-15 - Incorporate Bizuno Library 3.3.4. Roll copyright year. New PhreeForm processing. Extension bugs and minor trunk bugs. = 126.96.36.199 = 2019-12-26 - Incorporate Bizuno Library 3.3.3. Fixes bug retrieving pricing from price lists. = 188.8.131.52 = 2019-12-15 - Incorporate Bizuno Library 3.3.2. Minor bug fixes. = 184.108.40.206 = 2019-10-27 - Incorporate Bizuno Library 3.3.1. Release new Quality module as part of ISO9001 capability = 220.127.116.11 = 2019-09-23 - Incorporate Bizuno Library 3.3.0. Final cleanup of all 3.2.x bugs, prep for ISO9001 module = 18.104.22.168 = 2019-09-06 - Incorporate Bizuno Library 3.2.9. Minor bug fixes and code cleanup. = 22.214.171.124 = 2019-08-04 - Incorporate Bizuno Library 3.2.8. Minor bug fixes. Compatibility with enhancements to extensions. = 126.96.36.199 = 2019-07-23 - Incorporate Bizuno Library 3.2.7. Improve security and prevent unauthorized directory access. = 188.8.131.52 = 2019-07-14 - Incorporate Bizuno Library 3.2.6. More security issues, bug fixes from 3.2 5 security work = 5.2.8 = 2019-07-03 - Incorporate Bizuno Library 3.2.5. Addresses security issues that can compromise the server if not properly locked down = 5.2.7 = 2019-06-21 - Incorporate Bizuno Library 3.2.4. Change location of default currency in cache, bugs and enhancements = 5.2.6 = 2019-06-01 - Incorporate Bizuno Library 3.2.3. Mostly Bug fixes = 5.2.5 = 2019-05-07 - Incorporate Bizuno Library 3.2.2. Bug fixes / rework locale file locations for extensions = 5.2.4 = 2019-04-22 - Incorporate Bizuno Library 3.2.0. Bug fixes / remove jquery-file-upload dependence = 5.2.3 = 2019-04-01 - Incorporate Bizuno Library 3.1.7. Bug fixes = 5.2.2 = 2019-03-09 - Incorporate Bizuno Library 3.1.6. Bug fixes and extensive work and fixes to multi-currency displays = 5.2.1 = 2019-01-21 - Incorporate Bizuno Library 3.1.3. Bug fixes and improved security = 5.2.0 = 2018-12-17 - Incorporate Bizuno Library 3.1.0. Work on mobile versions, bug fixes and improved security = 5.1.6 = 2018-10-28 - Incorporate Bizuno Library 3.0.6. Bugs from GUI updates, fixed dashboards, two new dashboards = 5.1.4 = 2018-09-26 - Incorporate Bizuno Library 3.0.4. Major update on auto-upgrade of core and extensions (if purchased) = 5.1.0 = 2018-09-15 - Incorporate Bizuno 3.0.1 library. New look and feel. Database table default fixes for MySQL 5.7, misc bugs and security improvements. = 5.0.5 = 2018-07-14 - Bug fix for installation script = 5.0.4 = 2018-07-12 - Incorporate Bizuno library 2.1.5, bugs with portal and configuration paths = 5.0.2 = 2018-06-13 - Incorporate Bizuno library 2.1.4, bugs with portal and configuration paths = 5.0.1 = 2018-04-23 - Incorporate Bizuno library 2.1.2, bug installing with PHP 5.4 = 5.0.0 = 2018-04-10 - Initial Release (based on Bizuno library Revision 2.1.0) == About PhreeSoft == PhreeSoft was the original developer of the PhreeBooks open source ERP/Accounting application back in 2007. PhreeBooks development was suspended in 2015 to focus on the next generation of ERP/Accounting requirements and provide faster, highly customizable, more user friendly experience. Bizuno was also developed as a library that can be plugged into host applications such as WordPress and provided as a hosted solution for those that do not want to manage their web sites. Along with this plugin, PhreeBooks 5 is another distribution of stand alone version utilizing the Bizuno library.