Documentation

Info

Purchase and Expense Manager

Author : CodeDaddy

Create Date : 06-06-2020

Overview

Purchase and Expense Manager is very powerful tool to your Business. Maybe You can Lost your Invoices after Sometime but This Script is not. You can Keep & Manage Records of Your Purchases & Expenses with just a single click and easily managable with Hassle Free Admin Panel.

This feature has an attractive front end and back end interface that are really awesome and eyecatching. Almost all kinds of changes are possible to do using the Admin Panel without having any kind of programming language knowledge.

It is built using the procedural php (with PDO feature) and without any framework. For this reason, it can be customized easily by most of the developers and create own Billing System with this awesome feature.

Security : It is protected against SQL injection, XSS and other attack and your website will be safe.

Requirements

Before starting to install, make sure you fulfill the following requirements:

For Local Server installation, you need to have XAMPP, WAMP or any apache server with PHP and MySQL
You can use this script on any live LINUX server.
Required PHP version in server >= 5.4.

Features

Make Billers
Search Billers
Edit Billers
Activate / Deactivate Billers
Make Purchases
Search Purchases
Edit Purchases
Activate / Deactivate Purchases
Activate / Deactivate Purchases Combined Section
Active Purchases Different Section
Deactive Purchases Different Section
Daterange Selector View Purchases
Today, This Month & Total Purchase Analysis on Dashboard
Add Expense
Search Expense
Edit Expense
Activate / Deactivate Expense
Daterange Selector View Expenses
Today, This Month & Total Expense Analysis on Dashboard
Update Email
Update Password

Create Database, Username, Password & Import SQL file.

Step 1: Login to your website CPanel with your Username & Password.

Step 2: On Homepage, Scroll Down to Databases & Click on MYSQL Databases option.

Step 3: Create New Database, Just assume (This is Only Demo Purpose) we want to give name of Our Database is billing_system So Just write billing_system & press Create Database Button.

Step 4: A message appears, Added the database "yupok_billing_system" It means Your Database Name : yupok_billing_system , Note : yupok_ prefix is demo, your website automatic added Prefix to your database name.So copy that name that is your Original Database Name.

Step 5: Press Go Back and return to Database Page again.

Step 6: Scroll Down the Page, MYSQL Users Add New User, Just fill the details like you want to use Username & Password & keep details in the safe place & Press Create User button.

Step 7: A message appears, You have successfully created a MySQL user named "yupok_demo_user". It means Your Database USERName : yupok_demo_user , Note : yupok_ prefix is demo, your website automatic added Prefix to your Username.So copy that name that is your Original Database Username.

Step 8: Press Go Back and return to Database Page again.

Step 9: Scroll Down the Page again to Add User to Database . Select your Last Created Username & Last Created Database for this billing system & Press Add Button.

Step 10: You will redirect to Another Page. Click on ALL PRIVILEGES option, Scroll down & Press Make Changes Button.

Step 11: A Success message appears on top right corner. After that scroll down to the page and press Go Back

Step 12: Example
YOUR_HOST_NAME : localhost Mostly its localhost but if not then contact your website service provide.
YOUR_DATABASE_NAME : yupok_billing_system This is demo which we explained above. Your real database name is different.
YOUR_DATABASE_USERNAME : yupok_demo_user This is demo which we explained above. Your real database username is different.
YOUR_DATABASE_Password : password That is explained in Step 6.
Step 13: Import sql file to Database. Go to CPanel homepage scroll down to Database , Click on phpMyAdmin, your database will be open.

Step 14: On the left sidebar your Newly Database Option will be shown Just click on that.

Step 15: After click see on right side there is Import Option click on that and browse & select sql file from your downloaded database folder and press Go Button on the bottom.

Step 16: Your database will be imported and your website is ready to Use.

Configuration

Do Carefully Otherwise Script will not work

Unzip the Downloaded File, Go to upload Folder and Unzip again the expense.zip

After that Go to admin folder

Now Go to db folder

Open config.php file in any Text Editor like Notepad++, Dreamweaver , etc.

Save Details according to your database. Read below section, How to create Database, Username, Password & Import SQL file. Click Here To Read Again

Upload All folder and import database file and its Done.

First Time Admin Login

When you have configured correctly Database & Import SQL file then upload time.
Go to downloaded file -> Go to upload folder -> Unzip expense.zip file & Open that folder -> Copy admin folder (Note : In admin folder, go to db folder and open config.php file and replace details with your server detail which we explained above.)
Create Folder on your server where you want to Upload this script. Upload all copied files.
Let we help you in Detail with example.
Assume you make a folder on your server myexpense and upload all copied files with correct database configuration.
URL for Admin : www.yourwebsite.com/myexpense/admin/
Assume you make a folder on your server mypurchase and upload all copied files with correct database configuration.
URL for Admin : www.yourwebsite.com/mypurchase/admin/
Default Email : admin@admin.com & Password : 123456
Click on User Icon on Top Right Corner => Click on Email => Update Your Login Email.
Click on User Icon on Top Right Corner => Click on Password => Old Password = 123456 => Set New Password & Keep in Safe Place

Dashboard

3 Types of Analysis available for Purchases & Expenses.

Purchase Analysis

Today Analysis means Your today Total Purchases, Today Total Amount which you paid, Today Total Taxable Amount & Today Total Tax Amount.
This Month Analysis means Your This Month Total Purchases, This Month Total Amount which you paid, This Month Total Taxable Amount & This Month Total Tax Amount.
Total Analysis means Your Total Purchases, Total Amount which you paid, Total Taxable Amount & Total Tax Amount from starting when you use this Script.

Expense Analysis (Scroll Down to View on Admin Dashboard)

Today Analysis means Your today Total Expenses, Today Total Amount which you paid, Today Total Taxable Amount & Today Total Tax Amount.
This Month Analysis means Your This Month Total Expenses, This Month Total Amount which you paid, This Month Total Taxable Amount & This Month Total Tax Amount.
Total Analysis means Your Total Expenses, Total Amount which you paid, Total Taxable Amount & Total Tax Amount from starting when you use this Script.

How to set up and starts with Your Purchases & Expenses.

Step 1 : Go to Add Biller Option to Create Biller for you want to make the Purchase Bills.

Step 2 : Click on Add Biller Blue Button Under Manage Billers Line, A Pop Up shows fill all the details of Biller and Press Add Biller Button.

Step 3 : For Creating Purchase Bill click on Make Purchase Button, For Edit Biller click on Pencil Button , For Activate / Deactivate Biller click on Green Activate /Red Deactivate Button respectively when scrolling to Right

Step 4 : For Created Purchase Bill click on Manage Purchase Option on Left, For Edit Purchase click on Pencil Button , For adding Product Row click on Add Product Row and fill the Details , For Activate / Deactivate Purchased Bills click on Green Activate /Red Deactivate Button respectively when scrolling to Right

Step 5 : For View / Edit / Activate or Deactivate only Active Purchase Bills, Click on Active Purchases Option on Left Sidebar. It shows only Active Purchases, You can also Edit, Activate/Deactive Bills from here.

Step 6 : For View Activate or Deactivate only Deactive Purchase Bills, Click on Deactive Purchases Option on Left Sidebar. It shows only Deactive Purchases, You can also Activate/Deactive Bills from here.

Step 7 : If you want to View Datewise Purchase with which Billers has how many bills & total amount, total taxable amount & total tax amount with single purchase bills also when scroll down, then Click on Datewise Purchase and choose date range from start to end & Click show. The data appears.

Step 7 : If you want to View Datewise Expense for how many expenses & total amount, total taxable amount & total tax amount with single expense bills also when scroll down, then Click on Datewise Expense and choose date range from start to end & Click show. The data appears.