dtbaker

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Hello and welcome to the discussion forum for this Ultimate Client Manager Plugin: Finance Manager

We hope you like the added features this plugin gives your UCM !

Support Requests:

Please send support requests to our dedicated support website by following this link: http://support.dtbaker.com.au/support-ticket.html

Comments or Questions:

Please feel free to leave your comments or questions here and we will do our best to answer.

Thanks!
dtbaker

Is multilanguage? PT-BR?

Multilanguage is coming shortly.

I have installed the last version of CMS Ultimate, but I Bought the finance plugin, really I need to buy this or is installed with the last version…..If is true..I think I need to change this for mobile plugin..?

Hello,

The finance plugin is not included in the latest version of UCM lite. It is a separate plugin that needs to be purchased separately. Same with the mobile plugin.

I hope that helps. If you need further clarification please send a support ticket: http://support.dtbaker.com.au/support-ticket.html

Thanks,
dtbaker

Will this plugin sync with my merchant processor (Google Checkout, PayPal, Authorize.net, etc.) so that while it is tracking my recurring expenses, it can also command my processor to execute the transaction and when a transaction is declined, it can then notify me through my UCM dashboard?

Thanks in advance.

There is no integration with 3rd party recurring merchant services yet. If someone pays a generated invoice from your UCM system via google or paypal, this will come through.

Thanks for your response…......

What do you mean by “If someone pays a generated invoice from your UCM system via google or paypal, this will come through.”

hey nice add on – it would be great to use the table sort plugin with this and have the ability to filter between set dates.

Hi,

Thanks! I will add this into the finance area shortly.

it is really annoying to see adverts added to the Client Manager after installing the Finance plugin. This is not good at all and consider it to be a breach of privacy. You did not set in the terms of purchase that the plugin will carry adverts Powered by Text Enhance.

Please correct this and advise. I was getting impressed with the nerwly purchased application until I started seeing adverts as links to the Finance Header items. Please stop this codes from being added any longer.

mcjijaa4

I’m sorry mcjijaa4, there are no adverts in the system. Please contact your hosting provider and inform them your system may be compromised. They should be able to remove the compromised parts very easily.

I would however recommend performing a full re-install (ie: backup all the files, backup your database, delete all the UCM files from your website, upload the installer again, enter in your same database details as before, click install – this should remove any illegal advertisements and you should not loose any data, but please backup before doing so).

Also please change your FTP /cPanel passwords incase someone has guessed them using an automated process.

Although I have purchased almost all of the plugins for UCM , this is the one I use the most. The latest updates allow me display my financial transactions by date-range, and also export as CSV . For anyone who has to submit finances throughout the year this makes things rather simple.

@mcjijaa4 This is a problem with your Firefox or Chrome if you have downloaded a search bar addon. They are sneaky to do this, and a real problem for many people. As stated it is not the software. Before advising your hosts, please check the addons to your browser as this is what causes it if the site is not exploited. CIaran

Hello, I’d like to ask if it’s possible to add a column to the finance tab first page. I’d like to add a balance column, just as in the recurring transactions tab.

Thanks in advance.

Yep shouldn’t be too hard to add, Please send this through as a support ticket (if you haven’t already) so we can track this feature request in the system: http://ultimateclientmanager.com/support-ticket.html

The demo user and pass info does not work.

Hi there, does the Finance Manager plugin also have the “Staff/Customer Login” option in combination with the UMC lite version? Or do I have te buy the pro version for this?

Yes the Lite version supports Staff/Customer Login. Please try setting up Staff and Customers in the demo available here: http://ultimateclientmanager.com/demo_lite

Is the System Companies feature also available in the Lite version when I buy this in combination with the finance manager plugin? I would like to asign multiple users to their own company without them seeing information from the other company’s.

The “Company” feature is rather new and is not yet available for UCM Lite. It is however available in UCM Pro. It will becomes available as an additional plugin in the coming months once more Company features are implemented. If you would like to use the Company feature as it is now then please consider using UCM Pro instead of Lite. Thanks, dtbaker

I i bought pro version and this by mistake as is included in program can you refund please thanks

Hey best to check out this article as I don’t have any ability to give refunds from here https://help.market.envato.com/hc/en-us/articles/202821460-Can-I-Get-A-Refund-

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