Ultimate Business Dashboard
| 开发者 | tulipwork |
|---|---|
| 更新时间 | 2025年7月19日 06:07 |
| 捐献地址: | 去捐款 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 6.8 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
🚀 Ultimate Business Dashboard turns your WordPress admin into a real‑time profit cockpit. Stop flying your company blind. Instead of waiting for your accountant’s annual report, you get a clear, month‑by‑month income statement—updated the instant an invoice is issued or an expense is recorded.
🛠️ Integrate with Dext and QuickBooks for automatic invoice imports, or manually upload invoices from any source using flexible CSV files. Track revenues, expenses, and key financial ratios with ease, and visualize your performance with interactive pie charts.
With Ultimate Business Dashboard, take control of your finances like never before:
- Real‑time P&L: Know your net profit and margins for the current month and year at a glance. Say goodbye to the trap of relying on cash flow alone, which misleads many entrepreneurs until it’s too late.
- Flexible data sources: Connect Dext or QuickBooks for automatic imports, or upload any CSV you like.
- Turn invoices into insights: Pie charts and KPIs translate raw figures into insights everyone can grasp.
- Invoice Management: Import, view, categorize, edit and manage invoices from Dext, QuickBooks or custom CSV files for streamlined bookkeeping.
- Ratios & Reports: Generate detailed financial reports with metrics like gross margin, net margin, payroll ratio, and break-even point, visualized with pie charts for actionable insights.
- Dext Integration: Seamlessly import invoices from Dext using Zapier webhooks or CSV exports to save time.
- QuickBooks Integration: Seamlessly import invoices directly from your QuickBooks account.
- Custom CSV Imports: Import invoices from any source with a flexible CSV format for maximum compatibility.
- Financial Tracking: Enter monthly revenues, costs, taxes, and amortizations to monitor your business performance effortlessly.
- Category Management: Assign categories to invoices and tag them as Fixed, Variable, or None for precise cost analysis and better budgeting.
- Spread Functionality: Spread invoice costs over multiple months or amortize investments for accurate financial planning and forecasting.
- User Management: Assign custom roles (Viewer, Editor, Manager) to control access and permissions for dashboard features, ensuring secure and tailored user experiences.
- Settings Management: Easily reset or uninstall the plugin with full control over data retention for a worry-free experience.
- Responsive Design: Fully responsive interface for desktop and mobile devices, ensuring accessibility anywhere.
- Business Owners looking to streamline financial management, such as bakeries, coffee shops, restaurants, retail shops and associations.
- Freelancers needing a simple tool to track invoices and expenses.
- Firms seeking actionable financial insights without complex software.
安装:
- Ensure your site runs WordPress 5.5+ and PHP 7.4+.
- Upload the
ultimate-business-dashboardfolder to/wp-content/plugins/or install via the WordPress Plugins dashboard. - Activate the plugin through the Plugins menu in WordPress.
- Navigate to Business Dashboard from the WordPress menu.
- Go to "Imports", and choose your preferred import method.
- Enter financial data in the "Data" page for revenues, costs, taxes, and amortizations.
- Explore financial metrics and charts in the "Ratios & Reports" page to gain insights into your business performance.
屏幕截图:
常见问题:
Can I set up automatic invoice imports?
Yes! Simply choose your accounting software (Dext or QuickBooks Online) and follow the instructions in the plugin’s import settings. For Dext, integration is done via Zapier (webhook), while QuickBooks Online connects directly. Every time a new invoice is added to your accounting tool, the plugin extracts the data and automatically feeds your financial dashboards. Others accounting solutions will be added in the future.
What is the CSV format for manual imports?
Required columns: Receipt ID, Type, Date, Supplier, Category/Compte, Net Amount, Tax Amount, Total Amount, and optional Invoice Number. Check templates on the "Dext Import" or "Other Import" pages.
How can I manage my business finances without automatic import?
Manually import your invoices each month using the "Other Import" feature with a custom CSV format. This allows you to track your profitability month by month and make informed decisions about your business performance.
Can I spread invoice costs over multiple months?
Yes, in the "Invoices" page, select "Spread Charges" or "Investment (Amortized)" for any invoice, specify the number of months, and set a start date.
Is the plugin mobile-friendly?
Yes, the plugin features a responsive design, ensuring all pages (dashboard, invoices, reports) are usable on mobile devices.
Can I delete my data?
Yes, in the "Settings" page, enable "Delete Data on Uninstall" to remove all plugin data when deactivating the plugin. You can also use the "Reset Data" option to clear all data without uninstalling, giving you full control over your information.
更新日志:
1.4 - 18 July 2025
- Added: Direct integration with QuickBooks Online for automatic invoice imports, enabling seamless synchronization.
- Improved: Plugin menu reorganized in the WordPress admin sidebar for clearer navigation and faster access to key features.
- Added: New option to group categories by accounting code in Settings, ensuring invoices from the same expense account are assigned to a single category, regardless of the category name, facilitating standardized accounting plans.
- Added: A new dropdown to edit the type field for invoices.
- Added: Merge multiple categories to consolidate invoices.
- Improved: Manual (Dext/Other CSV) and automatic (Dext via Zapier) imports to support accounting code grouping, ensuring new invoices use existing categories with matching codes when the option is enabled.
- Improved: Categories in the financial dashboard for monthly and annual tables are now sorted alphabetically by name, enhancing readability.
- Added: Editable fields for "Tax" and "Total Amount" on the Invoices page, with automatic calculation of "Net Amount".
- Added: Support for negative values to handle credits.
- New: Added an option in Settings > Uninstall Settings to choose whether plugin data is deleted when uninstalling from the Plugins page.
- New: Added a warning message on the Plugins page when data deletion is enabled, with a link to change the setting.
- New: Added a new admin page to manage user access to Ultimate Business Dashboard features and assign custom roles (Viewer, Editor, Manager).
- Initial release.
- Added invoice management with categorization and spread functionality.
- Integrated Dext via Zapier webhooks and CSV imports.
- Supported custom CSV imports for any source.
- Introduced financial tracking for revenues, costs, and taxes.
- Implemented detailed financial reports with Chart.js pie charts.
- Enabled responsive design for mobile and desktop. Stay tuned for future updates with new integrations and enhanced analytics!