Linux 软件免费装
Banner图

Ultimate Business Dashboard

开发者 tulipwork
更新时间 2025年6月5日 05:35
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

标签

reports business invoices profit finance

下载

1.2 1.0 1.1 1.3

详情介绍:

🚀 Ultimate Business Dashboard transforms your WordPress dashboard into simple, functional, and practical financial dashboard for business owners and entrepreneurs. Integrate with Dext for automatic invoice imports via Zapier, 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: Empower your business with simple, smart financial tools—start today in your WordPress dashboard! Learn more at Tulipe Media. Features Who’s This For?

安装:

  1. Ensure your site runs WordPress 5.5+ and PHP 7.4+.
  2. Upload the ultimate-business-dashboard folder to /wp-content/plugins/ or install via the WordPress Plugins dashboard.
  3. Activate the plugin through the Plugins menu in WordPress.
  4. Navigate to Business Dashboard from the WordPress menu.
  5. Go to "Setup Zapier" (requires a Dext and Zapier account) to configure automatic imports, or use "Dext Import" to upload a CSV file. For other sources, use "Other Import" to upload a custom CSV file.
  6. Enter financial data in the "Data" page for revenues, costs, taxes, and amortizations.
  7. Explore financial metrics and charts in the "Ratios & Reports" page to gain insights into your business performance.

屏幕截图:

  • **Invoices Management** (screenshot-2.png): Manage, categorize, and spread invoice costs with a searchable and paginated table.
  • **Data Input** (screenshot-3.png): Enter monthly financial data (revenues, costs, taxes) for accurate tracking.
  • **Financial Insights** (screenshot-4.png): Analyze key metrics with interactive pie charts and comparison tools.
  • **Dext Import** (screenshot-5.png): Upload Dext CSV files with a clear template and validation.
  • **Other Import** (screenshot-6.png): Import invoices from any source using a custom CSV format.
  • **Category Management** (screenshot-7.png): Assign Fixed, Variable, or None types to categories for cost analysis.
  • **Zapier Setup** (screenshot-8.png): Configure automatic imports from Dext via Zapier webhooks.
  • **Settings Management** (screenshot-9.png): Configure plugin options and control data retention during uninstallation.

升级注意事项:

1.3 This release introduces significant improvements to category management, including merging categories, grouping categories by accounting code, and editable codes. 1.2 This release introduces editable Tax and Total Amount fields for invoices, enhances accounting accuracy with negative Tax validation for credits. 1.1 Administrators can now assign custom roles to users. 1.0 Welcome to the initial release of Ultimate Business Dashboard! Start managing your finances today with Dext integration and powerful reports.

常见问题:

Do I need a Dext account to use this plugin?

No, while the plugin integrates seamlessly with Dext via Zapier or CSV imports, you can use the "Other Import" feature to upload invoices from any source using a custom CSV format.

What is the CSV format for 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 do I set up automatic imports with Zapier?

Go to the "Setup Zapier" page, copy the webhook URL, and create a Zap in Zapier with Dext as the trigger (e.g., "New Receipt") and the webhook as the action. Follow the instructions at Tulipe Media.

How can I manage my business finances without a Dext account?

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:

1.3 - 4 June 2025 1.2 - 29 May 2025 1.1 - 27 May 2025 1.0 - 20 May 2025