myEasyCompta

myEasyCompta

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myEasyCompta v2.0.0 — The biggest update ever.

myEasyCompta is a comprehensive and modern accounting solution for WordPress, specifically designed for freelancers and small businesses. Built with Vue 3 and Tailwind CSS, it offers a sleek, responsive, dark-mode-ready interface directly inside the WordPress admin — no external SaaS subscription required.

🆕 What’s new in version 2.0.0

Complete UI overhaul
All screens have been redesigned from the ground up — collapsible animated sidebar, dark mode, improved typography and spacing, new KPI cards on the dashboard.

Partial payments
Record multiple payments against a single invoice and track the paid amount vs remaining balance in real time. A new “partial” invoice status is automatically set when a payment is recorded but the invoice is not yet fully settled.

Invoice history & audit log
Every status change on an invoice is now logged — who changed it, when, and from which status to which. Full traceability for accounting compliance.

Automated invoice reminders
A daily WP-Cron job automatically sends configurable reminder emails to clients for overdue and unpaid invoices. Fully customizable delay and email template.

Dashboard analytics
– Top 5 clients by revenue (paid amount)
– Overdue invoices widget — count and total amount at a glance
– Cash flow bar chart — monthly breakdown of income vs expenses vs net

Global search
Search across clients, invoices, quotes, and expenses from anywhere in the app. Keyboard shortcut ⌘K (Ctrl+K on Windows).

Internal notes on invoices and quotes
Add private memo notes directly on an invoice or quote. Notes are visible only to admins — they never appear on the PDF.

Client archiving
Archive inactive clients to keep your list clean without permanently deleting them. Archived clients retain all their historical invoices and quotes. A toggle lets you show/hide archived clients at any time.

Invoice and quote templates
Save any invoice or quote as a reusable template. Create new documents in one click from a saved template — same items, same structure, fresh numbering.

Optional line items on quotes
Mark individual line items on a quote as optional. Clients can see which items are mandatory and which are extras — helpful for tiered or à-la-carte proposals.

Invoice duplication
Clone any existing invoice in one click. The duplicate gets a new number, “draft” status, and inherits the same client and line items.

Overdue badge on invoice list
Invoices past their due date and still unpaid display a red “Overdue” badge directly in the list — no need to open each one.

Client financial summary
The client detail panel now shows three key figures at a glance: total invoiced, total paid, and outstanding balance.

Payment methods on recorded payments
Link a payment method (wire transfer, cheque, card, cash, etc.) to each individual payment entry. Displayed in the invoice detail and useful for bookkeeping.

Electronic invoicing (FacturX / CII / UBL)
Generate legally compliant e-invoices in FacturX, Cross Industry Invoice (CII), and UBL formats. PDP-ready workflow with support for Chorus Pro, Pennylane, JeFacture, and generic PDP providers. Track fiscal transmission status per invoice.

Email notifications system
Configurable per-event email alerts: invoice paid, partial payment received, new client added, quote accepted or rejected, backup created or deleted, planning event. Enable/disable each event independently.

In-app notifications
A notification center in the admin shows real-time alerts for key accounting events — no more missing an important status change.

Setup wizard
A modern multi-step onboarding wizard guides new users through company setup, VAT configuration, numbering preferences, and currency formatting with a live preview.

Date range filters & quick period shortcuts
All list pages (invoices, quotes, payments, expenses) now include a date range picker with one-click shortcuts: this week, this month, this quarter, this year.

🚀 myEasyCompta Addons — take it even further

Extend myEasyCompta with premium addons available at myeasycompta.com/addons:

  • 📅 Planning — Schedule tasks, appointments, and deadlines
  • 📧 Email — Custom email templates per event
  • 📊 Statistics — Advanced analytics and export
  • 📦 Export — CSV and Excel export for all data
  • 💳 Stripe Payment — QR code and online payment links on invoices
  • ✍️ Electronic Signature — Sign quotes and invoices online
  • 🔄 Recurring Invoices — Automated recurring invoice generation
  • 👥 Client Portal — Dedicated frontend dashboard for clients
  • 🏢 SIRET Lookup — Auto-fill company info from the SIRET/SIREN registry
  • 🚚 Delivery Notes — Generate delivery notes linked to invoices
  • 📝 Contracts — Full contract management with e-signature workflow
  • ⏱️ Time Tracking — Track time per client and convert to invoice
  • 🌐 Online Quotes — Shareable quote links your clients can accept online
  • 💬 SMS & WhatsApp — Send invoice and payment notifications by message
  • Advance Payments — Manage deposits and advances on quotes
  • 🔁 SureCart Integration — Sync SureCart orders as invoices
  • 🛒 WooCommerce Integration — Auto-generate invoices for WooCommerce orders
  • 💾 Backup — Automated backups with cloud storage (FTP, S3, Dropbox) and cron scheduling

Key Features

  • Quotes Management: Create and manage quotes for your clients. Track status and convert accepted quotes to invoices with one click.
  • Invoices Management: Generate professional invoices with customizable templates, partial payment tracking, duplication, and overdue detection.
  • Expenses Tracking: Record and categorize business expenses. Attach receipts and generate detailed reports.
  • Partial Payments: Record multiple payments per invoice with a running balance and automatic status progression.
  • Templates: Save invoice and quote templates for fast, consistent document creation.
  • E-Invoicing: FacturX / CII / UBL generation for regulatory compliance and PDP submission.
  • Dashboard Analytics: Revenue overview, top clients, overdue amounts, and cash flow chart.
  • Global Search: Instant full-text search across all records with keyboard shortcut.
  • Dark Mode: Full dark mode support on all screens, toggled per user.
  • Secure & Reliable: All REST endpoints protected with nonce verification, capability checks, and input sanitization. Monetary data encrypted at rest.
  • Modern Interface: Built with Vue 3 and Tailwind CSS — fast, responsive, works on any screen size.

License

myEasyCompta is licensed under the GPLv2 or later. For more information, see https://www.gnu.org/licenses/gpl-2.0.html.

Contributing

If you would like to contribute to the development of myEasyCompta, please visit our GitHub repository and submit a pull request.

Credits

  1. Upload the plugin files to /wp-content/plugins/my-easy-compta, or install through the WordPress plugins screen.
  2. Activate the plugin through the “Plugins” screen in WordPress.
  3. The setup wizard will launch automatically on first activation.
  4. Follow the wizard to configure your company details, currency, VAT, and invoice numbering.
  5. Start creating quotes, invoices, and tracking your finances.

Upgrading from v1.x:
Database migrations run automatically on the first admin page load after upgrading. All existing data (clients, invoices, quotes, payments, expenses) is preserved. No manual action required.

سوالات متداول

What are the minimum requirements?
  • WordPress 6.2 or higher
  • PHP 8.0 or higher
  • MySQL 5.7 or higher (or MariaDB 10.3+)
Does myEasyCompta replace my accounting software?

myEasyCompta is designed for invoicing, quoting, and expense tracking directly inside WordPress. It is not a full double-entry bookkeeping system. For complex accounting needs, use myEasyCompta alongside your accounting software — the Export addon provides CSV/Excel files compatible with most tools.

Is my data secure?

All monetary fields are encrypted at rest using AES encryption. All REST API endpoints require WordPress authentication and nonce verification. No data is sent to external servers (except for addon licence verification).

Is myEasyCompta compatible with my theme?

myEasyCompta runs entirely in the WordPress admin area and does not affect your public theme. The client portal addon adds a frontend page, which is theme-compatible.

How do I upgrade from v1.x to v2.0.0?

Simply update the plugin through WordPress. All database migrations run automatically. Your data is untouched. We recommend taking a backup first (the Backup addon can help with this).

Where can I get support?

Visit myeasycompta.com or open a ticket from the Support tab inside the plugin settings.

How can I contribute?

Submit a pull request on our GitHub repository.

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قیمت:

رایگان

نگارش

2.1.0

آخرین انتشار

18 اردیبهشت 1405

آخرین بروزرسانی

3 ماه پیش

نصب های فعال

40+

نگارش وردپرس

وردپرس 6.2+

تست شده از نسخه

وردپرس 6.9.4

نگارش PHP

PHP 8.0+

نسخه ها

1 نسخه