Bookkeeping Practice Portal
A monthly cycle register for a bookkeeping practice. One period per client per month, the bundles of records as they come in, the findings raised against them, and the filings made at the end. Built round the month rather than round the job, because a month is how a bookkeeper actually falls behind: the screen you want is the one listing every client whose month nobody has started yet.
Overview
A month at a time, for every client on the books
What it manages
- Clients — 8 fields
- Periods — 8 fields, with a printable PDF
- Records in — 8 fields
- Findings — 8 fields
- Filings — 8 fields
Included
- Full source code, nothing encrypted
- Runs on ordinary cPanel hosting, no Composer or npm step
- Installation guide written for a non developer
- Demo data included, and a one click way to clear it
- Your own logo and business details on every printed document
- One period per client per month, and the ones nobody has started
- Record bundles counted in as they arrive, by kind
- Findings and filings kept against the month they belong to
- 6 months support
Requirements
- PHP 8.2 or newer, with the sodium extension (standard on cPanel)
- MySQL 5.7 or newer, or MariaDB
- Apache or LiteSpeed, with the document root pointed at
public/
Dependencies are included in the download, so there is no Composer or npm step. Installation is covered step by step in the included INSTALL.md.
Version history
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