myEasyCompta

Descripción

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

• Author: Moez BETTOUMI
• Website: https://moezbettoumi.fr
• Donate: https://buymeacoffee.com/mizou1253