[WordPress] 外掛分享： Manfi Expense Tracker

內容簡介

Manfi Expense Tracker 是一款專為中小型企業、自由工作者和代理商設計的商業管理及單一記帳平台。它提供直觀的現金追蹤、客戶/供應商管理及專業 PDF 發票生成，幫助用戶高效管理財務。

【主要功能】
• 互動式 React 控制台：流暢的單頁應用介面，便於即時輸入與檢視
• 收入管理與 GAAP 財務報告：追蹤手動收入及發票支付
• 層級分類與子分類：將收入與支出分類組織成樹狀結構
• 可搜尋標籤與分類選擇器：現代化的搜尋選擇器，便於交易輸入
• 實時 Google Sheets 整合：自動化的 CSV 資料流
• 專業發票管理：生成可自訂的優雅發票

外掛標籤

開發者團隊

原文外掛簡介

Manfi Expense Tracker is a next-generation business management and single-entry bookkeeping platform designed for small-to-medium businesses (SMBs), freelancers, and agencies. Powered by a modern, high-performance React dashboard, it streamlines your daily cash tracking, client/vendor management, and professional PDF invoicing workflows.
Whether you are tracking daily operational expenses, managing multiple bank and mobile financial accounts (like bKash), or generating fully-customized invoices for your clients, Manfi Expense Tracker provides a secure, intuitive, and extremely fast visual interface.
Main Features

Interactive React Dashboard: A sleek, fluid single-page app interface for instant entry and review.
Income Management & GAAP Financial Reports: Track direct manual income and invoice payments with complete Profit & Loss / Income vs Expense financial performance reports.
Hierarchical Categories & Subcategories: Organize both income and expense categories into nested parent-child structures with tree indentation and drill-down analytics.
Searchable Tag & Category Pickers: Modern searchable selectors with instant inline ‘+ Add New’ creation modal for frictionless transaction entry.
Real-Time Google Sheets Integration: Automated live CSV feed streams via =IMPORTDATA() and background Webhook pushes.
Professional Invoice Manager: Generate elegant BDT/USD invoices with customizable daily budget rates, exchange rates, discounts, and tax (VAT/GST) computations.
Instant PDF & Public Sharing: Save invoices locally as beautiful PDF files (using Dompdf) or share public, non-cached payment links.
Unified Financial Accounts: Link and track balances across multiple bank accounts and mobile wallets.
Client & Vendor Directories: Fully-integrated customer and vendor databases to quickly link transactions and manage contact information.
Smart Budget Management: Set weekly, monthly, and yearly budget limits per user, and receive automatic admin notifications and email alerts when limits are exceeded.
High-Fidelity Exports: One-click full report exports in CSV, Excel (.xlsx), and PDF formats.
Role-Based Access (RBAC): Fine-grained user capabilities ensuring team members, managers, and administrators only access allowed sections.
Gutenberg Blocks & Elementor Widgets: Easily display budgets, dashboard, or expense entries on the front-end with native Gutenberg blocks and custom Elementor widgets.

Road Map: Future Enterprise Scope
To support growing businesses, Manfi Expense Tracker is actively developing features to evolve into a full-scale, intelligent ERP and bookkeeping system inspired by QuickBooks and Tally Prime:
Phase 1: GST/VAT Tax Compliance & Payment Gateways

Automated Input Tax Credit (ITC) vs. Output Tax Liability trackers.
Net tax liability calculation dashboards for easy monthly returns.
Direct checkout links (SSLCommerz, Stripe, PayPal) integrated on public invoice pages.

Phase 2: Double-Entry Bookkeeping & Daybook

True Chart of Accounts (CoA) with nested asset, liability, equity, income, and expense ledger groups.
Journal Vouchers (JV) screen with automatic debit/credit balance validation.
Classic accounting outputs: Trial Balance, real-time Profit & Loss statement, and a Balance Sheet.
Dynamic Daybook to audit chronological daily receipts and vouchers.

Phase 3: Next-Gen Agentic AI ERP Integration

Intelligent Receipt OCR (LLM + Vision): Upload a receipt photo, and our background AI Agent automatically parses Vendor, Date, Amount, Currency, Taxes, and logs the expense under the correct category.
Conversational Accounting Assistant: A natural language dashboard to query your financial database (e.g., “How much did we spend on social media ads compared to last quarter?”).
Automated Anomaly & Fraud Detection: Background checks to flag SaaS double-billings or abnormal spending.
Smart Accounts Receivable Agents: AI payments follow-up draft generation based on client settlement behaviors.

Phase 4: Stock, Inventory & Payroll

Physical inventory tracking with Unit of Measure (UoM), cost rates, and automated FIFO or weighted average stock valuation.
Full-scale payroll with employee payslips, salary structures, and reimbursement claim approval portals.

Shortcodes

[manfiet_expense_tracker] – Render the unified expense tracker dashboard on a front-end page or post.