Pancake

Created specifically for developers, designers, and all sorts of freelancers, the Pancake CRM is a powerful tool to use when needing a better way of keeping track of projects, clients, and billing hours.

Pancake will provide a password-protected dashboard which will help professionals setup projects, add clients, track the time spent on each project, and then issue invoices for their work.

Additional support is also included for project proposals and estimates, along with a full-on ticketing center for already running projects.

Pancake also comes with a very comprehensive and extended options panel, where each professional can customize the app's settings and working mode according to its domain of activity and client types.

Pancake can be adjusted to work with very large userbases, in case your using it for your company, or with smaller number of customers, in case you're working from home all by yourself.

This will help in providing the best experience for your clients, always keeping them in the loop, but also properly billing your work as well.

What is new in this release:

• Fixes an issue with accessing the client area.

What is new in version 4.7.12:

• Adds a "Payments per Payment Method" report.

What is new in version 4.7.9:

• Improvement:
• You can now reorder milestones in projects.
• Bugfixes:
• Fixes an issue with importing large CSV files on some server configurations.
• Fixes an issue with the order of tasks and milestones in project templates. This doesn't fix existing project templates, only new ones.
• Fixes an issue that prevented adding notes or editing tasks immediately after creating them with the quick-add functionality.
• Fixes an issue with the nginx configurations that are included with Pancake by default.

What is new in version 4.7.6:

• Fixes an issue with reporting errors that occur while Pancake is still loading.
• Fixes a backward compatibility issue with some old custom themes.
• Fixes an issue with viewing in-app notifications.

What is new in version 4.7.4:

• Fixes several issues with searching in Pancake.

What is new in version 4.7.0:

• Feature:
• New Error Logger and Reporter (send errors directly to Pancake Support with a single click).
• Improvement:
• Searching for a client's name now brings up their invoices, estimates, proposals and projects.
• Can now search for clients based on their address (Searching for "United Kingdom" will bring up all clients that have "United Kingdom" in their address field).
• Adds the ability to import clients with existing credit balances.
• Adds plugin hooks to control the search page, the projects list page and the clients list page, as well as control whether a client can download invoice files before paying or not.
• Adds plugin hooks to run code in the cron.
• Changes the default client area URL from "clients" to "client_area", to avoid confusion when Pancake is installed in a directory called "clients". This only impacts new installations; existing installations will not be touched.
• Can now select a custom currency as your default currency.

What is new in version 4.6.10:

• Bugfix:
• Fixes an issue that could cause a "division by zero" error in the dashboard.
• Fixes an issue with converting currencies with incorrect currency codes.
• Fixes an issue that could cause sub-sub-tasks not to display in the task list.
• Improvement:
• Improves the color of invoice/estimate PDFs, for printing.

What is new in version 4.6.5:

• Bugfix:
• An issue that could prevent the custom language file from being loaded.
• An issue with viewing proposals with estimates attached to them.
• Improvement:
• When searching, Pancake now searches proposals' contents in addition to their title.

What is new in version 4.5.8:

• Improvement:
• Adds a new /fetch method to the invoices API that lets you grab information about any invoices/estimates.
• Invoice CSV Exports now display all payments specified in the payment plan, as well as all invoice items.
• If an estimate is associated with a project, its line items will now be appended to that project when the estimate is accepted, instead of it creating a new project.
• Bug fixes:
• An issue that caused ticket costs to be displayed incorrectly in the admin area.
• An issue that caused the plugins store to sometimes not show all available plugins.
• An issue that could cause project tasks to be created twice.

What is new in version 4.5.4:

• Bugfix:
• If Pancake can't find a translation for a piece of text in a non-English language, it will now display that text in English.
• Fixes an issue that caused problems with loading Pancake via HTTPS.
• Fixes an issue with the display of project/task information in timesheet PDFs.
• Fixes an issue with the display of the timesheet table in PDFs.
• Fixes an issue with the display of invoice details in PDFs.
• Converting an estimate to an invoice now takes into account your default due date settings.

What is new in version 4.5.2:

• Bugfix:
• Fixes an issue with proposal section titles containing nothing but whitespace.
• Fixes an issue with the display of client names in proposals.
• Fixes an issue with sending invoice emails.
• Fixes an issue with generating invoices from projects.
• Fixes an issue that prevented clients from seeing the default support ticket priorities if they didn't have any support rates associated with them.
• Fixes an issue that caused clients to see the default business identity in payment pages, instead of the business identity they are associated with.
• Fixes an issue with importing Bamboo exports.
• Fixes an issue with setting the "Can send this invoice to the client" permission for general users.
• Fixes an issue that prevented General Users from accessing the Clients page.

What is new in version 4.5.1:

• Improvement:
• Can now import IIF files.
• Bugfix:
• An issue with the display of variable data in emails.
• An issue with the display of pages in proposals.

What is new in version 4.4.11:

• Fixes an issue with creating invoices.

What is new in version 4.4.8:

• Improvements:
• Adds plugin hooks for customizing the display of line item descriptions for time entry items.
• Completed tasks no longer appear in the "Timers" menu.
• The "Timers" menu no longer appears if you don't have any projects.
• Bugfixes:
• Fixes an issue that caused an error while generating PDFs of proposals.
• Fixes an issue that prevented centered images in a proposal from appearing in the PDF.
• Fixes an issue that required task notes to be a number when importing tasks.
• Fixes an issue with tasks assigned to a General User not being visible to that user automatically.

What is new in version 4.4.5:

• Fixes an issue with the display of client names.

What is new in version 4.4.3:

• Improvement:
• Can now easily see the number of any ticket in the ticket system.
• Can now specify in your settings when you want paid support ticket invoices to be sent to your clients.
• Bugfix:
• An issue with running Pancake in PHP 5.5.
• An issue with displaying the date and time of the latest reply to a ticket.
• An issue with the default settings after installing Pancake.
• An issue with the appearance of the navbar.
• Several issues with untranslatable words to make it easier to translate Pancake.
• Several issues with importing invoices with multiple taxes using the Bamboo Invoices Importer.

What is new in version 4.4.2:

• Fixes an issue with updating to Pancake 4.4.0.

What is new in version 4.3.10:

• Fixes an issue that could prevent Pancake from installing correctly.

What is new in version 4.3.7:

• Improvement:
• Adds the ability to specify whether you want your business name to appear alongside your logo or not.
• Adds the ability to specify a brand name for your business identity.
• Adds the ability to specify separate billing and support email addresses for each business identity.
• Adds the ability to use negative values in reusable invoice items.
• Adds the ability to edit users' usernames.
• Bugfix:
• Fixes several issues with untranslatable words to make it easier to translate Pancake.
• Fixes an issue that prevented Pancake from sending payment notifications when using the "Add Payment" option.
• Fixes an issue with recurring invoices' due dates.
• Fixes an issue that could prevent clients from accessing the client area.

What is new in version 4.3.6:

• Bugfix:
• Fixes an issue with editing invoices that use multiple taxes.
• Fixes an issue that could cause Pancake to display "Unpaid: $0.00" in paid invoices.
• Fixes an issue with the display of partial payment amounts in invoices.
• Fixes an issue that could cause Pancake to create payment parts for $0.00 when adding payments to invoices.

What is new in version 4.3.5:

• Fixes an issue with creating new invoices.

What is new in version 4.3.2:

• Fixes an issue that caused problems with running Pancake on MySQL versions lower than 5.5.3.

What is new in version 4.2.7:

• Fixes:
• An issue that could cause problems installing Pancake.
• An intermittent issue that could cause some people to have problems with their business identities.

What is new in version 4.2.5:

• Improvement:
• Improves Pancake's appearance.
• Bugfix:
• Fixes an issue with the size of logos on some client-accessible pages.
• Fixes an issue that could cause problems with updating from Pancake 3.1 or lower.
• Fixes an issue that caused problems with some third-party themes.

What is new in version 4.2.4:

• Improvements:
• Compatibility installing Pancake on several different server configurations.
• Adds the ability to sort/filter expenses.
• Bugfix:
• An issue that caused errors when trying to access a task's discussion page.