BePro Finance

When the goal is to simulate real world accounting in your online activities, BePro Finance is the only wordpress solution.

This plugin allows you to manage accounts for the purpose of tracking units. These units can be currency or anything else that you decide. This product offers several base and configurable account types then records transfers to and from them. BePro Finance is very extendable making it integrate-able into your already running system. Uses include  solutions like, donations, membership sites, invoices, and eCommoerce

How it works

There are two versions of this plugin. Version 1 is 100% free and handles the majority of most customer needs. All accounts are grouped under, income, bills, requests or expenses. The money listed under expenses is yours (used up within your system). Bills are simply invoices that the user can pay.  Requests are directed to the site owner and facilitate the ability for customers to withdraw funds from the system.  Lastly, income is all of the money ever received by that customer. Currently paypal is offered for payment processing.

Each transaction is recorded including:

• Which account the money came from
• Which account is it being sent to
• The reference ID (if applicable)
• The user associated with the account (if applicable)
• the amount being transferred
• The user information of the person executing the transfer including ip address

Note that users receive notifications of each transaction including changes to their financial records. This plugin handles product checkout and event details for all transaction. This allows you to send the user over to this plugin with all of the checkout information then let this system handle the rest. It also gives your customers a place to get all transaction history placed anywhere on your site via short codes.

The admin

From the admin you can monitor all account activity. You can also respond to requests from users to have their money leave the system. You are free to create a new instance of any of these account types like for e.g new income record or new expense record.

Information can be exported by, user, account type, or all data within a date range. This allows you to keep hard records of account activity. The exported data also includes the admin user who most recently manipulated any account transaction.

Other than income/expense and paypal, account types and restrictions are completely unique to your installation.

What the customer sees

The customer sees their account activity at the account level you allow. So if the user is only allowed to see income as a general account but you have 7 different types of income accounts, the user simply sees the total income activity.

The account information that they see is ajax based so no need to worry about page loads. The user is able to search throughout time. The can see exactly which account they sent money to, when, and all of the other important transaction details. The can also transfer funds into all accounts you designate for withdrawls and deposits.

The user can also make “Requests”. This occurs when a user tries to withdraw money to an external account. This gives you the chance to transfer the funds to the user and update the status to complete at your convenience.

Security And Tracking

This product utilizes multiple balances and checks to identify issues before they occur. On a worse case level, the product records all activity both by the admin and by the users. From these activity logs, most issues can be tracked. For more security we recommend using our Beyond Programs Remote Monitoring Plugin.

You must be logged in to use any of the features within this system. This includes the searching functionality when referencing other components within your system which accounts are related to.

For the Developer

The plugin is setup on a class architecture. This allows for easy extension via hooks, in fact we have add-on’s for this plugin. This makes it easy to integrate this plugin into whatever setup you already have on your site.  Simply call the functions within this plugin to get information regarding the users and accounts.

The plugin also has hooks for before and after transactions. During any transaction, your designated functions can be executed when you need. This allows you to prepare important information like summaries, descriptions, recommendations etc regarding the transaction.

It was mentioned above that the database structure also allows for the integration of other plugins. The system allows you to save a url for the purpose of referencing the names of your components via ajax during checkouts. This helps integrate the Beyond Programs Finance plugin fully with any other component.

The functions

A lot of the processing is limited by date and page to reduce the impact on your system. In addition, most functions have a “count” input option, to ascertain totals regardless of time and page limits. Also the type functions have multiple options to help quickly figure out exactly what capabilities are allowed.

Version 2.0 Differences

There are two major releases of this plugin, one is 100% free and other other isn’t. Version 2.0 anticipates the following:

• that the user is depending on this plugin as a major source of financial information.
• There will be a large utilization of the financial system 10000+ users per day.

Some of the major version 2 enhancements are

• the ability to manage unlimited account types and configure them however you need.
• Also, the system is configured differently, creating a completely new layer in the database. This new layer holds the most requested information in summary form, like total available funds, expenses etc.
• This version also features more configurations regarding how the system operates and processes funds
• Remote auditing is only possible with this version of the plugin
• Ability to setup accounts which users can see and others which they cannot.
• Ability to setup accounts types with external capabilities like tracking paypal payments and others for internal use only.
• Ability to setup account types that query other functions and applications in your system.
• Payment limitations depending on its setup. You can have, minimum required, designated one time only, multiple, and even ranges for customer payments.

Things to Note

• This solution does not mange the distribution of funds. It tracks up to the state where the user requests the money from you. It is up to you (the site owner) to distribute the funds to the user and then record the result in the system.
• This product is available under various licenses. These licenses range in restriction from free use to strict.
• Version 1.0 has the following account types only, income, expenses, bills, and requests.
• We offer implementation services to configure the system to your specific needs.
• The total usable  funds by a customer is always a calculation or income – expenses.