User Documentation
Technical Documentation
Walkthrough Video
Click here to view the walkthrough video, which goes over setting up and using the application.
Setup & Installation
ATOS requires PHP7+ and SQLite3.
If You Have PHP7 Installed Locally
- From Github, download the latest release ZIP file
- Unzip it to your local machine into a writable folder
- From the command line, go to the ATOS directory and launch the PHP server:
php -S localhost:9001
- You can now access ATOS from any web browser at
http://localhost:9001.
If You Donāt Have PHP7 Installed
Do the following then follow the above directions:
- On Mac:
brew update && brew install php && brew link php
- To update an existing version of PHP:
brew update && brew upgrade php && brew link --overwrite --force php
- You can test your machineās version of PHP from teh command line using
php -v
Update Your Default Settings (Optional Step)
Open settings.sample.php and update the values as needed. Optionally rename it to settings.env.php, otherwise ATOS will do that for you.
Important Notices
Deploying ATOS To The Web
ATOS was always meant to be used locally. While there shouldnāt be any problems deploying it, I donāt recommend allowing anyone to access it who you donāt trust. There is no concept of āusersā in the platform, so anyone with access to the platform will be able to do whatever they want with your data.
Optimized Viewing Experience (Sorry, No Mobile)
This software was never optimized for mobile; in fact, it was intended to be used with relatively large resolution displays.
Updating Your Logo
You can add your logo to outgoing invoices by simply replacing assets/logo.png in the main directory of the project with your actual logo.
Saving Invoices, Reports, and Tax Documents
If you plan on generating and saving generated documents locally (which I recommend you do), you will need to make sure the _generated and _vault directories are writable: chmod 0755 _generated && chmod 0755 _vault.
Invoices/ and taxes files are saved as HTML. Most computers have reasonable Print as PDF options now; please use that feature to print a PDF if required. ATOS hard codes styles, so changing assets/invoiceStyle.css or assets/taxStyle.css wonāt affect already saved invoices.
Daily Automated Backups
Added in v0.6.1.
Note that if you input information within the settings file for the backup FTP server, ATOS will automatically create a daily backup of your SQLite database (assuming you load ATOS once per day).
Language Files
You can customize some of the language that isnāt on templates using the includes/language.php file.
If you happen to translate the application, please share it with the community!
Templates Files
You certainly donāt need to, but if you want to, feel free to thinker with all of the templates in the templates folder.
Please see the docs for a list of available variables for each template.
If you happen to make a new theme, please share it with the community!
phpLiteAdmin
For your convinience, ATOS ships with phpLiteAdmin. You can access that from http://localhost:9001/db.
ATOS will automatically attempt to run migrations at first start up. On the off chance that migrations fail, you can use phpLiteAdmin to manually execute the contents of db/migrations.sql.
Core Concepts
These cover anything you can directly interact with/manage using the software:
- Company: every project has a company being billed (client) and a company doing the work (contracted party). In ATOS, the concepts of companies cover both, meaning that you need to add your own company (you are the contracted party), as well as all of your clientās company information. Adding both together gives you the flexibility to bill out as separate entities, but keep all of your finances in one place. (See āATOS landing pageā)
- Documents: the application allows you to generate and save things like invoices, reports, and tax estimations. Documents are where you can find all of the generated/saved items.
- Project: this is a group of collections (ie tasks) that you are billing against. A project can span multiple collections, invoices, etc.. You must have a project to create tasks, and you need companies to create a project. (See āATOS landing pageā)
- Project Link: A link associated with a project.
- Project File: An uploaded file associated with a project.
- Collection: tasks are added to collections, and then collections are used to generate invoices. You can think of these as āsprintsā, but the overall goal of a collection is to combine tasks together that are billable over the same period. (Select your project to view and collections)
- Task: this is a generic term for any task you completed for a specific project. Tasks are lumped into collections, and collections are billed out based on the task statuses within the collection. (Select your project to view and collections)
- Rate Type: you can bill different amounts based on what you are doing. For example, you might charge $50/hour for one service but $80/hour for another. You set this using āRate Typesā. Each rate type is then assigned to a task, and that task is billed out at the appropriate rate. (See āSettingsā)
- Type: this is a description way of explaining what kind of task this is. For example, you may want some tasks to be coding related, while others are just meetings. In either case, both may be billable, but they are fundamentally different uses of your time. Task types simply help you differentiate between what type of work you did for that task. (See āSettingsā)
- Status: this controls the āstateā of the task. Each status can be consider āopenā or ācompleteā, as well as ābillableā or ānot billableā. For example, you can set a āRejectedā status to be considered ācompleteā but it wonāt be billed to the client. (See āSettingsā)
- Invoices: an invoice is the final output of a collection. When you generate an invoice, any task in the collection being invoiced with a status set to ābillableā and ācompleteā will be included and billed according to the taskās rate type.
- Taxes: Tax year covered by ATOS. Each tax year can have different filing strategies and regions.
- Money Set Aside: During the months between estimated tax payments being due, this allow you to track where you are keeping that money. For example, your savings account or a stock.
- Tax Deduction: Any amount that comes directly out of your base income to figure out your taxable income. For example, the US Federal standard deduction.
- Tax Adjustment: Any income outside of ATOS that will add to your total taxable income. For example, capital gains taxes of 15% on $5,000 in stock earnings.