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Seb

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Posts posted by Seb

  1. 8 hours ago, SHAIK ABDUL SAMEER said:

     

    Thanks for your question.

    What i believe sending the plan text format to the email always risky or security breach for customer. Upmind does not store any passwords and when customer requested new password it will directly connect the cPanel API and generate

    That's right - we basically made a design + security decision to not ever store passwords. And where we store any credentials it wouldn't be exposed to clients or accessible via the api.

  2. Just to explain this a little more as what's being asked for here

    - You can at the moment order hosting (or any service that requires a domain name) using either a domain lookup (DAC) 

    - Clients can alternatively override the DAC by clicking 'Use an existing or external domain' (see screenshot). They can then enter their own subdomain.

    What this request is basically for is for us to put in restrictions on what that custom domain name can be. 

    So we can have a rule which says it must be [xyz].domain.com

    However, I'm not sure how we would do availability lookups on this - so I guess we would accept anything and then afterwards if it is rejected they would have the opportunity to try another?

    Screenshot 2023-11-02 at 12.13.15.png

    Screenshot 2023-11-02 at 12.14.01.png

  3. Just adding some transparency on payment gateways and process here

    We've got a new team member starting in December who will lead payment gateways and our goal is to open source payment gateways in the same way we have done it for provisioning configurations. This means that anyone will be able to write modules for different gateways that we don't have first party integrations for.

    • Like 4
  4. You can 'delete' a client account, and you can also disable their login (under settings -> security) but we wouldn't by default have a client account status

     

    However, you can create a custom client field (settings -> client fields) and create one for admin only called status? You could then filter the clients based on that custom field. 

  5. So the way we've designed this to do this is to take the monthly report and then just add it as a journal entry

    Basically there are two journal entries

    - Invoices raised, and payments in, then balanced against customer balances (Accounts repayable) and amounts outstanding (accounts receivable)

    - Deferred revenue vs recognised revenue

    We don't have automation for posting that to Xero or Quickbooks yet but what most people do is just take that manual journal and post it once a month

    Alternatively you could post every single invoice (and the get invoice from the reports - invoices). But to do that you're basically doing cash accounting, rather than accrual accounting. Does that make sense?

    We'll put some guides and examples together on this soon

    • Like 1
  6. That error occurs if there is a block against the IP accessing it. We have firewalls that block based on different activity based on certain timeframes. It's pretty rare for a block to happen to an actual user. If you message us your IP address when this occurs we can check the logs  - but all our blocks are typically temporary for a few minutes at most anyway

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