Home

Secretary Documentation

Secretary is a Joomla 6 component for running a small business's back office: invoicing, contacts, products, time and project tracking, and reporting. This documentation covers how the component is organized and how to use each section, from the admin backend at /administrator/index.php?option=com_secretary.

For installing the extension, local development, packaging, and linting, see the project README.

Contents

• Concepts - the core ideas (Business, Folders, record types) that everything else builds on
• Dashboard - the landing page after login
• Documents - invoicing and accounting, the most-used part of the component
• Contacts - customers, employees, and suppliers
• Products - inventory/catalog items
• Time Management - events, projects, and locations
• Reports - revenue and activity reporting
• Categories (Folders) - the folder trees behind Documents, Contacts, Products, and more
• Settings - component-wide configuration and access control
• PDF generation - installing mPDF or Dompdf so Preview, Email, and PDF export work