Zarządzanie wydatkami
Śledź swoje wydatki na podstawie klienta i projektu. Wydatki te można kategoryzować i uwzględniać w fakturach.
Kevin Papst
Features
- Record all your expenses and show them in a table view
- The data can be searched- and filtered (see screenshots)
- All (billable) expenses will be automatically included in your invoices
- Negative amounts allow for complex bookings, budget and invoice adjustments
- Manage expenses via API
- Export expenses in: Excel, PDF, HTML
- Support for custom-fields
- Include expenses in Kimai export module
- Import expenses from Kimai 1
Expenses will be assigned to free configurable categories and each category has:
- name
- visibility flag
- default cost
- color
- help text (will be shown when creating an expense)
- description (will be copied into the expense description upon selection)
Each expense has the following fields:
- a date-time
- category (see above)
- user
- project (and customer)
- activity (optional)
- description (free text field)
- the cost (can be hidden for default user, if you use default cost via category)
- an amount (see it as multiplier, use 1 if you want to charge the cost only)
- a billable flag (non-billable expenses will not be added to your invoices)
- an export flag (to make sure, that each expense will be invoiced only once)
If turned on, Expenses count towards budgets and revenue statistics.
Expense summaries are displayed on the detail pages for customer, project and activity.
Invoice calculator
This bundle ships two new invoice calculator:
-
ExpenseActivityInvoiceCalculator
one entry per activity, expenses display description -
ExpenseCategoryProjectInvoiceCalculator
- one entry for each expense category, timesheets are grouped into one entry per project
Importing from Kimai v1
This bundle supports data import from Kimai v1, but you need to imported the other data (like customers) first.
An example for the import command:
bin/console kimai:bundle:expenses:import-v1 "mysql://username:password@127.0.0.1:3306/database?charset=utf8" "kimai_"
Instalacja
Skopiuj pliki
Extract the ZIP file and upload the included directory and all files to your Kimai installation to the new directory:
The file structure needs to look like this afterwards:
Wyczyść pamięć podręczną
After uploading the files, Kimai needs to know about the new plugin. It will be found once the cache was re-built. Call these commands from the Kimai directory:
How to reload Kimai cache
bin/console kimai:reload --env=prod
It is not advised, but in case the above command fails you could try:
rm -r var/cache/prod/*
You might have to set file permissions afterwards:
Adjust file permission
You have to allow PHP (your webserver process) to write to var/
and it subdirectories.
Here is an example for Debian/Ubuntu, to be executed inside the Kimai directory:
chown -R :www-data .
chmod -R g+r .
chmod -R g+rw var/
You might not need these commands in a shared-hosting environment.
And you probably need to prefix them with sudo
and/or the group might be called different from www-data
.
Utwórz bazę danych
Run the following command:
This will create the required database tables and update them to the latest version.
If you see an error like There are no commands defined in the "kimai:bundle:XYZ" namespace.
,
then either the directory has a wrong name (must be var/plugins/ExpensesBundle/) or you forgot to clear the cache (look above).
Aktualizacje
Updating the plugin works exactly like the installation:
- Delete the directory
var/plugins/ExpensesBundle/
-
Execute all installation steps again:
- Skopiuj pliki
- Wyczyść pamięć podręczną
- Update database with
bin/console kimai:bundle:expenses:install
Changelog
Version 2.17.1
Compatibility: requires minimum Kimai 2.17.0
- Rename migration config for compatibility with new plugin installer
- Fix migration warning in newer Kimai versions
Version 2.17.0
Compatibility: requires minimum Kimai 2.17.0
- Category listing always shows fallback color in dots
Version 2.16.0
Compatibility: requires minimum Kimai 2.17.0
- Refactoring: new query types
- Refactoring: use attributes for export service injection
Version 2.15.0
Compatibility: requires minimum Kimai 2.17.0
- Inline Nelmio API Doc configuration
Version 2.14.0
Compatibility: requires minimum Kimai 2.17.0
- Added: new filter parameter for API collection call: users[], customers[], projects[], activities[]
- Added: unify API access permission check
Version 2.13.0
Compatibility: requires minimum Kimai 2.10.0
Fixed: error if category Default
was hidden and no other category exists
Version 2.12.0
Compatibility: requires minimum Kimai 2.10.0
- Added: allow to filter expenses and expense categories from detail page listing
- Added: reload customer/project/activity detail page after expense was created
Version 2.11.0
Compatibility: requires minimum Kimai 2.10.0
- Changed: cache permissions in view
- Changed: support attribute caching in Voter
Version 2.10.0
Compatibility: requires minimum Kimai 2.10.0
- Fixed: use correct base class for migration - removes Doctrine deprecation warning
- Fixed: removed ApiSecurity annotation
Version 2.9.0
Compatibility: requires minimum Kimai 2.10.0
Added: System-Configuration to disable time field
Version 2.8.0
Compatibility: requires minimum Kimai 2.9.0
- Set “now” as pre-filled default value for an expense date
- Remove time field and set to 12:00:00 internally
- Fix “not null” category validator does not highlight correct field
- More DateTime to DateTimeImmutable refactorings
Version 2.7.0
Compatibility: requires minimum Kimai 2.9.0
- Changed: internal DateTime to DateTimeImmutable refactoring
- Changed: replace deprecated RestRoute attribute with SF native one
- Changed: replace deprecated Route vs Attribute annotations
Version 2.6.0
Compatibility: requires minimum Kimai 2.6.0
- Added: calculate “exported” vs. “not exported” statistics and provide for several statistics
- Added: sort invoice entries if “expense category project” grouping is activated
- Changed: re-use “Expenses” translation for configuration
- Fixed: broken “category” translation
Version 2.5.0
Compatibility: requires minimum Kimai 2.5.0
- Changed: create default category if none is existing yet
- Changed: moved some translations to core allowing more languages
Version 2.4.0
Compatibility: requires minimum Kimai 2.1.0
Use annotation type for routes
Version 2.3.0
Compatibility: requires minimum Kimai 2.0.33
Fixed: API pagination compatibility with Kimai 2.0.33
Wypróbuj
Możesz przetestować ten plugin na demo.kimai.org:
Nazwa użytkownika: susan_super
Hasło: password
Zrzuty ekranu
FAQ
These FAQs are provided by the developer of this offer.
Read more about the license for this item here
You can buy the plugin via the Marketplaces 'Lemon Squeezy' or 'Gumroad' and pay with Credit Card or PayPal. Both offer instant access to the purchases.
Support-questions, bug-reports and feature-requests will be answered in this Github repository