開銷管理

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Kevin Papst
提供者
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_"

安裝

複製檔案

Extract the ZIP file and upload the included directory and all files to your Kimai installation to the new directory:

var/plugins/ExpensesBundle/

The file structure needs to look like this afterwards:

var/plugins/
├── ExpensesBundle
│   ├── ExpensesBundle.php
|   └ ... more files and directories follow here ...

清除快取

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.

建立資料庫

Run the following command:

bin/console kimai:bundle:expenses:install

This will create the required database tables and update them to the latest version.

更新

Updating the plugin works exactly like the installation:

  • Delete the directory var/plugins/ExpensesBundle/
  • Execute all installation steps again:
    • 複製檔案
    • 清除快取
    • Update database with bin/console kimai:bundle:expenses:install

變更記錄

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

體驗版本

如要測試此外掛程式,可前往體驗版網頁 demo.kimai.org:

使用者名稱: susan_super
密碼: kitten

在此處找到更多測試帳號.

使用截圖

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分頁列出的所有已記錄的開銷
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可透過共通於多個 Kimai 介面的搜尋面板來篩選您的開銷
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您新增或編輯開銷紀錄時,可填寫這些欄位
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將開銷分類後,可得到更清楚的總覽與更方便的篩選選項
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您可設定各分類的名稱、成本要素、與簡短說明

常見問題

這些常見問題由本外掛程式的開發者提供。

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

提供者

Kevin Papst

Building Kimai since 2009

如果您有任何問題,請透過以下聯絡資訊直接與此開發者聯繫。
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