Expenses plugin

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 (see Custom-fields plugin)
• 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)

Permissions

Pre-defined permissions are assigned to all default user roles.

The following restrictions are in place for accessing other user’s data:

• can only be seen by users who own the view_other_timesheet
• users that own the view_expense permission but NOT view_other_timesheet will only see own expenses
• the visible data for non-admin users (permission view_all_data) is limited by team assignments

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_"

You can buy this item from the developer with a regular EU-invoice or via Gumroad (platform for selling digital goods). Please create an account during your purchase to receive software updates. Read more about the license and purchase options.

Every customer gets free access to a private GitHub repository (like a forum) for support and access to the latest updates. Sent your GitHub username and your purchase receipt to kevin@kevinpapst.de and you will receive an invite soon!

Compatibility

Plugins should always be compatible with higher Kimai versions, the following list contains the plugin version and the required minimum Kimai version.

Copy files

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 ...

Clear cache

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:

bin/console kimai:reload --env=prod

rm -r var/cache/prod/*

You might have to set file permissions afterwards:

chown -R :www-data .
chmod -R g+r .
chmod -R g+rw var/
chmod -R g+rw public/avatars/

Create database

Run the following command:

bin/console kimai:bundle:expenses:install

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

Updating the plugin works exactly like the installation:

• Delete the directory var/plugins/ExpensesBundle/
• Execute all installation steps again:
  • Copy files
  • Clear cache
  • Update database with bin/console kimai:bundle:expenses:install