A Kimai 2 plugin, which allows to keep track of your expenses based on customer, project and activity. These spendings can be categorized and included in your invoices (generated by Kimai).
You can test it in the “Plugins” demo.
Expenses are sorted into free configurable types (categories). Each type has a:
Each expense has the following fields:
This plugin is compatible with the following Kimai releases:
|Bundle version||Kimai 2 version|
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 like like this afterwards:
var/plugins/ ├── ExpensesBundle │ ├── ExpensesBundle.php | └ ... more files and directories follow here ...
After uploading the files, Kimai needs to know about the new plugin. It will be found, once the cache was re-built:
cd kimai2/ bin/console cache:clear --env=prod bin/console cache:warmup --env=prod
Run the following command:
This will install all required databases.
When logged in as
SUPER_ADMIN, you will now see the expenses administration screen at
If this was successful, you can now think about giving permissions to other users as well.
Before you can start tracking expenses, you will have to create at least one visible category. You will be redirected to the category creation screen if Kimai doesn’t find one.
This bundle ships a couple of new permissions, which limit access to certain functionalities:
view_expense- allows access to the expenses screen
view_expense_other-see other users expenses
edit_expense- edit existing expenses
edit_expense_cost- edit the cost of a single expense (can be deactivated for user, when the category has a default cost)
create_expense- create new expenses
delete_expense- delete existing expenses
manage_expense_category- manage expense types
By default, these are assigned to each user with the role
Read how to assign these permission to your user roles in the permission documentation.
This example is for customers who have a restricted setup and want to provide default costs via the expense types:
kimai: permissions: roles: ROLE_SUPER_ADMIN: ['view_expense', 'view_expense_other', 'edit_expense', 'create_expense', 'delete_expense', 'manage_expense_category', 'edit_expense_cost'] ROLE_ADMIN: ['view_expense', 'view_expense_other', 'edit_expense', 'create_expense', 'delete_expense', 'manage_expense_category', 'edit_expense_cost'] ROLE_TEAMLEAD: ['view_expense', 'view_expense_other', 'edit_expense', 'create_expense', 'delete_expense'] ROLE_USER: ['view_expense', 'edit_expense', 'create_expense', 'delete_expense']
If you want your user to be able to edit the cost and amount add the
edit_expense_cost permission to
After changing the permissions in local.yaml, you need to clear the application cache.
Updating the bundle works the same way as the installation does.
var/plugins/ExpensesBundle/(to remove deleted files)
The overview page of all expenses:
The category management:
You can search through all existing expense records:
When creating a new expense, you can record the following fields:
Records detailed change/audit logs for timesheets, customers, projects and activities and displays them in a per-item timeline.
Create free configurable additional (optional and mandatory) fields for timesheets, customers, projects and activities in various formats.
|Custom CSS plugin||
|Installation & Update support||
|Recalculate rates plugin||