Plugins Directory » Finance

17209 Author: Kirill Bezrukov (RedmineUP)
Website: https://www.redmineup.com/pages/plugins/finance
Code repository: -
Registered on: 2013-02-24 (almost 5 years ago)
Current version: 2.1.3
Compatible with: Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x
User ratings:   (5)

Redmine Finance Plugin makes managing your finances and accounts simple

Manage transactions, accounts and relations between invoices and operations.

Features:
  • Financial operations
  • Accounts
  • Add watcher to accounts (to receive email notifications)
  • Comments
  • CSV Import/Export
  • Relations between Operation
  • Invoices relation
  • Attachments
  • Translated into 9 languages

Get this plugin


Manage accounts, incomes and outcomes
Finance plugins let you easily see all of your incomes and outcomes and monitor assigned corporate accounts. You can manage approval or disapproval of operations. Each income or expense can be assigned to a certain stream or category, what makes keeping track of finances easy and clear.


Set relations between operations
Now you mark relationships between individual transactions and invoices. It makes tracking of certain expenses, like for example business trips' expenses easy. What is more tracking a type of payments - like cash payments is easy, so you can see what money have been spent for.


Finance planning
Plan your company’s finances and payments in calendar. Don’t worry about the balance right now, as the accounts won’t be affected until the planned date of operation.


Easy approval processes
We enabled you to bulk edit multiple incomes or spends to quickly set approval or disapproval status.


Screenshots


Changelog

2.1.3 (2017-07-07)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Redmine 3.4 support

2.1.1 (2016-08-17)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • New operations import added

2.1.0 (2016-06-17)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Operation category hierarchy
  • Operation types income/outcome
  • Fixed reversed comments error
  • New Redmine styles compatibility

2.0.1 (2015-12-03)

Compatible with Redmine 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Fixed major currencies bug
  • Search form on index page was repared
  • Fixed bug with saving custom_field values

2.0.0 (2015-06-16)

Compatible with Redmine 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Redmine 3 support
  • Custom fields fixes for Redmine < 2.5
  • Fixed adding approved operations
  • Chinese translation (zhoutt)
  • Spanish translation (Franco Iacomella)

1.2.1 (2014-11-10)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Operations calendar view
  • Custom field styles
  • Add new account link to operations list
  • Fixes with invoice links from project without finance module
  • Invoice links fixes
  • Fixed notification bug
  • Manage planned operations

1.2.0 (2014-10-02)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

  • Operations approval
  • Calculate account balance by operations
  • Saving queries
  • Select finance menu item on import
  • Added new permissions for adding operations
  • Fixed edit own operation permission check

1.1.2 (2014-08-29)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Show in top and app menu setting fixes

1.1.0 (2014-05-03)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Default currency from CRM plugin
  • Assignee for operation

1.0.9 (2014-02-25)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Polish translation (Szymon Anders)
  • Redmine 2.5 support

1.0.8 (2014-01-10)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • Check for account and category in use
  • Last year added to filters

1.0.7 (2013-11-16)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

  • REST API for operations
  • Email notifications for operation comments
  • Fixed recalculation on changing account for the operation

1.0.5 (2013-09-20)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Added Slovak translation by Martin Bucko
  • Fixed bug with PostgreSQL

1.0.4 (2013-07-03)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Fixed bug with show operation for light version
  • German translation by Sebastian Kriesmer
  • Cross-project contacts relations
  • Only companies could be operation contacts setting

1.0.2 (2013-04-05)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Hungarian translation (Márk Sági-Kazár)
  • New CRM plugin (3.2.1) support

1.0.1 (2013-02-26)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Fixed invoices support
  • Fixed money gem requirements

1.0.0 (2013-02-25)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

  • Financial operations
  • Accounts
  • Account watching (email notifications)
  • Comments
  • PRO - CSV Import/Export
  • PRO - Operation relations
  • PRO - Invoices relation
  • PRO - Attachments

User ratings

  by Marek Kielecki about 1 year ago

great payment calendar

  by Szczepan Ordiński about 1 year ago

Easy to use also for nonaccountants.

  by Greg Lewsza (RedmineUP) over 1 year ago

  by Dmitry Kabanov almost 3 years ago

  by cody liou over 3 years ago

Very good Plugin,Is to increase status functions, like "New,Billed,Unapproved,Approved,Paid"