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Plugins Directory » Finance

Author: Kirill Bezrukov (RedmineUP)
Website: https://www.redmineup.com/pages/plugins/finance
Code repository: -
Registered on: 2013-02-24 (almost 12 years ago)
Current version: 2.1.10
Compatible with: Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x
User ratings:   (20)

Redmine Finance Plugin helps to manage accounting operations and finances.

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: English, German, Spanish, Hungarian, Polish, Russian, Slovak, Chinese, Chinese (Taiwan)

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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


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Changelog

2.1.10 (2024-05-13)

Compatible with Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x.

  • Added relation between expenses and operations
  • Added assigned name, list of invoices and relations to the operation API
  • Added encoding and separator selection for operations CSV export
  • Updated CSV export format to match Redmine standard
  • Fixed the datetime field format in the operations form
  • Fixed the group styles of the form in the operations index

2.1.9 (2024-02-15)

Compatible with Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x.

  • Dropped Redmine 3 support
  • Updated Hungarian translation (Krisztian Engi, Lilla Basilides)
  • Fixed expanded icons
  • Fixed translation for CSV export

2.1.8 (2022-04-20)

Compatible with Redmine 5.0.x, 4.2.x, 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x.

  • Redmine 5.0 compatibility

2.1.7 (2020-03-18)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Redmine 4.1 support
  • Linked operaions approvement
  • Fixed project filter bug

2.1.6 (2019-08-02)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Invoices and Finances integration new
  • Brazilian Portuguese translation (Henrique Lobo)

2.1.5 (2019-01-29)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.1.x, 3.0.x, 2.6.x.

  • Fixed new mailer single user sending
  • Fixed context menu icons
  • Fixed account CF save bug
  • Fixed check/unchecl all bug

2.1.4 (2018-09-21)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

  • Add checking presence of accounts
  • Redmine 4 support
  • Fixed filter "Contact" for Operations

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 Alexey V about 2 months ago

  by Ilya Cherevkov 10 months ago

  by V K about 1 year ago

Z

  by Viktor Sobchak almost 2 years ago

Stop donate Russia! They virtually moved to Armenia... this purchase give money to Russia for war!

  by Vladimir Borzov about 2 years ago

By buy this plugin you give money to Russia for war!
Don't do it and save lives!!!

  by Yuriy Klimkin about 2 years ago

Don´t support Russian war economy, don´t support killing children!
This company virtually moved to Armenia to avoid sanctions!!!

  by Oleksandr Leshchenko about 2 years ago

They virtually moved to Armenia to avoid sanctions!!!
Please don't buy this plugin, do not give money to Russia :(

  by Juanjo Martín over 2 years ago

Working perfectly. Support from the developer is great!

  by Miguel Nóbrega over 3 years ago

A great plugin that really improves the experience with Redmine.

  by Сергей Волков over 3 years ago

  by Akhlaq Ahmed over 4 years ago

Great Plugin

  by azer tyker over 4 years ago

  by Siarhei Piatrouski about 5 years ago

  by Koronics Norbert almost 6 years ago

  by Dimitar (RedmineUP) about 6 years ago

  by Marek Kielecki about 8 years ago

great payment calendar

  by Stefan Müller about 8 years ago

Easy to use also for nonaccountants.

  by Greg Lewsza over 8 years ago

  by Dmitry Kabanov almost 10 years ago

  by cody liou over 10 years ago

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