cogSupports detailed expense reports, expense type and organisation management for currency and company auto-binding
TypeXAR
Developed by

Adrien Bocquet, Yann Flory, Gabriela Smeria

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Active Installs5
LicenseGNU Lesser General Public License 2.1
Installable with the Extension Manager

Description

Supports detailed expense reports, expense type and organisation management for currency and company auto-binding

Users part

The homepage gives you a glimpse of expense reports. It includes a live table so as to find quickly what you are looking for.
home.png

The "add an expense report" link creates a new report and redirects you on the new expense report's edit page.
edit.png

You can dynamically add or remove details to the expense report without reload the page.

Once done, see the expense's property by clicking on the "save" button. Only the set property are visible.
show.png

The big button on the top invites you to see the pdf report, which you can print.
print.png

Admin part

This part is interesting for you only if you've got the admin rights. In order to enjoy all the functions of the expense report application, you may make some setup:

Expense type

The details of expense can have a type so as to have or preciser idea of what money is spent for. Expense type have to be set by admins.
Click on the "Expense type" in the app webhome description.

type_home.png

Here you can easily add, via the create field, and remove, in the livetable, expense type 

Organisations

Organisations can be very useful since it auto bind the company and the currency of an expense report.

First, create organisations in the "Organisations" space
org_home.png
org_edit.png

Then, you can set currency and organisations of expense reports but manually only.
If you want auto-binding, you have to add an "organisations" field in you user's profile as a database list
org_profile.png

That's all ! You can now enjoy your expense report application !

Joy !

Tested on

This extension has been tested with the following configurations.

Extension VersionXWiki FlavorNotes
1.1XWiki Enterprise 6.2-M1, 6.2.4
1.2XWiki Enterprise 6.4-M1 (Colibri)
1.2.3XWiki Enterprise 7.2

Prerequisites & Installation Instructions

We recommend using the Extension Manager to install this extension (Make sure that the text "Installable with the Extension Manager" is displayed at the top right location on this page to know if this extension can be installed with the Extension Manager).

You can also use the following manual method, which is useful if this extension cannot be installed with the Extension Manager or if you're using an old version of XWiki that doesn't have the Extension Manager:

  1. Log in the wiki with a user having Administration rights
  2. Go to the Administration page and select the Import category
  3. Follow the on-screen instructions to upload the downloaded XAR
  4. Click on the uploaded XAR and follow the instructions

You'll need programming right so as to use the app, but for the first page loading only.

Release Notes

v1.2.3

  • Closed XEXPENSE-34 Add Detail button does not work with more recent version of XWiki
  • Closed XEXPENSE-32 Remove second edit button
  • Closed XEXPENSE-31 The detail section in edit mode is not responsive and overlaps with the right panel section
  • Closed XEXPENSE-25 Create missing french translations
  • Closed XEXPENSE-21 Set default language english
  • Closed XEXPENSE-17 Expense type > improving the "Submit Query" button
  • Closed XEXPENSE-12 Customize Export this expense report button
  • Closed XEXPENSE-11 Internationalize livetable fields

v1.2.2

v1.2.1

  • Closed XEXPENSE-28 Adjust the single expense report edit UI
  • Closed XEXPENSE-16 detailTable badly displayed when editing an expense report with Flamingo as default
  • Closed XEXPENSE-10 Add organisation name in livetable instead of page title

v1.2

  • Closed XEXPENSE-26 Hide technical pages from ERCode space
  • Closed XEXPENSE-23 Capitalize the word 'report' from the entry name on applications panel
  • Closed XEXPENSE-22 Change 'Add a new expense report' link to a button
  • Closed XEXPENSE-19 Display 'Add a new expense report' button just for registered users
  • Closed XEXPENSE-18 Remove tabbed information (comments, attachments, etc) from the home page
  • Closed XEXPENSE-15 Change parent of page "Teams Home" from AWM to Expense Report
  • Closed XEXPENSE-14 Add Expense Report as a parent for Organisations Home page

v1.1

If you upgrade from version 1.1, data on existing expense reports won't be migrated from old to new fields. You will need to reedit your expense reports to update the amount, vat and payment date fields.
  • Fixes in the model of the application: amount, vat, dates are now replaced by Number and Date fields
  • Added Team field and data structure
  • Cleanup of unused code pages
Tags:
Created by Adrien Bocquet on 2014/07/23 14:09
    

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