BambooInvoice Forums

Feature Request: Simple Bookkeepng [Expenses / Outgoings / Income]

 
Total Posts: 21

I’d like to request a new feature.

“Simple Bookkeeping” - A very simple way to capture basic expenses and outgoings.

To include:

- Item description (The expense or outgoing cost)
- Ref# or third party invoice#
- Company (name of company for the expense)
- Date
- Quantity
- Cost Amount
- Scheduled (maybe it is an ongoing monthly or annual cost)

MeG.

Total Posts: 32

Good idea i would also like to see this

Total Posts: 32

Hi megmeg,
i am about to develop this idea from my copy of bamboo (apart from scheduling) can you think of anything else you would like it to do?

i am currently planning:
-Item quantity
-Item Price
-Ref#
-Company
-Date
-Payment type
-Comment

Total Posts: 21

Hi TLAWSON,

Smashing! I’m really pleased about this smile

The schedule thing was only a bonus feature, I’m personally just looking for something simple and basic and what you have detailed would be perfect!

I don’t really know much about php or mysql but I’m guessing you will be adding a new table to the database, a new page (for the inputting of the expenses), a new page to display the expenses (or maybe just one page with all the functions), and probably a small modification to an existing page within Bamboo to add a link navigation to this “plugin”.

Would this be completely separate to Bamboo, i.e. no integration with Bamboo…? (does not matter either way, just wondering). It might be worth considering the future of Bamboo such as updates and how that would effect this “plugin” (I don’t know what this entails, but thought I’d throw it in here).

What you have listed is great and fits my needs, I have expanded a little more:

-Item quantity
-Item Price (I’m in the UK so we use the £, if that makes any difference)
-Ref#
-Company, or maybe “Bill Payee” (I think that’s the right term) incase it’s an individual rather than a company that is being paid.
-Date (Ideally reverse i.e. YYYY/MM/DD, but does not matter)
-Payment type (maybe a pull down option list)
  - cash
  - credit card
  - cheque / check
  - direct debit / standing order
  - bank transfer
  - other
-Comment

Although not too important, but I think it would be useful to be able to print off the entire list of expenses, this can just be printed though normal print in the web browser. So it might be worth considering an option to list all expenses in one screen for easy printing. A monthly or yearly view would also be cool.

MeG

PS. Although I can’t help much with the code etc… I can offer a small donation for your time (not huge, but at least something) as it’s a feature that would save me loads of time but most of all having this inside Bamboo would be so convenient!

My email is i.love.vancouver [at] hotmail.com should you want to contact me (this is my spam account but I read it).

Total Posts: 32

No donation is necessary, i dont have any connection to BambooInvoice apart from that i use it. Derek is the actual creator of BambooInvoice so if your looking to donate it should go to hime (http://www.bambooinvoice.org/index.php/donate).

This will be integrated into BambooInvoice and seeing as there is very little interest in this mod i don’t think that it will be added to the next release so when you do an update you may have to update a file or two.

I also plan to change the graph on the report pages to show income and expenses.

Please not that i have not set a deadline on this as i also have my own programming projects so i will only be working on this in free time or as a break from what i was already doing.

Ill PM you my email address and if anyone else has interest in this mod please post your interest here

Total Posts: 21

No problem on the time scales.  I’m not going to bug you about it, let me know when you have something ready and I’ll help with testing etc.. I have no problem with updating files after a Bamboo update.  The graph feature is a nice idea, I was also going to mention that but thought it would mean lots of code changes, but great to know you might be adding the expenses to it as well!

I would have thought this feature would be useful to anyone using Bamboo as it kind of goes hand in hand…

Anyhow, good luck!

MeG

Total Posts: 1

I would be interested in something like this. Look forward to seeing what you have come up with <3

Total Posts: 1

I also would be very interested in this features, along with the possibility to link an expense to a value added tax type. This would enable me to do my VAT declaration on an automated way by introducing the incoming invoices (expenses) and tagging them with the applicable VAT group (which should be user selectable off course).

Great software btw, very glad I found it and am migrating from my own custom build php/mysql application to bambooinvoice.

Grtz,

Total Posts: 21

Just wondering if there was any progress on this feature, if not no problems, just thought I’d ask wink

Total Posts: 32

i will PM you in regards to it

Total Posts: 1

I am also interested in the ability to maintain simple expenses, allocated to a client, so that I can track profitability by client.

Total Posts: 32

Derek what are you thoughts?

Total Posts: 2324

Derek what are you thoughts?

Thoughts on your vision, or thoughts on you building it, or general thoughts on the feature broadly?

Broadly, I’ve commented a number of times that’s bookkeeping isn’t something I currently see as part of Bamboo, but I know that everyone uses it differently, and certainly its a good idea, just not something I see adding at this time.

Total Posts: 21

Live and hope! Either way, it’s still a great tool Derek.

Total Posts: 3

I would be interested in helping develop something like this. If someone has a half-finished product, or needs help debugging or whatever, just PM or email me and we’ll go from there.

We do hosting and domain purchases for our clients, so it would be a great help to track our money; whether it’s in or out. (We pay for the domains out of pocket, then send bills for the cost of the domain plus our hosting.)

Total Posts: 32

i talked about starting it before, i have actually started it now. i tried to upload a screen shot but attachments are disabled at the moment

The idea is that it will be very similar to creating and editing invoices.