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Budget Management
| Technical name | to_account_budget |
| License | OPL-1 |
| Website | https://viindoo.com/intro/budget |
| Read description for | v 12.0 v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Invoicing (account) |
| Extensions | Account Budget Management - HR Timesheet |
Demo video: Budget Management
What it does
Manage budgets including expenses, and actual revenues in comparison with the initial planning, providing business executives with the necessary information for the decision-making process.
Key Features
- Plan, propose, and approve budgets;
- Configure Analytic Accounts;
- Track planned budgets on related Analytics Accounts;
- Set up budget types associated with different Analytic Accounts that you want to track the related budget;
- Budgets management: track expenses, and revenue fluctuations in comparison with the initial plan.
Known Issues
Warning: To avoid conflicts in the process of using this Account Budget Module , you must uninstall Odoo's Account Budget if you are using it.
Editions Supported
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword to_account_budget.
- Press Install.
Note:
- The Invoicing app will be automatically installed together with the to_account_budget module.
- To see all the features, you need to install the Accounting & Finance app.
Instructions
Example
Manage expenses budget for November 2022:
- Administrative Expenses: 250.000.000 VND;
- Selling Expenses: 150.000.000 VND.
Steps to follow
Step 1: Create a budgetary position.
Step 2: Create an analytic account.
Navigate to Accounting > Configuration > Analytic Accounts to create a new analytic account.
Step 3: Create a budget, then confirm and approve it.
Step 4: Create and confirm the vendor bill.
Navigate to Accounting > Vendor > Vendor Bills to create and confirm a vendor bill.
Step 5: Check the current expense usage.
Go to Budgets > Budgets, and select the budget that you want to review.
Check the generated journal entries on the Actual Amount column on the Budget Lines tab.
Note: On Budgets app, on the Budget Lines tab, the Paid Date will affect the automatic computation of the Theoretical Amount column.
If the Paid Date is after the current date then the Theoretical Amount is set to 0.
If the Paid Date is before the current date then the Theoretical Amount is equal to the Theoretical Amount.
If the Paid Date is left empty then the Theoretical Amount is calculated by the following formula:
(Days from the budget start date to the current date x Planned Amount) / Number of days in this budget period
Step 6: Check the current usage of all running budgets to the current date (15/11/2022).
Navigate to Budgets > Budgets Analysis. From here, you can use the filter and grouping tool and view the data in different views (list, pivot, graph view).
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.