Account - Budget In Other Currency

by
Odoo

155.78

v 15.0 Third Party 1
This module requires Odoo Enterprise Edition.
Required Apps Accounting (account_accountant)
Invoicing (account)
Lines of code 893
Technical Name account_report_budget_group
LicenseOPL-1
Websitehttps://nexterp.ro
Also available in version v 14.0
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Required Apps Accounting (account_accountant)
Invoicing (account)
Lines of code 893
Technical Name account_report_budget_group
LicenseOPL-1
Websitehttps://nexterp.ro
Also available in version v 14.0

Account - Budget In Other Currency

This module implements the possibility to define budgets in other currency.

It adds a budget report on a monthly basis and YTD columns.

Table of contents

Installation

To install this module, you need to:

  • update the module list
  • search for "Account - Budget In Other Currency" in your addons
  • install the module

Configuration

To benefit from Hierarchy option, go to

Accouting -> Configuration -> Analytic Account Groups

  • define for each group the position in the report, it can be showed before (as normal Odoo behaviour), or after the childs
analytic_group_position
  • in the list view you also hvae a sequence field, so you can drag an drop the order of showing the groups in report
analytic_group_sequence

Usage

To use this module, you need to have access to Budget and Analytic Accounting:

Accounting -> Accounting -> Budgets

  • Create a new budget and define the currency that you want to show the amounts and the rates for provisioning.
budget_currency
  • The planned amount is calculated at the budget rate, ans actuals are calculated at the currency rate from last day of the month.

Accounting -> Reporting -> Budget Report

budget_report_menu

budget_report_options

budget_report

Authors

  • NextERP Romania SRL
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