Accounting Analytic/Project Budget Management

by
Odoo

107.15

v 16.0 Third Party 61
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 634
Technical Name odoo_account_budget
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 13.0 12.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 634
Technical Name odoo_account_budget
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 16.0 13.0 12.0 14.0 15.0

Accounting Budget Management

Analytic Budget Module Odoo App for Community Edition

Budget Module in Odoo for Community Edition

This app allows your accounting team/manager to manage your company's Income and Expenses budget on top of your analytic accounts, so your user can create a budget to plan your budget for different analytic accounts and you can see actual/practical amounts when that analytic accounts are used in your sales and purchase process.

Main Features:

  • Allow you to create a budget by date and plan your amounts for that budget analytic accounts.
  • Budgetary positions can be set up for income/expense budget types.
  • Allow you to plan your budget and compare it with actual spending/earnings with respect to analytic accounts.
  • Linked budget position with real accounts to view budget practical amounts. So please make sure you have configured real accounts on the budget position which will allow you to see a practical amount on budget. And also dates of budget are also important to compute practical amounts.
  • If you want to see feature of budget alert then please see https://apps.odoo.com/apps/modules/15.0/odoo_account_budget_alert/
    and you can see more features here https://apps.odoo.com/apps/modules/15.0/account_budget_bundle/
  • Note: This module is compatible only with the Odoo community edition.
  • For more details please see the video and check the below screenshots.

  • Available Menu Items:

    • Invoicing
      • Accounting
        • Management
          • Budgets
      • Configuration
        • Management
          • Budgetary Positions

    Edition Compatibility:


    Community

    Budgetary Positions Configuration Menu

    Budgetary Positions List View

    Budgetary Positions Form View[Expenses]

    Budgetary Positions Form View[Income]

    Budgets Menu

    Budgets List View

    Budgets Form View [Expense] Example

    Budgets Form View [Income] Example

    Budgets Pivot View

    Budgets - Bar Chart Graph View

    Budgets - Line Chart Graph View

    Budgets - Pie Chart Graph View

    Contact / Support
    Introducing Probuse Consulting Services Pvt. Ltd.

    If you need any help or want more additional features, you may contact us through:
    Email: contact@probuse.com
    Website: www.probuse.com
    Skype: mustufa_probuse

    Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

    Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

    Our Services

    • Odoo Implementation

    • Odoo Support

    • Odoo Customization

    • Odoo Migration

    • Odoo Training

    Odoo Proprietary License v1.0
    
    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.
    
    

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    I need support
    by
    cfalcones
    on 8/19/23, 10:29 PM

    The amount don´t sum also I dont found the pivot and chart view.

    Beforehand

    Thanks.

    Re: I need support
    by
    Mustufa
    on 8/20/23, 4:57 AM Author

    Hello,

    It's working fine here. We have checked it. You can open ticket in odoo support channel so our team can check your configuration.

    Thanks,

    Probuse Team