| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1708 |
| Technical Name |
account_budget_erisp |
| License | LGPL-3 |
| Website | https://erisp.net/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1708 |
| Technical Name |
account_budget_erisp |
| License | LGPL-3 |
| Website | https://erisp.net/ |
Overview
This module enhances analytic accounts by allowing budget line management, field name customization, and validations when budgets exceed limits.It supports monthly analysis, automatic loading of budget lines, full history tracking, and a revision process for extra budget requests.Dynamic monthly reports can be generated, the Budget menu is moved to the main app, and a new access rights group ensures better control.
Features
Manage Budget Lines in Analytic Accounts
Customizable Field Names
Validation on Budget Exceeding Limits
Monthly Analysis of Analytic Accounts
Load Budget Lines Automatically
Maintain History and Description Fields
Revision Process for Additional Budget Requests
Track Full Revision History
Dynamic Monthly Reporting
Move Budget Menu to Main App
Access Rights Group Management
Description
Manage Budget Lines in Analytic Accounts
Easily create, edit, and track budget lines directly within analytic accounts for better financial control.
Customizable Field Names
Configure and rename key fields according to your business needs through the settings.
Validation on Budget Exceeding Limits
Automatically trigger validation alerts if the budget surpasses the chart of accounts, ensuring financial discipline.
Monthly Analysis of Analytic Accounts
Perform detailed monthly analysis to monitor budgets and expenses efficiently.
Load Budget Lines Automatically
Select an analytic account and load related budget lines instantly with a single click.
Maintain History and Description Fields
Keep a complete record of changes with history logs and detailed descriptions for each budget entry.
Revision Process for Additional Budget Requests
Request extra budgets through a formal revision workflow whenever additional funds are needed.
Track Full Revision History
All revisions and updates are recorded for transparency and audit purposes.
Dynamic Monthly Reporting
Generate flexible and dynamic monthly reports based on budget lines for better decision-making.
Move Budget Menu to Main App
The Budget menu is relocated from Accounting to the main application for easier and faster access.
Access Rights Group Management
Define specific access rights and permissions to control who can view, edit, and manage budget-related data.
Our Services
Engineering Research & IT Services Provider (Pvt) Ltd. (ERISP) is a leading provider of comprehensive technology solutions, specializing in ERP & CRM systems, digital marketing, and cloud computing services.
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