Skip to main content

Budgets Management

Project description

Beta License: LGPL-3 OCA/account-budgeting Translate me on Weblate Try me on Runboat

This module allows accountants to manage analytic and crossovered budgets.

Once the Budgets are defined (in Invoicing/Budgets/Budgets), the Project Managers can set the planned amount on each Analytic Account.

The accountant has the possibility to see the total of amount planned for each Budget in order to ensure the total planned is not greater/lower than what he planned for this Budget. Each list of record can also be switched to a graphical view of it.

Three reports are available:

  1. The first is available from a list of Budgets. It gives the spreading, for these Budgets, of the Analytic Accounts.

  2. The second is a summary of the previous one, it only gives the spreading, for the selected Budgets, of the Analytic Accounts.

  3. The last one is available from the Analytic Chart of Accounts. It gives the spreading, for the selected Analytic Accounts of Budgets.

Table of contents

Known issues / Roadmap

  • This module is incompatible with Odoo Enterprise account_budget module

Changelog

This module is a backport from Odoo SA and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Odoo S.A.

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/account-budgeting project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

File details

Details for the file odoo14_addon_account_budget_oca-14.0.1.0.1-py3-none-any.whl.

File metadata

File hashes

Hashes for odoo14_addon_account_budget_oca-14.0.1.0.1-py3-none-any.whl
Algorithm Hash digest
SHA256 8a425e1cbcce5ce6efe03e91f7dcb98fffb5df2fb231b59e20b8534694223a71
MD5 3ab01f667fab00b38acf7ba83b07235b
BLAKE2b-256 c435c5e0edd83e75998bf9133e693df10c707fa729716a208edb587dffbc780a

See more details on using hashes here.

Supported by

AWS AWS Cloud computing and Security Sponsor Datadog Datadog Monitoring Fastly Fastly CDN Google Google Download Analytics Microsoft Microsoft PSF Sponsor Pingdom Pingdom Monitoring Sentry Sentry Error logging StatusPage StatusPage Status page