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Odoo 13 Budget Management

Budget Management in Odoo 13 Community Edition.

Key Highlights

Overview

This module allows accountants to manage analytics and budgets. Once the budget is defined (in Accounting/Accounting/Budgets), the Project Managers can set the planned amount on each Analytic Account. The accountant got 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.

Odoo 13 Budget Management

  • check Budget management system in Odoo 13 community edition.
  • check Create and manage Budgetary Positions.
  • check Manage budgets with analytic accounts.
  • check Budgetary planning with planned amount on each Analytic Account.
  • check Budgetary reports are also available.

Screenshots

check Create Budget from Accounting > Accounting > Budget > Create.

check The Project Managers can set the planned amount on each Analytic Account.

check Create Budgetary Positions from Accounting > Configuration > Management > Budgetary Positions > Create.

check For Budget report, go to Accounting > Reporting > Management > Budgets.

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