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Budget Management for Odoo 18 Community Edition.

Odoo 18 Budget Management

Key Highlights

Odoo 18 Community Edition Support.

Budget management system in Odoo 18 Community Edition.

Budgetary Positions.

Create and manage Budgetary Positions.

Manage with Analytic Accounts.

Manage budgets with analytic accounts.

Budgetary Planning with Planned Amount.

Budgetary planning with planned amount on each Analytic Account.

Budgetary Reports.

Budgetary reports are also available.

Graphical View.

Each list of record can also be switched to a graphical view of it. .

Odoo 18 Budget Management

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Creating Budget

Create Budget from Accounting > Accounting > Budgets > New.

Budget Records

Can see the list view of the Budget records.

Create Budgetary Positions.

Create Budgetary Positions from Accounting -> Configuration -> Budgetary Positions.

List View of the Budgetary Positions.

We can set-up the records and that will be shown in the list view.

Budget Form view.

The Budget records and the Budgetary Positions can be added in the forms.

Budget Report.

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

Odoo 18 Community Edition Support.

Manage with Analytic Accounts.

Budgetary Planning with Planned Amount.

Budgetary planning with planned amount on each Analytic Account.

Budgetary Reports.

Yes, the module provides various budgetary reports that give detailed insights into your financial planning, budget allocation, and expenditures. These reports allow for better decision-making and help monitor the financial health of your organization.

Yes, this module is specifically designed to work with Odoo 18 Community Edition and not for odoo 18 enterprise edition.

You can create budgets by defining budgetary positions and linking them with analytic accounts. After that, you can plan your budget by assigning specific amounts to each analytic account.

Latest Release 18.0.1.0.0

26th September, 2024
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