$ 14.94
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
bi_account_budget
|
| License | OPL-1 |
| Also available in version | 18.0 17.0 16.0 |
Introduction
Gain a powerful and flexible solution for managing your company's financial planning with the Odoo Account Budget Management module. This comprehensive tool is designed to bring robust budgeting capabilities to your Odoo environment, allowing you to manage both analytic and crossovered budgets with ease. From setting budgetary positions and defining planned expenditures to tracking actuals and analyzing performance, this module provides the features you need to maintain tight control over your finances, ensure fiscal discipline, and make strategic, data-driven decisions.
Key Features
Analytic and Crossovered Budgets: Manage both project-based (analytic) and company-wide (crossovered) budgets within a single, integrated system.
Budgetary Positions: Define and configure budgetary positions by linking them to specific general ledger accounts for accurate tracking.
Comprehensive Budget Management: Create, confirm, validate, and manage the entire lifecycle of your budgets with a clear and intuitive workflow.
Planned vs. Actual Analysis: Compare planned amounts against actual expenditures and revenue in real-time to monitor performance.
Detailed Reporting: Generate insightful reports, including budget line analysis and graphical views, to gain a clear understanding of your financial health.
Partial Budget Approvals: Flexibility to approve partial budget amounts to meet specific business requirements.
Seamless Integration: Fully integrated with Odoo's Invoicing and Accounting modules for a unified and streamlined financial management experience.
Benefits
Improved Financial Control: Gain a clear and accurate overview of your company's financial performance against planned budgets.
Enhanced Decision-Making: Leverage detailed reports and analytics to make informed decisions about resource allocation and financial planning.
Increased Accountability: Promote fiscal responsibility by tracking expenditures and ensuring adherence to budgetary limits.
Streamlined Budgeting Process: Simplify and automate the entire budgeting lifecycle, from creation and approval to tracking and reporting.
Proactive Financial Management: Identify potential budget overruns and financial risks early on to take corrective action.
Greater Transparency: Provide stakeholders with a clear and transparent view of the company's financial performance and budgetary status.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: bi_account_budget
Installation: To install this module, place the module folder into your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.
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.