Budget Item & Budget Report (Comparison & Landing)
Integrate the budget column generically on your P&L in order to compare realized vs budget in your P&L, dynamically according to the activated filters.
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo does not provide a budget engine integrated with the accounting. Budget is not intuitive to construct and not easy to read.
CLUEDOO BEHAVIOR
Cluedoo review the notion of budget item, to make a mirror of journal item and gives the possibility to include the budget in all the financial report in a dynamic way - the more details you give on your budget, the more dynamic your report will behave.
MODULE +
An easy, straightforward way to manage budget in Odoo and to full
CLUEDOO RECOMMENDATIONS
To be installed on 100% of the database with the accounting apps.
OUR FEATURES AS SOLUTION
Create Budget in Financial Report
HOW TO USE THIS MODULE?
1
On Financial Report configuration, we have an option to Show Budget
2
Go to Accounting → Management → Budget - Create new budget for Financial Reporting (e.g. Profit & Loss, Balance Sheet, etc.) and validate.
3
Go to Accounting → Reporting → Profit & Loss, choose the "Budget" option and it will show the budget that we have just created.
