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 does not provide a budget engine integrated with the accounting. Budget is not intuitive to construct and not easy to read.
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.
An easy, straightforward way to manage budget in Odoo and to full
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?
On Financial Report configuration, we have an option to Show Budget
Go to Accounting → Management → Budget - Create new budget for Financial Reporting (e.g. Profit & Loss, Balance Sheet, etc.) and validate.
Go to Accounting → Reporting → Profit & Loss, choose the "Budget" option and it will show the budget that we have just created.