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Accounting and Invoicing

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Financial reports

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In this video, learn how to navigate financial reports and create financial budgets in Odoo. 

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1. You noticed the wrong account was used for multiple invoices while checking the journal audit report. What is the best way to change the account to the correct one?
In the journal item list view, select the entries to change, click on the account, and update it to the correct one. Individually reset the impacted invoices to draft, change the account, and confirm. Re-create the invoices, selecting the correct account. On the journal audit report, click and drag the items into the correct account’s section.
2. How can you quickly access the entries from a specific account in the journal audit report?
Drill down on the journal and click on the account to view its entries. Drill down on the journal; the entries are displayed in a hierarchical order. Click “Accounts” under “Journal report” in the “Reporting” menu. In the Global Tax Summary section, click on the corresponding tax.
3. How can you compare two periods of the balance sheet?
Select “Split Horizontally” from the additional options button. Select a period using the “Comparison” button of the balance sheet. Select a period in the “History” button; Odoo automatically displays the amounts of the two periods side-by-side. It’s not possible to compare two periods of the balance sheet.
4. How do you create financial budgets?
First, set up analytical plans and accounts to structure the budget, then create the budget in the balance sheet. Click the budget button on the balance sheet, name it, and assign amounts to each account requiring analysis. Click the budget button on the “Profit & Loss” report, name it, and assign amounts to each account requiring analysis. First, set up analytical plans and accounts to structure the budget, then create the budget “Profit & Loss” report and assign an amount to each analytic account.