Good day to all! Please, can anyone solve our problem with Budget and Cashflowbudget. Possible to have the budget per month per carte of account and then connected to a spreadsheet which can show the cashflow budget per month? Anyone using something like this or can assist us in a easy way do solve it. We have now Odoo 17.0 but can upgrade first if much better. Thanks very much in forward.
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Hi,
Please refer to the following links:
1. https://www.cybrosys.com/blog/how-to-manage-your-company-budget-using-odoo-18-accounting
2. https://www.youtube.com/watch?v=VHKmqNZWIzY
3. https://www.odoo.com/documentation/18.0/applications/finance/accounting/reporting/budget.html#
OCA Modules:
1. https://apps.odoo.com/apps/modules/12.0/account_budget_oca
2. https://odoo-community.org/shop/account-financial-reports-196#attr=942162
Hope it helps.
Hello Maria,
In that case you can do the following things:
- Create one budget and create an analytics account related to the budget.
- Enable analytical distribution for the expenses module or bill module.
Based on the above configuration, you can utilize your budget, and also you can easily track your expenses.
Thanks.
Thanks for you answer. Very appreciated. We will need somenone to set this up and so it is just ready. But not sure we explain so we get the features. Instead of using an exeltemplate we thought if possible have everything in Odoo saves time. If showing how it will look like when ready would be great.
Budget per month in Odoo and connected to a spreadsheet showing the cashflow amounts per month?
Please advise. Thank you.
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