Budget Item & Budget Report (Comparison & Landing)

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    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.


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    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.




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