@@ -7,9 +7,9 @@ Overview
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Managing budgets is an essential part of running a business. Budgets help
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people become more intentional with the way money is spent and direct people
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to organize and prioritize their work to meet financial goals. They allows
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you to plan your desired financial outcome and then measure your actual
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performance against the plan. Odoo manages budgets using both General and Analytic
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to organize and prioritize their work to meet financial goals. They allows
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you to plan your desired financial outcome and then measure your actual
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performance against the plan. Odoo manages budgets using both General and Analytic
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Accounts.
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We will use the following example to illustrate. We just started a
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@@ -17,7 +17,7 @@ project with Smith&Co and we would like to budget the incomes and
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expenses of that project. We plan to have a revenue of 1000 and we don't
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want to spend more than 700.
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Configuration
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Configuration
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=============
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First we need to install the relevant apps to use budgeting. The main
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@@ -40,17 +40,17 @@ Budgetary Positions
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Budgetary positions are lists of accounts for which you want to keep
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budgets (typically expense or income accounts). They need to be defined
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so Odoo can know it which accounts he needs to go get the budget
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information.
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information.
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The budgetary positions act as a type of restriction on what can be recorded
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in the 'practical amount' column in a budget.
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Each budgetary position can have any number of accounts from the general
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ledger (the main chart of accounts) assigned to it, though it must have at least one.
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Each budgetary position can have any number of accounts from the general
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ledger (the main chart of accounts) assigned to it, though it must have at least one.
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If you record a transaction that has an analytic account assigned to it that *is*
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included in a budget line but one of the general ledger accounts *is not* included
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in the budgetary position for that same budget line, it will not appear within the
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If you record a transaction that has an analytic account assigned to it that *is*
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included in a budget line but one of the general ledger accounts *is not* included
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in the budgetary position for that same budget line, it will not appear within the
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'practical amount' column of that budget line.
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Some budgetary positions might be already installed with your chart of
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@@ -19,7 +19,7 @@ First, install the three applications necessary to use this
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functionality, namely **Accounting**, **Sales** and **Timesheet**. Enter the apps
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module name and install them.
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.. image:: timesheets/timesheets14.png
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.. image:: timesheets/timesheets14.png
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:align: center
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.. image:: timesheets/timesheets05.png
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@@ -51,14 +51,14 @@ cost of 18 euros / hours. We will thus fill in 18 in this field.
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.. image:: timesheets/timesheets07.png
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:align: center
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.. note::
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.. note::
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If you want the employee to be able to enter timesheets he
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needs to be related to a User.
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Repeat the operation to create the Cedric Digory employee. Don't forget
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to specify its related user and **Timesheet Costs**.
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Issue a Sales Order
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Issue a Sales Order
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--------------------
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We created two employees called Harry Potter and Cedric Diggory in the
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@@ -121,7 +121,7 @@ Without filters
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If we pointed all our costs and revenues of the project on the correct
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analytical account we can easily retrieve the cost and revenues related
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to this analytical account. Enter the *Accounting* app, select
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to this analytical account. Enter the *Accounting* app, select
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:menuselection:`Adviser --> Analytic Accounts --> Open Charts`.
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Note : you can specify a period for **Analysis**. If you want to open the
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Reference in New Issue
Block a user