Budgets by account and analytic account compared with what was really spent or earned, with alerts at a threshold and an option to block what goes over.
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The budget is a spreadsheet and the actuals an export. Budgets & Budget Control compares them in Odoo Community.
Budget vs actual in one list, by budget or analytic account; PDF and Excel.
23 automated tests: figures for accounts and analytic accounts, split distributions, credit notes, income, statuses, validations, the blocking and the alerts, the cron, the exports and access.
Illustrated documentation in English and Arabic and an Arabic translation of the module.
Odoo 19.0 Community with Invoicing.
The files in the archive you can download after you buy.
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Install and use it in a few lines.
line = env['taqnix.budget.line'].create({'budget_id': budget.id, 'account_ids': [(6, 0, account.ids)], 'planned': 10000})
line.achieved, line.percent, line.statusSetup, settings and troubleshooting, written by the author.
Every release, newest first.
No: the budget feature of the accounting app belongs to Odoo Enterprise. This module gives Community budgets, budget versus actual and control.
From the posted journal items of the accounts of the line, in the period of the budget. With an analytic account, only what is distributed to it, by its percentage.
Yes. Choose the control Alert and block: posting a bill or an entry that would take a line over its budget is refused. Credit notes are never blocked.
The budget manager of the budget gets an activity when a line reaches the threshold, once per line.
Yes. A line can be income: it follows the credit side of its accounts. The totals of the budget are for the expenses.
No. A line is for the whole period of the budget.
Yes: PDF of the budget and an Excel file of the lines.
Yes. Everything is translated and works right to left, and the documentation is in Arabic too.
Compare vendor quotations on one grid in Odoo Community: an RFQ per vendor from one list, the lowest price highlighted, award line by line or to one vendor, with the savings and a comparison sheet.
Customer returns in Odoo Community: an RMA from the sales order, the return receipt, stock back or to scrap, then a credit note or a replacement, with an authorisation slip.
Print payment, receipt and journal vouchers from Odoo Community: the amount in words in English or Arabic, the invoices settled, the payment details and the signature boxes.
The aged receivable and aged payable reports for Odoo Community: each customer or vendor by age of the open balance, the invoices behind each figure, as of any date.
Print payment, receipt and journal vouchers from Odoo Community: the amount in words in English or Arabic, the invoices settled, the payment details and the signature boxes.
The aged receivable and aged payable reports for Odoo Community: each customer or vendor by age of the open balance, the invoices behind each figure, as of any date.
Import your bank statements into Odoo Community from CSV, Excel or OFX: columns found by their headers, every transaction checked, duplicates skipped, partners matched, rules for the counterpart account.
Contracts that create, post and send the invoices (or vendor bills) every week, month or year, with a yearly price increase and the monthly recurring revenue.
Budgets & Budget Control for Odoo 19 Community – Budget vs Actual, Alerts and Blocking
$89.00