32.51

v 11.0 v 12.0 Third Party 25
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting (account_accountant)
Invoicing (account)
Discuss (mail)
Lines of code 717
Technical Name accounting_budget_extension
LicenseOPL-1
Websitehttp://www.braintec-group.com/
Versions 12.0 11.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting (account_accountant)
Invoicing (account)
Discuss (mail)
Lines of code 717
Technical Name accounting_budget_extension
LicenseOPL-1
Websitehttp://www.braintec-group.com/
Versions 12.0 11.0

Budget Extension module for extending reports

Add budgets to an account for a fiscal year and show their information in a financial report

Know your numbers

Get a nice overview over your financial situation with the budget comparison filter

Use filters to get the most user friendly experience

Let the system do the hard job

Use the access management you already know

Use the known Accounting & Finance groups

Analyse your budgets with graphs

Use different types of diagrams to show the things you need

Individually. Structured. Efficient.

Automatic calculation of the recommended period length of a budget as well as account recognition

Contact Us
  • For questions related to this application, please use the following email.

User Documentation: Budget Extension (Linux/Windows)

Company: braintec-group
Created on: 2018/11/06
Last changes: 2018/11/22
Last changes by: Studer Nicola

Introduction

Dear User, thank you for your interest in my Odoo module! With this documentation, I’m trying to clear off all questions.

The main objective of this Odoo module is to extend financial reports with budget information. Create budgets within a fiscal year period. Get reports with all the accounts and their budgets for a specific time period.

Module translations available in the following languages:

  • German
  • English
  • French

System Summary

Odoo specific dependencies

  • The module uses the base accounting module of the enterprise version of Odoo.
  • The module requires the Odoo enterprise version

User Access Levels

The module uses the same user groups as the base account module:

  • Accountant

  • Advisor

    The group of the user can be changed in the form view of the user Settings - Users & Companies - User name with the field Application Accesses - Accounting & Finance

Access management

Accountant

The accountant has rights to read the budget informations. The accountant can’t write, update or delete budgets.

Advisor

The advisor has rights to read, write, update and delete budgets.

Getting started

Bind module variant 1

  1. Open the module in Odoo Apps
  2. Click on the download button for your Odoo version
  3. Unzip the folder you’ve just downloaded
    1. Linux:
      1. Open a terminal
      2. Move to your download folder cd /path/to/download/directory
      3. If the unzip command isn’t already installed on your system: sudo apt-get install unzip
      4. unzip budget_extension.zip
    2. Windows:
      1. Right click on the downloaded zip
      2. Extract files
  4. Bind the downloaded module to your odoo-bin script.
    1. Linux:
      1. Move the unzipped folder into the addons directory of odoo mv /path/to/download/directory/budget_extension /path/to/odoo/addons/
    2. Windows:
      1. Move the extracted folder to the addons folder of your Odoo installation with the explorer.
  5. Restart your Odoo server

Bind module variant 2

  1. Do step 1-3 of the bind module variant 1
  2. Start the server with the odoo-bin script with additional parameters
    • Windows: python3 odoo-bin -w odoo -r odoo --addons-path=addons,path/to/unzipped/folder/budget_extension
    • Linux: ./odoo-bin --addons-path=addons,path/to/unzipped/folder/budget_extension

Install the module

  1. Open Odoo in the browser with active debug mode (localhost:8069/web?debug=#home)

  2. Open the Apps app

  3. Click on the button called Update Apps List

    only visible if the debug mode is activated!

  4. In the new popup click on the button update

  5. Wait until the message "Well done! All your Apps are up-to-date!" shows up

  6. Click on the button Apps

  7. Delete the filter in the top right-hand corner

  8. Add "budget_extension" in the search view

  9. Click on the module with the $ sign as icon

  10. Click on the blue button Install

Upgrade the module

Upgrades are needed, if there is an update for a module.

  1. Do the steps 6-9 of the "Install the module" section
  2. Click on the button Upgrade

Practical usage

  1. Open the Accounting app as administrator or as advisor
  2. Open the register Configuration - Extended Budgets
Note that there is a default filter and "group by" set!
Menu Item

Field descriptions

Fields
# Field Description
1 Title Name of the budget to distinguish them
2 Account Account for the budget
3 Planned Amount Amount that should be earned or maximum expenditure
4 Start Date Start date of the budget period
5 End Date End date of the budget period

Create an extended budget

  1. Click on the button Create in the top left-hand corner
  2. Before you choose the name of your budget, choose an account
  3. After you've chosen your account, the recommended budget name, start date and end date should be filled in automatically
  4. Enter a planned amount for the budget
  5. Save the budget with the green button Save in the top left-hand corner
You can even try to give it a name before you choose the account. Try for example the name 3600 Budget 2018 and you should see, that the account, the start date and end date are filled in automatically

Duplicate a budget

  1. Click on the budget you want to copy
  2. Click on the button called Actions in the top middle of the screen
  3. Choose the option Duplicate
  4. Make the changes
  5. Save it
Note that the start and end date have changed to the next possible date range within a fiscal year

Delete a budget

  1. Click on the budget you want to delete
  2. Click on the button called Actions in the top middle of the screen
  3. Choose the option Delete
  4. In the popup click on the button OK to accept the deletion

Save the budgets

If you don't want to loose your budget data, it's highly recommended to save your budgets in a local file.

  1. Remove all filters and all group by's in the top right-hand corner

  2. Click on the little box on the left of the column Budget Name

    If you don't want to save all of the budgets, uncheck the boxes on the left of the budgets

  3. Click on the button called Actions in the top middle of the screen

  4. Choose the option Export

  5. Doubleclick all underlined fields on the left

  6. Choose a file type that works for you (e.g. "Excel")

  7. Click on the button Expoert to file in the bottom left-hand corner

  8. Move the file to a save place

Restore the budgets

This procedure depends on the file you've created in the section "Save the budgets"

  1. Click on the button Import in the top left-hand corner

  2. Load the file with your backup data

  3. Click on the button Test Import in the top left-hand corner

    If everything is OK you should get the message "Everything seems valid"

  4. Click on the button Import in the top left-hand corner

  5. Check if the budgets were created

Use filters

  1. Click on the button Filters in the top right-hand corner
  2. Enable the wanted filter
Filters
Filter Description
This fiscal year Searches all of the budgets that have their start and end date in the current fiscal year
Past fiscal years Searches all of the budgets that have their start and end date in the past fiscal years
Future fiscal years Searches all of the budgets that have their start and end date in the future fiscal years
You can use more than one filter at the same time!

Use diagrams to get a general idea of your budgets

Diagrams are pretty useful if you use them to show someone your budget configuration or you want to compare the budgets.

  1. Click on the diagram button in the top right-hand corner
  2. Choose the diagram type you want in the top left-hand corner
  3. Play a bit with all of the settings

Show the budgets in a financial report

  1. Open a financial report (e.g. Reporting - Profit and Loss)
  2. Click on the button Comparison in the top right-hand corner
  3. Choose the Budget Comparison
  4. Check the new created columns with the automatically filled in values
Enable Comparison
The export as .xslx file and the print as pdf works just fine with this module! Check it out!

Restrictions

There are few restrictions, which are important make the module works!

  • The fiscal year of the start date and end date must be identical
  • The end date must be subsequent to the start date
  • The time period should be unique and shouldn't overlap another budget with the same account

Appendix

Change the fiscal year date

  1. Open the tab Configuration - Settings of the Accounting app

  2. Go to the section "Fiscal Periods"

  3. Change the values of the field Last Day

    Attention, the Odoo core doesn't handle invalid dates until version 12!

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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It works well
by
Aye Myat Say
on 2/25/19, 6:29 AM

It works as it promised and their support is superb.


It would have been better if there was a link to the analytic accounts
by
Yunus Bharadia
on 2/17/24, 4:11 AM



by
Yunus Bharadia
on 2/12/24, 3:04 AM

Would be better if it had options for selecting analytic accounts.


by
Awie van den Berg
on 4/30/21, 2:25 AM Confirmed Purchase

OK, thanks.

We'll upgrade it ourselves then.


by
Awie van den Berg
on 4/29/21, 7:17 PM Confirmed Purchase

Have you maybe updated this for V13 and V14 enterprise?

Re:
by
brain-tec AG
on 4/30/21, 1:57 AM Author

Dear Awie van den Berg

unfortunately for now it is only available in the published versions.

Is it available in v14'
by
Thomas Rosenwirth
on 12/21/20, 1:49 PM Confirmed Purchase

Hi, we are currently on v12 but will upgrade to v14 in 3 month.

Is this module going to be available for V14? Or a new module with the same / similar functionality for v14?


thanks,


Is it available in v13?
by
Victor
on 9/14/20, 8:48 AM

Hello,

Is it available in v13?

thank you.

Re: Is it available in v13?
by
brain-tec AG
on 9/14/20, 9:50 AM Author

Dear Victor

Unfortunately the app is not available in v13. At the moment it is also not planned to migrate it to v13.

If you have further request, please use the email link above in the contact us section.


Version 11
by
Jerry
on 2/24/20, 5:50 AM

If I buy for Version 12 , can I also download for version 11?


Budget With Analytic Accounts
by
etmelencion
on 9/17/19, 4:57 AM

Can this module do budgets for analytic accounts also?

Re: Budget With Analytic Accounts
by
brain-tec AG
on 9/17/19, 6:52 AM Author

Dear etmelencion, At the current state of the module it's not possible to work with Analytic Account Budgets. If you wish we will inform you about further news. Please use the email link above in the contact us section. Best Regards, brain-tec


by
brain-tec AG
on 2/25/19, 7:49 AM Author

Dear Greg Mason At the moment it is not planned to backport the module to V10. You can find a list of all our apps here: https://apps.odoo.com/apps/modules/browse?author=brain-tec but a similar one to his is not existing for V10 from our side. It is the plan to improve this app. If you wish we will inform you about further news. Please use the email link above in the contact us section. Regards brain-tec


Version 10.0?
by
Greg Mason
on 2/20/19, 6:16 PM

Hello, We are in the process of upgrading to V12.0. In the meantime, does this app work for V10.0? or rather do you have an app that will run on V10.0? Regards Greg Mason