Odoo 14 book

Analytical Account

The application has to be updated about the expenses or costs which are applicable to a predefined budget. In order to do so the user will have to link the invoices and costs to a defined analytical account. A user can create the analytical account by entering the Accounting module. Then go to

Accounting>Configurations> Analytic Accounting >Analytic Accounts.

In the next step you can set the budget

First set budget targets. For this, go to the accounting app, select Accounting ->Management->Budgets and create a new Budget.

Now, create budget by clicking CREATE button

Note:- Here, in the Budget line, the field Analytical account is set as not mandatory by Odoo. But in order to ensure the proper working of Budget 'Analytic account' is mandatory. So, you have to put the Analytical account in the Budget lines. The user can either create a new analytic account or select an existing analytical account from the budget lines. The user will have to confirm the budget.