Chapter: 3 - Configuration tools in Accounting module

Budgetary Positions

The Budgetary positions configuration in Odoo will help you to define and allocate the various aspects of the Budget management which is done with the Odoo Accounting module. To view the Budgetary positions menu in the Configuration tab, you need to initially enable the Budget management options that are available in the Settings menu of the Odoo Accounting module. In the Budgetary positions management menu, all the defined Budgetary positions of the Odoo platform will be described and you can view all of them Filter out or Group by the required ones that have been defined.

Budgetary Positions

o create a new Budgetary position, you can select the Create option that is available and you will be depicted with the following creations window where you can initially provide a Name. Further, then you can provide the Accounts of the Budgetary positions which acts upon this by selecting the Add a line option.

Budgetary Positions

Upon selecting the Add a line option you will be depicted with the pop-up window as depicted in the following screenshot where all the Accounts that have been described in the Odoo platform of the companies will be depicted to choose from. You can choose multiple accounts to be added to the Budgetary positions. Additionally, if a respective account has not been enabled to reconcile the same can be done by selecting the Allow Reconciliation option which can be slid to enable the stage.

Budgetary Positions

As of now, we were discussing the aspects of the Budgetary positions management menu available in the Odoo platform which can be helpful in the aspects of budget management for the companies. Let's now move on to the next section where we will be discussing the aspect of Disallowed Expenses Categories available in the configuration menu.

whatsapp
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message