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    Fabien Pinckaers
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    Ilmir Karamov
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    Nadal Francisco Garcia
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    Giovanni Tufani
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    Kaylie Kipe
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  • SYNCHRONIZATION: The Supply Chain response to overcome the Crisis
    Julio Fiallos
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    Vincent Laurent
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Financial Plans: Budgets and Forecasts
Functional Demo Community Odoo Enterprise
Location: Studio 8 - 10/1/20, 7:00 PM - 10/1/20, 7:30 PM (Europe/Brussels) (30 minutes)
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Financial Plans: Budgets and Forecasts
Jose Montero
Project Manager and Software Engineer at brain-tec Spain S.L.
Jose Montero
Project Manager and Software Engineer at brain-tec Spain S.L.

Jose Montero is a Computer Engineer working at brain-tec (Best Odoo Partner Europe 2016). He has more than 8 years of experience developing Odoo features and more than 4 years of experience consulting in Odoo projects. 


The current budgeting tool offered in Odoo Enterprise is rather limited and it is not integrated with financial reports such as Profit & Loss. Furthermore, the task of forecasting based on a budget or a previous forecast is not something enabled in a standard Odoo solution. For these reasons, brain-tec group decided to develop the "Financial Plans" app. This talk will cover the functions and capabilities of this app and is targeted to finance advisors and account managers. 


Quiz

How many periods does a financial plan have?
1 period 12 periods As many as needed
How can I easily create next year's budget based on current year's latest forecast?
Using the standard Duplicate action Using the special Duplicate button available in the budget's form Both A and B are correct
How can I compare my P&L with a specific financial plan (e.g., Forecast 7+5 2020)?
Using the Comparison + Financial Plan option in the P&L report Using the "Reporting" smart button in the financial plan Exporting the financial plan into an XLSX file
Tickets
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