Hello:
I want to keep track of all expenses associated with our fork lift in a separate analytic account. Can someone explain how to do this?
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Hello:
I want to keep track of all expenses associated with our fork lift in a separate analytic account. Can someone explain how to do this?
Hello Michael, here are some tips to get you started:
-Install the Purchase
and Timesheets
modules
-Enable the following features from the Settings menu:
Now you can go define a new analytic account for the fork lift at Accounting -> Analytic accounts -> Create. Remember to tick the "timesheets" box if you intend to track working hours.
After you have created the analytic account, you can link your purchase orders (e.g. fuel, spare parts) and employee timesheets (e.g. time spent repairing or operating the lift) to it.
Once you have created some entries, they can be viewed by going to Accounting -> Chart of analytic accounts, selecting a timeframe and clicking the the name of the analytic account.
Hello Timo:
That sounds great, but I don't have an Analytic accounts button inside of accounting. Under settings, I do have the analytic accounting boxes checked:
I updated the answer with screenshots - if those views are not there I think you are still missing some prerequisite module. Check that you have Accounting and Finance (account_accountant) & Analytic accounting (analytic) installed.