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Manage your budget process with Odoo Spreadsheets
Functional Community Talk
Lieu : Hall 10.A - 08/11/2023 12:00 - 08/11/2023 12:30 (Europe/Brussels) (30 minutes)
Manage your budget process with Odoo Spreadsheets
Clementi Frédéric
Smartcamp Team Lead à Camptocamp SA
Clementi Frédéric
Smartcamp Team Lead à Camptocamp SA

Frédéric Clementi works as Smartcamp Team lead at Camptocamp : the team in charge of SME projects.

He's been working at Camptocamp for more over 10 years and has completed dozens of full Odoo implementation projects.

He holds a masters in Accounting. He was previously an financial auditor and then financial controller in different countries like UK, Switzerland and France. 


CONTENT:
Budget process can be very different from one company to another.
Most SMEs manage their budget with Excel because it is simple and flexible.

The drawback is that it takes time to add the actual figures and the risk of errors is high - especially when you update/refresh yours files.
With Odoo Spreadsheet you get the flexibility of an "Excel like" tool plus the ability to fetch actual data from Odoo easily.
During this talk I will introduce the main concepts to know about Odoo Spreadsheet
Then I will show an example of the budget process :

* How to create files : Budget files to fill in by the head of HR, the head of Operations, etc... Each budget responsible must be able to provides figures independently and with the help of past actuals.

* How to consolidate data : Once this first step done, all figures from different departments, or different projects...must be aggregated correctly.

* How to present the final reports : Finally, the management P&L Actual Vs Budget must be created. It will be use on a monthly basis to monitor the company budget.

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DESCRIPTION:

Target audience
- Odoo users
- Accountant/CFO

Added value
- Showing a concrete example of Budget process with Odoo Spreadsheet
- Get a introduction to Odoo spreadsheet

Key learning
- Odoo Spreadsheet & Dashboard important concepts
- Methodology to handle your company budget with Odoo spreadsheet