Skip to Content
Menu
This question has been flagged
1 Odpoveď
1870 Zobrazenia

For the Financial budgeting feature discussed at https://www.odoo.com/documentation/18.0/applications/finance/accounting/reporting/budget.html#financial-budgets - how do I import one instead of manually creating one?

Avatar
Zrušiť
Best Answer

The best way to learn how to import something into Odoo is to export a record first, and use this file as a template.

Here is an example file that can be used as a guide:

You can see that the NAME of the budget is in the first column, then the DATE, ACCOUNT and AMOUNT. Revenue is negative, Expenses are positive.


When you have your import file, visit the Accounting --> Configuration --> Accounting -> Financial Budgets Menu (1) and click Import Records (2):


Browse to your import file and check that the columns in your file map correctly to the corresponding Odoo field:


You then end up with a Budget like this:


Which when used on the Profit and Loss report will look like this:



Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
1
jan 25
3804
2
aug 25
297
2
aug 25
3744
1
máj 25
1354
2
apr 25
2170