odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/payments.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/payments.html"
+---
+
+:show-content:
+# 
+# Payments
+
+In Odoo, payments can either be automatically linked to an invoice or bill or be stand-alone records
+for use at a later date:
+
+- If a payment is **linked to an invoice or bill**, it reduces/settles the amount due on the
+  invoice. Multiple payments on the same invoice are possible.
+
+- If a payment is **not linked to an invoice or bill**, the customer has an outstanding credit with
+  the company, or the company has an outstanding debit with a vendor. Those outstanding amounts
+  reduce/settle unpaid invoices/bills.
+
+.. seealso::
+   - :doc:`Internal transfers <bank/internal_transfers>`
+   - :doc:`bank/reconciliation`
+   - [Odoo Tutorials: Bank Configuration
+     ](https://www.odoo.com/slides/slide/bank-configuration-6832)
+
+.. _accounting/payments/payment-methods:
+
+# Payment methods
+
+Several payment methods are available in Odoo to allow different configurations for different types
+of payments. Examples of payment methods include manual payments (such as cash), :doc:`checks
+<payments/pay_checks>`, and batch payment files (such as :ref:`NACHA
+<l10n_us/ach-electronic-transfers>` and :doc:`SEPA <payments/pay_sepa>`). Payment methods can be
+configured in the :guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs of a bank or
+cash journal.
+
+.. seealso::
+   :doc:`../../sales/point_of_sale/payment_methods` for Point of Sale
+
+.. _accounting/payments/preferred-payment-methods:
+
+## Preferred payment method
+
+A contact's preferred payment method can be set so that when a payment is created for that contact,
+the payment method is automatically selected by default. Invoices and bills can be filtered by
+:guilabel:`Payment Method` to simplify :ref:`group <accounting/payments/group-payments>` payments.
+
+To set a preferred :guilabel:`Payment Method` for a customer or a vendor, go to
+:menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Accounting --> Vendors
+--> Vendors` and select the customer or vendor. In the :guilabel:`Sales & Purchase` tab of the
+contact form, select the preferred :guilabel:`Payment Method` in the :guilabel:`Sales` section for
+invoice payments or for vendor bill payments in the :guilabel:`Purchase` section.
+
+> **tip**:
+>    Access a full list of all contacts from the :guilabel:`Customers` or :guilabel:`Vendors` list
+   view by removing the :guilabel:`Customers` or :guilabel:`Vendors` filter. Alternatively, access
+   the full contact list through the Contacts app.
+
+.. _accounting/payments/from-invoice-bill:
+
+# Registering payment from an invoice or bill
+
+To register a payment for an invoice or a bill, follow these steps:
+
+#. Click :guilabel:`Pay` on a customer invoice or vendor bill. In the :guilabel:`Pay` window, select
+   the :guilabel:`Journal` and the :guilabel:`Payment Date`.
+#. If previously set, the contact's preferred :guilabel:`Payment Method` is automatically selected
+   by default but can be updated if necessary.
+#. If using :doc:`payment terms <customer_invoices/payment_terms>`, the :guilabel:`Amount` is
+   automatically set based on the installment amounts defined by the payment term. To pay the full
+   amount instead, click :guilabel:`full amount`.
+#. If necessary, edit the :guilabel:`Memo`.
+#. Click :guilabel:`Create Payment`.
+
+After the payment is registered, the customer invoice or vendor bill is marked as
+:guilabel:`In payment`.
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      If no :ref:`outstanding accounts <accounting/bank/outstanding-accounts>` are configured, no
+      journal entry is created. To display more information about the payment, click the
+      :guilabel:`Payments` smart button.
+
+      When the invoice or vendor bill is :doc:`reconciled <bank/reconciliation>` with a bank
+      transaction, its status is updated to :guilabel:`Paid`.
+
+      > **note**:
+>          - If a bank transaction is reconciled in a different currency, a journal entry is
+           automatically created to post the currency exchange gains/loss amount.
+         - When a bank transaction is reconciled with an invoice with cash-basis, a journal entry is
+           automatically created to post the cash-basis tax amount.
+
+   .. group-tab:: Using outstanding accounts
+
+      By default, payments in Odoo do not create journal entries, but they can easily be configured
+      to create journal entries using :ref:`outstanding accounts
+      <accounting/bank/outstanding-accounts>`.
+
+      Registering a payment on a customer invoice or vendor bill generates a new journal entry and
+      reduces the :guilabel:`Amount Due` based on the payment amount. The counterpart is
+      reflected in an :ref:`outstanding <accounting/bank/outstanding-accounts>` **receipts** or
+      **payments** account. At this point, the customer invoice or vendor bill is marked as
+      :guilabel:`In payment`. Then, when the payment is :doc:`reconciled <bank/reconciliation>` with
+      a bank transaction, the invoice or vendor bill status changes to :guilabel:`Paid`.
+
+      The :icon:`fa-info-circle` information icon next to the payment line displays more
+      information about the payment. To access additional information, such as the related journal,
+      click :guilabel:`View`.
+
+      .. image:: payments/information-icon.png
+         :alt: See detailed information of a payment.
+
+      > **note**:
+>          - Unreconciling a payment unlinks it from the invoice or bill but does not delete the
+           payment.
+         - If a payment is (un)reconciled in a different currency, a journal entry is automatically
+           created to post the currency exchange gains/losses (reversal) amount.
+         - If a payment is (un)reconciled on an invoice with cash-basis taxes, a journal entry is
+           automatically created to post the cash-basis tax (reversal) amount.
+
+      > **tip**:
+>          If the main bank account is set as the outstanding account on the bank journal's payment
+         method, registering the full payment on an invoice or bill moves the invoice/bill directly
+         to the :guilabel:`Paid` status without requiring bank reconciliation.
+
+.. _accounting/payments/not-tied:
+
+# Registering payments not tied to an invoice or bill
+
+When a new payment is registered via :menuselection:`Customers / Vendors --> Payments`, it is not
+directly linked to an invoice or bill.
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      Payments that are not linked to an invoice or bill should not be registered without using
+      :ref:`outstanding accounts <accounting/bank/outstanding-accounts>`, as there is no way to
+      associate the payment with the invoice or bill since no journal entry is created for the
+      payment. The amount paid or received is not reflected in the accounting and the
+      :guilabel:`Amount Due` is not updated based on the payment amount.
+
+   .. group-tab:: Using outstanding accounts
+
+      Instead, the payment's journal entry matches the :guilabel:`outstanding account` with the
+      account receivable or the account payable until the payment is manually matched with its
+      related invoice or bill. Then, :doc:`reconciling <bank/reconciliation>` the payment with the
+      bank transaction completes the payment workflow.
+
+.. _accounting/payments/payments-matching:
+
+## Payments matching
+
+> **note**:
+>    During the :doc:`bank reconciliation <bank/reconciliation>` process, a remaining balance is
+   identified if the total debits and credits do not match when records are compared with bank
+   transactions. This balance must either be reconciled later or written off immediately.
+
+.. _accounting/payments/matching-invoices-bills:
+
+### For a single invoice or bill
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      By default, payments in Odoo do not create journal entries. As a result, there is no payment
+      to match.
+
+   .. group-tab:: Using outstanding accounts
+
+      A blue banner appears when validating a new invoice/bill and an **outstanding payment** exists
+      for this specific customer or vendor. To match it with the invoice or bill, click
+      :guilabel:`Add` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`.
+
+      .. image:: payments/add-option.png
+         :alt: Shows the Add option to reconcile an invoice or a bill with a payment.
+
+      The invoice or bill is then marked as :guilabel:`In payment` until the payment is
+      :doc:`reconciled <bank/reconciliation>` with its corresponding :doc:`bank transaction(s)
+      <bank/transactions>`.
+
+.. _accounting/payments/auto-reconcile-tool:
+
+### For multiple invoices or bills
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      By default, payments in Odoo do not create journal entries. As a result, there is no payment
+      to match, but this feature can still be used to match miscellaneous journal items.
+
+   .. group-tab:: Using outstanding accounts
+
+      The :guilabel:`Payments matching` or :guilabel:`Auto-reconcile` tool allows reconciling
+      journal items with each other (i.e., payments with customer invoices or vendor bills) either
+      individually or in batches. Access the :guilabel:`Accounting Dashboard`, click the
+      :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) button from the :guilabel:`Customer
+      Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`.
+      Alternatively, go to :menuselection:`Accounting --> Accounting --> Reconcile`.
+
+      To manually :guilabel:`Reconcile` journal items, select the individual items from the list
+      view and click :guilabel:`Reconcile`.
+
+.. _accounting/payments/auto-reconcile-feature:
+
+Auto-Reconcile Feature
+**********************
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      To use the :guilabel:`Auto-Reconcile` feature, follow these steps:
+
+      #. In the :guilabel:`Journal Items to reconcile` list view, click :guilabel:`Auto-Reconcile`
+         next to the receivable or payable account (or a specific contact's group of journal items
+         in that account).
+      #. In the :guilabel:`Reconcile automatically` window, click :guilabel:`Reconcile`.
+
+   .. group-tab:: Using outstanding accounts
+
+      To use the :guilabel:`Auto-Reconcile` feature, follow these steps:
+
+      #. In the :guilabel:`Journal Items to reconcile` list view, click :guilabel:`Auto-Reconcile`
+         next to the receivable or payable account (or a specific contact's group of journal items
+         in that account).
+      #. In the :guilabel:`Reconcile Automatically` window, set the
+         :guilabel:`Reconcile` field depending on how you want to match journal items:
+
+         - :guilabel:`Perfect Match`: Each debit journal item will be matched with
+           the corresponding credit journal item of the same value.
+         - :guilabel:`Clear Accounts`: All reconciled journal items will have the same
+           matching number, as they are selected from the same account.
+
+      #. Click :guilabel:`Reconcile`.
+
+      Invoices and bills are automatically matched to their corresponding payments and marked as
+      :guilabel:`In payment` until they are :doc:`reconciled <bank/reconciliation>` with their
+      corresponding :doc:`bank transactions <bank/transactions>`.
+
+.. _accounting/payments/group-payments:
+
+# Registering payments on multiple invoices/credit notes or bills/refunds (group payments)
+
+To register payments on multiple invoices/credit notes or bills/refunds, follow these steps:
+
+#. Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or
+   :menuselection:`Accounting --> Vendors --> Bills/Refunds`.
+#. In the list view, click into the search bar, group by :guilabel:`Payment Method`, select the
+   relevant invoices/credit notes or bills/refunds and click :guilabel:`Pay`.
+#. In the :guilabel:`Pay` window, select the :guilabel:`Journal` and the :guilabel:`Payment Date`.
+#. If previously set, the contact's preferred :guilabel:`Payment Method` is automatically selected
+   by default but can be updated if necessary.
+#. If using :doc:`payment terms <customer_invoices/payment_terms>`, the :guilabel:`Amount` is
+   automatically set based on the installment amounts defined by the payment term. To pay the full
+   amount instead, click :guilabel:`full amount`.
+#. To combine all payments from the same contact into a single payment, enable the :guilabel:`Group
+   Payments` option, or leave it unchecked to create separate payments.
+#. Click :guilabel:`Create payment`.
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      The invoices or bills are then marked as :guilabel:`In payment` until they are
+      :doc:`reconciled <bank/reconciliation>` with the bank transactions.
+
+   .. group-tab:: Using outstanding accounts
+
+      The invoices or bills are then marked as :guilabel:`In payment` until the bank transactions
+      are :doc:`reconciled <bank/reconciliation>` with the payments.
+
+.. _accounting/payments/batch-payments:
+
+# Registering a single payment for multiple customers or vendors (batch payments)
+
+Batch payments allow grouping payments from multiple contacts to ease :doc:`reconciliation
+<bank/reconciliation>`. They are also useful when depositing :doc:`checks <payments/checks>` to the
+bank or for generating bank payment files such as :doc:`SEPA <payments/pay_sepa>` or :ref:`NACHA
+<l10n_us/nacha>`. To do so, go to :menuselection:`Accounting --> Customers --> Payments` or
+:menuselection:`Accounting --> Vendors --> Payments`. In the payments list view, select the payments
+to be grouped in a batch, click :icon:`fa-cog` :guilabel:`Actions`, and select :guilabel:`Create
+Batch Payment`.
+
+> **note**:
+>    All payments in a batch must have the same :ref:`payment method
+   <accounting/payments/payment-methods>`.
+
+.. seealso::
+   - :doc:`payments/batch`
+   - :doc:`payments/batch_sdd`
+
+.. _accounting/payments/matching:
+
+## Payments matching
+
+The :guilabel:`Payments matching` tool opens all unreconciled journal items and allows them to be
+processed individually, matching all payments and journal items. Go to the
+:guilabel:`Accounting Dashboard`, go to :menuselection:`Accounting --> Accounting --> Reconcile` or
+click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) button from the :guilabel:`Customer
+Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`.
+
+.. image:: payments/payments-journal.png
+   :alt: Payments matching menu in the drop-down menu.
+
+> **note**:
+>    During the :doc:`reconciliation <bank/reconciliation>`, if the sum of the debits and credits does
+   not match, there is a remaining balance. This either needs to be reconciled at a later date or
+   written off directly.
+
+.. _accounting/payments/partial-payment:
+
+# Registering a partial payment
+
+To register a partial payment, click on :guilabel:`Pay` from the related invoice or bill.
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total
+      remaining amount on the invoice or the bill), fill in the :guilabel:`Amount` in the
+      :guilabel:`Pay` window.
+
+   .. group-tab:: Using outstanding accounts
+
+      In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total
+      remaining amount on the invoice or the bill), the :guilabel:`Payment Difference` field
+      displays the outstanding balance. There are two options:
+
+      - :guilabel:`Keep open`: Keep the invoice or the bill open and mark it with a
+        :guilabel:`Partial` banner;
+      - :guilabel:`Mark as fully paid`: Select an account in the :guilabel:`Post Difference In`
+        field and change the :guilabel:`Label` if needed. A journal entry will be created to balance
+        the accounts payable or receivable with the selected account.
+
+      .. image:: payments/partial-payment.png
+         :alt: register a partial payment
+
+.. _accounting/payments/reconciling-payments:
+
+# Reconciling payments with bank transactions
+
+.. tabs::
+
+   .. group-tab:: Without outstanding accounts
+
+      Once a payment has been registered, the status of the invoice or bill is :guilabel:`In
+      payment`. The next step is :doc:`reconciling <bank/reconciliation>` the related :doc:`bank
+      transaction <bank/transactions>` line with the invoice or bill to finalize the payment
+      workflow and mark the invoice or bill as :guilabel:`Paid`.
+
+   .. group-tab:: Using outstanding accounts
+
+      Once a payment has been registered, the status of the invoice or bill is :guilabel:`In
+      payment`. The next step is :doc:`reconciling <bank/reconciliation>` the payment with the
+      related :doc:`bank transaction <bank/transactions>` line to finalize the payment workflow and
+      mark the invoice or bill as :guilabel:`Paid`.
+
+.. toctree::
+   :titlesonly:
+
+   payments/online
+   payments/checks
+   payments/batch
+   payments/batch_sdd
+   payments/follow_up
+   payments/pay_sepa
+   payments/pay_checks
+   payments/forecast
+   payments/trusted_accounts

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/reporting/analytic_accounting.md

@@ -0,0 +1,138 @@
+---
+title: "Analytic accounting"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/reporting/analytic_accounting.html"
+---
+
+===================
+# Analytic accounting
+
+Analytic accounting helps you track costs and revenues, as well as analyze the profitability of a
+project or service. When creating your journal entries, the analytic widget allows the distribution
+of costs in one or more analytic accounts.
+
+.. _accounting/analytic_accounting/configuration:
+
+# Configuration
+
+Enable the :guilabel:`Analytic Accounting` feature by going to :menuselection:`Accounting -->
+Configuration --> Settings --> Analytics`.
+
+.. _accounting/analytic_accounting/analytic_accounts:
+
+# Analytic accounts
+
+The analytic accounts give an overview of your costs and revenue.
+
+Access your existing analytic accounts by going to :menuselection:`Accounting --> Configuration -->
+Analytic Accounting: Analytic Accounts`. To create a new analytic account, click :guilabel:`New`,
+and fill in the required information:
+
+- :guilabel:`Analytic Account`: add the name of your analytic account;
+- :guilabel:`Customer`: select the customer related to your project;
+- :guilabel:`Reference`: add a reference to make it easier to find the account when you are on your
+  bill;
+- :guilabel:`Plan`: add an :ref:`analytic plan <accounting/analytic_accounting/analytic_plans>`;
+- :guilabel:`Company`: if you are managing multiple companies, select the company for which the
+  analytic account will be used;
+- :guilabel:`Currency`: select the currency of the analytic account;
+
+Then, fill in your :doc:`budget <budget>` information.
+
+.. _accounting/analytic_accounting/analytic_plans:
+
+# Analytic plans
+
+The analytic plans allow you to analyze your accounting. For example, to track costs and revenues by
+project or department.
+
+You can access the analytic plans by going to :menuselection:`Accounting --> Configuration -->
+Analytic Accounting: Analytic Plans`. Click :guilabel:`New` to create a new plan.
+
+.. image:: analytic_accounting/analytic_plans.png
+   :align: center
+   :alt: create an analytic plan
+
+The following information must be completed:
+
+- :guilabel:`Parent`: link your plan to another :guilabel:`Analytic Plan` to build a hierarchy
+  between your plans;
+- :guilabel:`Default Applicability`: decide how your plan behaves in the widget when creating a new
+  journal entry:
+
+   - :guilabel:`Optional`: if selected, it is not mandatory to add the analytic plan in the widget;
+   - :guilabel:`Mandatory`: if selected, an orange bullet is visible in the widget next to the plan
+     until the analytic distribution is done (the bullet then turns to green); it is not possible to
+     confirm the entry if no analytic account is selected;
+   - :guilabel:`Unavailable`: if selected, the plan is not available in the widget.
+
+- :guilabel:`Color`: select the color of the tag related to this specific plan;
+- :guilabel:`Company`: add the company to which the plan applies;
+
+You can also fine-tune your plans' applicability by filling in the :guilabel:`Applicability` tab:
+
+- :guilabel:`Domain`: choose to which accounting document your plan applies;
+- :guilabel:`Financial Accounts Prefix`: select the prefix of the account(s) to which this plan
+  should be applied;
+- :guilabel:`Product Category`: decide to which product category the plan applies;
+- :guilabel:`Applicability`: decide how your plan behaves in the widget when creating a new journal
+   entry. The applicability you set here always overrides the default applicability.
+
+Two smart buttons are available in the top-right corner:
+
+   - :guilabel:`Subplans`: can be created to have a more complex analytic structure. Click the
+     :guilabel:`Subplans` smart button, and then :guilabel:`New` to add a subplan;
+   - :guilabel:`Analytic Accounts`: to reach the analytic accounts related to the plan.
+
+> **note**:
+>    - The analytic widget is prefilled based on the applicability, and the
+     :ref:`Analytic Distribution Models <analytic_distribution_models>`;
+   - Each analytic plan must have at least one analytic account.
+
+.. _accounting/analytic_accounting/analytic-distribution:
+
+# Analytic distribution
+
+Add a plan in the :guilabel:`Analytic` column when creating an invoice or bill. This field is
+mandatory only if you previously linked your analytic plan to at least one analytic account. After
+adding the plan, a **widget** opens where you can fill in the different information. You can add
+**tags** to reflect the related analytic accounts and decide how to split the costs between the
+accounts by modifying the percentage.
+
+.. image:: analytic_accounting/analytic_distribution.png
+   :align: center
+   :alt: create a distribution template
+
+.. _analytic_distribution_models:
+
+.. _accounting/analytic_accounting/analytic-distribution-models:
+
+## Analytic distribution models
+
+The analytic distribution models automatically apply a specific distribution based on defined
+criteria.
+
+To create a new analytic distribution model, go to :menuselection:`Accounting --> Configuration -->
+Analytic Distribution Models`, click :guilabel:`New` and set the conditions your model has to meet
+to automatically apply:
+
+- :guilabel:`Accounts Prefix`: this analytic distribution will apply to all financial accounts
+  sharing the prefix specified;
+- :guilabel:`Partner`: select a partner for which the analytic distribution will be used;
+- :guilabel:`Partner Category`: this field is not visible by default: add it by clicking on the
+  columns selection button, and tick the :guilabel:`Partner Category` box. Add the partner category
+  for which the analytic distribution will be used;
+- :guilabel:`Product`: select a product for which the analytic distribution will be used;
+- :guilabel:`Product Category`: this field is not visible by default: add it by clicking on the
+  columns selection button, and tick the :guilabel:`Product Category` box. Select a product category
+  for which the analytic distribution will be used;
+- :guilabel:`Analytic`: add the analytic accounts and their distribution;
+- :guilabel:`Company`: select a company for which the analytic distribution will be used;
+- :guilabel:`Analytic Distribution`: if the above conditions are met, the :guilabel:`Analytic plan`
+  defined in this field as well as the distribution to be applied between the different analytic
+  accounts is selected automatically on the entry.
+
+> **tip**:
+>    To **mass edit** several entries simultaneously, go to :menuselection:`Accounting --> Accounting
+   --> Journal items`, and select the ones that need to be updated. Add the required distribution in
+   the :guilabel:`Analytic Distribution` column, and click on the :guilabel:`floppy disk` icon to
+   save. The analytic distribution template pops up, and you can save it for later use.

package/payload/skills/odoo18-docs/references/docs/applications/finance/accounting/reporting/budget.md

@@ -0,0 +1,167 @@
+---
+title: "Budgets"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/accounting/reporting/budget.html"
+---
+
+=======
+# Budgets
+
+:ref:`Analytic budgets <accounting/budgets/analytic-budgets>` track specific activities and projects
+using analytic accounts, helping businesses make informed decisions about specific departments,
+projects, or other groups of transactions. In contrast, :ref:`financial budgets
+<accounting/budgets/financial>` are tied to the general ledger accounts that appear on the profit
+and loss and focus on the company's overall economic position.
+
+.. _accounting/budgets/analytic-budgets:
+
+# Analytic budgets
+
+Analytic budgets allow for allocating and tracking income and expenses in detail, breaking down
+costs and revenues by specific projects, departments, or groups of transactions. Analytic budgets
+can be applied across various departments or projects to measure profitability and performance. Odoo
+manages analytic budgets using :doc:`analytic accounting <analytic_accounting>`.
+
+To activate the option for creating analytic budgets, go to :menuselection:`Accounting -->
+Configuration --> Settings`, and enable :guilabel:`Budget Management` in the :guilabel:`Analytics`
+section.
+
+> **important**:
+>    Odoo structures budgets using :ref:`plans <accounting/analytic_accounting/analytic_plans>` and
+   :ref:`accounts <accounting/analytic_accounting/analytic_accounts>`, which must be configured
+   *before* creating a budget.
+
+.. _accounting/budgets/analytic-budget-set:
+
+## Set an analytic budget
+
+To create a new budget, go to :menuselection:`Accounting --> Accounting --> Analytic Budgets` and
+click :guilabel:`New`. Make sure the following fields are appropriately completed: :guilabel:`Budget
+Name`, :guilabel:`Period`, and :guilabel:`Budget Type`.
+
+Click :guilabel:`Add a line` in the :guilabel:`Budget Lines` tab to structure the budget with the
+:ref:`analytic plans <accounting/analytic_accounting/analytic_plans>` and :ref:`accounts
+<accounting/analytic_accounting/analytic_accounts>` previously created. While the :ref:`analytic
+plans <accounting/analytic_accounting/analytic_plans>` correspond to the column names, select the
+:ref:`analytic accounts <accounting/analytic_accounting/analytic_accounts>` to define the budget
+lines and set the amounts for each in the :guilabel:`Budgeted` column. Once all the budget lines are
+settled, click :guilabel:`Open`. If changes need to be made once the budget's status is
+:guilabel:`Open`, there are two options:
+
+- :guilabel:`Reset to Draft`: To overwrite the data, then reopen the budget.
+- :guilabel:`Revise`: A new budget will be created. Once it is :guilabel:`Open`, a :guilabel:`Rev`
+  reference is added to the :guilabel:`Budget Name`. The original budget is then
+  :guilabel:`Revised`.
+
+.. _accounting/budgets/analytic-budget-check:
+
+## Check an analytic budget
+
+Once the budget is :guilabel:`Open`, two additional columns are available: :guilabel:`Committed` and
+:guilabel:`Achieved`. These columns' amounts are automatically calculated based on the related
+:ref:`analytic distribution <accounting/analytic_accounting/analytic-distribution>` of journal
+items. When the :ref:`analytic distribution <accounting/analytic_accounting/analytic-distribution>`
+of a journal item within the budget's period is updated, the budget's columns for the analytic
+account(s) selected in the distribution are automatically updated. The :guilabel:`Achieved` amount
+reflects the current result according to the items of confirmed journal entries for the associated
+:ref:`analytic account <accounting/analytic_accounting/analytic_accounts>`. In contrast, the
+:guilabel:`Committed` amount displays the full value of the :guilabel:`Achieved` amount, plus any
+confirmed sales or purchase orders that have not yet been invoiced or billed.
+
+> **note**:
+>    - When a line in a request for quotation or purchase order includes an analytic distribution, a
+     :guilabel:`Budget` smart button appears, providing a link to the :ref:`budget report
+     <accounting/budgets/analytic-budget-reporting>` for more details.
+   - For :guilabel:`Open` budgets, if a request for quotation or a purchase order is created using
+     the associated analytic distribution and exceeds the allocated budget amount, the corresponding
+     purchase order line is highlighted in red.
+
+To reveal the :guilabel:`Theoretical` amount or percentage, use the :icon:`oi-settings-adjust`
+(:guilabel:`adjust settings`) icon in the :guilabel:`Budget Lines`' header. The
+:guilabel:`Theoretical` amount represents the amount of money that could theoretically have been
+spent or should have been received based on the current date relative to the start/end dates. Click
+:guilabel:`Details` to open a filtered view of the :ref:`budget report
+<accounting/budgets/analytic-budget-reporting>` related to that specific budget line.
+
+.. image:: budget/budget.png
+   :alt: open budget with committed, achieved, and theoretical amounts
+
+> **note**:
+>    Deleting a budget is only allowed in the :guilabel:`Draft` and :guilabel:`Cancelled` stages.
+
+To view the budget lines of one or multiple budgets directly from the :guilabel:`Budgets` list view,
+select the budget(s) and click :guilabel:`Budget Lines`.
+
+.. _accounting/budgets/analytic-budget-generate:
+
+## Generate periodic budgets
+
+To create periodic budgets (monthly, quarterly, and yearly) for the selected :guilabel:`Analytic
+Plans`, click :guilabel:`Generate`. A new budget is created for each :guilabel:`Period` between the
+start and end dates:
+
+- If a single analytic plan is selected, each budget includes a line for each account in that
+  analytic plan.
+- If multiple analytic plans are selected, each budget includes a line for each account/analytic
+  plan combination.
+
+To generate periodic budgets, follow these steps:
+
+#. In the :guilabel:`Budgets` list view, click :guilabel:`Generate`.
+#. In the :guilabel:`Generate Budget` window, set the dates and select the :guilabel:`Period` and
+   the :guilabel:`Analytic Plans`.
+
+   .. image:: budget/generate-budgets.png
+      :alt: all the options to generate periodical budgets
+
+#. Click :guilabel:`Split` to create the periodic budgets.
+#. Click :guilabel:`Budgets` in the top-left corner to return to the :guilabel:`Budgets` list view.
+#. One by one, click on the different periodic budgets with the :guilabel:`Draft` status to open
+   them and set the amounts in the :guilabel:`Budgeted` column for each analytic account linked to
+   the chosen analytic plans.
+#. Click :guilabel:`Open` for each periodic budget.
+
+.. _accounting/budgets/analytic-budget-reporting:
+
+## Reporting
+
+To perform various reporting actions, go to :menuselection:`Accounting --> Reporting -->
+Budget Report`, then:
+
+- Track, analyze, and compare budget data.
+- Filter and group data using the :icon:`fa-plus-square` (:guilabel:`plus-square`) or
+  :icon:`fa-minus-square` :guilabel:`(minus-square)` icon.
+- Drill down into the report to see more details on the actual amounts and transactions.
+- Export the data for further analysis or reporting needs.
+
+.. _accounting/budgets/financial:
+
+# Financial budgets
+
+Financial budgets are structured around specific income and expense accounts and transactions for
+official financial reporting and compliance purposes.
+
+> **note**:
+>    Financial budgets are available on the :ref:`Profit and Loss
+   <accounting/reporting/profit-and-loss>` report.
+
+.. _accounting/budgets/financial-budget-set:
+
+## Set a financial budget
+
+To create a new financial budget, follow these steps:
+
+#. Go to :menuselection:`Accounting --> Reporting --> Profit and Loss` to open the
+   :ref:`Profit and Loss <accounting/reporting/profit-and-loss>` report.
+#. Click the :icon:`fa-calendar` :guilabel:`(calendar)` button to use the date selector and choose a
+   period.
+#. Click the :icon:`fa-bar-chart` :guilabel:`Budget` button and name the budget. A new column
+   labeled with the budget name will appear next to the :guilabel:`Balance` column.
+#. Assign amounts to each account requiring analysis.
+#. A new :guilabel:`%` column will appear to the right of the new budget column, indicating the
+   current status.
+
+Different financial budgets can be created using these steps for comparison purposes.
+
+> **note**:
+>    The date selector enables the division of periods and navigation between periods, automatically
+   updating the amounts accordingly.