Analytic Accounting | Odoo Accounting

greetings take on Oh doers component of any excellent organization is to evaluate as well as understand the various transactions that happen we'' ve seen in one more video clip that you already creates numerous records in different applications which makes it a whole lot easier to get exact and also comprehensive understanding with no extra input from our part a lot can be attained with these records however some companies could intend to include some additional resources to evaluate their purchases much more specifically relying on their demands as well as requirements as an example we might want to understand precisely how much is spent in each department or just how much is gained and spent according to our jobs or how successful a new line of products is according to the time invested servicing it this is where odoo analytic bookkeeping enters play with this we can develop analytic accounts and also tags without needing to create even more accounts in our graph of accounts it allows us to produce reports that give the insight we look as well as need at purchases from a different point of view below at selphie wood Inc we decided to arrange our analytics in regards to our tasks this way we can analyze just how successful a personalized production was and also see just how much we spend throughout our different divisions so let'' s inspect this out now alright so below I am on my database especially taking a look at the bookkeeping module so from here we'' re gon na go straight to setup setups so that we can turn on the alternative in order to make use of analytic audit all right so let'' s scroll down we'' re gon na activate analytic bookkeeping but additionally for this video we ' re also going to activate analytic tags so I'' ve already done that but if you need to go on and do that now I'' d make certain you click on conserve before relocating onward currently allow'' s go on as well as create a new analytic account alright so we can go to that page by clicking on this button right here or we can most likely to configuration analytic accounts all right after that allow'' s proceed as well as create a new one we'' re gon na call this as well as this collection alright we ' re gon na include the recommendation ID no 1 we'' re gon na create a group too so this will be a team where we can add numerous analytic accounts and obtain the results for every one of these accounts or for the one team so we'' re going to call this Custom Creations we can include a parent group if we would love to a conscription as well as if we'' re in a multi business atmosphere we can also choose the business nonetheless I'' m gon na leave these empty so let'' s go in advance and save after that we ' re gon na proceed and also develop a vendor bill so I'mosted likely to vendors expenses currently I ' m gon na gon na click develop allow ' s choose our vendor timber edge alright we ' re gon na proceed and state oak or the summary alright and after that we ' re gon na add that analytic account certainly the one that we simply produced will say device cost of 15,000 as well as then we'' re gon na validate this once it'' s validated we then can most likely to accounting as well as to our analytic products so these analytic products are like journal products however, for analytic accountancy okay so let'' s team by analytic account right here it'' s simply well arranged it'' s easy to see every little thing this means alright and if we go to our analytic account agnus collection we see that we have one item below so all access that are connected to an analytic account will certainly have products such as this right here or two once more that'' s an audit analytic products so we can select that thing and also have all the details now let ' s most likely to reporting and also we'' re gon na most likely to our analytic record ok so what ' s cool right here is that we will certainly be able to see every one of our analytic accounts on the left as well as the equilibrium on the right so we'' ll have the ability to see the balances for all the analytic accounts and also during a certain period or for a certain duration so today I'' m just looking at this month April I can look at this quarter this fiscal year or I can even define some specific days okay now what'' s really cool below is this alternative power structure and also subtotals ok with this choice we'' ll have the ability to see the balance for our groups of logical accounts all right so for instance we see Customized Creations below alright if we click this we'' ll see that it ' s just one analytic account nevertheless if we have numerous it will certainly be completed right here so for instance allowed'' s proceed and also look out accounts without a team so we have over 24,000 it'' s unfavorable 24,000 numerous accounts here and we can see the individual balance for these accounts all right now what we'' re gon na do is return to reporting as well as to profit as well as loss so here we have our standard revenue and loss record yet something that'' s really cool down is we can look at this specific to our one account so allow ' s most likely to analytic let'' s select our count advertisement in this library okay and expand just like that we'' re gon na have the earnings and also loss report for all of the entrances connected to this analytic account how awesome is that now what we'' re gon na do is create an analytic tag and also see just how this functions so allow'' s go to configuration analytic tags okay we'' re mosting likely to produce a brand-new one okay we ' re gon na call it publication instance simply all right we'' re gon na pick this choice analytic circulation we'' re going to go ahead as well as include some analytic accounts so the initial one will certainly be Edna'' s collection obviously alright and then we ' re likewise going to add r & d let'' s claim simply like that alright so if we want to produce a new analytic account on the fly we can likewise do that right here by clicking on create and also modify alright yet we'' re not gon na do that now I'' m just gon na proceed as well as save so I have 2 analytic accounts for the one analytic tag alright now allows back return to suppliers costs and also create another one all right we'' re gon na call or'we ' re gon na choose a timber corner alright we want to obtain a cabinet alright and also this time around I'' m mosting likely to include that analytic tag rather than specify the analytic account all right not hitting bookcase yet regular bookcase there we go let'' s include a device rate allow'' s say 700 holidayed alright now when we go to audit and analytic products and we take a look at our cabinet below we'' re gon na see two things for this supplier expense alright so we see one for Edna'' s collection and also one for r & d as well so we have 2 things and also that'' s because a product is produced for each and every analytic account that we have actually connected with that tag so it'' s pretty cool down okay currently what we'' re gon na do is jump to the job application and produce a brand-new one okay so we'' re gon na call this & dicie ' s tables as well as we are mosting likely to permit timesheets allow'' s produce we ' re gon na include a column design include go on and create a new job we'' re gon na call this a layout of tables include alright allow'' s go in advance as well as enter this allow'' s edit and also add a timesheet all right allow'' s go on and also claim this is the mock-up it took two hours save okay currently we'' re gon na return to the accounting application right into our analytic record now when I developed that task it immediately created an autumn analytic account for me okay so if I go to DC'' s tables I ' m gon na have the ability to see that details right here all right so the hours are videotaped as well as the quantity is determined based upon my cost per hr which'' s set up on the employees develop alright as well as this is truly great because Oda will automatically create that analytic represent me I wear'' t need to by hand develop it before I produce the projects and after that connect the two together it will happen instantly which is actually practical which'' s all for this video thank you for viewing

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