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Understanding Analytic Accounts

Overview

Analytic Accounts provide the foundation for job costing and project-based financial tracking in Odoo.

Purpose & Use Case

  • Track costs by project or job
  • Associate labor and expenses with specific work
  • Measure profitability beyond the general ledger

Prerequisites

  • Analytic Accounting enabled

How It Works in Odoo

Transactions can be tagged with analytic accounts, allowing costs and revenue to be reported separately from statutory accounting.

Configuration Notes

  • One analytic account per project is a common practice
  • Analytic tags can supplement, but not replace, analytic accounts

Common Issues

  • Missing analytic assignments
  • Inconsistent analytic usage

Limitations

Odoo does not enforce analytic assignment by default.

When to Consider Professional Assistance

Validation rules and enforcement often require professional configuration.

<p>Related: <a href="/forum/community-help-3/understanding-analytic-accounts-36">Understanding Analytic Accounts</a>, <a href="/forum/community-help-3/linking-projects-to-accounting-37">Linking Projects to Accounting</a>.</p>
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