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Simplify link between budget, project expense, order, terms and paiement

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jmmbb
(@jmmbb)
Posts: 561
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[#10124]

Hello,

using project expense with budget is quite heavy today.
You have to set budget, set expense and linking expense to budget then, when order, set order and linking them to project expense and so...

An evolution to symplify linking between these element will be helpfull. We use a lot of budget, expense and so...

I mean :
I create a budget and sub budget, i can, from budghet screen, create directly sub-budget via button (create new sub-budget for example). Sub budget is directly linked to parent budget, type of parent budget is automaticaly change if it is a budget line (with warning if data exist on line).
Then, in budget line (and only for these type, i have a button to create project expense. Using this button create new project expense directly linked to budget (budget is set).
In expense screen, i get a button to create order, with automaticaly set link to project expense.
And so for orders, terms and paiement to provider.
There is a similar behavior in ORDER TO PROVIDER where you can directly set terms without to go to terms screen and create new one and linking to paiement.

On each screen, linked parent element (ie : expense for order) is "clickable" for a rapid navigation into budget tree.

For the complete lifecycle of my expense, it is easy to set dependancy, navigate, sum elements and so on.

Regards,
 


 
Posté : 30/06/2026 5:17 pm
(@babynus)
Posts: 14952
Membre Admin
 

Hi,

Request recorded as Ticket #11776, with (very) low priority.

Note that there is a workaround that works the other way round : when you have an order, you can check "generate expense" so that the expense is generated from the order.
Then you can easily define budget on expense.
Afterwards, you can just copy the order as invoice to preserve link with expense.
 


 
Posté : 01/07/2026 8:32 pm
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