Set the budget and authorize spend

• Approved budget versions. Create budgets with dates, currency, owners and dimensions such as department, project or analytic account. Submit, independently approve and activate a version so spending is linked to an authorised budget line.
• Reservation at request submission. Assign every financial request line to an active budget line. Submitting the request creates its reservation while the configured approval chain is pending, making the requested amount visible before a purchase commitment exists.
• Rules for approval and utilisation. Configure approval routing by source type, department, budget, line, amount and utilisation. Warning, approval and blocking thresholds let controllers define how spending is reviewed as a line approaches its available limit.
• A controlled path to purchasing. An authorised request can create a draft purchase order. When the purchase is confirmed in Odoo, its commitment is recorded and the converted reservation is released, preserving the connection between the request and order.

Reconcile the position and close the period

• Partial actuals and remaining obligations. Explicitly allocated vendor-bill lines convert the matching amount into actuals. Partial billing reduces only the relevant commitment amount so the unbilled purchase obligation remains visible for the next budget decision.
• Linked credits and reversals. Record the budget effect of allocated credits and accounting reversals against their sources. Review the adjustment and its related movement without rewriting earlier ledger history or posted accounting entries.
• Transfers and budget adjustments. Use permitted transfers, supplements, decreases and adjustments to reflect approved budget changes. Source references and separate approval responsibilities help controllers explain how the current allowance differs from the original version.
• Position reporting and period close. Review reservations, commitments, actuals, overspend and forecast exposure in the budget position and close workflow. Resolve the close checklist, obtain the required approval and lock the period with its decisions recorded.

Version and editions

Target: Odoo 15.0

Supported: Community and Enterprise

Hosting: Odoo.sh or private/on-premise server; not Odoo Online.

Dependencies

Required: Accounting, Purchase, Expenses, Project, Analytic Accounting and Discuss

External service: None; uses native Odoo accounting, purchasing and company access rules.

Technical name: corvus_budget_commitment_control

Roles and access

Budget User, Spend Requester, Budget Approver and Budget Controller roles are company-scoped; separation of duties prevents self-approval of requests, versions or close actions.

Budget position, spend authorization and close reports retain source links with list, pivot and graph views.

Business operations collection

Explore focused Corvus apps for CRM, sales, purchasing, inventory, accounting, HR, reporting, and Point of Sale.

Messaging and gateway collection

Extend Odoo messaging with provider gateways, inbound routing, MMS, campaign, workspace, and conversation tools.