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I run a hair salon business with three investors who contribute capital at different times. For example, Investor 1 invested ₹50,000 in January and another ₹10,000 in May, totaling ₹60,000. Investor 2 contributed ₹30,000 in June and later ₹15,000, totaling ₹45,000. Investor 3 invested ₹25,000 in September and an additional ₹9,000, totaling ₹34,000. I want to know the best way to record, consolidate, and track each investor’s contributions properly in Odoo 18, ensuring that the total capital per investor is clearly visible in reports.

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Hi,


In Odoo 18, you can manage investor contributions in different ways depending on how formal your accounting needs to be. A simple approach is to create each investor as a contact and assign them an analytic account. Every time they contribute, you record a journal entry that debits your bank and credits a capital account tied to that analytic account. This lets you run analytic reports to see each investor’s total.


Another option is to build a custom model or use Odoo Studio to log contributions directly, with fields for investor, date, and amount. A computed field can then summarize totals per investor, and you can design a dashboard or report to display consolidated capital. This makes data entry easy but requires some customization and doesn’t automatically handle accounting unless you link it.


For a more formal and accurate approach, you can create separate equity accounts for each investor. Contributions are posted by debiting the bank and crediting the respective investor’s capital account. This ensures that financial reports like the balance sheet clearly show each investor’s total contribution and is the best method if you need compliance with accounting standards.


In practice, the recommended setup is to maintain dedicated equity accounts for each investor so contributions remain transparent and auditable in standard reports. If ease of tracking is also important, you can complement this with a contribution log for quick visibility while still keeping accounting records accurate.


Hope it helps

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