Sales Reports
Sales Reports By Sales Reports, you are able to track your business’s sales performance and analyse sales information with a range of views for greater clarity. You can dynamically toggle the data shown using filters. The Sales Analytics Report has three primary sections: the Filter Toolbar, the Graph View, and the Data Table, described […]
Payment Term Template
Payment Term Template A Payment Term Template assists in bundling several payment terms and automatically having them included in transactions. It makes it easy to define the payment schedule when working with customers or suppliers. Once a template is established, it may be associated with a given Customer or Supplier. When such a […]
Salary Structure
Salary Structure The details of an employee’s pay, including how the various components of compensation are broken down, are known as the wage structure. Any adjustments made to the components of the salary structure, such as the types of tax exemptions claimed, may have a significant effect on the employee’s activities. Among […]
Payroll Management
Payroll Management Payroll Management processing is a crucial part of every business’s HR team, as it is directly linked to employee satisfaction, compliance, and, generally speaking, organizational efficiency. ERPNext v15 streamlines the entire process by consolidating a comprehensive set of tools that automate and streamline every aspect of the payroll cycle. From designing […]
Promotional Scheme
Promotional Scheme Introduced in version 12 A promotional scheme is a temporary discount on one or more products. Promotional schemes help businesses achieve success by offering lower prices for a limited period to attract more customers. They can be configured easily in ERPNext. A Promotional Scheme is linked to one or more Pricing […]
Group for Daily Work Summaries
Group for Daily Work Summaries You can set up Frappe HR to ask employees to give their work summaries by email every day to make it easier for them to report. Daily Work Summary is a technique for an organization to automatically collect reports from its employees on their daily work. To set […]
Request for a loan
Request for a loan A Loan Application is a piece of paper that has information on the person applying for the loan, the type of loan, the repayment method, the amount of the loan, and the interest rate. Employees can get a loan by going to: Loan Application > Human Resources > Loan […]
Income Tax Slab
Income Tax Slab The Income Tax Slab is a document that shows how much income tax employees of a company have to pay based on their taxable income brackets. Most countries tax individual taxpayers on their income using a progressive slab system, which means that different tax rates apply to different levels of income. […]
Type of loan
Type of loan You can put loans into different groups based on their unique features. You can set up different Loan Types, their Rate of Interest, and other associated information in the Loan Type doctype in Frappe HR. To get to Loan Type, go to: Loans > Loan Type > Human Resources […]
Loan
Loan After the management approves the Loan Application, the Loan can be used to make a Loan record and a payback schedule for the Applicant. 1. Prerequisites Before creating and using a Loan, it is advised that you create the following first: Loan Security Type Loan Security Loan Type Loan Application Loan Security […]
