Shareholder Management
Shareholder Management Shareholder Management in ERPNext helps businesses keep accurate records of their shareholders, keep track of who owns shares, and handle transfers quickly and easily. This makes sure that corporate governance is open and follows the rules. The module is mostly about three things: Shareholders, Share Transfer, and Share Reports. Shareholder Share Transfer Share […]
Leave Control Panel
Leave Control Panel ERPNext Leave Control Panel is an efficient HR manager and administrator tool that allows them to provide employees with numerous leaves at a time, either on a particular Leave Policy or directly on a Leave Type. They don’t need to modify every employee record individually. This utility is very useful for businesses […]
Leave Policy Assignment
Leave Policy Assignment Added in Version 15 ERPNext’s (Frappe HR) Leave Policy Assignment function allows companies to define rules on how employees may take time off and automatically grant them time off accordingly. It bridges the company’s leave rules to every individual employee’s specific leave entitlements, ensuring automatic and uniform allocations are being made. To […]
Leave Policy
Leave Policy The Leave Policy informs workers of the number of days off they may have for a given Leave Period. It is a master set of rules that governs the number of each type of leave a worker may take. This ensures leave management is equal and even. Most businesses have a […]
Leave Period
Leave Period A Leave Period is a duration of time for which leaves are allocated. Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to: Home > Human Resources > Leaves > Leave Period 1. Prerequisites Before creating […]
Expense Report
Deferred Revenue/Expense Report Applying Deferred Accounting to sales or purchase invoices in ERPNext causes the income or expense to be postponed for a predetermined amount of time rather than being recognised right away. It can be challenging to determine the difference between actual and future revenue or expenses, especially when there are several deferred items. […]
Process Deferred Accounting
Process Deferred Accounting Process Deferred Accounting is a ledger that accounts for the processing of deferred revenue or expense postings. Whenever deferred revenue or expense is posted (by hand or automatically), a Process Deferred Accounting entry is posted. In ERPNext, this is processed primarily through background jobs, but users can still post manual entries when required. 1. […]
Deferred Revenue
Deferred Revenue Advance payments given to a business in anticipation of future performance or delivery of goods or services are known as deferred revenue. Another name for it is Unearned Revenue. Since revenue has not yet been earned, the recipient company records the amount as a liability on its books under the heading Deferred Revenue. As […]
Deferred Accounting
Deferred Accounting The process of deferring revenues or expenses at a later date, rather than at the time the Transaction occurs, is referred to as Deferred Accounting in ERPNext. This method is often used for: Prepaid Expenses (yearly insurance, say, prepaid but charged monthly). Unearned Revenues (e.g., advanced payments for services to be performed in the […]
Multi Currency Setup
Multi Currency Setup ERPNext’s support for multi-currency accounting, managing Transactions in multiple currencies simpler for companies with global operations. When multi-currency is enabled, you can: Keep track of transactions in several currencies. Use exchange rates to automatically apply conversion. Periodically revalue accounts to reflect changes in exchange rates. Handle profits or losses from […]
