Lower Deduction Certificate
Lower Deduction Certificate Before you start working with Lower Deduction Certificates (LDCs), make sure you understand and have set up the following: Supplier (Vendor/Party) The supplier master should have a valid PAN or other applicable tax identification number. Tax Withholding Category (TDS/TCS) Defines the withholding section, applicable rate, thresholds, and accounts where the […]
Sales Taxes and Charges Template
Sales Taxes and Charges Template You can have default tax/charge setups for sales transactions like Quotations, Sales Orders, Delivery Notes, and Sales Invoices with ERPNext, utilizing the Sales Taxes and Charges Template. It maintains uniformity in charging VAT and other charges (such as shipping, insurance, or surcharges) without wasting time. Set up Tax […]
Tax Rule
Tax Rule In ERPNext, a Tax Rule computes taxes on transactions automatically based on a predetermined condition. Which Tax Template (Sales or Purchase Taxes and Charges Template) should be applied to a transaction is up to you to decide. The following is used to determine this: Client or Client Group Customer or […]
Leave Type
Leave Type is the term for the multiple types of leave that an employee can select from when they submit a Leave Application in the system. These categories assist in maintaining leave records systematically and determine what type of leave is being applied for and why. According to the needs of your organization, the […]
Tax Category
Tax Category In ERPNext, you can make one or more Tax Rules applicable to transactions on a range of criteria using a Tax Category. If you want to tax the same thing differently based on who the supplier is, who the customer is, or what type of item it is, this is particularly useful. […]
Taxes
Taxes An important aspect of effective business tax compliance is the Taxes module of the ERPNext Accounting module. It is an all-encompassing package of features for configuring, computing, and reporting taxes on every form of financial transaction. ERPNext provides businesses with the facility to: Specify the tax rates applicable to the goods, customers, […]
Roster
Roster 1. Requirements Before using the Roster feature, you must ensure your ERPNext system has the following settings. These are required for proper attendance and shift management: Shift Type: This informs you about the type of shift it is, the start and end times, the break times, and so on. Shift Assignment: This assigns a […]
Shift Assignment Tool
Shift Assignment Tool It is made easier and faster to manage shift requests for multiple employees simultaneously or shift assignments with the new version of ERPNext’s Shift Assignment Tool. Since manually assigning shifts is time-consuming and error-prone, it is particularly useful for large teams. HR or shift managers can deal with shift schedules, use filters, make […]
Shift Schedule Assignment
Shift Schedule Assignment ERPNext’s Frappe HR module’s Shift Schedule Assignment feature facilitates the development of automated and repetitive shift assignments from a selected schedule by systematically allocating pre-defined shift schedules to workers. Improved workforce planning is guaranteed, and repetitive manual shift data input is eliminated. 1. Prerequisites The following records must be created and configured in your […]
Shift Schedule
Shift Schedule You can use the Shift Schedule module in ERPNext to schedule and manage employee shift postings based on selected days and a predefined frequency pattern. This ensures smooth operations and reduces frequent manual shift postings. It will be particularly useful for businesses that require a structured method of tracking working hours and operate more than one […]
