ERPNext lessons, straight from the field
Short, practical reads on accounts, stock, HR and payroll, implementation, security and development, drawn from real ERPNext deployments.
Accounting Dimensions in ERPNext: Report Beyond Cost Centers
Accounting dimensions let you tag every ERPNext entry by branch, department or business line. How to create them, make them mandatory and restrict values.
Setting Up Budgets in ERPNext v16: Stop, Warn or Ignore
How the reworked Budget in ERPNext v16 works: one account per budget, distribution by period, Stop or Warn actions, revisions and the Budget Variance Report.
Cost Centers in ERPNext: Structure, Defaults and Allocation
Set up cost centers in ERPNext for branch or department reporting, avoid the group cost center trap, and split shared costs with Cost Center Allocation.
Multi-Currency Invoicing in ERPNext Without the Headaches
How ERPNext handles invoices in foreign currencies: party account currency, billing currency, exchange rate sources and the realised gain or loss on payment.
Exchange Rate Revaluation in ERPNext at Month-End
How to revalue foreign currency bank, receivable and payable balances in ERPNext with Exchange Rate Revaluation, and how to check the journals it creates.
Custom Financial Statements with Financial Report Templates
ERPNext v16 adds Financial Report Templates for custom Balance Sheet, P&L and cash flow layouts. Here is how account categories, rows and formulas fit together.
Tax Templates in ERPNext: Sales, Purchase and Item Tax
How ERPNext applies taxes: Sales and Purchase Taxes and Charges Templates, Item Tax Templates for exempt or special items, and Tax Rules that pick the template.
Payment Reconciliation in ERPNext: Clearing Unallocated Items
Use the ERPNext Payment Reconciliation tool to match unallocated payments, credit notes and journals to open invoices, and keep ageing reports honest.
Recording Customer Receipts with Payment Entry in ERPNext
How to record a customer payment in ERPNext with Payment Entry: allocating it to invoices, handling bank charges and short payments, and avoiding common traps.
Journal Entry Types in ERPNext: Which One to Use When
ERPNext offers many Journal Entry types. Learn which ones change behaviour, which are only labels, and which the system creates for you.
Bank Reconciliation in ERPNext v16, Step by Step
A practical walk-through of the ERPNext Bank Reconciliation Tool: importing statements, matching vouchers, creating missing entries and proving the balance.
Year-End Close in ERPNext with the Period Closing Voucher
What the Period Closing Voucher does in ERPNext v16, the rules it enforces, how to choose the closing account, and how to check the result before you sign off.
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