ERPNext lessons, straight from the field
Short, practical reads on accounts, stock, HR and payroll, implementation, security and development, drawn from real ERPNext deployments.
Employee Referrals in ERPNext: From Tip-Off to Referral Bonus
Track staff referrals in ERPNext HRMS, turn them into job applicants and pay the referral bonus through payroll only when the hire is accepted.
Billing Timesheets and Tracking Project Profit in ERPNext
Invoice billable hours from timesheets in ERPNext and read project gross margin correctly, including which costs ERPNext counts and which it leaves out.
Timesheets and Activity Costs in ERPNext Explained
Record time against projects and tasks in ERPNext, and set the costing and billing rates that turn hours into project cost and billable value.
Projects and Tasks in ERPNext: Structure and Progress
Set up projects in ERPNext the practical way: tasks, parent tasks, dependencies, templates and the four ways ERPNext calculates percent complete.
Employee Onboarding and Exit Checklists in ERPNext
Run joining and leaving checklists in ERPNext HRMS with onboarding and separation templates, auto-created tasks, exit interviews and final settlement.
Recruitment in ERPNext: From Job Requisition to Employee
Follow a hire through ERPNext HRMS: job requisition, staffing plan, job opening, applicants, interviews, job offer and creating the employee record.
Running Appraisals in ERPNext: Cycles, KRAs and Goals
Set up performance appraisals in ERPNext HRMS: appraisal templates with weighted KRAs, goals, self ratings, peer feedback and the final score.
Payment Days and Leave Without Pay in ERPNext Payroll
Why a salary slip shows fewer payment days than expected: working days, holidays, unpaid leave, absences and the Payroll Settings that decide them.
Setting Up Kenyan Statutory Deductions in ERPNext Payroll
A configuration approach for PAYE, NSSF, SHIF and the housing levy in ERPNext payroll that you can update when rates change, without rebuilding payroll.
Payroll Accounting in ERPNext: Where Salary Postings Go
Understand the journal entries ERPNext payroll creates, which accounts each component posts to, and how cost centers and the payable account fit together.
One-Off Bonuses and Deductions with Additional Salary
Pay a bonus, recover a loss or add a recurring allowance without touching the salary structure. How Additional Salary works in ERPNext payroll.
How to Run Monthly Payroll in ERPNext with Payroll Entry
A step-by-step guide to a monthly payroll run in ERPNext: Payroll Entry, getting employees, creating and checking salary slips, submitting and paying.
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