ERPNext lessons, straight from the field
Short, practical reads on accounts, stock, HR and payroll, implementation, security and development, drawn from real ERPNext deployments.
Salary Structure Assignment: Giving Each Employee a Pay
A Salary Structure Assignment links an employee to a structure with their own base pay. Learn the fields, bulk options, pay rises and cost center splits.
Writing Salary Structure Formulas in ERPNext
Write ERPNext payroll formulas and conditions with confidence: the variables you can use, the functions allowed, evaluation order and how to test them.
Salary Components in ERPNext: The Settings That Matter
Every line on a payslip is a Salary Component. Learn which component settings change the numbers, the totals and the accounting in ERPNext payroll.
Employee Advances in ERPNext: Pay, Claim, Return or Deduct
Give staff cash before a trip and settle it cleanly in ERPNext: Employee Advance setup, payment, linking to expense claims, returns and salary deductions.
Expense Claims in ERPNext: From Receipt to Reimbursement
How staff expense claims work in ERPNext HRMS: claim types and accounts, approval, sanctioned amounts, posting to projects and paying the employee back.
Marking Attendance in ERPNext: Tool, Requests and Reports
Mark attendance in ERPNext without biometric devices: the Employee Attendance Tool, Attendance Requests for remote work, and the Monthly Attendance Sheet.
Auto Attendance from Biometric Check-ins in ERPNext
Turn biometric or mobile check-ins into attendance automatically in ERPNext: device IDs, shift thresholds, grace periods and the sync setting that matters.
Shift Types and Shift Assignments in ERPNext HRMS
Define shifts in ERPNext with Shift Type, give them to staff with Shift Assignment or the bulk tool, and handle rotations and shift change requests.
Carry Forward and Expire Unused Leave in ERPNext
Control how much unused leave moves into the new leave year in ERPNext, cap it, and make carried days expire on time. Settings and checks explained.
Monthly Leave Accrual in ERPNext with Earned Leave
Let annual leave build up month by month in ERPNext using Earned Leave. Learn the leave type settings, how allocation runs and how to check it worked.
How Leave Approval Works in ERPNext HRMS
Who approves a leave application in ERPNext, which settings control it, and why only approved or rejected applications can be submitted. A clear walkthrough.
Leave Types and Leave Policies in ERPNext: A Setup Guide
Set up annual, sick and unpaid leave in ERPNext with Leave Types, a Leave Policy and Leave Policy Assignments, and avoid the settings that cause surprises.
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