Accounting Essentials
Post invoices, payments, expenses and journals correctly, and read the reports that prove it.
Part of ERPNext Accountant, ERPNext Functional Consultant learning paths
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This course builds on other courses. You can still start now.
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We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Explain how every ERPNext document posts to the General Ledger
- ✓Read the chart of accounts and the company, fiscal year and cost center settings behind every entry
- ✓Read what Sales Invoices and Purchase Invoices post for income, expenses, receivables, payables and tax
- ✓Receive customer payments and pay suppliers with Payment Entry, including part-payments
- ✓Record expenses, journal entries, petty cash and bank transfers correctly
- ✓Apply VAT on sales and purchases with tax templates
- ✓Use the General Ledger, Trial Balance, Accounts Receivable and Accounts Payable reports
Course Content
12 lessons when complete · 0 live now
- 1Coming
How Accounting Works in ERPNext
Every document posts to the General Ledger. See where each entry comes from.
- 2Coming
The Chart of Accounts Explained
Groups, ledgers and account types, and why the structure matters.
- 3Coming
Companies, Fiscal Years and Cost Centers
The three settings every accounting entry depends on.
- 4Coming
What a Sales Invoice Posts
Income, receivables and tax, read straight from the ledger.
- 5Coming
What a Purchase Invoice Posts
Expenses, payables, stock and tax, read straight from the ledger.
- 6Coming
Receiving Customer Payments
Payment Entry against invoices, part-payments and allocation.
- 7Coming
Paying Suppliers
Paying one or many bills from the right bank or cash account.
- 8Coming
Recording Expenses Correctly
Rent, fuel and utilities: when a payment is enough and when you need a bill.
- 9Coming
Journal Entries
When to use a journal, when not to, and the common entry types.
- 10Coming
Petty Cash and Bank Transfers
Funding petty cash and moving money between your own accounts.
- 11Coming
Sales and Purchase Tax Templates
Applying VAT on sales and purchases the same way every time.
- 12Coming
Everyday Accounting Reports
General Ledger, Trial Balance, Accounts Receivable and Accounts Payable.
About This Course
Every document in ERPNext posts to the General Ledger. This course shows you where each entry comes from, so you can post invoices, payments, expenses and journals correctly and prove it from the reports.
You'll learn the chart of accounts, companies, fiscal years and cost centers, and read exactly what sales and purchase invoices post. You'll receive customer payments, pay suppliers, record expenses, fund petty cash, move money between your own accounts and apply VAT with tax templates.
You finish by reading the General Ledger, Trial Balance, Accounts Receivable and Accounts Payable with confidence.
Prerequisites
- •Getting Started with ERPNext
- •Customers, Suppliers & Items
- •Basic bookkeeping: debits, credits and invoices
Who This Course Is For
- →Accountants and accounts assistants new to ERPNext
- →Bookkeepers moving from spreadsheets or other accounting software
- →Cashiers and finance clerks who post payments and expenses
- →Business owners who want to understand their own books in ERPNext
12 more lessons are being recorded and the full course is expected by Nov 17, 2026. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 5h of video when complete
- 🎬12 lessons, 0 live now
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.