Year: 2021

Due to a rounding error after a system update, all my invoices were rounded off. Not good. I needed to undo all invoices, delivery notes and sales orders. Tedious task that was multiplied by about 50 because the bug was not caught for over a month. In order to fix this, I needed to undo […]

There are times when you want to offer a discount to a new potential client. So, when making the sales quotation, do the following to add the discount: 1 – create the sales quotation, as normal 2 – for each items needing a discount applied, click on the edit button on the right hand side […]

We need the totals of the following to fill out our sales tax submittal forms: PST – on sales GST – on sales HST – os Sales PST – on purchases GST -on purchases HST – on Sales Sales In order to do this: 1 – Look up the chart of accounts 2 – Find […]

Sending in our sales tax to the tax man is not the most exciting thing to do, but you do have to enter it correctly into xTuple so that you books will balance! Once you have totaled the taxes collected, paid and the balance owed to you or the government, you will have top make […]

When in the clients file, Look under the MORE INFORMATION section, and you can choose the langauge

So, you want to send a client a statement showing his outstanding invoices. Well, it is not that hard:) First, click on the accounting option. Next, click on the accounts recievable option. You will need to filter for the client in quetsion. Enter their name in the customer field and this will display the desired […]

There are times when adjustments are needed in regards to inventory that is in the warehouse vs what is in ERPNext. This can be due to:1 – loss of merchandise – annual recount Choose: http://3.17.207.212/desk#List/Stock%20Reconciliation/List Purpose: choose reconciliation Choose your product, warehgouse and quantity press save and submit 2 – incoming orders were changed from […]

It happens that the taxes and the cost of an items varies on the vendor purchase invoice than what is in ERPNext If the cost of an item is higher(lower remains to be tested) on the vendor PI, than you create a MISC items equal to the difference in unit price. This will solve the […]

IN order to be able to get paid for an order, and keep the inventory levels at the current levels, all orders must be entered in a certain manner, so the system is up to date. There are three steps in order to make this happen. These are normally done in this order: Enter sales […]

IN order to record a basic jourmal entry, meaning, m,oving money from one place to another, nothing else special: Create journal entry entry date of transaction(posting date and reference date) Choose two accounts being used(to and from) Credit = source of money Debit = recipient of money reference # – entry a small description – […]