Learning ERPNext

There are many forms used by ERPNext. In order to translate them, use the following told: erpnext.eco2.ca/app/translation You enter in the english text, and then the french translation. On the forms, these texts will be automatically be replaced when using a form.

There are journal entries that are repeated on a regular basis from one account to another. For this, just create a “journal entry template” Look it up in the search bar, and add the transfer accounts needed.

Various bank fees are found on the statement: monthly fee charges for extra transactions business line of credit fee monthly interest Use journal entry template – “TD Bank fees and interest”

It happens sometimes that a payment does nto get applied after entering it. There might be ways to keep the payment and add entries to “fix it”. But, the simplest way I have found to correct this is to: Cancel the payment entry. Amend it. And apply it to the invoices in question.

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 […]