ERPNext Professional Setup
Budget: ₹1,500 – ₹12,500 INR
I need a skilled professional to assist in setting up ERPNext for my business. The primary focus will be on Accounting and Finance.
Key Responsibilities:
- Configure ERPNext to cater to our Accounting and Finance needs
- Bank Account bulk update and automatic matching like Zoho Books.
- Set up accounting dimension for branches and set auto rule so that if a branch is selected then it should automatically link the transaction to that particular brand so that we can check P&L for a particular branch.
- Create Accounts for Different GST Rates - 5%, 12%, 18%, 28% + 12% and link them properly for both the branches so that they should be automatically populated when a branch and customer are selected.
- Check the Company Bank account Setup.
- On Creating a Sales Order or Invoice, Delivery Date Missing Details popups come up. It is at the item level which I don't want. Will you be able to remove it?
- Update Quotation, Sales Order, Invoice and all other templates to match them with the current ones.
- Similar to Zoho Books, can we keep the sales order open until all the items get billed?
Ideal Skills and Experience:
- Proven experience with ERPNext
- Strong understanding of Accounting and Finance modules within ERP systems
Key Responsibilities:
- Configure ERPNext to cater to our Accounting and Finance needs
- Bank Account bulk update and automatic matching like Zoho Books.
- Set up accounting dimension for branches and set auto rule so that if a branch is selected then it should automatically link the transaction to that particular brand so that we can check P&L for a particular branch.
- Create Accounts for Different GST Rates - 5%, 12%, 18%, 28% + 12% and link them properly for both the branches so that they should be automatically populated when a branch and customer are selected.
- Check the Company Bank account Setup.
- On Creating a Sales Order or Invoice, Delivery Date Missing Details popups come up. It is at the item level which I don't want. Will you be able to remove it?
- Update Quotation, Sales Order, Invoice and all other templates to match them with the current ones.
- Similar to Zoho Books, can we keep the sales order open until all the items get billed?
Ideal Skills and Experience:
- Proven experience with ERPNext
- Strong understanding of Accounting and Finance modules within ERP systems