Budgeting
Budgeting is great for planning and controlling your expenses. In ERPNext, you can set or manage budgets against a cost center or project.
All the tools you need to manage cash flow in one place, right from recording transactions to summarizing and analyzing financial reports. It's bookkeeping made easy.
Online accounting dashboards highlight all key performance indicators at a glance. With configurable accounting dimensions and customizable dashboards, it's finally possible to analyze every component of your business in one place.
Budgeting is great for planning and controlling your expenses. In ERPNext, you can set or manage budgets against a cost center or project.
Check the Budget Variance Report at any time to compare the actual expense incurred vs. budget allocated against a cost center or a project. This comes in handy to see if any budget has exhausted its resources.
The Chart of Accounts — a configurable tree view for structuring accounting ledgers as desired — is the blueprint of your company. Ledgers act as leaf nodes, while groups can have sub-groups and ledgers within them.
Maintain a clean and crisp ledger to avoid mismatches when closing accounts. Track income and expenses (deferred or accrued), set up notifications for period closing, and control cash flow. Advance payments can be recorded and reconciled in one go.
Invoice your customers and chase receivable payments easily, with payment requests and notifications via email or SMS reminders. Create custom print templates for bills and set up defaults in no time. Item pricing just needs to be configured once, then it will be auto-fetched in all future transactions.
Managing transactions in different currencies is simple with our online accounting system. Send invoices and add expenses in any currency, and let the system convert them to your base currency. You can even see financial transactions and reports in multiple currencies.
Don't waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.
Create unlimited bank and cash accounts, and track their opening and current balances. Maintain bank accounts for your suppliers and customers. Ensure that your financials are synchronized with one-click bank-statement upload. It's clearance made easy.
Create your own online accounting system. Map the data you care about by adding custom fields in your forms. Then customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.
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All the tools you need to achieve accounting excellence are part of the world’s first smart, DIY ERP. Transform your organization with excellent documentation and video tutorials that facilitate a zero-touch, super fast ERP implementation.
Open Source Software for Modern Businesses
Get a real time view of your cash flow. Full fledged accounting module covering every aspect of book keeping.
Manage full employee life cycle right from onboarding, payroll, attendance, expense claims, assets to separation.
Effectively maintain and manage multilevel bill of materials, production planning, job cards & inventory.
Increase productivity and lower costs by managing your sales and purchase cycles, from purchase to sales orders
Win and retain more customers by optimising sales process. Track leads, opportunities and send the quotes on the go.
Deliver both internal and external projects on time, budget and profitability. Track tasks, timesheets and issues by project.
Deliver a better service experience with an intuitive issue tracker and integrated knowledge base.
Maintain and Manage details of assets, their movement, value adjustment and depreciation.
ERPNext comes with a fully featured content management with blogs, web pages and forms.
ERPNext has a host of built-in integrations that help your business take-off faster
ERPNext has a host of built-in integrations that help your business take-off faster