Hi Everyone,
I am exploring the accounting features in ERPNext and wanted to understand what is currently available or planned for the following topics:
- Uploading Invoices and Receipts in PDF Format:
- Upload supplier or service provider invoices in PDF format.
- Use an OCR (Optical Character Recognition) reader to process the PDFs and extract details such as supplier/contact information and all invoice specifics.
- Automatically create or update the “Supplier/Contact” and populate invoice details.
- Review and Booking of Imported Invoices:
- View a list of imported invoices for data verification.
- Easily validate and book invoices/receipts into the system.
- Improved Handling for Invoice Booking:
- Enable a split-screen view where the uploaded PDF is displayed on the right side, and the accounting entry form is on the left side for faster processing.
- Flexible Chart of Accounts and Multi-Tenant Support:
- Simplify the adjustment of the chart of accounts.
- Allow different charts of accounts for multiple entities, companies, or properties.
- Ensure invoices can be correctly assigned to the respective entity/property.
I am currently coming from “Od…” where accounting is handled very professionally. For ERPNext to be deployed effectively in businesses, I believe that having a highly professional and efficient accounting module is absolutely central.
I also think it is important that such functionality is included in the core version to ensure smooth updates and maintain the integrity of the system.
Could you share insights into what is currently being worked on, what is planned for the future, and how these aspects are currently managed in ERPNext?
I am a fan of true Open Source solutions and excited to see ERPNext grow. Looking forward to your feedback!
Thank you!