Review Accounting Impact Before Submission


Is there anything in ERPNext system that allows the user to review the accounting impact before submitting a purchase invoice?

Hi @george_wazowski,

That for use workflow.

By default, ERPNext has a two level verification system for documents, Save and Submit. If you have more than one authority approving a document, you can manage it via Workflow. Workflow allows you to define multiple stages for the document to be reviewed and finally get approved .

Set up a workflow to check the documentation and video.

Thank You!

Hello @Solufy ,

What I really mean with this is that the user can see a preview of the accounting ledger, trial balance, and profit and loss report before submitting/posting the Purchase Invoice.

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