536 Calbayog St. Mandaluyong City, Metro Manila 1550
Details
ERPNext by Frappe, is an Enterprise Resource Planning software designed to help businesses manage their day-to-day activities more efficiently. It helps you manage your business processes and operations, like handling sales, purchases, inventory, accounting, HR and more. Instead of juggling multiple systems, ERPNext organizes and automates your business processes and data to save you time.
We help businesses streamline their operations through ERPNext. Our team offers complete support—from installation, migration, and setup, to business analysis and tailored solutions. We also provide support for any issues or concerns you may encounter. In addition, we offer training for you and your staff to help you understand the fundamentals of ERPNext and how to use it effectively. Our standard service includes setting up ERPNext on FrappeCloud.
Services Included
End-to-end implementation of ERPNext, including system setup, customization, and deployment on your infrastructure.
Comprehensive business analysis to evaluate current processes, optimize workflows, and recommend improvements.
Hands-on training sessions for users and administrators to ensure confident and effective system use.
Ongoing technical support, troubleshooting, and system maintenance to keep your ERPNext running smoothly.
Stakeholder Interviews: Engage key personnel to gain insights into existing business processes and operational challenges.
Process Overview: Develop a detailed overview of current workflows and systems.
Procedure Recommendations: Propose optimized procedures based on industry best practices.
Challenge Identification: Pinpoint potential obstacles and suggest targeted solutions.
Deliverable: A comprehensive document outlining business requirements, recommended procedures, identified challenges, and proposed solutions.
Conducting a thorough requirements analysis is strongly recommended to minimize trial and error, reducing wasted time and resources. This proactive approach ensures more efficient use of available working hours and streamlines overall implementation.
On-site Inspection: Observe and analyze on-site conditions and layout to assess operational needs.
On-site Consultation: Provide tailored recommendations to optimize business processes and workflows based on findings.
On-site Training: Offer hands-on support and training for key personnel, with remote training recommended for better time efficiency and optimal use of available hours.
Details The ERPNext Accounting system can be fully encoded with sample data to demonstrate key reports such as the Trial Balance (TB), Profit & Loss (P&L), Balance Sheet (BS), and Cash Flow Statement (CFS). These reports are generated from the Chart of Accounts and Journal Entries, which are the foundational inputs for the system. The Trial Balance verifies that debits and credits are balanced, while the P&L summarizes revenue and expenses over a period to determine profitability. The Balance Sheet provides a snapshot of the company’s financial position, showing assets, liabilities, and equity, and the Cash Flow Statement tracks the inflow and outflow of cash from operating, investing, and financing activities.
Dependencies No external dependencies are required, and the system is fully operational once the required inputs are configured.
Details Using the end user’s production of the Chart of Accounts (CoA) and Journal Vouchers (JVs), the trainer will guide users through importing the CoA into ERPNext. Once the CoA is configured, the JVs will be imported, fine-tuned, and calibrated to ensure proper accounting entries.
Dependencies The introduction session must be completed, and the end user must provide sample CoA and JV data.
Details Training will cover how to encode payables and disbursements using ERPNext’s Payment Modules, ensuring proper tracking of liabilities and expenses.
Dependencies The Chart of Accounts (CoA) setup must be completed, and the end user must have a basic understanding of Journal Entries, with entries prepared for import.
Details Training will focus on how to record collections, ensuring that received payments are correctly attributed to the appropriate accounts. This includes handling customer payments and reconciling incoming transactions.
Dependencies The Chart of Accounts (CoA) and Journal Entry setup must be complete, and trainees must have an understanding of payables and disbursements.
Details Training will cover how to record accounting adjustments using ERPNext’s Reconciliation tools, including handling accruals, prepayments, depreciation, and making corrections to financial statements.
Dependencies Journal Entries for payables, disbursements, and collections must be completed and reviewed.
Details Training will focus on generating a Trial Balance from ERPNext and identifying any discrepancies in debits and credits, ensuring all transactions are properly accounted for.
Dependencies All Journal Entries (payables, disbursements, collections, and adjustments) must be encoded.
Details Training will cover creating the Income Statement and reviewing revenue and expense transactions for accuracy, identifying and resolving any misclassified entries.
Dependencies The Trial Balance must be generated and reviewed for errors.
Details Training will focus on using the Trial Balance data to generate the Balance Sheet, incorporating assets, liabilities, and equity, and ensuring that net profit/loss is correctly carried over.
Dependencies The Profit & Loss Statement must be validated to ensure accuracy in retained earnings calculations.
Details Training will cover configuring the Cash Flow report, ensuring alignment with the company’s cash flow reporting standards, which requires proper setup of all previous reports.
Dependencies The Balance Sheet and Profit & Loss Statement must be validated and finalized.
Contact Us
Interested in availing our services? We’re here to help! Contact us today to discuss your specific needs and get started.
(+63) 976 521 7240
inquiry@comfac-it.com
536 Calbayog St. Mandaluyong City, Metro Manila 1550
Alternatively, you can fill out our online form, and our team will get back to you promptly.
