Appraisal Template
Appraisal Template ERPNext’s review Template allows you to create a systematic framework of Key Result Areas (KRAs) and Feedback Criteria that will be used to evaluate employees during their cycle of performance review. By keeping KRAs and feedback metrics universal for all, companies can ensure that performance appraisals are fair, transparent, and consistent across all departments […]
Leave Block List
Leave Block List Leave Block List is a schedule of specific days within a Calendar year in which workers are not permitted to take time off. These days are typically selected when there is much to be done, significant project deadlines, hectic periods for the company, or other occasions when it’s crucial that as […]
Leave Encashment
Leave Encashment Leave Encashment is the amount of money an employee receives for foregoing their leave. You can only apply for Leave Encashment for Leave Types that are encashable. To access Leave Encashment, proceed to: Home > Human Resources > Leaves > Cashing in Leave 1. Requirements To make Leave Encashment, you […]
Accounting Entries
Accounting Entries Accounting concept is described with the help of an example below: Let us consider a “Tea Stall” as a company and observe how the accounting entries are to be booked for the business. 1. Investment Mama (owner of the tea stall) puts in £25,000 as initial investment to begin the business. […]
Compensatory Leave Request
Compensatory Leave Request Compensatory Leave is a type of leave that an employee receives as a form of reward for working extra hours or on statutory holidays. It is normally viewed as time off in lieu. This type of leave assists companies in keeping proper records of employees’ time off and ensuring that everyone […]
Share Transfer
Share Transfer In ERPNext, Share Transfer is a tool for shareholders to manage the buying, selling, or transferring of company shares. This makes sure that any changes to who owns the company are properly recorded. Shares must be given out first when a new shareholder is made. After that, a “Folio Number” is given, and […]
Share Reports
Share Reports In ERPNext, Share Reports are intended to assist you in monitoring and analyzing shareholding data. They give you a good idea about both the current balances of the shares and the share transaction history for every Shareholder. There are two key types of reports: 1. Share Balance The Share Balance Report shows all the shares owned by every […]
Shareholder
Shareholder In ERPNext, a Shareholder is anyone, including a person, company, or institution, who owns shares in a Company. Shareholders are the real owners of the business. When the business does well, it makes money (through higher stock prices), and when it does poorly, it may lose money. In accounting, shareholders are a liability because […]
Shareholder Management
Shareholder Management Shareholder Management in ERPNext helps businesses keep accurate records of their shareholders, keep track of who owns shares, and handle transfers quickly and easily. This makes sure that corporate governance is open and follows the rules. The module is mostly about three things: Shareholders, Share Transfer, and Share Reports. Shareholder Share Transfer Share […]
Leave Control Panel
Leave Control Panel ERPNext Leave Control Panel is an efficient HR manager and administrator tool that allows them to provide employees with numerous leaves at a time, either on a particular Leave Policy or directly on a Leave Type. They don’t need to modify every employee record individually. This utility is very useful for businesses […]
