ERPNext Accounting Training Plan

By Annor Amapolley on February 24, 2025

Expert

1. Training Objectives and Outcomes

The goal of this training is to provide participants with a thorough understanding of ERPNext's accounting module. Upon completion of each session, trainees will be able to perform the following tasks:

Set up and configure the ERPNext accounting system
Process journal entries, manage accounts receivable and payable, and perform bank reconciliations
Generate financial reports such as Profit & Loss, Balance Sheet, and Cash Flow statements
Apply tax rules and manage VAT configurations
Automate financial processes using ERPNext's automation features

2. Training Areas and Hours Required

The following table outlines the key training areas and the estimated hours required for each topic.

Training AreaHours Required
Introduction to ERPNext	2
Setting Up ERPNext Accounting	3
Chart of Accounts (COA) Management	2
Journal Entries	3
Accounts Receivable (AR)	3
Accounts Payable (AP)	3
Cash and Bank Management	3
Sales and Purchase Management	3
Taxation and VAT Management	2
Financial Reporting and Statements	3
Advanced Features in ERPNext Accounting	2
Training on ERPNext Features for Automation	3

3. Training Materials

Training materials will include a combination of presentations, handouts, and reference documents to support the learning process. The following materials will be provided:

Training slides and diagrams
ERPNext user manuals and guides
Video demonstrations of key tasks and features
Links to online resources, FAQs, and community forums

4. Hands-On Activities

Participants will engage in practical exercises during the training sessions. These activities include:

Configuring accounts and transactions in ERPNext
Performing journal entries, accounts payable/receivable processes
Running reconciliation for bank accounts
Generating and analyzing financial reports

5. Time for Questions and Discussions

Each training session will allocate time for participants to ask questions and clarify any concepts. We will also have a Q&A session at the end of each day to ensure that trainees are comfortable with the material covered.

6. Assessment and Feedback

At the end of each session, an assessment will be conducted to evaluate the participants' understanding of the topic. This could be in the form of a quiz, practical test, or case study. Participants will also be asked to provide feedback on the training, which will be used to improve future sessions.

7. Follow-Up Sessions

Follow-up sessions may be scheduled to address any challenges faced by the participants as they begin using ERPNext in their daily operations. These sessions will focus on solving practical problems and reinforcing key concepts.