From c133a58a50cde600f4c4fa58626e84539b800c21 Mon Sep 17 00:00:00 2001 From: steffeydev Date: Wed, 12 Feb 2025 21:57:39 +0000 Subject: [PATCH] Update Brotherton Accounting --- Brotherton-Accounting.md | 7 ++++++- 1 file changed, 6 insertions(+), 1 deletion(-) diff --git a/Brotherton-Accounting.md b/Brotherton-Accounting.md index 6faeac3..d899be4 100644 --- a/Brotherton-Accounting.md +++ b/Brotherton-Accounting.md @@ -52,7 +52,12 @@ Company Structure: - Trial balance report, so that journal entries can be added to QB - Sales Tax Liability report, see spreadsheet for example of QB report equivalent. Should be done on cash basis. Data comes from the addresses of the customers on the invoices. +### ERPNext Permissions + +- Only Kayla, Candy, and Courtney should have permission to create payment entry not using a payment request +- All users should be able to create sales orders, sales invoices, and payment requests + ### Pending questions / unknowns -- Who needs access to Payment Entry directly, which would mainly be used for entering cash and checks? How does the current ERPNext flow for entering cash/checks work for them when the customer pays more than they owe, thus resulting in a credit on the account? +- How does the current ERPNext flow for entering cash/checks work for them when the customer pays more than they owe, thus resulting in a credit on the account? - Is there ever payment that comes in that can't be linked to an existing sales order or invoice? - Default account for payment, undeposited funds for all, or all except check? \ No newline at end of file