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Update Brotherton Accounting

steffeydev 2025-02-06 23:01:36 +00:00
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Brotherton-Accounting.md

@ -39,4 +39,4 @@ Company Structure:
### 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 do we handle the Customer Deposit / prepay flow and move the funds once the invoice is made? In the prepayment we can have the money go to the Customer Deposit account, but I don't think there is a mechanism to move prepayment amount once it is attached to an invoice. We may be able to automate that via a journal entry created when an invoice is submitted with a pre-payment attached.
- How do we handle the Customer Deposit / prepay flow and move the funds once the invoice is made? In the prepayment we can have the money go to the Customer Deposit account, but I don't think there is a mechanism to move prepayment amount once it is attached to an invoice. We may be able to automate that via a journal entry created when an invoice is submitted with a pre-payment attached. Once challenge is that a payment entry want to be paid from an AR account to a bank or cash account, which doesn't support the current workflow of pre-payment crediting a liability account and debiting a cash account.