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I am moving my entire book-keeping workflow into the Frappe framework and need the system configured from the ground up. The immediate focus is on three core areas: invoicing and billing, expense tracking, and clear financial reporting. If something touches money inside Frappe, I want it working smoothly. Here is what I expect as a finished job: • A clean, organised Chart of Accounts that matches my business structure • Fully functional invoicing and billing, including email templates and payment status automation • Expense entry screens streamlined for quick data capture and categorisation • Profit & Loss, Balance Sheet, and Cash Flow reports producing accurate numbers on demand • Short hand-off notes or a walk-through call so I can maintain the setup myself Please bring solid hands-on experience with Frappe/ERPNext accounting modules and be comfortable guiding a small business owner through best practices as you work.
Project ID: 40551228
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11 freelancers are bidding on average $22 USD for this job

I'm SUNIL, the leader of a seasoned full-stack development team armed with diverse skills and expertise to tackle your Frappe accounting needs. We've been honing our skills for over a decade now and have orchestrated successful solutions for clients around the globe. Our proficiencies in PHP, Laravel, JavaScript, TypeScript, and more align seamlessly with Frappe/ERPNext's accounting modules – making us the perfect fit for your project. One decisive advantage of working with us is our unwavering commitment to enterprise-grade standards. As a small business owner myself, I understand the importance of having a well-planned finance system to enable consistent growth. This is why not only do we guarantee you a clean and organized Chart of Accounts that fits your business like a glove, but also a fully functional invoicing system with optimal automation – ensuring your financial data is effortless to manage yet highly accurate.
$10 USD in 7 days
6.9
6.9

As a seasoned Web Engineer, I bring over a decade of experience in creating efficient, high-performing web-based systems to the table, specifically with Frappe/ERPNext accounting modules. I pride myself on delivering clean, organized solutions that not only look good but work smoothly; just as you're envisioning for your financial system. In line with your expectations, I'm more than capable of providing you with a streamlined Chart of Accounts and enhancing the functionalities of invoicing/billing, expense tracking screens to ensure data capture is swift and accurate. Furthermore, my skills in PHP allow me to craft customized reports that will generate the accurate numbers you desire for your Profit & Loss, Balance Sheet, and Cash Flow reports on demand. I understand how crucial usability and comprehensibility are for small business owners. That's why in addition to delivering this comprehensive Frappe setup for you, I promise to equip you with short hand-off notes or even better - a walk-through call so that you can comfortably manage it later yourself. I'm ready to leverage my skills in this domain to give you a satisfying solution that aligns exactly with your business structure and workflow. Let's embark on this journey together!
$10 USD in 1 day
6.0
6.0

Hi, I’ll set up your Frappe accounting system from the ground up so everything from invoicing to reporting works clean, structured, and reliable for day to day use. I’ll organize your Chart of Accounts according to your business flow, configure smooth invoicing with automated statuses and email templates, and streamline expense tracking so entries stay fast and easy without confusion. I’ll also make sure your core financial reports like Profit & Loss, Balance Sheet, and Cash Flow are properly mapped and returning accurate real time data so you can trust your numbers anytime. On top of that, I’ll keep the setup simple and maintainable so you’re not dependent on outside help for routine updates. Before starting, do you already have a defined business structure or chart of accounts you want to follow, or should I design a clean accounting structure based on your operations? Regards, Shabahat
$90 USD in 7 days
4.6
4.6

Hi, I hope you're having a great day. I have hands-on experience configuring Frappe/ERPNext accounting modules, having delivered several similar builds. On a recent project I rebuilt an ecommerce COA, created Jinja email templates for invoicing, and wired Stripe webhooks so payment status updated automatically while custom SQL gave accurate P&L numbers. I'd start by reviewing your business structure and existing data, map a clean Chart of Accounts, then build invoice templates and webhook automation using bench and server scripts. If you have ten minutes, I'd like to compare notes on your preferred payment processor and the exact account mapping so the setup matches your workflow. Thank you, Alpeshbhai M.
$20 USD in 14 days
2.7
2.7

Hi, I can set up your Frappe accounting workflow from the ground up. I've worked on ERP implementations involving accounting invoicing expense management and financial reporting. I'll configure the system based on your business workflow and make sure everything is easy to manage. **Deliverables:** • Chart of Accounts setup • Invoicing and billing • Email templates • Payment status automation • Expense management • Profit & Loss report • Balance Sheet • Cash Flow report • Documentation and handover One thing I'll review first is your Chart of Accounts. A well-structured setup makes invoicing reporting and future automation much easier while avoiding accounting issues later. Please initiate a chat and share the details. Regards, Shubham
$20 USD in 7 days
1.3
1.3

I've set up complete accounting workflows in ERPNext for multiple small businesses and know exactly what it takes to get invoicing, expenses, and reporting dialed in properly. I'll build out your Chart of Accounts aligned to your business structure, configure automated invoicing with email templates and payment status tracking, create streamlined expense entry forms, and validate that your P&L, Balance Sheet, and Cash Flow reports are pulling accurate data. Once everything's live, I'll walk you through the setup with clear documentation so you can manage it independently going forward. With 5 bids already there, I'm betting you want someone who can move fast and deliver a system you'll actually use.
$10 USD in 5 days
0.0
0.0

We recently helped a service business achieve streamlined financial processes. We specialize in building efficient systems for businesses like yours to enhance financial clarity and productivity. Your emphasis on a seamless, integrated accounting setup aligns perfectly with our expertise. Noticing your need for clean financial reporting, we excel at creating professional, user-friendly interfaces for easy data management. With extensive experience in Frappe/ERPNext accounting modules, we assure you of a meticulously configured system. We have 75+ 5-star reviews on similar projects and rank in the top 1% among 75 million users! Let's collaborate to transform your bookkeeping workflow effectively. Looking forward to discussing further details. Regards, Hamza
$15 USD in 7 days
0.0
0.0

With over a decade of consistent and meticulous experience in accounting, bookkeeping, and financial reporting, I am well-equipped to handle your Frappe Accounting Setup and Support project. Being proficient in tasks like data entry, balance sheet management, GST documentation and much more, I can mould every aspect of this system to match your specific business structure. My skills in handling bank statements and proposing improvements in financial strategies will be instrumental in optimizing your workflow's efficiency on the platform. My direct involvement in accounting tasks such as sales entry, purchase entry, and taxation have honed my understanding of the intricacies involved. Hence, I assure you that with me onboard, not only would your invoice and billing processes run smoothly with automated payment status updates but the entire expense tracking system would be streamlined for quick data capture and categorization. Additionally, as a small business owner myself, I understand how important it is to maintain control over your financial setup. Thus, my handoff notes or walk-through calls will be comprehensive ensuring that you can seamlessly maintain the system yourself. Nevertheless, even after our immediate contract terms end, know that you can always rely on me to support your evolving Frappe needs. Choose me and let's script a success story for your finance journal!
$20 USD in 7 days
0.0
0.0

Here's the trimmed version at approximately 1,400 characters: Hi there, I want to be upfront: my hands-on experience is with Xero and QuickBooks Online rather than Frappe/ERPNext specifically. That said, the core of this job — designing a clean Chart of Accounts, structuring invoicing/billing logic, expense categorization, and accurate P&L, Balance Sheet, and Cash Flow reporting — is fundamentally accounting architecture, which transfers across platforms. I'm a Chartered Accountant with 10 years of experience, Xero Level 1, 2, and 3 certified, and Payroll certified. I've built Chart of Accounts from scratch, configured invoicing with automated payment status tracking, and produced audit-ready reports across multiple platforms. My approach: Map your business structure to a clean Chart of Accounts Study Frappe/ERPNext's accounting module thoroughly before configuring live data Set up invoicing, billing, and expense screens per best practices, adapted to Frappe Validate P&L, Balance Sheet, and Cash Flow reports against manual checks Provide hand-off notes or a walkthrough call for ongoing maintenance If you're open to someone with strong accounting fundamentals willing to get the Frappe interface right rather than treat it as a black box, I'd welcome the opportunity — happy to start with a smaller module like expense tracking to demonstrate quality first. Poonam Bhutada
$20 USD in 7 days
0.0
0.0

Faridabad, India
Member since Nov 15, 2020
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