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Welcome to the erpnextswiss wiki!

This wiki contains information to ERPNextSwiss, an application for ERPNext containing Switzerland-specific use cases.

ERPNext (https://www.erpnext.org) is a global, leading, cloud based open source enterprise resource planning software. ERPNext is a trademark by Frappé Technologies.

The ERPNextSwiss application adds country-specific features to this platform such as bank, tax and payment integrations. It is maintained by libracore and contributors

Contents

• Banking
  • Bank wizard to read camt (053/054) files into payment entries and automatically match them
  • Payment proposal to create payment files (pain.001) from open purchase invoices
  • Direct debit proposal to create payment files (pain.008) from open sales invoice (LSV)
  • Payment reminder to create payment reminders for overdue sales invoices
  • Bank import to read bank transactions from CSV or camt files
  • Match payments to match received payments against receivables (including ESR reference matching)
  • Payment export to automatically perform payments from ERPNext (payables)
  • Support for QR Code Sales Invoices, ESR Sales Invoices
• Taxes
  • Exchange rates to automatically import ESTV currency exchange rates
  • VAT declaration
  • Zefix
• Human resources
  • Salary certificate
• General
  • Label Printer to create custom labels
  • Pincode lookup to automate pincode to city lookups (address) and also distance calculation
  • Coordinate calculation to convert Swiss LV03 and GPS coordinates
  • Dynamic newsletter content to personalise newsletter content
  • Zefix
• Integrations
  • Abacus export to export financial transactions to Abacus

General information

Refer to the README of this project.

See also Release notes