[REOPENED] Simulate accounting documents

ERPNext
1

Hi there,
is there anyone else who see the value of simulating accounting documents before submitting them?

2

Could you explain what you mean by simulating?

3

That is to see the documents to be produced let them be stock or account before submitting your actual document.

4

You can preview the document before submitting by clicking on the printer icon on the top right corner.

It even marks it as “Draft”.

5

@H_N Thanks. Never known that.

6

That is not the complete solution. The printing documents are simulated, this is fine but the ledger entries are not and that is what I am looking for.

7

Am not sure their is any accounting solution that does this.

I stand to be corrected

8

Several do. e.g. SAP Library - Mixed Documentation

2 Likes
9

Great idea.

10

We learn everyday

Thanks

11

Oh this is awesome. If we can get this into ERPNext that will go a long way for improvements. I have always disliked the submit → cancel → append process when a simple “check and look before submit” would be available.

12

@James please see this thread [Feature Proposal] Improving Document Control - #8 by jai_kejriwal

A submit checklist would be a logical first step before a full preview IMO.

13

Oh that is cool. Looking forward to seeing that make it into ERPNext. I really struggle with workflows. I know they are powerful, but getting them to work is a total PITA.