Our bookkeeper is saying that her time spent processing checks for payables has increased exponentially since using ERPNext from our old system. Can you help me to understand if we are doing this process wrong or how to improve it?
Purchase Invoice is entered against Purchase Order.
We run a report on every Wednesday to prepare for Accounts Payable checks the next day. Report shows list of all Purchase Invoices due in the next week.
Then, on Thursday, she takes the stack of invoices we are going to pay and creates a payment entry - selects the invoices we will be paying, save/submit, print check.
On average, we have about 60 suppliers each week to pay. This is taking her 5 hours and used to take her 30 minutes because she could simply tell the system to create payment for all payables within a timeframe and then click pay and enter a series of check numbers (1000-1060) and push print.
I’m kind of at a loss on how to do something like this in ERPNext. Ideally, we’d be able to batch create payment entries for all invoices within a range. That would save her about 2 hours of time easily.