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erpnextswiss

ERPNext application for 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.

ERPNextSwiss is maintaned by libracore AG.

For more information, refer to https://erpnext.swiss

License

GNU Affero General Public License, refer to LICENSE

ERPNextSwiss is developed and maintained by libracore and contributors. The copyright is owned by libracore and contributors. The software comes as-is without any warranty.

Requirements

Requires an ERPNext server instance (refer to https://github.com/frappe/erpnext)

Compatibility

ERPNextSwiss is tested against libracore and ERPNext v12. There are compatibility branches for v11 (for user who prefer the old desk) and v13/v14/v15 (for daring users).

ERPNextSwiss is also compatible with Dokos (https://dokos.io)

Installation

From the frappe-bench folder, execute

$ bench get-app https://github.com/libracore/erpnextswiss.git
$ bench install-app erpnextswiss

If you are using a multi-tenant environment, use the following for the installation

$ bench --site site_name install-app erpnextswiss

(where site_name is e.g. erp.example.com)

Update

Run updates with

$ bench update

In case you update from the sources and observe an error, make sure to update dependencies with

$ bench update --requirements

Features

  • Banking / Accounting
    • Bank wizard: processes camt.053 and camt.054 files to payment entries (including linking to related documents)
    • Payment proposal: create payment files based on open purchase invoices, expenses and salaries (pain.001)
    • Direct debit proposal: create payment files from direct debit enabled sales invoices (pain.008)
    • Payment reminder: create payment reminders for overdue sales invoices
    • Bank import: allows to import bank account statements to update local payment entries (receiving; csv or camt)
    • Match payments: match unpaid sales invoices with the corresponding payments
    • Payment export: allows to create payment files for banks (pain.001) from payment entries (paying)
    • QR invoices and ESR invoices: outgoing (sales invoices) as well as incoming (scan purchase invoices); QR invoice supports ESR/NON/SCOR
    • ZUGFeRD: fully electronic invoices.
    • ZUGFeRD Wizard: read and interpret both ZUGFeRD and QR-invoices to purchase invoices
  • Taxes
    • Import monthly average exchange rates, daily exchange rates (ESTV)
    • VAT declaration (with ESTV data transfer easyTax/ePortal)
    • Zefix integration
  • Human resources
    • Salary certificate ("Lohnausweis")
    • Seco overtime reporting (based on timesheet)
    • Seco monthly worktime (working hours and breaks) (based on timesheet)
    • Automatic settling of expenses and salary payments
    • Import public holidays (region-dependent) into the Holidays List
  • General tools
    • Postal code lookup
    • Script-based data import
    • Large data import tools
    • Dynamic newsletter content
  • Interfaces
    • Interface to ESTV:
      • read exchange rates
      • monthly average rates
      • transmit tax forms
    • Interface to abacus (export transaction data)
    • ISO 20022
    • ZUGFeRD
    • Interface to Zefix
    • Datatrans interface for payments
    • Payrexx payment interface
    • EDI connector: allows to fully integrate EDI exchange (PRICAT, DESADV, ORDERS, SLSRPT, ...)
    • NextCloud:
      • Update contacts from ERPNext to NextCloud address book
    • Interface to Planzer logistics
    • CalDav-feed for CRM (Lead/Customer) and ToDos
  • Business Intelligence
    • Data Provider for Looker Studio (refer to the libracore Connector to connect to your data)
  • Productivity
    • Gitlab integration: sync ERPNext Issues to Gitlab

Release notes

Refer to https://github.com/libracore/erpnextswiss/wiki/Release-Notes

Data protection

Please note that the provided sample QR code invoice uses a libracore server to process QR codes according to ISO 20022. The server is located in Switzerland, the invoice details will be transmitted to the server for processing.

Please use a personal QR-code generation server to prevent data being sent to libracore. The source code is available from https://github.com/lasalesi/phpqrcode