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Hi I am having problem with balance transfer report. I transfer some money to one account to another . transfer is done but when I got “chart of account” and click the transaction it showing meaningless thing. i give you the link below about the image of report-
https://www.dropbox.com/s/d71kedesupzr7d7/Untitled-1.jpg?dl=0
problem is my first customer name is “shapna akter” and its showing billing to “shapna akter” by default. and at the and bank name become product name . I also see the balance transfer form there is no field for customer and product.Please help me to solve this problem as early as possible .
I give a entry for transfer money petty cash to my bank account. but automatically in result it add one of my customer name. please help to fixed this problem and how delete a transaction ?
i send the image below:
https://www.dropbox.com/s/mn2joh5ptjnps19/problem.jpg?dl=0Guys,
We have invested many hours into setting up the ERP Accounting module and invoicing for our own use before deploying it for clients; however we keep running into one problem after the other.
1. The emailed and PDF exported invoices are mis-formatted and missing tax information. See screenshot here: https://cl.ly/2p0O320a3u1P
2. The front-end displayed invoice is readable; but the Stripe Payment gateway generates a null ‘receipt_email’ field to Stripe — so Stripe can not and does not email a receipt after payment
3. Invoice attachments are not included with emailed invoices and is not accessible on the front-end — so it seems to have no practical purpose
The net effect is that the invoicing feature appears to be incomplete and practically unusable:
1. We can’t use it to generate a usable PDF invoice to print and mail or email to customers
2. We can’t use the email link feature to deliver a usable invoice via email
3. The front-end accessible invoice does not allow Stripe to email a receipt for successful credit card paymentWhat started out as excitement to use this very promising WP-ERP feature has turned into surprise, frustration and concern that what we thought was a solid ERP solution might actually be riddled with a thousand defects like this that our customers will run into one by one.
Please let me know that I am mistaken or let me know what the plan is to correct these defects.
Thanks guys, please restore my faith in the WP-ERP team!
Donovan
Hello Shawon and Team,
We are continually impressed by how complete WP-ERP is! We have purchased the Payment Gateway to use on our site before activating it on two of our client sites. So far we have completed the following:
1. Set up the payment gateway and configured it for Stripe on our website
2. Created and configured Strip account
3. Tested operation between WP-ERP Accounting and Stripe — works great in test mode
4. Set up TaxJar integration with Stripe to handle State Sales Tax calculation and and Payment
5. Put Stripe into Live modeWe are now ready to issue our first live invoice with Stripe payment enabled. However, we now have a question (maybe an issue) regarding the presentation of Tax on the invoice and the interaction with Stripe when Stripe is configured to calculate, collect and remit tax via the Stripe-TaxJar integration.
Here is the issue and question:
If we enable tax on the WP-ERP Accounting invoice, WP-ERP generates an invoice with sub total, tax and total. This is good since we want the customer to see the total and the breakout of services and taxes. However, the total price (including tax) is then presented to Stripe, and Stripe-TaxJar integration will subsequently invoke TaxJar to calculate taxes and add them to the invoice total.
Question: Does the Payment Gateway – Stripe integration take Stripe – Tax Provider integration into account to avoid double-charging tax?
Please advise,
Thanks!
Donovan
Hello!
I am new to WPERP. I was just trying out the “leave request” feature. I set up the leave entitlements (“vacation” and “remote work”, and then was trying to put in a vacation request.However, when I filled out all fields in the form I was unable to “submit request” because the button is grey.
Also, there is field next to each day of the time period requested that says “1 day”. It looks like that field should be editable, but I am not able to edit it. I imagine for weekend days it would usually make sense to change the “1” to “0.”
I’d be happy to provide screenshots of the issue I’m having!
Thank you,
Shaheen
Topic: CRM – Contact Not work fine
Hello,
I have facing problem in my WP ERP – CRM – (Contacts ).
No one can access & Edit the CRM if Not Administrator.
The Edit for Contact for below option not save after update and in create new contacts :
1- Contact Group.There are another error. The save option for below Table in Contact detail not accept save after insert the necessary fields.
1- New Note.
2- Email.
3- Log Activity.
4- Schedule.
5- Task.Looking to solve this problem
This is seen when downloading in PDF version, making use of the option that has the system. This is correct
What it follows is that the error is given when sending the mail, attach an incorrect version of the PDF.
I have a case, where a company still can not generate invoices, just vouchers. And everything works well when using this option, the only thing is that by sending the PDF by email, the payment word is changed to invoice, and that hurts us a lot legally.
(Image of the PDF received in the email)Payment = Pago
Invoice = FacturaHow can I solve this problem?
Topic: Error with expiration date
I have an expiration date that has a strange expiration year, I tried to correct it through the ERP configurations, but there were no results, could you tell me how to solve this problem ?, in the image there is a clear explanation of what I speak. I deleted data for third-party privacy.