Frappe Lending Setup Training
Publicada el 2026-07-31
Descripción de la oferta
I’m ready to roll out Frappe’s Lending module in my company and need a Frappe expert to guide me through both the initial configuration and the day-to-day know-how. I want to understand the platform inside out, get the core settings right from day one, and make sure my accounting foundations are solid. Here’s what I need from you: • Hands-on training sessions covering user-interface navigation so that my team and I can move around the system confidently. • Step-by-step setup and configuration of the Lending module, including company defaults, chart of accounts, and any mandatory master data. • Guidance on initial accounting setup: opening balances, posting routines, and reconciliation best practices so our books start clean. • Walkthrough of advanced features and customization options—scripting, custom fields, print formats—so we can adapt the system as our lending products evolve. • Design and implementation of practical workflows that mirror our real-world approval process, ensuring each loan request follows a controlled path with the right user roles and permissions. I’m comfortable with remote sessions (screen-share preferred) and quick follow-up chats between calls if clarification is needed. Please outline how many hours or sessions you recommend, the tools you normally use for remote walkthroughs, and any previous Frappe Lending or ERPNext projects you can reference. If you can help me get Frappe Lending running smoothly and leave me confident in managing it myself, I’m ready to start right away.
Skills
Fuente original: freelancer