Frappe Lending Setup Training

₹600-1500 INR

Closed

Posted 7 days ago

₹600-1500 INR

Paid on delivery

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.

Training

Project Management

Project ID: 40617032

About the project

1 proposal

Remote project

Active 7 days ago

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1 freelancer is bidding on average ₹1,500 INR for this job

@Ashoksahu001

Hello, Getting Frappe Lending right from the beginning is critical, especially when accounting, workflows, and user permissions are involved. I can guide you through the complete implementation with live screen-sharing sessions, ensuring your team understands not just how to use the system, but why each configuration matters. My approach includes: • Step-by-step Frappe Lending setup and configuration • Company defaults, Chart of Accounts, master data, and accounting foundation • Opening balances, posting workflows, and reconciliation best practices • User training covering navigation and daily operations • Workflow design with role-based approvals and permissions • Advanced customization (custom fields, print formats, scripts, reports) • Q&A support between sessions to resolve implementation issues I typically recommend **8–12 hours** split into **4–6 remote sessions**, depending on your team's familiarity with ERPNext/Frappe. I usually conduct training over **Google Meet or Zoom** with screen sharing, and provide follow-up support via chat for quick questions between sessions. I'd be happy to help you implement Frappe Lending correctly from day one and leave your team confident in managing and extending the system independently.

₹1,500 INR in 1 day