WordPress
Accounting For
Non-Accountants
The intuitive & interactive system makes it possible
for beginners to understand & work smoothly with
trial balance, ledger report, balance sheets, income
statement & more even without understanding
debits & credits.
Compare WP ERP Accounting
Get the WordPress Accounting
Advantage
Open source &
self-hosted
Statements
to do calculations
Graphical interfaces
for decision-making
Easy payments for you
& your customers
Free CRM &
HR modules
Overview of Accounting
With the graphical dashboard, quickly view all important information like income & expense, accounts receivables, accounts payables, cash and bank balance.
View at a glance your revenue vs expenses in this bar chart. Take swift decisions for vital operations.
See receivable, expenses, and cash you hold with a bird's-eye overview.
View & manage all your customers and vendors easily and enter as much details as you want!
View & manage your purchases, overdues, outstanding, received amounts, and more, and that too with diagrams!
Sync your WooCommerce orders with Accounting module and manage your income, revenues & more.
Pay by Paypal or Stripe at your convenience. It's easy breezy & completely secure to make payments online with this extension.
View Assets, Liability, Equity, Income, Expense, Bank balance & take actions.
View your employees' salaries, pay runs, pay calendar in a visually intuitive interface.
Manage all reimbursements you owe your employees. View the paid, overdue, partial and draft ones here.
Add as many bank accounts as you like and transfer cash within accounts.
Add product and product-related information here.
Manage taxes and everything related to taxes from this built-in feature.
Show predefined reports that you can filter out and view as you like!
Create different types of workflow - emails, action hooks, tasks, meetings, update fields, and more. And automate the process.
The pie charts show you sales vs purchase
Manage products, categories, sale price, cost price, and a lot more.
How to use WP ERP Accounting
Download plugin from
dashboard
Setup in few moments
with the built-in guide
Start making
happy clients!
Sales Transactions
Flexible enough to accommodate & calculate any sales data. Get the actual scenario of
total outstanding & received amounts, over-dues, partial & more with diagrams.
Invoice & Receive Payments
Create invoices that dynamically adjust with customers' accounts in
WP ERP Accounting. It only takes a few seconds to receive or make
a payment. Just select the customer and the account where you
want it. You can take payments both in to your petty cash or savings
account.
Payment gateway Extension
With Stripe or Paypal, take payments directly from your invoices. Your users can now pay you using the most popular payment options!
Start with Pro
Documentation
Create Estimations
Unlike creating invoices directly, creating estimate is an
advanced feature that lets you create draft invoices for future
quotation.
PDF Invoice
Download unlimited invoices in PDF files. It’s convenient for storing in your PC and also for sharing with others. This is a free add-on for Accounting module!
Get for free
Sales Tax
No more hassle of calculating tax for every transaction! With the WP ERP
Accounting module, your tax rates will be automatically calculated.
Tax Rates
With WordPress Accounting system,
add new tax rates for different regions
as many as you want.
Tax Zone Name
Have different branches of your company in different states? You can create as many tax zones and tax rates for the states as you want.
Tax Category
Every country has a different category of taxes. With WP ERP Accounting, you have the option to create categories for your taxes.
Tax Payments & Agency
Pay different rates of taxes for different type of products. With the tax agency option, youcan create multiple tax agencies at your disposal.
Track Expense Transactions
You can easily handle any expense transaction like purchasing goods in cash, on credit or in
installments. Our clever team of developers made it very simple!
Expense & Bill
You can pay directly to your vendors by check, by
cash, by bank.
Create & Pay Bill
If you are to pay on credit to any of your creditors,
you can use this feature to make payable bills
easily to pay them later.
Convenience with Reimbursement
Your employee can request for reimbursement if he/she spends from his pocket for official purpose. Accounting manager approves the request and pays to the employee selecting the account he wants to give the money.
Start with Pro
Documentation
Purchase Transactions
Purchasing in cash, credit or installments? No problem! Get the actual scenario of total outstanding & paid amounts, over-dues, partial & more with diagrams.
Create Purchase Order
Do you want to purchase inventories in future, but not sure to buy? Then this feature is ready to take you to the rescue by allowing you to create draft purchase orders.
Purchase & Pay Purchases
With this feature you will be able to create purchase vouchers for your vendors anytime. You can also make payments either from bank or cash account or pay partially. The amounts will be auto adjusted.
Inventory to store up products
Manage your store inventories & create reports like Product Purchase, Product
Sales and Inventory Report automatically.
Documentation
Journals for Double-Entry System
The journal entry form is also logic-based so that you do not make any submissions mistakenly. It's perfect for the beginner too!
Users
Create or sync different types of users so it’s easy to carry out transactions.
Create customers & vendors
You can create new customers & vendors using advanced fields
like email, name, company, website, address, notes, mobile.
Workflow Extension
Trigger automatic emails to customers when a sale is made. Also send invoice to customers when they purchase.
Start with Pro
Documentation
Exclusive Add-ons
Add Payroll Entries Faster
Manage payrolls & taxes for your employees. Automate payments. Be free from
journaling over and over again.
Documentation
Easier Sales with WooCommerce
Link WC store orders into the sales invoice of WP ERP accounting. You can also
sync new customers & vendors automatically that generate from the store.
Documentation
Preloaded Accounts for Speed
Key journal entries into the system in a flash. View entries & actions taken in a single page. It’s also possible to create as many custom accounts as you need!
Chart of Accounts
Internal Cash Transfer
Keep your cash & bank account synchronized yet with more control. You can receive, spend and even transfer money between accounts.
Bank Accounts
Your company banking management is now at your control. Manage funds with a greater perspective. You can check balances with graphs, make or receive payments & even ask your accounts manager to transfer money to other accounts.
Reports
The best part is that you will be getting automated reports like ledger, trial balance,
income statement, sales tax, balance sheet just after keying a transaction into the system.
Ledger Reports
Ledger reports will help you know the latest balance of a particular account. However, you can use the date filter to know the balance as per your desired time period.
Trial Balance
This report is more than efficient to check the mathematical accuracy of your accounting system. If the total amount of the debit and the total amount of the credit side are equal then you are good to go!
Income Statement
Are you overwhelmed with increasing expenditures? Just take a look at this report to see on which account you are spending most. Besides, you will be able to know your sales revenue, net shareable profit or loss at once from this report.
Sales Tax
Calculate and save your sales tax for your government agencies. The accounting system calculates and makes the sales tax report all by itself.
Balance Sheet
Want to analyze your financial condition? Then the balance sheet is there to cover you with its assets, liabilities, equities and so on.
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