
MVP Accounting System Development
Upwork
Remoto
•16 hours ago
•No application
About
BlessERP.com — MVP Development Requirements (QB Essentials Equivalent) Goal Build a MVP accounting system based on ERPNext that provides basic bookkeeping, invoicing, and reporting, equivalent to QuickBooks Essentials. 1. Core Accounting Setup Implement Chart of Accounts (CoA) following standard Canadian/US GAAP structure. Enable double-entry bookkeeping (already available in ERPNext). Support journal entries (manual + system generated). Generate trial balance, balance sheet, and profit & loss reports. 2. Invoicing Configure customer and supplier master records. Create custom invoice template with BlessAccounting branding (logo, colors, contact info). Support invoice creation, editing, and cancellation. Enable payment tracking (mark invoice as paid, partially paid, or unpaid). Add automatic overdue invoice reminders (email notifications). 3. Tax Configuration Implement Canadian GST/HST/QST tax setup (rate tables, region mapping). Allow multi-tax selection per invoice. Ensure taxes appear correctly on invoices and reports. 4. Basic Reporting Generate and export (PDF/Excel): General Ledger Profit & Loss Statement Balance Sheet Tax Summary Report 5. User Management Role-based access: Admin → full access Accountant → accounting modules only Clerk → invoicing only Audit log for all accounting-related changes. 6. Deployment & Usability Deploy ERPNext (latest stable version) in a cloud or on-premise environment. Optimize UI for English + French bilingual use (Quebec compliance). Ensure responsive design for desktop and tablet access. Provide initial data import function (CSV/Excel for CoA, customers, invoices). MVP Deliverables At the end of this phase, BlessAccounting should: Record daily accounting transactions. Create and send invoices to customers. Apply GST/HST/QST taxes correctly. Generate essential financial reports. Be usable by accountants and business owners without custom coding.