ERPNext Upgrade Guide: Moving Between Major Versions Safely
How to upgrade ERPNext between major versions: inventory apps, handle features moved to separate apps, test on staging and run the production upgrade.
ERP platform · ERPNext
Overview
Payroll is the part that has to be right every month. We configure salary components and structures with your HR and finance teams, run parallel payrolls against your current system, and only switch over when the numbers match.
ERP Builders is an independent ERPNext services company and is not affiliated with or endorsed by Frappe Technologies. “ERPNext” and “Frappe” are trademarks of Frappe Technologies Pvt. Ltd.
01
A typical rollout covers the employee lifecycle and payroll together, so attendance and leave flow straight into salary calculations.
Employee master data, departments, designations, reporting lines and a self-service portal for staff.
Shift types, check-ins from biometric devices or the mobile app, leave types, policies and holiday lists.
Earnings and deductions with formulas, statutory components such as PF, ESI, professional tax and TDS in India, and tax slabs.
Payroll entries, salary slips, bank payment files and automatic journal postings by cost centre.
02
We run at least two payroll cycles in Frappe HR alongside your current payroll and compare every employee's slip line by line. Differences are traced to a component formula, an attendance rule or source data and fixed before cutover.
Statutory rules change, so salary components and tax slabs are documented and reviewed at the start of each financial year.
Related
Insights
How to upgrade ERPNext between major versions: inventory apps, handle features moved to separate apps, test on staging and run the production upgrade.
How ERPNext manufacturing works: BOMs, workstations, production plans, work orders, job cards, backflushing, subcontracting, quality and costing.
How to move from Tally to ERPNext: mapping ledgers, GST details, stock items and godowns, loading opening balances, picking a cutover date and reconciling.
FAQ
It is a separate open-source app that installs on the same site as ERPNext. HR and payroll moved out of ERPNext into Frappe HR so the two can be released independently.
Yes. Employee check-ins can be pushed from most biometric devices through the API, either directly or through a small sync service.
Yes. PF, ESI, professional tax, TDS with tax regime selection and tax exemption declarations are supported through salary components and payroll settings, which we configure and verify with your payroll team.
Comparisons
Next step
We will configure Frappe HR with your HR and finance teams and run parallel payrolls before switching over.