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ERP ATLASAPPNEURALOperationsP2Reference
Accounting ERP
Full nameAccounting Practice Management ERP
Accounting Practice Management ERP for CA and bookkeeping firms. Composes 10 independently scoped Micro-ERPs, 30 role-based applications and 60 optional extension mappings.
Micro-ERP configurations10
Application configurations30
Extension mappings60
LifecycleReference
ERP composition
Micro-ERPs in this ERP 10
Explore every Micro-ERP linked to Accounting Practice Management ERP. Open a record to see its applications and extensions.
Micro-ERP
Client Engagement & Work Management
Full nameAccounting Firm Client Engagement and Work Management Micro ERP
Client engagements, deadlines, work evidence, billable time and deliverables need linked records.
Micro-ERPClient Document Requests
Full nameAccounting Firm Client Document Requests Micro ERP
Requested files, versions, review decisions and approved records need a common history.
Micro-ERPClient Books & Reconciliation
Full nameAccounting Firm Client Books and Reconciliation Micro ERP
Income, expenses, dues and account balances need one ledger.
Micro-ERPPractice Task & Deadline Scheduling
Full nameAccounting Firm Practice Task and Deadline Scheduling Micro ERP
Resource availability, reservations, costs and changes need one schedule.
Micro-ERPPractice Billing & Collections
Full nameAccounting Firm Practice Billing and Collections Micro ERP
Bills, payments, refunds and balances need to reconcile.
Micro-ERPClient Query & Support Desk
Full nameAccounting Firm Client Query and Support Desk Micro ERP
Requests, assignments, job progress, consumed parts and service charges need one record.
About this erp
Purpose and scope
Accounting Practice Management ERP for CA and bookkeeping firms. Composes 10 independently scoped Micro-ERPs, 30 role-based applications and 60 optional extension mappings.
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Configuration prefix
- Accounting Firm
- Operating model
- Industry-specific composition of standalone Micro-ERPs with role-based applications and optional host-dependent extensions.
- Readiness
- Source-defined reference configuration; implementation and production readiness have not been verified.
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Connected catalog
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30 linked records · showing 12
Application
Client Engagement & Work Management: Accounting Engagement
Full nameAccounting Firm Accounting Engagement App
Maintain matter details, deadlines and approved work notes.
ApplicationClient Engagement & Work Management: Accounting Analyst
Full nameAccounting Firm Accounting Analyst App
Collect documents, complete assigned work and record time.
ApplicationClient Engagement & Work Management: Accounting Client
Full nameAccounting Firm Accounting Client App
Upload requested documents, view shared status and approve deliverables.
ApplicationClient Document Requests: Document Submission
Full nameAccounting Firm Document Submission App
Upload requested documents and track review status.
ApplicationClient Document Requests: Document Reviewer
Full nameAccounting Firm Document Reviewer App
Review document versions, request corrections and approve final records.
ApplicationClient Document Requests: Document Administrator
Full nameAccounting Firm Document Administrator App
Manage versions, access groups and approved document templates.
ApplicationClient Books & Reconciliation: Bookkeeping
Full nameAccounting Firm Bookkeeping App
Post income and expense entries and reconcile recorded balances.
ApplicationClient Books & Reconciliation: Business Finance
Full nameAccounting Firm Business Finance App
Review cash position, receivables and expenditure by category.
ApplicationClient Books & Reconciliation: Dues Collection
Full nameAccounting Firm Dues Collection App
Track party balances, record follow-ups and prepare settlement requests.
ApplicationPractice Task & Deadline Scheduling: Resource Planner
Full nameAccounting Firm Resource Planner App
Allocate resources, prepare schedules and resolve booking conflicts.
ApplicationPractice Task & Deadline Scheduling: Resource User
Full nameAccounting Firm Resource User App
Request a slot, view confirmed allocations and report changes.
ApplicationPractice Task & Deadline Scheduling: Resource Supervisor
Full nameAccounting Firm Resource Supervisor App
Confirm readiness, review usage and close completed allocations.