ETHX Softcon
ERPNext Practice

ERPNext for Professional Services.

Projects, timesheets, billing, and retainers on ERPNext — built for services firms and consultancies.

What We Do

Time, cost, and billing — one place.

Services firms need projects, timesheets, billing, and revenue recognition in one system. ERPNext does this well at SMB scale.

  • Project and task management
  • Timesheet capture and approval
  • Time-and-material and fixed-price billing
  • Retainer and milestone billing

Does ETHX Softcon implement ERPNext for professional services firms?

Yes, ETHX Softcon implements ERPNext for professional services firms and consultancies that need projects, timesheets, billing, and revenue recognition in one system. The scope includes project and task management with WBS, milestones, dependencies, and Gantt views; web and mobile timesheets with approvals; time-and-material, fixed-price, milestone, and retainer billing, including recurring billing with carry-over hours; project profitability, utilisation, and realisation dashboards; resourcing; and expense claims.

ETHX Softcon supports multi-currency client billing with FX gain and loss tracking, multi-entity setups, and integration with Slack, Jira, and other delivery tools through REST APIs and webhooks. Custom Frappe extensions cover workflows that standard ERPNext does not. Delivery starts with an assessment of the project lifecycle and billing model, followed by design of project types and billing rules, configuration, a six- to eight-week pilot project run from bid to bill, and a portfolio rollout with project manager training. ETHX Softcon's leadership team brings more than 15 years of ERP delivery experience, and the company has delivered 85+ projects.

Capabilities

Services firm capabilities.

Projects

WBS, tasks, milestones, dependencies, Gantt.

Timesheets

Web and mobile timesheets, approvals, billable / non-billable.

Billing

T&M, fixed price, milestones, retainers, dunning.

Profitability

Project profitability, utilisation, realisation.

Resourcing

Assignments, capacity, leave, skill matrix.

Expenses

Expense claims, project cost, reimbursement.

How We Deliver

Services rollout playbook.

Step 01
01

Assess

Project lifecycle, billing model, current pain.

Step 02
02

Design

Project types, billing rules, role definitions.

Step 03
03

Build

Configure ERPNext + custom Frappe extensions.

Step 04
04

Pilot

Pilot project for 6–8 weeks with full bid-to-bill.

Step 05
05

Scale

Portfolio rollout with PM training.

Why ETHX

Why services firms pick ETHX for ERPNext.

PM-aware leads — we run projects ourselves

Profitability and utilisation as first-class deliverables

Multi-currency and multi-entity support

Time capture that PMs and consultants actually use

Custom Frappe extensions for unique workflows

Integration to Slack, Jira, and other delivery tools

Case Study
Services firm · ERPNext

Time capture adoption hit 95% in 6 weeks

Replaced spreadsheets and a legacy timesheet tool with ERPNext + custom mobile capture.

95% adoption

* Illustrative example based on ETHX Softcon delivery experience — client anonymised

FAQ

Professional Services — FAQ

Yes — recurring billing with carry-over hours and adjustments.

Last reviewed:

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