While creating new customers we can tag recurring services both manually and through excel bulk import. Respective departmnent section(For e.g. Income tax, GST, Accounting) for the tagged workcategory will be created inside Customer’s profile under File option.
Different department related details like username, password, file no, etc. can be saved and referred before task execution. This video will help you to understand the process of how to view services related file details.
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ERPCA allows you to easily disable/inactive any customer’s profile which is not currently in use for the organistion.
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There are many ways to tag recurring services with customers- Create Customer/Edit customer, Customer Matrix, Workflow
