How to record client consultation hrs by using Time-Tracker in ERPCA?

 

In TIME TRACKER you will be able to easily record consultation hrs spent in a day. In Time Tracker click on Add quick consulting hrs(Add-hoc). Select the client and mention the Ad-Hoc task,Start and Stop the timer. Ad Hoc Tasks are the tasks which hasn’t been a scheduled task but is customer related ,eg, advisory services,consultaion,meetings etc. This video will give the understanding on recording client consultation hrs in real time.

ERPCA is one of India’s best practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. Make your office management efficient and effective with features like task management, time sheet management, billing and invoice management, and plenty more. Ensure complete digital office automation of your practice with workflow management and process control. Transform your practice – schedule a demo / register for a FREE trial now. 

We also offer custom-branded, white label office management software that is perfectly suited for large enterprises and financial services KPOs. E-mail us at [email protected] to discuss.

 

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