How to review our team members daysheet in ERPCA?

  In ERPCA Review Daysheet Page, if any resource fill up their daysheet it will immediately come to their respective reporting head for approval. If any case reporting manager/Partner is not available then admin can be able to approve and...

  Daysheet refer to the log sheet which needs to be filled by the resources/users.They can update their daily work done under Billable, Nonbillable and Adhoc. Billable will have all the task done which is related to a client and...

  ERPCA offer you a unique feature, where you can create expense voucher without creating task. It will be for all the back end office expenses incurred by the team which are not directy related to any task which can...

  Hope till now you learnt how to add expenses and create voucher through the videos,you can also use the feature to change the voucher status as Paid or Unpaid. It is by default unpaid and can be marked as...

  In ERPCA will easily create new voucher on approved expenses. Expenses can be approved by Reporting authority and after approval one can create new voucher regarding the same expense. In this video, you will understand the process of voucher...

  While creating a Structured/Adhoc bill you can make it as a Proforma invoice (An estimated invoice used to request payment from the client for services before they are supplied). You can convert this to regular invoice once you receive...

  For chartered accountants practice, volume of recurring task(s) are much higher. Hence ERPCA comes with very unique way to manage such recurring task(s). For that you need to go Workflow module. Select the green button of Workflow where you...

  ERPCA offer you an easy way to import cheklist in excel for workcategory with predefined import formats. This module is applicable for newly created workcategory only. For existing workcategory checklist delete all the previous data first and then proceed...

  In ERPCA you will find predefined setup of workflow having departments like Gst, Income Tax, Company Law, Audit, etc. with Workcatogeries of various Compliances followed by SOP in the form of document,activity and outcome checklist. You also have the...

  Single/Multiple tasks can be deleted through bulk actions. For that you need to go Taskboard---Bird eye view and then select Resource/Workcategory group. The tasks will reflect in the right hand side. Select the tasks and go to actions and...