About this video
You can create expenses for an assigned task. There are two ways to create expense
What this video covers
Taskboard
Click on task id/client name and select expenses.Mention the type,amount and remark for the expense.Accordingly it will be tagged with the task .
Expense Book
Click on create expense,select the client name and click on add expense against respective task.Mention the details.Here you get the option to upload the invoice as well.
Expense type can be non-goverment(gst will be charged on the expense amount at the time of billing) or government(no gst will be charged on the amount) In this video, you will be to understand the process of expense creation.
Full video description
You can create expenses for an assigned task. There are two ways to create expense
1. Taskboard – Click on task id/client name and select expenses.Mention the type,amount and remark for the expense.Accordingly it will be tagged with the task .
2. Expense Book – Click on create expense,select the client name and click on add expense against respective task.Mention the details.Here you get the option to upload the invoice as well.
Expense type can be non-goverment(gst will be charged on the expense amount at the time of billing) or government(no gst will be charged on the amount) In this video, you will be to understand the process of expense creation.
ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now.
If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at support@erpca.com to discuss.