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 rights to customize these checklist as per practice. In addition to modifaction of existing data you also add new. Department, Workcategories and checklist as per your preference.
This is one of the most unique feature that ERPCA offers.
For this you need to go to workflow module, select manage’ which provides the option to add/edit new department ,workcategories and checklists as well.
This video will show the process of manually adding workcategories and checklist under particular department.
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 [email protected] to discuss.
This video will guide you step by step to import workflow Checklist through excel in ERPCA.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
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)
