About this video
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 with the fresh import.
This video will guide you step by step to import workflow Checklist through excel in ERPCA.
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.
Full video description
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 with the fresh import.
This video will guide you step by step to import workflow Checklist through excel in ERPCA.
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 support@erpca.com to discuss.