How to view individual resource’s hours spent on each customer’s task in ERPCA?

 

In customer module you can select the customer and view the various details associated with the client including the hours spent by the team on different tasks of the client. At the time of defining the workcategory catalouge or manual task creation the assignor need to decide the estimated hours to be invested by the resource in the particular task.The resource can update the timing against activity,through time tracker or through the daysheet.Once that gets approved by the reporting head it will reflect in the hours spent tab.

This video will help you to view hrs spent on customer’s each task

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ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms

ERPCA provides the option to import customer data in bulk.The detailed or minmal version template can be downloaded from the import customer tab.

Compliances which occur monthly and periodically can be termed as recurring task.Once the workcatecory is defined as recurring by mentioning the due the date the task gets created automatically.