How to view tasks log in ERPCA?

 

Open Bird-eye view/List view in Taskboard and then click on particular customers name/Task Id which will open up a pop up window. It will display various tabs like overview, checklist, expenses,communication, logs, etc. Overview will reflect the hours activity and review updates and further Log will display all the updates regarding the task.

This video will make guide you through the process of opening the task logs in ERPCA.

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.

 

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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 smoothens this practise through a single click. You can select single, multiple task(s) or all task and perform bulk actions like Delete, Close, Change the task status,Reassign etc