ERPCA
Video Library
Step-by-step tutorials, product walkthroughs and customer stories showing how ERPCA works.
148 videos · Page 3 of 7
Start here · Learning Series
ERPCA from setup to daysheets, in 12 episodes
The onboarding course our team walks every new firm through: account set-up, users, workflows, customers, tasks, expenses, daysheets and documents — in the order you will actually do them.
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1
Onboarding Journey: Account Setup | User & Customer | Seamless Workflow
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2
Setting Up Different System Configurations in ERPCA
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3
User Management : Adding Users | Permissions Setup | Task Transfer
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4
Workflow Management : Categories | Departments | Checklists | Recurring
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5
Important Master Setup : Company Departments and More
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6
Customer Module Walkthrough : Onboarding | Management | Profiles & More
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7
Creating Non-Recurring Tasks in ERPCA: Company Formation | GST Registration
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8
Task Processes : Status | Reassignment | Client Connection & More!
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9
Supporting Feature Taskboard | Client Work Reminders | Maker Checker
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10
Expenses Management : Client Project Expenses | Vouchers | Approvals
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11
Daysheet Updating Process : Billable | Non Billable | Ad Hoc Hours
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12
Document Management : Upload | Customize | Share & Integrate
ERPCA User Tips
Elevate Your Workflow Unleashing ERPCA's Power Packed November Upgrade!
ERPCA User Tips
How to login with WhatsApp in ERPCA mobile app?
ERPCA User Tips
How to mark To-Do as completed in ERPCA?
ERPCA User Tips
How to create new To-Do, edit, delete and remark on same To-Do in ERPCA?
ERPCA User Tips
How to add new or sister company in ERPCA?
ERPCA User Tips
Effortless Invoicing: How to Add Automatic Bill Prefixes in ERPCA!
ERPCA User Tips
How to create new inward in ERPCA?
ERPCA User Tips
How to create returnable inward get ready to outward in ERPCA?
ERPCA User Tips
How to change the non returnable inward status to ready to outward in ERPCA?
ERPCA User Tips
How to add daysheet manually in ERPCA?
ERPCA User Tips
How to review our team members daysheet in ERPCA?
ERPCA User Tips
How to add backdated daysheet in ERPCA?
ERPCA User Tips
How to create tasks for lead in ERPCA?
ERPCA User Tips
How to schedule a call with new lead in ERPCA?
ERPCA User Tips
How to scheduled a meeting for a particular lead in ERPCA?
ERPCA User Tips
How to change the status and view all the lead’s log in ERPCA?
ERPCA User Tips
How to use lead’s filter in ERPCA?
ERPCA User Tips
How to convert lead’s into customer in ERPCA?
ERPCA User Tips
How to edit and delete lead’s details in ERPCA?
ERPCA User Tips
How can I add lead’s in ERPCA?
ERPCA User Tips
How to create new inward/ handle hardcopy of the document in ERPCA?
ERPCA User Tips
How to import bulk user’s in ERPCA?
ERPCA User Tips
How to reset password of any user in ERPCA?
ERPCA User Tips