Below are the main menus like
1. Dashboard - You can quickly view open task, closed, bill created, hrs spent, task progress related accurate count. Quickly view count of Upcoming closure, resource performance, WIP task, DSC list, overdue analysis for further briefing you can click on the count.
2. Actionable Insight - Task, Customer, Finance, Revenue related information on micro level you will receive
3. User - Add your employee one by one or in bulk. Reset Password, Manage Permission, Edit, Delete, View, Transfer Data these are the functions which you can use for particular user.
4. Customer - Add your customers details one by one or in bulk
5. Workflow - schedule all your recurring services here
6. Taskboard - view all task, create new task, update and close the task. There is an action drop down where you can Delete, Close, submit for review tasks in bulk.
7. Service request - All these request coming from Customer Mobile app, here you can see list of service request received from Customer. Request you can decline, accept, create task for it,
8. Review Board - Any resource can send a task for review to a reviewer (reviewer can be Sr most person in the org.). Only one reviewer is for a single task. Reviewer can close the task, assign to another reviewer, or they can finalize the task.
9. Attendance - Ideally, everyone in the organization can use ERPCA 3.0 mobile app for Attendance. If you want to add manually, then you can view this page.
10 Billing and receipt - You can create bill manually and in bulk import - there are 2 ways to create bill Ad-hoc and Structured bill. For advance payment, you can create a Receipt and adjust payment details accordingly.
1. Create Ad-hoc - Create new ad-hoc bill where you can select one customer and one task OR one Customer and add multiple line of items.
2. Create Structure - Create structured bill where you can select one customer and its multiple tasks
3. Register - You can see list of all tasks you can edit, delete, download and record the payment details.
4. Receipt - You can generate receipt of advance payment as well.
11. Expenses - Task related expense you can be logged. Expenses can be Approved and Reject by reporting manager, Admin and HR. Once expenses gets approved, you can make voucher of it. For voucher, approval and rejection is not mandatory.
12. Day sheet - All article and employee need to fill every day for this you can use mobile app as well. Day sheet is divided into 3 parts like Billable, Non-billable, Ad-hoc.
1. Billable - The task which is assigned to you, only that customer name and task will be visible.
2. Non-Billable - The task like Training session, Office celebration etc. these can be added
3. Ad-hoc - Consultation call details need to add in Ad-hoc
13. Utility -
1. Send reminder - send WhatsApp and SMS msg can be sent to multiple customers
2. Inward/outward - create an inward and outward record
3. Password Repository - Govt and work related password can be saved in system
4. Document repository - core and task related document you can upload, delete and share.
5. DSC Register - Add digital signature, renew it, download etc. you can add usage of DSC
6. Leave Register - Teams leave report can be seen in this register. Leave can be approved by Admin, HR or by reporting head. There is 2 level, approval is mandatory.
14. Imports - You can import details like user, customer, tasks, bill etc.
15. Reports - View all task related reports, daysheet, attendance, customer, employee, billing etc.
16. Setup
1. Company - you can multiply sister company in your organization
2. Holiday - You can add all the National holidays so that
team member can manage the leaves
3. inward Location - Add location for inward and outward
4. Team - create team for task purpose
5. Department - for recurring task creation, you can
create department
6. Work category - It can be created for recurring task creation
OPTIONS IN THE HEADER PANEL
TIME TRACKER
Benefits of TIME TRACKER
1. Easily Plan your daily work
2. Monitor your team's daily work nothing like before
3. Record working hrs. of task assigned to you in real-time with ERPCA CLOCK
4. Record your daily unplanned work and unmonitored hrs. Hassle-free
QUICK SWITCH
You can easily switch from one page to another page using this QUICK SEARCH feature.
Click on Quick Search, a pop-up will open, where you can see all the name of modules
Select any of the option from the list and will redirect to expected page
LEAD MANAGEMENT
1. Click on Leads menu
2. Click on Add New Lead - If you want to create new lead
3. Click on Name - To create and update Lead owner, schedule task, Meeting, Call
4. Action drop-down - you can edit, delete, view logs or change the status of respective Leads.
+ ADD
Quickly switch from one page to another like: +Add in the header panel which is like a Shortcut button
To create new and Quick Task, Customer, New invoice and DSC click on Add button and select desired option from the list.
TO DO MANAGEMENT
This option is to note down all your back end office work to be done, just like we maintain a Diary!
We can also create to-dos for other team member
SELECT THE FINANCIAL YEAR
At the time of task create, you need to select the financial year.
To find the same task, you need to select FY from the drop-down
HOME PAGE
This page can be viewed by Admin as Admin is the first person
who can add users, customer, workflow, basic setting like email, task etc.
NOTIFICATION
You van compose and send mails in bulk to client as well resources from here
ACCOUNT SETTINGS
It involves the basic settings, task, notification, user group and SMS configuration settings