Billing & Receipts

Getting Started With ERPCA

Configurations needed for ERPCA Smooth functioning
ERPCA navigation explained
Office Branch Management
Set your home page in ERPCA
Create inward location master to store inward data
How to maintain Team master?
How to manage Department master data?
How to manage designations in ERPCA?
How to manage Work Category master data?
How to manage Task Status Master in ERPCA?
How to create customized Task Priorities in ERPCA?
Switch on automation task mode
Carry Forward Task
How to disable and enable email/what's app/SMS
How to allow system to create recurring task monthly and periodic?
How to enable backdated daysheet entry?
How to add SAC & HSN Code
Company Set Up in ERPCA.
How We Can Setup Financial Year(FY) In ERPCA

User Profile

How to manage/edit user profile?
How to add/import users/team members in ERPCA?
User Profile Management
How To Assign Module Permissions To Users?
How to create new password or reset password for users
View Profile

Workflow Setup

Workflow Setup For Recurring Services
Edit Workflow Master
Import Workflow Checklist
Import Checklist Guidelines
Tag workflow with customers and users.

Customer Management

How to onboard customer in ERPCA?
How to define customer's compliance information and tag them with services?
How to Filter Customer Data and Fill Up the Incomplete Details
View Customer Profile
How to maintain Customer Document Repository?
Edit / Delete Customer
How to Import Customers in ERPCA?
Customer Group Management
Customer Web Portel Access

Task Management

Quick Overview on ERPCA Taskboard
Import Tasks
Creation of Task
Task Bookmarking
Edit/Delete Tasks
Assign Task to User
Assign Task to Team
Task Priority Management
Task Status Management
Task Update
Task Due Date Management
Task Notes Management
Task Document Attachment
Task Time Tracking
Task Expense Recording
Task Billing
Task Closure Process
Task Reopening Process
Task Deletion Process
Task Search and Filter
Task Reports
Task Custom Fields
How to close single or multiple task in bulk?
MARK DEFAULT STATUS FOR TASKS
ACCESS UNASSIGNED TASKS
LINKING TASKS OF CUSTOMERS
SET TASK PRIORITY?
CONFIGURE PRIORITY LIST
EXCLUDE TASK FROM PENDING BILLING LIST
SERVICE REQUEST
ASSIGN SINGLE TASK TO MULTIPLE PEOPLE WITHOUT CREATING TEAM
VIEW ALL TASK(S) IN LIST VIEW
MANAGE ADDITIONAL DOCUMENT FOR CLIENT WEB PORTAL
HOW TO VIEW COMPANY WISE TASK(S)
LEADS MANAGEMENT
HOW TO SCHEDULE TASKS,MEETINGS, CALLS IN LEADS
HOW TO CONVERT LEAD IN TO CUSTOMER
HOW TO SCHEDULE TASK / ACTIVITIES FOR RESOURCES IN ERPCA?
HOW TO VIEW SCHEDULED TASK OF RESOURCE IN ERPCA
HOW TO CHANGE DUE DATE OF MULTIPLE TASK?
IMPORT TASK GUIDELINES
HOW TO MAP ACTIVITIES WITH TEAM MEMBER FROM TASKBOARD?
HOW TO REOPEN CLOSED TASKS?
TASK CHECKLIST
ADD NEW EXPENSE
ADD NOTES
How to delete a task
How to close single or multiple task in bulk
MARK DEFAULT STATUS FOR TASKS
How to close single or multiple task in bulk
SERVICE REQUEST

Expense

Recording Expenses-Expense Book & Task Board
Approve / Reject Expense from Taskboard
Voucher Creation And Payment
Approve/Reject Expenses in Bulk-Expense Book

Billing & Receipts

How to create bills for consultation service given to customer?
How to create task-wise bills in ERPCA?
Edit / Delete Bills
Record Payment/Receipt Entry
Billing Register
Credit Note Creation
Debit Note Creation
Payment Terms Setup
Tax Configuration
Discount Management
Billing Reports
Payment Reports
Customer Statements
Billing Settings
Payment Settings
Currency Management
Bill Templates
Email Bill to Customers
Print Bills
Export Bills
Import Bills
E-Invoicing Production Credentials Creation
ENABLE OTP AUTHORIZATION FOR NEW BILLS

Inward-Outward Management

Record an Inward Document Entry
Update Progress in Inward Document and Make It Ready to Outward
Download Inward Receipt / Outward Receipt
How to Make Any Outward Entry Without Any Inward Interference
Inward Register

Daysheet

Record Hours Spent on Billable Tasks
Record Hours Spent on Non-Billable Activities
Record Ad-hoc/Consulting Hours in the Daysheet
Daysheet Report
Daysheet Tracker Report
Daysheet Summary Report
Daysheet Approval Process
Daysheet Rejection Process
Time Tracker
Recording billable, non billable and adhoc hours through timetracker
How To Enable Backdated Daysheet Entry?
Daysheet Deletion

Leave & Holiday Management

New Leave Application
Accept / Reject Leave Application
Leave Register
Manage Holidays
Leave Cancellation/Withdrawal Application
Leave Types Setup
How to apply for half day leave?

Reports

Get the Report of All the Tasks Executed During the Period
GET USERWISE ANALYSIS OF TIME SPENT-DAYSHEET
GET CUSTOMER GROUP WISE FINANCIAL REPORT
INVOICE SUMMARY REPORT
GET DETAILED ANALYSIS ON BILLING DONE
GET THE REPORT ON RECEIPTS ENTRY
EMPLOYEE MASTER REPORT
MONTHLY COST REPORT
ERPCA WEEKLY DAYSHEET UPDATE - EMAIL
ERPCA DAYSHEET REPORT - EMAIL
HOW TO MAKE CUSTOMIZED REPORTS?
RESOURCE UTILIZATION REPORT
GET ERPCA SCORE OF YOUR TEAM MEMBERS BASED ON PERFORMANCE
CUSTOMER ACCOUNT SUMMARY REPORT
CUSTOMER DETAILS REPORT
ATTENDANCE REGISTER
How to See Task Assigned Based on Correct Status
DAYSHEET TRACKER REPORT
DAYSHEET SUMMARY REPORT
WHERE CAN I SEE DATEWISE LOGIN REPORT FOR ALL RESOURCES?
CUSTOMER SERVICE REPORT
HOW TO VIEW WHATS APP LOG IN ERPCA?
ATTENDANCE SUMMARY REPORT
CUSTOMER COST ANALYSIS
USER COST ANALYSIS
PRODUCTIVE HOURS REPORT
USER DAYSHEET VS ATTENDANCE REPORT
Whats App Report
Comprehensive Business Report

ERPCA Mobile Application

What are different login methods in ERPCA Mobile app?
Mark Your Attendance
Task Calendar View
Create New Task in Mobile App
View Task Details like Notes, Hours Spent, etc.
Update Task Status

To-Do Management

Create and assign to-do to team members
How to mark to-do completed in mobile app?
Edit / Delete To-do

FAQ

How Does ERPCA Function?
Questionaire

Dashboard

Quick Tour to All the Dashboard Widgets
Know Year-Wise Business Data
Get the List of All Active/Overdue/Closed Tasks

Reminder / Follow-up / Updates

Send Mails to customer for Important Updates and Follow Up
How to Setup SMTP for outgoing emails in ERPCA?
How to configure outgoing SMTP for different companies?
Send Reminders to customers
Send reminders through mail to customers for outstanding bills

Attendance

Mark Attendance
View Attendance Records
Attendance Reports

Review Board

How to Submit Task for Review/Review Process
Process to Review a Specific Task

Integration

How to integrate with Whats App?

Actionable Insights

Actionable Insight