Home
Solutions
Login
Woodapple Software Solutions
08451051084
Home
Home
Solutions
Sign in
Search
Solutions
Explore How-To's and learn best practices from our knowledge base.
General
GETTING STARTED
14
COMPANY ACCOUNT SETUP
MASTER DATA SETUP
MANAGE USERS
DEFAULT PAGE SETUP
INWARD LOCATIONS
See all 14 articles
USER PROFILE
13
UPDATE PROFILE
CHANGE PASSWORD
IMPORT USERS
See organization tree structure
Create new user account
See all 13 articles
WORKFLOW SETUP
7
Manage Master Workflow
WORKFLOW SETUP FOR RECURRING ACTIVITIES
Manage Workcategory Checklist(s)
Import Workcategory Checklist
Enable recurring task automation
See all 7 articles
CUSTOMER MANAGEMENT
18
Create new customer
Create Customer Group
EDIT / DELETE CUSTOMER
CUSTOMER FILE MANAGEMENT
How to get the customer list filter by Department, Group wise & don't have PAN, GST No etc in ERPCA?
See all 18 articles
TASK MANAGEMENT
45
Quick overview on ERPCA Taskboard
Import Task
Create New Task
Task Bookmarking
Edit / Delete Task(s)
See all 45 articles
EXPENSE
8
EXPENSE LOG
APPROVE / REJECT EXPENSE
How to create expense voucher?
Quick overview on Expense(s) incurred for any task?
CONTACT CARD / TEAM INFORMATION IN TASK BOARD
See all 8 articles
BILLING & PAYMENTS
24
Create new Bill
EDIT / DELETE BILLS
Make receipt entry
Access Billing register
HOW TO SET PLACE OF SUPPLY IN BILL
See all 24 articles
INWARD-OUTWARD MANAGEMENT
6
How to create new inward received in office?
How to update progress on inwards received?
How to do outward against the inwards received?
DOWNLOAD INWARD RECEIPT / OUTWARD RECEIPT
See the inward register
See all 6 articles
DAYSHEET
8
Add hrs spent on billable task(s) assigned to you
Log hrs spent on non-billable activites by you
How to log adhoc/consulting hrs spent during the day
DAYSHEET REPORT
DAYSHEET TRACKER REPORT
See all 8 articles
LEAVE & HOLIDAY MANAGEMENT
9
NEW LEAVE APPLICATION
ACCEPT / REJECT LEAVE APPLICATION
LEAVE REGISTER
MANAGE HOLIDAYS
LEAVE CANCELLATION APPLICATION
See all 9 articles
REPORTS
24
Get the report of all task(s) executed during any period
WORK IN PROGRESS (WIP) STATUS REPORT
How to see task(s) assigned to users based on current status marked
Get the daysheet register for a month of your users
Quick access of detailed summary on hrs spent by team members
See all 24 articles
ERPCA MOBILE APPLICATION
11
HOW TO LOGIN
MARK YOUR ATTENDANCE
TASK CALENDAR VIEW
CREATE NEW TASK
TASK VIEW
See all 11 articles
To-do Management
0
FAQ
5
TELL ME ABOUT ERPCA
WHO OWNS MY DATA?
WHO ALL CAN ACCESS MY DATA?
IS MY DATA SECURE ?
WHAT ARE THE PREREQUISITES TO USE ERPCA ?
DASHBOARD
4
A quick tour to your dashboard widgets
Know actionable insights of your practice
Know yearwise business data
Get the list of all Active/Overdue/Closed task(s)
COMPOSE EMAIL
3
How to send email to team members and customers from ERPCA on important updates on follow-ups?
How to send Bulk Email(s) to Customer?
HOW TO SETUP SMTP CONFIGURATION?
ATTENDANCE
1
ATTENDANCE
Office Branch
1
OFFICE BRANCH
CREATE TEAM
1
How to create teams for different department to be assigned to task?
REVIEW BOARD
2
How to Submit task for Review?
Review Board-How to review the task after its getting submittted?
Workflow Task
1
WORKFLOW TASK-RECURRING TASK FORMAT
REMINDER
2
Send reminder SMS for overdue bill(s) to customer
Send Reminder Through Mails To Clients For Outstanding Bills
DSC MANAGEMENT
7
How to import DSC data?
How to record DSC usage in ERPCA?
Process to Renew DSC in ERPCA?
How to create new DSC record to maintain?
How to enable auto reminder email for DSC renewal dates?
See all 7 articles
TIME TRACKER
4
Quick tour on REALTIME TIME TRACKING feature of ERPCA
How to record hrs spent on Adhoc task(s) in realtime?
How to record your unplanned work and unmonitored hrs. in realtime?
HOW TO ADD MULTIPLE TASK(S) TO MY TIME TRACKER?
Quickies
1
Easiest navigation to add data in ERPCA
Setting
17
RECENT UPDATES
USERS WORKING HRS. CONFIG.
HOW TO CARRY FORWARD TASK(S) IN CURRENT F.Y. FROM PREVIOUS YEARS?
USER ACCESS MATRIX CONTROL
HOW TO SET ENABLE/DISABLE AUTO EMAIL FOR EMPLOYEE'S ATTENDANCE MARKING
See all 17 articles
Navigation
3
MODULES IN THE HEADER PANNEL
MODULES IN THE LEFT HAND SIDE PANNEL
MODULES IN ERPCA
