Support Desk

GETTING STARTED 13

• COMPANY ACCOUNT SETUP
• MASTER DATA SETUP
• MANAGE USERS
• INWARD LOCATIONS
• HOME PAGE

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USER PROFILE 5

• USERS CAN UPDATE THEIR OWN PROFILE
• HOW TO UPDATE THE EXISTING USER ?
• HOW TO GIVE PERMISSIONS TO TEAM MEMBERS?
• IMPORT USERS GUIDELINES
• Create New User in ERPCA

WORKFLOW SETUP 7

• EDIT WORKFLOW MASTER
• WORKFLOW SETUP FOR RECURRING ACTIVITIES
• IMPORT WORKCATEGORY CHECKLIST
• SWITCH ON TASK AUTOMATION MODE
• IMPORT CHECKLIST GUIDELINES

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CUSTOMER MANAGEMENT 14

• CREATE CUSTOMERS-MANUALLY
• CREATION OF CUSTOMER GROUP
• EDIT / DELETE CUSTOMER
• CUSTOMER FILE MANAGEMENT-SAVE CLIENT PASSWORDS.
• HOW TO FILTER CUSTOMER DATA AND FILLUP THE INCOMPLETE DETAILS

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TASK MANAGEMENT 45

• QUICK OVERVIEW ON ERPCA TASKBOARD
• IMPORT TASKS
• CREATION OF TASK
• TASK BOOKMARKING
• EDIT/DELETE TASKS

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EXPENSE 8

• RECORDING EXPENSES-EXPENSE BOOK
• APPROVE / REJECT EXPENSE FROM TASKBOARD
• VOUCHER CREATION
• CONTACT CARD / TEAM INFORMATION IN TASK BOARD
• APPROVE/REJECT EXPENSES IN BULK

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BILLING & PAYMENTS 23

• BILL CREATION
• EDIT / DELETE BILLS
• RECORD PAYMENT/RECEIPT ENTRY
• BILLING REGISTER
• DETERMINE PLACE OF SUPPLY FOR THE COMPANY

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INWARD-OUTWARD MANAGEMENT 5

• RECORD AN INWARD DOCUMENT ENTRY
• UPDATE PROGRESS IN INWARD DOCUMENT AND MAKE IT READY TO OUTWARD
• DOWNLOAD INWARD RECEIPT / OUTWARD RECEIPT
• INWARD REGISTER
• HOW TO MAKE ANY OWTWARD ENRTY WITHOUT ANY INWARD INTERFERENCE

DAYSHEET 10

• DAYSHEET-FILLUP BILLABLE HOURS
• RECORD HOURS SPENT ON NON-BILLABLE ACTIVITIES
• RECORD ADHOC/CONSULTING HOURS IN THE DAYSHEET
• DAYSHEET REPORT
• DAYSHEET TRACKER REPORT

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LEAVE & HOLIDAY MANAGEMENT 9

• NEW LEAVE APPLICATION
• ACCEPT / REJECT LEAVE APPLICATION
• LEAVE REGISTER
• MANAGE HOLIDAYS
• LEAVE CANCELLATION APPLICATION

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REPORTS 28

• GET THE REPORT OF ALL THE TASKS EXECUTED DURING THE PERIOD
• HOW TO SEE TASK ASSIGNED BASED ON CORRECT STATUS
• DAYSHEET TRACKER REPORT
• DAYSHEET SUMMARY REPORT
• ATTENDANCE REGISTER

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ERPCA MOBILE APPLICATION 11

• HOW TO LOGIN
• MARK YOUR ATTENDANCE
• TASK CALENDAR VIEW
• CREATE NEW TASK
• View task details like Notes, Hrs spent etc.

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T0-DO MANAGEMENT 1

• MANAGE PERSONAL TO-DO?

FAQ 1

• HOW DOES ERPCA FUNCTIONS?

DASHBOARD 3

• QUICK TOUR TO ALL THE DASHBOARD WIDGETS
• KNOW YEAR WISE BUSINESS DATA
• GET THE LIST OF ALL ACTIVE/OVERDUE/CLOSED TASK.

COMPOSE EMAIL 3

• SEND MAILS TO MEMBERS FOR IMPORTANT UPDATES AND FOLLOW UP
• HOW TO SEND EMAILS TO CUSTOMERS(ALSO IN BULK)
• HOW TO SETUP SMTP CONFIGURATION?

ATTENDANCE 1

• ATTENDANCE

OFFICE BRANCH 1

• OFFICE BRANCH

CREATE TEAM 1

• CREATE TEAMS FOR DIFFERNT DEPARTMENTS TO ASSIGN TASKS

REVIEW BOARD 2

• HOW TO SUBMIT TASK FOR REVIEW/REVIEW PROCESS
• PROCESS TO REVIEW A SPECIFIC TASK

REMINDER 4

• SEND SMS REMINDERS TO CUSTOMERS IN BULK
• SEND REMINDERS THROUGH MAIL TO CLIENTS FOR OUTSTANDING BILLS
• SEND REMINDER THROUGH WHATSAPP IN BULK
• SEND REMINDERS THROUGH EMAIL

DSC MANAGEMENT 7

• IMPORT DSC
• RECORD DSC USAGE OF ERPCA
• PROCESS TO RENEW DSC IN ERPCA
• CREATE NEW DSC RECORD
• HOW TO ENABLE AUTO REMINDERS FOR DSC EXPIRY DETAILS

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TIME TRACKER 4

• QUICK TOUR ON REALTIME TIME-TRACKING FEATURE OFERPCA
• RECORD HOURS SPENT ON ADHOC TASKS THROUGH TIME-TRACKER
• RECORD NON-BILLABLE WORK THROUGH TIME-TRACKER
• HOW TO RECORD BILLALE HOURS THROUGH TIME TRACKER?

QUICKIES 1

• EASIEST NAVIGATION TO ADD/SEARCH DATA IN ERPCA

SETTING 22

• 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

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NAVIGATION 2

• OPTIONS IN THE HEADER PANNEL
• MODULES IN LEFT HAND SIDE-ERPCA

ACTIONABLE INSIGHTS 1

• FEATURES OF ERPCA FOR MICRO-LEVEL MANAGEMENT