Woodapple Software Solutions

GETTING STARTED 14

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

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USER PROFILE 13

• UPDATE PROFILE
• CHANGE PASSWORD
• IMPORT USERS
• See organization tree structure
• Create new user account

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WORKFLOW SETUP 7

• Manage Master Workflow
• WORKFLOW SETUP FOR RECURRING ACTIVITIES
• Manage Workcategory Checklist(s)
• Import Workcategory Checklist
• Enable recurring task automation

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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?

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TASK MANAGEMENT 45

• Quick overview on ERPCA Taskboard
• Import Task
• Create New Task
• Task Bookmarking
• Edit / Delete Task(s)

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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

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BILLING & PAYMENTS 24

• Create new Bill
• EDIT / DELETE BILLS
• Make receipt entry
• Access Billing register
• HOW TO SET PLACE OF SUPPLY IN BILL

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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

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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

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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 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

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ERPCA MOBILE APPLICATION 11

• HOW TO LOGIN
• MARK YOUR ATTENDANCE
• TASK CALENDAR VIEW
• CREATE NEW TASK
• TASK VIEW

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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?

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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

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Navigation 3

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