Woodapple Software Solutions

Company Account Setup:

WELCOME TO ERPCA FAMILY

ERPCA helps you and your colleagues communicate and stay on task, so you can maximize productivity. We know you're eager to jump in, but here are a few steps that will help you understand exactly what we do.

Step 1 : Company Set Up in ERPCA.

For this, Click on the "Setup" in menu. a drop down will come which has a "Company" tab. on clicking company, fill in all your company details under "Create New Company" as shown below:

Step 2 : ERPCA Configuration for your account.

Below is the list of few configurations which needs to be set before using ERPCA. To configure click on "Setting" Menu (placed on the left of your name) in your super admin account. After Making the changes you need to click on "Save" Button in form.

• Setting up Working Hrs:  Here you need to set the working hrs for your company. This will be used when you would require any MIS from ERPCA for your resource performance analysis.

• Setting Up Non-Working Days:  Here you need to set the non-working days for your organization. This will be again used when you would require MIS from ERPCA.

• Avg. Hrs/Day/Task: This setting will be used for Auto Hrs Allocation for any task in your account.

• Task Initiation Mode: If this option is set to "Auto" then tasks will be automatically initiated on Task "Kickoff Date".

• Customer Identity:  In Charted Accountant Practice "Customer Management" is totally different than other practice. Here one customer can have multiple identity for each departments they are enrolled in your practice.  

Let's assume customer 'X' is enrolled for VAT, Income Tax, Service Tax and Company law with your firm. But in his/her details in VAT can differ than his/her details in Income TAX and similarly for other departments. 

If Customer Identity option is set to "Department Details"  then customer will be identified by their "Name Of Business" through-out the application else customer will be identified with their "Account Name" mentioned in ERPCA. "Name of Business" is set while you create/import your customer index in ERPCA. In ERPCA we allow you to maintain department wise files for all your customers. As a out put you will get a complete organized "Customer INDEX" from ERPCA.

• Bill Due Days: Here you the bill overdue days. I.e After how much much days unpaid bills will be considered as "Overdue Bill".

• User ERPCA default outgoing email: You can configure the ERPCA default email setting for all send and receive emails from your ERPCA account. 

• Outgoing Email Configuration: Here you can configure the SMTP details for all outgoing emails from your ERPCA account.

• Notification Email Configuration: Here you can control the email notifications to corresponding users on activities like Create New User, Leave Application, Task Creation, Bill Creation, Payment Update, etc.

Step 3 : Create Partner Account:  

"Partner" in ERPCA refers to the charted accountant who is practicing in your firm as a Director or Partner of firm. Partner is the person who will be responsible for managers reporting in your firm. 

To create Partner navigate to menu "Users". Click on "Create New Users". Fill the form and click on "Submit" button. Below is the screenshot of Partner form for your reference.