Below are the main menus like
1. Dashboard - You can quickly view open task, closed, bill created, hrs spent, task progress related accurate count. Quickly view count of Upcoming closure, resource performance, WIP task, DSC list, overdue analysis for further briefing you can click on the count.
2. Actionable Insight - Task, Customer, Finance, Revenue related information on micro level you will received
3. User - Add your employee one by one or in bulk. Reset Password, Manage Permission, Edit, Delete, View, Transfer Data these are the functions which you can use for particular user.
4. Customer - Add your customers details one by one or in bulk
5. Workflow - schedule all your recurring services here
6. Taskboard - view all task, create new task, update and close the task. There is an action drop down where you can Delete, Close, submit for review tasks in bulk.
7. Service request - All these request coming from Customer Mobile app, here you can see list of service request received from Customer. Request you can decline, accept, create task for it,
8. Review Board - Any resource can send a task for review to reviewer (reviewer can be Sr most person in the org.). Only one reviewer is for single task. Reviewer can close the task, assign to another reviewer or they can finalize the task.
9. Attendance - Ideally everyone in the organization can user ERPCA 3.0 mobile app for Attendance. If you want to add manually then you can view this page.
10 Billing and receipt - You can create bill manually and in bulk import - there are 2 ways to create bill Ad-hoc and Structured bill. For advance payment you can create Receipt and adjust payment details accordingly.
1. Create Ad-hoc - Create new ad-hoc bill where you can select one customer and one task OR one Customer and add multiple line of items.
2. Create Structure - Create strucutred bill where you can select one customer and its multiple tasks
3. Register - You can see list of all tasks you can edit, delete, download and record the payment details.
4. Receipt - You can generate receipt of advance payment as well.
11. Expenses - Task related expense you can be logged. Expenses can be Approved and Reject by Reporting manager, Admin and HR. Once expenses gets approved you can make voucher of it. For voucher approval and rejection is not mandatory.
12. Daysheet - All article and employee need to fill everyday for this you can use mobile app as well. Daysheet is divided into 3 parts like Billable, Non-billable, Ad-hoc.
1. Billable - The task which is assigned to you only that customer name and task will be visible.
2. Non-Billable - The task like Training session, Office celebration etc these can be added
3. Ad-hoc - Consultation call details need to add in Ad-hoc
13. Utility -
1. Send reminder - send whats app and SMS msg can be send to multiple customers
2. Inward/outward - create an inward and outward record
3. Password Repository - Govt and work related password can be saved in system
4. Document repository - core and task related document you can upload, delete and share.
5. DSC Register - Add digital signature, renew it, download etc. you can add usage of DSC
6. Leave Register - Teams leave report can be seem in this register. Leave can be approved by Admin, HR or by reporting head. There is 2 level approval is mandatory.
14. Imports - You can import details like user, customer, tasks, bill etc.
15. Reports - View all task related reports, daysheet, attendance, customer, employee, billing etc.
16. Setup
1. Company - you can multiple sister company in your organization
2. Holiday - You can add all the National holidays so that team member can manage the leave
3. inward Location - Add location for inward and outward
4. Team - create team for task purpose
5. Department - for recurring task creation you can create department
6. Workcategory - for recurring task creation you can create workcategory