WORKFLOW SETUP
Here you will come to know how you can automate the recurring tasks. Thus, you just have to create the workflow for the task and thereon system will take over the task creation process on the predefined dates.
Manage Department & Workcategories:
In ERPCA you will find some predefined task checklist of departments like GST, INCOME TAX, COMPANY LAW, ACCCOU...
Fri, 27 Oct, 2023 5:20 PM
Workflow Setup:
Workflow setup refers to the Task Automation for the Recurring Tasks. To Setup the workflow of a particular work-category, click on &q...
Tue, 6 Aug, 2024 5:50 PM
Workcategory Checklist:
To see the Checklist of the particular workcategory of that particular department, click on "WORKFLOW" module. Now selec...
Mon, 30 Oct, 2023 2:37 PM
In ERPCA, Super admin of account has the rights to import the checklist in excel for workcategory. This module applicable for newly created workcategory onl...
Mon, 30 Oct, 2023 3:00 PM
For Chartered accountants practice, volume of recurring task(s) are very higher. Hence ERPCA comes with very unique way to manage such recurring task.
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Mon, 30 Oct, 2023 3:06 PM
Pre-condition - Do not use ' and " sign in excel
Document Required -
1. Sr No -
Accept only numeric values
Do not enter any b...
Sat, 16 Dec, 2023 11:21 AM
How to add another workcategory under particular Department:
To add any workctaegory use Admin, Partner and Manager login, In main menu go to Workflow...
Wed, 10 Jul, 2024 11:24 AM