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.

EDIT WORKFLOW MASTER
Edit Department & Workcategories & Checklist In ERPCA you will find some predefined standard layout of services as departments like GST, INCOM...
Wed, 5 Feb, 2025 6:30 PM
WORKFLOW SETUP FOR RECURRING ACTIVITIES
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...
Wed, 5 Feb, 2025 3:27 PM
IMPORT WORKCATEGORY CHECKLIST
In ERPCA, We have the option to import the checklist in excel for workcategories. This module is applicable for newly created workcategories only. This modu...
Wed, 5 Feb, 2025 6:46 PM
SWITCH ON TASK AUTOMATION MODE
For Chartered accountants practice, volume of recurring task(s) are very higher. Hence ERPCA comes up with very unique way to manage such recurring tasks. ...
Wed, 5 Feb, 2025 6:53 PM
IMPORT CHECKLIST GUIDELINES
Pre-conditions - Do not use ' and " sign in excel Document Required -  1. Sr No -   Accepts only numeric values ...
Wed, 5 Feb, 2025 6:50 PM
ADD WORKCATEGORIES UNDER DEPARTMENT
How to add another workcategory under particular Department: In a particular department if you wanT to add another workcategory then we need to go to&...
Wed, 5 Feb, 2025 6:35 PM
WORKFLOW TASK-RECURRING TASK FORMAT-GENERATE MANUALLY
Taskboard--->>>>New Tak--->>>>Workflow Task Workflow task will show the list of work categories which has scheduled on a recur...
Mon, 10 Feb, 2025 1:35 PM