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 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:
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
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
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
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
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
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