Rather than adding the user manually one by one you can import the whole set of users in bulk by downloading the excel template and import the same into ERPCA.
There are some mandatory columns and reporting to and working under partner column will contain email id of the concerned person.
There should be sequence while importing users like first Partner, Manager and then employee.. etc.
In this video you will get a complete guidance about the process of importing users in bulk.
ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now.
Every user profile has an action drop down button with option-to transfer his data/tasks (Wip,Closed,Overdue) to another user through a single click.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
ERPCA provides role based access where the admin can restrict the permission to use the feature according to their organisation’s requirement.