ERPCA offer you an easy way to import cheklist in excel for workcategory with predefined import formats. This module is applicable for newly created workcategory only. For existing workcategory checklist delete all the previous data first and then proceed with the fresh import.
This video will guide you step by step to import workflow Checklist through excel in ERPCA.
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This video will show the process of manually adding workcategories and checklist under particular department.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
While creating a Structured/Adhoc bill you can make it as a Proforma invoice (An estimated invoice used to request payment from the client for services before they are supplied)