How to schedule recurring services in workflow?

For chartered accountants practice, volume of recurring task(s) are much higher. Hence ERPCA comes with very unique way to manage such recurring task(s).

For that you need to go Workflow module. Select the green button of Workflow where you can setup your recurring services by mentioning the due tates,create before days.You can also define the estimated working hours,fees etc.This is similar to a Service Catalogue. Through the assigned customer column customer tagging can be done with the respective workcategory along with resource and fees. The task will created accordingly depending on the auto or manual mode selected by you. Notification if enabled is sent to the concerned person regarding the auto task created on daily basis.

In this video, you will be able understand the process to create ‘N’ number of recurring task just by giving the due date and start date to ERPCA.

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