How to tag services with customer’s using create/add customer, customer matrix or through workflow in ERPCA?


There are many ways to tag recurring services with customers-

1. Create Customer/Edit customer – there is field called Assign Workcategories-Type and tag the workcategory along with client.

2. Customer Matrix – A table in customers’s module which has services listed column wise-Tick and tag the workcaterory along with the client.

3. Workflow – There is Assigned customer column at right hand side against the respective workcategory through which you can tag clients as well as mention the resource and fees.

This video you will help you understand the process.

ERPCA is one of India’s best practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. Make your office management efficient and effective with features like task management, time sheet management, billing and invoice management, and plenty more. Ensure complete digital office automation of your practice with workflow management and process control. Transform your practice – schedule a demo / register for a FREE trial now. 

We also offer custom-branded, white label office management software that is perfectly suited for large enterprises and financial services KPOs. E-mail us at [email protected] to discuss.



The recurring services tagged with the client can be allocated to a resource which will be assigned to him after the task gets initiated every time.

ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms

Customer module provides the option to generate the list of customer filtered by department, constitution, group, branch etc.