How to view single customer’s account summary details and export it in ERPCA?

 

Customer module has a directory list as well as advanced view of customer details. Selecting a particular profile will reflect all kinds of details in the right hand side along with account summary. The summary will provide all details like amount billed,outstanding,tds deducted. It will display a ledger reflecting all the bills created and amount received along with payment mode.

In this video you can view individual customer’s Account Summary details and that can be exported in excel.

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. 

If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.

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