How to view tasks which takes longer time to close?

 

Actionable Insight(s) module is a micro level view where you can view things like task insights, financial observation and average data points,etc. This page is visible to Admin/Partner/Manager. After clicking on Task Insights admin can view things like entire task Over extra time, Overbudget, Unbilled, More time than assigned hrs. Then you need to select on ‘click to view’ which will display the list of tasks which took more time than allocated. The list can be edited and exported in excel also.

This video will guide you to understand the process.

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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