Task

Tasks is heart if the Office Management.
All the work assigned to Staff / Articles is Entered in Task. Task gives Compliance report.

Examples of Task: Situations where Task will be created

Income Tax Return Filling for AY 14-15
Provisional Balance Sheet to be prepared
Stock Audit
Accounting for FY 13-14
PAN Card Application
VAT Registration

Above list gives Idea of for what reasons / Types a Task is created. To facilitate faster data entry and to make Task Names consistent, We have Task List, where all the Services provided to Clients are entered.

Tasks helps to track, what kind of Services are being provided to Clients. Client Group Report, will show all the tasks which are performed for the Clients in that group. Thus giving a holistic view of what all services are provided to Client.
Billing info is added per Task, Thus the user who does billing of Client, will get entire info as to

Hrs Invested in completing the Task
Cost of these Hrs invested

Task has 3 Different view

Task Data Entry - For all Staff
Verify Task - For managers (i.e. Staff with Admin Role)
Task Billing - For Partners / Office Billing Dept (i.e. Staff with Billing Role)

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