Top CA Firms

Steps to use Timesheet for CA Firms:

1. Register your CA firm (Register  CA Firm)
topcafirms.com/index.php/component/tplancers/reglancernew

2. Ask your employees to register as “Key Personnel - CA Firm” (Register  Key Personnel - CA Firm)
topcafirms.com/index.php/component/tpjobs/regjobseekernew

3. Ask your Article Trainee to register as “Article Trainee” (Register  Article Trainee)
topcafirms.com/index.php/component/tpjobs/article

4. Login as CA Firm

5. Go to "+" & select “Tracking-Timesheet”

5A. Click on New Project
topcafirms.com/index.php/misc/tracking-a-timesheet/0-global/projects/form_new

6. Fill up “General Information” : You can maintain as “Client Name : Project Name”

7. Go to “Invite People” and Add Member and select your firms employee and Article Trainee

8. Don’t forget to “Save”

9. To Add More resources later (Users Import User Add MemberSelect from List Import Users

10. Invitation will be sent to these employees & Article Trainee

11. Employees and Article Trainee to accept this request. ONLY after Login with username & p/w

12. Create Groups – Like Team Lead, Team Member and define access of various activities & sub activities and Add Members to the Group

13. Add Tasks such as Billable : Planning, Billable : Field Work, Non Billable : Training, Non Billable : Mail Checking

14. Add Milestone such as Completion of Stage I, Completion of Stage II,

15. Resources can fill time against the Task Created on Project

16. Resources can mark Task Completion, Milestone Completion

17. Many more feature of Discussion, Documentation, Comments, etc etc

if firm have no timetable for work then an article what to do.