info@softmatesystems.com
MyTask's focus areas
Software for CA Office Management.
Work Management
- You can easily track each job's status.
- Single Dashboard control for everything
- Your manager, leader, and assigned user get notified of each event with strong notifications
- Customize MyTask as per your own organization, process flow and staff structure. It is fully flexible.
- Complete knowledge pertaining to pending tasks
- Segregation of priority task from the task pool.
- An easy overview on long due task
- Identifying Pending Issues with each task
- Current status and issues of a group's tasks.
- Schedule Followups, Meetings & Appointments
- Daily Email Office Activity Auto Reporting
Staff Management
- Leave Management System to keep track of all leaves taken by your articles or staff
- Dashboard for the individual user to manage tasks or generally manage office administration tasks related to them.
- Timesheet to know the staff time utilisation into billable or non-billable hours
- Track the work progress of each assistant/ staff/ team member.
- Get Each Staff’s Work report of a day / week or period.
- Compare performance of staff at same level & Identify efficient /non efficient.
- Occupancy Report of the entire office and all segments to know what work is outstanding and who is responsible for it
- Consolidated Work Report to get bird's eye view of all Pending, Completed, Priority, Long Due and Not started work in single screen
- User Activity Report that contains 16+ User Reports from Different
Financial Management
- To create invoices, receipts, service estimates (proforma invoices), debit notes and credit notes
- An overview of all billing activities, collections, outstanding fees, advance receipts, ageing of outstanding fees, top 20 debtors, etc.
- Time Sheet & Cost Management to know a job's costing, profitablity and utilisation of staff resources
- Auto Billing of tasks by smartly analyzing data. Generate hundreds of invoices in few minutes
- Auto Followup of outstanding dues by SMS
- Revenue Leakage Checks , by monitoring unbilled tasks.
- Import All Previous Invoices from Excel into MyTask.
- Email Bills directly to clients
- Many Billing and Collection Reports with multiple search criteria
Communication Management
- Send Bulk / Individual SMS & E-Mail to Client with few clicks with
- standard / custom language.
- Schedule SMS to be sent on a particular date and time
- Creating, completing and raising pending tasks automatically via SMS, Assembling Invoices, generating Receipts and following up on outstanding dues automatise the job.
- Notice Board Tool to communicate with staff for any kind of administrative work.
Document Management
- Online Document Creation, Upload, & Saving
Documents such as Audit Observations, To Do List of Audits, etc.,need to be created, uploaded or saved along with links to the respectiveservice jobs - Share & Link
Share a any document with other users or group of users or link a document to any task - View, Edit and Update
View Documents shared by other users, edit or update them