Frequently Asked Questions
Help is not available offline. After login click on "i" icon in right corner and click on view more , new tab will be open to show Help .
From Task status details report available in Report -> Task. You can get list of today's completed tasks.
We can provide only one login to one client. If they want additional, then they can purchase it from CADashboard.
Employees will be able to see the clients which are assigned to them.
You can assign clients to employees from "Org Admin" role from Employee or Client menu available in Master.
Only Org Admin can add new financial year. For adding new Financial Year , Click on Master menu -> Financial Year -> Add new -> Fill details -> Save.
To give authority of add quotation , click on Master menu - > Role. Then edit role to which you want to give access. Select the add option under Quotation and click on save.
For creating the task , Click on Task Menu -> Add New -> fill the details -> Click on save.
For adding expenses click on Financial Menu -> Expenses -> Add new -> fill the details and click on save.
Only Org Admin can enter bank details. To enter bank details Click on Firm name -> My Organization -> Bank details -> Add new -> Fill the details and then click on save.
Daily dairy is your daily activity which you don't want to add as a task, which is your personal dairy.
On task details by clicking on "View Efforts" icon in Task you can add efforts for specific task.
To give authority of add client , click on Master menu - > Role. Then edit role to which you want to give access. Select the add option under Client and click on save.
Report Menu -> Business -> Invoice report.
By clicking on Advance Search option available in all reports you can search for specific criteria.
By default they don't have access to delete any activity , Invoice , or any other things. If you want to restrict the access Click on Master -> Role -> Click on role -> Deselect the delete option of menu and click on save
Compliance is a type of Task related to specific regulatory compliance with due date. It's marked with ©. You can create recurring compliance tasks like quarterly, monthly, half yearly .
From Master -> Compliance we can create master data for compliance which can be used while publishing compliance. To publish compliance click on compliance menu available under Manage. Then click on Add new or Bulk upload compliances, fill all the compulsory fields and click on save.
You can send bulk email or SMS from Broadcast Menu which is available under Manage menu. In Broadcast select Email or SMS then click on compose then select the clients or employees to whom you want to send email or sms . Then enter subject and message and click on send. Message will be broadcasted to selected clients.
To enable login for client add Email id of client in Master Menu and click on allow login. Then Client will receive a mail on the email id to setup his user name and password. After setting up user name and password client can login in CADashboard.
For creating the task , Click on Task Menu -> Add New -> fill the details -> Click on save.
You can decide whom to give authority to close task from Master -> Role.
You can set multiple reminders for specific task from reminder option. After setting reminder for specific days the employees to which task is assigned will receive email reminder.
On task page in right corner you will see non billable link for each task After enabling the billability yes you can see link "Create invoice" for that task. You can create invoice for specific task by clicking on "Create Invoice link" or you can create from Invoice menu as well which is available under Financial menu. After click on Add new Invoice just select "Task" option from Type dropdown.
By clicking on "View Notes" icon on specific task you can enter notes for specific task.
No. Task will not be deleted after end date expires. It will be marked as overdue after end date if task is not completed.
On task details by clicking on "View Notes" icon you can find notes added for specific tasks.
You can complete the task simply by selecting the status from status dropdown available of task details or you can edit the task and change the status from status drop down.
By selecting the specific Service Name from search options in task user can find service wise tasks.
By clicking on Sort button in Task menu you can sort the tasks. You can select the option from the list on which you want sorting. E.g. Date, Name, etc..
By selecting the specific Client Name from search options in task user can find all tasks related to specific clients.
The person who assigns the task to employee is assignor for that task. This field is given when partner wants to delegate Task creation to junior staff but want to retain his name for Assigned By.
On task details by clicking on "View Efforts" icon in Task you can add efforts for specific task.
The employee to whom sub task is assigned can only see the status dropdown.
For adding folder click on Document Menu -> Add Folder. Then give name for that folder and click on save. For uploading the document click on Add Document. Then you can drag and drop your documents. You can also click on upload document button, then select specific document and click on ok. Your document will be uploaded.
For creating the invoice Click on Financial Menu -> Invoice -> Add new -> Select client name -> select (service /task/expenses) -> FY and click on create. Fill all the compulsory fields and click on submit your invoice . Your invoice will be created.
If you want to send that invoice through system --> After creating invoice on the invoice details you can see icon "send invoice through mail/sms". Click on that icon, fill the compulsory fields and click on send.
On task page in right corner you will see non billable link for each task After enabling the billability yes you can see link "Create invoice" for that task. You can create invoice for specific task by clicking on "Create Invoice link" or you can create from Invoice menu as well which is available under Financial menu. After click on Add new Invoice just select "Task" option from Type dropdown.
Click on Financial Menu -> Invoice -> Click on add receipt icon from invoice list to which you want to add receipt.
We have given option to select different bank details , click on bank name on invoice , you will get the list of bank name which added for your organization.
To give authority of approve or reject expenses , click on Master menu - > Role. Then edit role for which you want to give access. Select the approve/reject option under Expense and click on save.
Employees will be able to see the clients which are assigned to them.
You can assign clients to employees from "Org Admin" role from Employee or Client menu available in Master.
To add clients in bulk, Go to Client Menu available in Master -> Client.
Then click on "Bulk Insert". Then click on "Download Template". In the downloaded excel sheet fill all the compulsory fields and upload the template again to Cadashboard site.
No, it won't get deleted.
No, employee cannot assign clients to himself. Only the clients which are added from their own login will automatically assigned to that employee.
To get address of all clients in excel sheet just Click on Master menu -> Client -> Bulk update -> Download template. All client information with address will be downloaded in excel sheet.
To enable login for client add Email id of client in Master Menu and click on allow login. Then Client will receive a mail on the email id to setup his user name and password. After setting up user name and password client can login in CADashboard.
To add Employees in bulk Go to Employee Menu available in Master -> Employee.
Then click on "Bulk Upload". Then click on "Download Template". In the downloaded excel sheet fill all the compulsory fields and upload the template again to Cadashboard site.
To Change the role Click on Master menu -> Employee. Then Edit particular employee. Then select the role and click on save.
Service Provider is the external third party with whom Professional can collaborate for their work.
Compliance is a type of Task related to specific regulatory compliance with due date. It's marked with ©. You can create recurring compliance tasks like quarterly, monthly, half yearly .
From Master -> Compliance we can create master data for compliance which can be used while publishing compliance. To publish compliance click on compliance menu available under Manage. Then click on Add new or Bulk upload compliances, fill all the compulsory fields and click on save.
For creating the Task Template, Go to Task Template Menu available in Master - Task Template - Then click on "Add New". After that fill in all the Compulsory fields and click on save. You can use these templates while creating tasks.
You can add financial year for your firm and set any of those as default Financial year from Master -> Financial Year menu using "org admin" role.
To create a new branch , click on Master Menu -> Branch. Then click on Add New. Fill the compulsory fields and click on save.
Compliance is a type of Task related to specific regulatory compliance with due date. It's marked with ©. You can create recurring compliance tasks like quarterly, monthly, half yearly .
From Master -> Compliance we can create master data for compliance which can be used while publishing compliance. To publish compliance click on compliance menu available under Manage. Then click on Add new or Bulk upload compliances, fill all the compulsory fields and click on save.
From Master -> Compliance we can create master data for compliance which can be used while publishing compliance. To publish compliance click on compliance menu available under Manage. Then click on Add new or Bulk upload compliances, fill all the compulsory fields and click on save.
Click on Manage menu -> Apply leave -> click on "√" Symbol for approving leave.
You can send bulk email or SMS from Broadcast Menu which is available under Manage menu. In Broadcast select Email or SMS then click on compose then select the clients or employees to whom you want to send email or sms . Then enter subject and message and click on send. Message will be broadcasted to selected clients.
You can send bulk email from broadcast which is available under Manage menu. In Broadcast select Email then click on compose then select the clients to whom you want to send email . Then enter subject and message and click on send. Message will be broadcasted to selected clients.
Vault is created to store confidential information like user id- pwd which are normally required to perform compliance for client. Through Vault you can share particular details for specific client with your employees for specific time period. After that specific time period it will automatically disappear from employees login.
Unproductive hours report calculated on the basis of (Office hours - Actual efforts entered for task for specific day). You can add office hours in Master -> Employee.
