LekhaDesk
2.1
Complete work management software for Chartered Accountants
LekhaDesk 2.1 is an easy work management tool developed for office automation of
Chartered Accountant professionals. The software is user-friendly, easy to operate, one
of
its kind and best in its class. This software gives CAs liberty to manage and track
their
work with a linkage to billing and debtors’ management. The tool helps CA’s in effective
coloration between the team members and staff. This tool is designed in such a way that
progress of each work allotted to the staff can be tracked and no work remains unbilled
to
the client.
Creation of clients master
Clients' full details such as name, address, email, mobile number, GSTIN and
opening
balance of outstanding amount (for first time users) can be entered together
with the
details of the user who is managing the particular client so that client master
data is
created
at one place.
Full administrative control with different
user rights
The software tool provides the user to create 'n' number of users with specific
rights
(viewing, supervision and Admin) to each user so that effective supervision and
work
management can be done
with effective controls in place.
Work Allocation to staff
The tool provides facility for allocation of different works by assignor to
different
staff members with the details such as date of allocation, Parent Work and Child
Work,
Work description, etc.
which appears directly into the staff's login id.
Work process track
The software provides feature of tracking full records of work process such as
all
works, whether pending or completed, list of pending works and list of completed
works.
These all
works can be tracked 'assigned by' wise, 'assigned to' wise or even individual
client
wise and thus performance
report of assignor as well as assignee can be generated.
List of completed works
In this completed works module of the software, all the works which have been
entered as
complete by the assignee are shown. Here complete details are shown for a
particular
period as selected by the user. This module also shows the total time taken by
the staff
on a particular work which helps in billing to the client for a particular work.
Linkage of completed works with the billing
to be done
The software helps in billing to client work wise and according to the time
involved as
it give the complete details of the work wherein for each work amount to be
billed can
be entered.
Billing of completed works to client with
complete details of works
The tool provides the user the facility to generate bills through this software
or write
the amount to billed for a particular work and generate the bill manually or
through any
other mode which can
later be entered in this tool so that no work remains unbilled. Moreover, billed
and
unbilled works can be tracked very easily.
Bills pending and bills completed
Once the amount to be billed is written against the work completed, the software
list
out the pending bills and once bills are prepared, list of completed bills is
generated.
Direct email of bills to client
The software also provides a unique feature of generating, printing and direct
emailing
of bills to clients and thus there is no need of printing and sending the bills
physically resulting into time
and cost saving.
Bill wise receipt entry & printing of
receipts with direct email from software to client
Just as each work can be billed separately so is the amount received from a
client can
be entered against each bill and receipt can be generated from the software
itself or if
manually or through
any other mode receipt is generated, the same can be entered against each bill.
Furthermore, receipts can be printed or email directly to the client, thus
saving time
and cost.
Client’s ledger showing all the works for a
selected period
Another important feature of the software is generation of complete work ledger
of
client for the given period. This work ledger shows complete details of a
particular
client including the total
works accomplished for him whether billed or unbilled, during a selected period
helping
the user in clients’ work analysis.
Client’s financial ledger showing amounts
billed, amount received and outstanding as on date
The software tool not only tracks the work of a client but also links it to the
financial aspect. Since each work can be billed and receipt can be issued
through this
software, it is very easy to
generate the outstanding balance report of a particular client as on date or the
overall
debtors (outstanding balance report) of the user data which helps in sending the
reminders for recoveries.
All reports direct printing or excel export
The software provides facility of filtration of data together with the export of
the
reports in
excel format so that more analysis on data can be done.
Creation of clients master
Full administrative control with different user rights
Work Allocation to staff
Work process track
List of completed works
Linkage of completed works with the billing to be done
Billing of completed works to client with complete details of works
Bills pending and bills completed
Direct email of bills to client
Bill wise receipt entry & printing of receipts with direct email
from software to client
Client's ledger showing all the works for a selected period