Once you have assigned team members to the checklist, you now have to configure your clients' emails. We understand that it's a tedious task to follow up for documents and financial records every month. We have simplified the processes by one-time email configuration to be done by you for the system to followup with your customer for various reasons like getting monthly data, tax payment, invoice payments, loan-related paperwork, GST, and much more.
Click any card view on the Dashboard page. For eg: click on a GSTR3B card view to navigate to all incomplete GSTR3B checklists.
The checklist page will show all client's names with status as Pending, In Process, and Awaiting Reply. Click on the client name you want to configure the email for.
Enter the company email id.
In the subject, enter the document required and press * to auto-select the period for which the document is needed, like Oct 2020.
Enter text in the mail body and press * to auto-select the time period for which document is required.
In eProcessify, for the ease of client's we have already defined a list of documents that are generally required like Sales Invoices, Purchase Bills, Expenses Bills, Cash Vouchers, etc. this can be customized.
Press save for eProcessify to configure the email.