Video Tutorials
Get to Know the Real-Use of CAOA Software with Real-Scenario Resembling Video Tutorials as Demonstration of All the Modules.
Once You’ve Seen It, You Will Get CAOA Software’s Credentials.
In-depth Dive To CAOA Modules & Features
- Mobile application for employee & client.
- Web based application can adjust with any screen size.
- Blazing fast platform running on latest Microsoft Azure cloud platform.
- API to control data from other systems.
- Smart notification system across application.
- Unique auto Email/SMS rule setup facility for company.
- Daily Office summary reports for Admin.
- Complete payroll management system with one click salary process facility.
- Manage rules for leave, OT, Late coming, early going, Loan.
- Role, Rights & Hierarchy to manage employee effectively.
- Multi-currency wise account management.
- Online payment gateway integration facility.
- Time to time updation with user suggestions and advance technology.
- Self-help support system with video & other materials.
- Initially we handle deployment, data transfer, Configuration & training to all staff.
- Initially for 15 days we assign dedicated product expert for better user acceptance.
- We always a call away for help from any CAOA User.
- Task auto recurrence and auto assignment process.
- Sub task and department wise task management and allocation process.
- Get task reports with all aspect.
- Get many auto reports to Admin, Client & Work employee like on Start, Completion, Cancel or Due date related.
- Manage Efforts, Costing and Margin for Service, Client and Employee wise.
- Task history at one place.
- Efficiently manage tasks/activities.
- Transfer task facilities between employees.
- Admin Task approval/Rejection system with easy process and notification.
- Due Task and Sub task tracking system.
- Help Module is also available for task and sub task.
- You can manage office paperless with advance document management system.
- Get any document by few click for Employee or Client.
- Physical and Soft document management with Document tagging & File labeling.
- Complete Inward & Outward management (With auto alert & Receipt) is also available.
- Share Documents with your Clients in client login.
- Find all documents for any particular task or client at one place.
- Save all documents in digital format for each client.
- You can set document tracking system for particular task of any client and also send notification for pending documents by one click.
- All documents are safe with latest security system & there is not any chance to lose those data.
- Send reminder Email/SMS to Client or group of clients from the application with single click.
- Create Invoice with multy currency option.
- Multy Company wise Invoice management.
- Automatic reminders emails to client help to get paid faster.
- You can also manage Invoice process by Proforma Invoice & payment Receipt option.
- You can also manage reimbursement against client services.
- You can get report of margin with expected and actual costing.
- You can also manage day to day expences of your firm through patty cash management.
- Client ledger with single click process.
- Many Billing and Collection Reports with multiple search criteria.
- Group wise client login management
- Client database management with Client documents.
- Manage clients by many tagging and on services base.
- Easy to communicate with group of clients.
- Client Multiple Contact Management.
- Visitor register management.
- Employee database management with employee documents.
- Employee Role and Hierarchy management.
- Track Employee login detail with Login IP Address.
- Employee attendance management.
- Detailed Timesheet to know the Employee time utilisation.
- Get Each Employee’s Work report for particular work or time period.
- Internal Email facility to communicate with other employee or client.
- Employee Conveyance management.
- Employee attendance management.
- Complete payroll management, Can create salary structure on CTC or Monthly base.
- Employee Leave Management with different leave type and on monthly or yearly basis.
- Employee Late coming, Early going, Leave pass policy management.
- Employee Advance/Loan management
- Holiday & Offday management
- One click salary calculation facility with salary slip and auto notification system.
- Can activate online payment by providing basic documents of your company to Payment Gateway company.
- Client can directly pay his/her invoices from CAOA client login or followed by link given in Invoice.
- Manage Appointment with Auto SMS & email Notification. Can manage appointment for self or for belowed team person. And get summary report on compition.
- Manage To-Do with Auto SMS & email Notification. Can manage To-Do for self or for belowed team person. And get summary report on compition.
- Manage Event management with Auto SMS & email Notification.
- Set rules for auto Emai/SMS for particular date and time or event related to task, client & Invoice.
- You can set rules like particular Email should fire on start of particular task, or Email should fire after 10 days of Invoice creation.
- You can set frequency for Auto Email/SMS for particular time period like, Reminder Email should fire daily, from before 5 days of duedate untill completion of particular services.
- Mobile Application with same features available on web applicaton for Employee & Client.
- Easy way to get updated and to communicate with team.
- Get Important Push Notification on user mobile screen with managable option.
- CA Office Automation is cloud base solution, So you can access CAOA software from anywhere and anytime by using internet with advance security.
- CA Office Automation helps to manage things effectively and on time by its cloud base solution.
- Our Cloud Hosting partner is Microsoft Azure. We run our client’s application on advance VPS with separate Database management.
- There are more than 80 types of auto Email & SMS available in CAOA software like on starting of new task, on creation of new invoice, on generating new inward etc…
- Can manage rules for auto Email/SMS Notification
- Manage Users access right by Powerful role management. Provide Relevant access to your Employees/User.
- You can set hierarchy for reporting purpose.
- Define Roles & Rules for your Firm & Set Access Level for each Role.
- Company wise, Department wise, service wise margin Reports or Comparision reports with actual & expacted costing.
- Client-wise Reports with all aspact.
- Employee-wise timesheet & attendance Reports.
- Task & Sub task wise wise Reports.
- Document tracking & Inward Outward related Reports User Log reports.
- Get any data or reports in Excel or PDF.
- We are always a call away from any CAOA User.
- Get Video Help tutorial for better unnderstanding.
- Online Help of CAOA is available with full description and with video tutorials.
- Offline Help of CAOA is also available with full description and with screenshot of all pages you can download it.
- Online ticket system is also available to solve the problem of client.