Course Content
Introduction, Get Credentials & Login (Web & Mobile)
Understand what CA Cloud Desk is and how it simplifies office, employee, and client management for CA firms. Learn how to receive your login credentials and securely access the platform through web or mobile. A must-watch for every new team member.
0/2
Credentials & Login
00:00
Getting Started with CA Cloud Desk
Mark Attendance (with Location & Selfie)
Learn how to mark your daily attendance using GPS-based location tracking and selfie verification. This ensures real-time, accurate attendance logging—whether you’re at the office or working remotely.
0/1
Mark Attendance
Create & Update Tasks, Manage Stages
Get step-by-step guidance on how to create tasks, assign deadlines, and update task stages. Ideal for keeping your work organized, meeting deadlines, and collaborating with your manager or team.
0/1
Task Management
Apply Leave & Raise Grievance
Learn how to submit leave applications and raise any internal concerns through the system. A smooth, transparent process that eliminates manual follow-ups and ensures accountability.
0/1
Leave & Raise Grievance
Enter Timesheet (Daily Work Reporting)
Track your daily work with ease by filling in task-wise timesheets. This helps in transparent workload tracking, performance reviews, and timely project management across the team.
0/1
Timesheet
Communication (Email, SMS, WhatsApp)
Explore how CA Cloud Desk helps you stay informed with real-time updates via email, SMS, and WhatsApp. Whether it’s task alerts, announcements, or reminders—you’ll never miss an important message.
0/1
Communication
Create Documents Using Templates
Discover how to create standardized letters, reports, or declarations using pre-set templates. Just enter the required client details and generate documents instantly—saving time and reducing manual errors.
0/1
Create Documents & Agreements
Compliance Calendar & Infographics
Stay updated with the built-in compliance calendar that shows upcoming due dates and statutory tasks. Also, learn how to use branded infographics to engage with clients and build your CA firm's visibility.
0/1
Calendar & Infographics
Employee
About Lesson

🎯 Objective:

To help you record your daily work hours accurately using the Timesheet feature in CA Cloud Desk, ensuring better tracking of productivity and billable hours.

⏱️ How to Fill the Timesheet

  1. On the left panel, click the ‘+ Add’ button and select Timesheet.

  2. Fill in the following details:

    • Start Time*

    • End Time*

    • Task – Select from your ongoing tasks

    • Customer – Choose the client the task relates to

    • Branch* – Select your office branch

    • Service – Select the type of work (e.g., ITR, GST, Audit)

    • Remark – Add any notes if required

    • Billable –

      • ✅ Check if the work generates revenue (e.g., client work)

      • ❌ Leave unchecked for non-billable work (e.g., internal meetings, document sharing)

📊 Timesheet Dashboard Features

  • View your organization’s expectations vs. your daily input.

  • Use the Edit option to update any entry.

  • Download a complete timesheet report in Excel format for personal or manager use.

💡 Tips:

  • Fill timesheets daily to maintain accuracy.

  • Always mark billable vs. non-billable correctly for better resource planning.

  • Keep remarks clear to explain the nature of the task.

📞 Need Help?

📲 Helpline: 0120 4308902
💬 Or ask your query in the official team group.

✅ Next Step:

Proceed to Lesson 7: Communication to learn how to collaborate with your team and clients within the platform.

 

Previous
Next