CA Practice Management Software | CA office management Software

Easy Compliance Help - Configure Masters

Once the registration is complete, the trial period begins, and you can explore the application. To begin with, you can create up to 10 users, which includes admin along with 2 additional users.

First, you need to configure the masters. Masters should be configured by the Admin user. Click on Admin to configure Masters.

Masters in Easy Compliance

Country Master

To add Country in the Country Master, in Masters menu, click Country.

Country Master in Easy Compliance

On the page that opens, enter Country Name and click Save.

Country Details Entry in Easy Compliance

Please note that, to begin with, India and Indian states are already added in the application.

State Master

To add a State in the State Master, in Masters menu, click State.

State Master in Easy Compliance

On the page that opens, select the Country, enter the State Name, and click Save.

Add State in State Master

Place Master

To add a Place in the Place Master, in Masters menu, click Place.

Place Master in Easy Compliance

On the page that opens, select the State, enter the Place Name, and click Save.

Place Details Entry in Easy Compliance

Area Master

To add an Area in the Area Master, in Masters menu, click Area.

Area Master Details, Area Master Entry, Easy Compliance

On the page that opens, enter the Area Name, and click Save.

Area Master in Easy Compliance

Source Master

In the Source Master, you can enter the name of the Service Request Source or means, such as Call, Email or any other source.

To add an Area in the Source Master, inMasters menu, click Request Source.

Request Source Master in Easy Compliance

On the page that opens, enter the Source Name, and click Save.

Add Request Source in Easy Compliance

Client Group Master

You can create a client group and group clients of the same organisation.

To add a Client Group name, in Masters menu, click Client Group.

Client Group, Client Details in Easy Compliance

On the page that opens, enter the Group Name, and click Save.

Client Group Master in Easy Compliance

You can Edit or Delete by selecting the respective action button.

Edit/Delete Actions in Easy Compliance