To use CA 360°, ensure you have the correct access and activation details.

The Office Routine Tasks section in CA 360° ensures that daily operations are well-structured and efficiently managed. These tasks are assigned based on roles and are displayed on the logging dashboard to keep users updated with their responsibilities.

Admin Responsibilities:

Define and create office routine tasks for different user roles.

Assign tasks to managers, staff, and assistants.

Monitor task progress and completion through the dashboard.

Update and modify tasks as per business needs.

Manager Responsibilities:

Oversee and distribute tasks among staff and assistants.

Track ongoing task completion and review submitted work.

Approve or request modifications to completed tasks.

Generate task performance reports.

Staff Responsibilities:

Access and view assigned routine tasks on the dashboard.

Update task status (pending, in progress, completed).

Submit completed tasks for review and approval.

Communicate with managers for task clarifications.

Assistant Responsibilities:

Assist staff and managers in completing assigned tasks.

Handle data entry and document organization.

Track and update routine task progress.

Ensure accurate submission of required reports.

Task Workflow Process:

1. Task Assignment : Admin assigns routine tasks to relevant users
2.Task Execution : Users complete their tasks and update progress in the system.
3.Task Monitoring : Managers and admins oversee and review task completion.
4.Task completion : Approved tasks are marked as completed and stored for reference.

Welcome to the Client section of CA360. This section provides easy access to all client-related functionalities, including:

• Clients – Manage and register client groups.
• Compliance Chart – Track and monitor client compliance status.
• Import Client – Bulk import client data efficiently.
• Client Registration – Register and manage new clients.

Client Registration

Register new clients in CA360 with a streamlined three-step process:

1. Client Type & Personal Information – Select client type (Regular or Provisional) and enter details.
2. Application Details – Specify the applicable year.
3. Job Allocation – Assign tasks to appropriate staff members.

---

Active

In this section, a data table displaying the list of active clients is shown. To register a new client, click the Create New button, which will open the registration form.

---

Trash

In this section, a data table displaying the list of Trash clients is shown.

---

Basic Details

To register a new client, click the Create New button to open this form. Start by filling in the basic details and then complete the remaining required information.

---

Owner Details

In this section, enter the owner's details, including their name, mobile number, email ID, and any additional information.

---

Assets

In this section, check if a digital signature is available or verify the Digital Signature Available With Us. Then, review the date of issue, date of expiry, and any remarks. Finally, click the Add button to save the details.

---

Documents

In this section, select the document type, such as Aadhaar Card, PAN Card, certificates, and more. After selecting the document type, upload the file by dragging and dropping it. Then, enter the ID number and provide a description to complete the upload process.

---

Services

In this section, various services are displayed, including Income Tax, GST, Banking, Finance, and more.

---

Tasks

In this section, various tasks are displayed, including task type, frequency, multi-step processes, and allocated users. You can also take action by clicking the relevant button.

---

Charges

In this section, details such as task type, rate, quantity, total amount, and billing firm are displayed. Click the action button to update the information.

---

Payment

In this section, various payment methods are displayed, including online payment, cheque, and cash.

---

Ledger Account

This section displays the complete details of the ledger account.

---

Compliance Chart

Easily track the compliance status of all registered clients. Select By client or group, and Select the Client Name and also Select the financial year, and click the Show button to generate a detailed compliance chart. The compliance chart provides a structured overview of all tasks, including GSTR filings,TDS returns, and GST registrations, ensuring timely completion and compliance management.

---

Import Client

In this section, users can import client details seamlessly. First, read the instructions carefully, then click on the provided link to download the sample Excel file.

In this section, after downloading the Excel sheet, click on Select File to upload the downloaded excel file. Then, choose the sheet name from the uploaded file, and the complete list of clients will be displayed.

---

Clients to Import

---

States

---

Client Registration

In this section, you can register new clients. Click on Client Registration to open the Registration form.

The Daily Activity section helps you efficiently manage and track tasks in CA360. You can assign new tasks, update existing ones, and monitor progress through categorized lists:

• Approved List – View tasks that have been reviewed and approved.
• Task Completed List – Check all completed tasks.
• Recheck List – Review tasks that need further verification.

Additional features in this section include:

• Managing and tracking payments via the Payment List.
• Monitoring employee workload through the Employee Wise Work List.
• Receiving compliance reminders to stay updated on regulatory requirements.

---

My Task

The My Task section allows you to manage and track tasks assigned to you. Tasks are categorized as:

• Working – Tasks that are currently in progress and awaiting completion.
• Completed – Tasks that have been successfully finished and approved.
• Recheck – Tasks that require further review or verification.
• Approved – Tasks that have been reviewed and officially approved.
• Pending – Tasks that are yet to be completed or processed.

The Task Completed List ensures a clear overview of completed work, keeping track of all documented tasks.

---

Working

In this section, specify when the provided task is in progress.

---

Completed

In this section, specify when the provided task is completed.

---

Recheck

In this section, specify when the provided task needs to be rechecked.

---

Approved

In this section, indicate when the provided task has been approved.

---

Pending

In this section, specify when the task is marked as pending.

---

Compliance Reminder

With this feature, you can notify clients in groups about the required documents. Simply select clients from the list, and the system will automatically send reminder emails for document submission.

---

With this feature, you can notify clients in client about the required documents. Simply select clients from the list, and the system will automatically send reminder emails for document submission.

---

Asset Manager

The Asset Manager allows you to efficiently track and manage assets within the system. You can monitor asset details, assign them to specific users or departments, and ensure proper documentation.

Asset Manager

Inward

Outward

New

Client

Employee

---

Scheduled Appointments And Meetings

The Scheduled Appointments and Meetings feature allows you to efficiently plan, track, and manage meetings within the system. You can schedule appointments, set reminders, and assign participants to ensure smooth coordination and timely follow-ups.

scheduled Appointments And Meetings

Appointment Online

Appointment Offline

Client New

Client Exist

In the CA360 Inquiry And Visitors section, you can manage client inquiries efficiently. Click the (+) button to open the right-side inquiry form and enter details. Based on the client type selection, different fields will appear.

New

Exist

New Client

If you select New Client, the following fields will be available:

• Client Name – Enter the name of the new client.
• Contact Number – Provide the client's phone number.
• Company Name – Specify the client's company.
• Visit Date – Select the date of the client's visit.
• Next Follow-up Date – Choose the next follow up date.
• Requirement – Describe the client's requirements.

Existing Client

If you select Existing Client, the form will display:

• Client Name – Choose from the existing client list.
• Contact Person – Select a contact from a dropdown list.
• Visit Date – Enter the visit date.
• Next Follow up Date – Specify the next follow up date.
• Requirement – Provide details of the client's requirement.

This system ensures seamless tracking of inquiries and follow ups, improving efficiency in client management.

The Sales Entry module in CA360 allows users to record and manage sales transactions efficiently. Users can generate sales entries with different voucher types, including Proforma, Sale, and Credit Note.

Invoices Preview

Proforma Invoices

How to Use Sales Entry:

1. Click on Sales Entry under the Sales menu.
2. Select the Voucher Type:
   • Proforma - Generate a preliminary sales invoice.
   • Sale - Record an actual sale.
   • Credit Note - Issue a credit note for a refund or return.
3. Enter the necessary details:
   • Bill No – Unique identifier for the sale.
   • Financial Year – Select the financial year.
   • Firm Name – Choose the firm issuing the invoice.
   • Bank Name – Select the bank related to the transaction.
   • Date – Select the sales entry date.
   • Client Name – Choose the client for whom the sale is being recorded.
   • Type of Client – Select whether the client is new or existing.
4. Choose the items for the sale:
   • Select the Item Name from the dropdown list.
   • Enter the Billing Name (if applicable).
   • Enter the HSN / SAC Code and Description.
   • Specify the Rate, Quantity, Discount, and the system will calculate the Total Amount.
5. Click the Add button to include the item in the sales entry.
6. To preview the entry before finalizing, click the Preview button.
7. Review the item list at the bottom of the page and ensure all details are correct.
8. Once verified, click the Save button to finalize the sales entry.

Additional Features:

• Use the Search button to find previous sales entries.
• The Proforma Invoices button allows quick access to pending proforma invoices.
• Click the Full Screen button for a better viewing experience.

---

Transaction Manager

The Petty Cash Book module in CA360 is used to track small cash transactions for daily business expenses. It allows users to add, manage, and monitor petty cash expenditures efficiently.

Petty Cash Book

Petty Cash Book online

Petty Cash Book Cheque

Month And Date Range Selection:

Users can filter records by selecting a specific month or a custom date range.

Adding a New Petty Cash Entry in CA360

Open the Petty Cash Entry Form:

Click on the + in the Petty Cash Book module.

A right-side form panel will appear.

Fill in the Petty Cash Details:

Entry Date – Select the date of the transaction (Defaults to the current date but can be modified).

Type of Transaction – Choose Receipt (if cash is received) or Payment (if cash is spent).

Category Selection – Choose the category of the transaction (e.g., Office Expenses, Travel, Vendor Payment, etc.).

Name – Enter the Payee's name (who is receiving or paying the money).

Amount – Enter the exact amount involved in the transaction.

Choose the Payment Mode:

Users need to select how the transaction was made:

Cash – No extra fields required.

Online Transfer – Requires entering UTR No. (Unique Transaction Reference Number).

Cheque – Additional fields appear:

1. Cheque Date – Date of the cheque.
2. Cheque No. – Enter the cheque number.
3. Cheque Bank Name – Name of the bank issuing the cheque.
4. Cheque Status – Dropdown list with options:

Given – When the cheque is issued.

Deposited – When the cheque is deposited in the bank.

Bounced – If the cheque is rejected.

Cancelled – If the cheque is canceled.

Users can add additional notes about the transaction.

Save the Entry

Masters : This section allows you to set up and register various forms, including: Task Group , Task Type , Document Master , Task Type Due Dates, Client Group, Staff, Authority, Nature Of Case, Act, Staff Registration and more.This feature ensures that all critical information is well-organized, making it easy to manage and retrieve whenever needed. Additionally, you can seamlessly integrate and utilize CA360 for enhanced functionality and streamlined operations.

---

Task Group :

In this section, you can create and manage task groups to efficiently categorize tasks. Organizing tasks into specific groups allows for better tracking, streamlined workflow, and improved task management.

How It Works:

Define a new task group based on your project or operational needs.

Categorize tasks within groups for better organization and easy access.

Improve task tracking and workflow efficiency

Seamlessly integrate with CA360 to enhance task management capabilities.

Create New Task Group

Provide a name for the new task group and save it.

Update Log of Task Group

This section displays the update log of the task group, including the name of the person who updated it and the date and time of the update.

---

Task Type :

The Task Type section allows you to define and categorize tasks based on their nature and frequency. This helps streamline task management by ensuring each task is assigned the appropriate duration and classification.

Features And Functionality:

View a complete data table of all existing task types.

Click on Create New Task Type to open a form on the right side.

Select the relevant category from the following options:

Income Tax

GST

Banking And Finance

Indian Partnership Act

Companies Act, 2013

Bank Audit And Assignment

and More...

Enter the Task Type and set the task frequency (One-time, Monthly, Quarterly, Half-yearly, etc.).

Create New Task Type

In this section, create a new task type by selecting the task group, entering the task type, choosing the frequency, and saving it.

Update Log of Task Type

This section shows the update log for the task type, including the name of the person who made the update, along with the frequency, date, and time of each update.

---

Document Master :

The Document Master section allows you to upload, manage, and organize important documents efficiently, ensuring easy accessibility for future use.

Features And Functionality :

View Complete Data Table : Displays all stored documents in an organized format.

Create New Document : Click the Create New button to open the document creation form on the right side.

Enter Document Details : Fill in the following fields:

Upload And Manage Documents : Store essential files securely for quick retrieval.

Create Document

Enter the document name, document number, label, and description, then save the information.

Upload Log of Document Master

In this section, display the document name, description, the person who can update the document, and the date and time of the update.

---

Task Type Due Dates:

The Task Type Due Dates section helps users efficiently manage task deadlines based on the selected financial year. By choosing a specific financial year, all relevant due dates and task details are displayed on the same page, allowing for seamless tracking and organization.

How It Works:

1. Select a Financial Year – Choose the desired financial year from the available options.
2. View Due Dates – The system will display task-related deadlines for the selected period.
3. Manage Deadlines Efficiently – Easily track and update due dates to ensure compliance and timely task completion.

Key Benefits:

Quick Access – Instantly view all task due dates for a financial year.

Better Organization – Helps in structuring tasks and avoiding missed deadlines.

Income Tax

income tax, including applicable rates, deductions, exemptions, and payment schedules. This section should include information on tax brackets, filing deadlines, and any specific rules or benefits that apply to your income tax situation.

GST

Goods and Services Tax (GST) is a single tax on the supply of goods and services, replacing multiple indirect taxes levied by the government. It is applied at each step of the production and distribution chain. Businesses are required to register for GST if their turnover exceeds the threshold limit set by the government. GST is categorized into different slabs, and it helps streamline tax procedures, making it easier for businesses to comply with tax laws.

Banking And Finance

Information related to banking and financial services, any other relevant financial data.

Indian Partnership Act

The Indian Partnership Act, 1932 governs the laws related to partnerships in India.

Companies Act 2013

The Companies Act, 2013 is the primary legislation governing the incorporation, regulation, and dissolution of companies in India. It replaced the earlier Companies Act, 1956, and aims to enhance corporate governance, improve transparency, and ensure greater accountability in the management of companies.In this section, the information for Annually

Bank Audit and Assignments

Related to bank audits and assignments, including the scope, timeline, and responsibilities involved in the auditing process.

Grants and Subsidies

Grants and subsidies are financial assistance provided by governments or other organizations to support specific projects, activities, or sectors. They aim to promote economic development, social welfare, and environmental sustainability. Grants are typically awarded based on specific criteria, while subsidies aim to reduce the cost of goods or services to make them more accessible. In this section, you'll find information on available grants and subsidies, including eligibility requirements, application procedures, and deadlines.

Accounting

In this section, you can manage and view all financial records, including income, expenses, and balance sheets. It provides tools for tracking transactions, generating reports, and ensuring accuracy in financial statements.

Udyam Registration

Udyam Registration is an initiative by the Government of India to promote and support Micro, Small, and Medium Enterprises (MSMEs) in the country. It is a simplified process that provides a unique identification number to businesses, allowing them to avail various benefits and schemes from the government, such as access to credit, subsidies, and priority in government tenders. The registration process is free of charge and can be completed online on the Udyam Registration portal.To register, businesses need to provide basic details such as the type of business, business activity, bank details, and other relevant documents. The registration number obtained is used to avail of several schemes and benefits under the MSME sector.

Certification

In this section, provide the necessary details regarding the certification, including the type of certification, the issuing authority, the validity period, and any other relevant information.

Profession Tax

In this section, provide the details related to Profession Tax, including applicable rates, payment schedule, and any necessary documentation for compliance.

Public Trust

A Public Trust refers to a legal arrangement where the government or an organization holds assets or property for the benefit of the public.

MAHA RERA

​The Maharashtra Real Estate Regulatory Authority (MahaRERA) was established under the Real Estate (Regulation and Development) Act, 2016, with the aim of promoting transparency, accountability, and efficiency in the real estate sector within Maharashtra.

Test Group

This section provides details about the test group, including its composition, objectives, and any relevant data related to the group’s activities and performance.

Bank Nifties

The Bank Nifty is a stock market index that represents the performance of the banking sector in India. It is composed of 12 major banks, which are selected based on free-float market capitalization.

Demo Task Group

The Demo Task Group section provides information regarding the tasks assigned to the demo group, including task details, deadlines, and status updates. This section helps organize and manage the tasks related to the demo, ensuring everything is on track for successful completion.

---

Client Group :

The Client Group section allows you to create and manage groups by organizing clients, staff, or tasks into specific categories. This helps streamline workflows, improve efficiency, and ensure that all related information is systematically stored and easily accessible.

How to Use:

1. View Existing Groups – A complete data table displays all registered client groups.
2. Create a New Client Group:

Click the Create New Client Group button.

Enter the Group Name in the provided field.

Click Save to successfully create the new client group.

1. Efficient Management – Easily categorize and track clients, staff, or tasks within the created groups.

Create New Client Group

In this section, create a new client group by entering the group name and saving it.

Update Log of Client Group

In this section, the client group can be updated. It displays the group name, the name of the person who made the update, and the date and time of the update.

---

Staff :

The Staff Module in CA360 allows users to manage employees efficiently. Users can view, add, update, or manage staff details from this section.

Accessing the Employees DataTable:

1. Click on Staff to open the Employees DataTable.
2. Click on the Create New button.
3. The system redirects you to the Staff Registration Page.

Staff

In this section, if you are creating a new staff registration, click here to be redirected to the Staff Registration page.

Update Log of User

This section displays the log updates for users, including complete details such as username, password, role, address, mobile number, and more. It also shows the name of the person who made the update along with the date and time.

---

Authority :

The Authority section allows you to register and manage courts, including their names and addresses. This feature ensures that court-related information is stored systematically, making it easily accessible for legal proceedings or documentation purposes.

How to Use:

1. View Existing Courts – A data table displays all registered courts and their details.
2. Create a New Court:

Click the Create New button.

A form will appear on the right side with fields to enter:

Court Name

Court Address

After filling out the details, click Save to successfully add the new court to the system.

Create New court

Update Log of court

This section displays the court name, address, and the details of the person who updated it, including their name and the date and time of the update.

---

Nature Of Case:

The Nature of Case section allows you to define and categorize the type or category of a legal case. By providing a clear description of the case's nature, this feature helps in organizing and classifying cases based on their specific legal issues, making it easier to manage and track cases with similar characteristics.

How to Use:

1. View Existing Case Natures – A data table displays all registered case natures.
2. Create a New Case Nature:

Click the Create New button.

A form will appear on the right side with a field to enter the Nature of Case.

After entering the details, click Save to register the new case nature.

Efficient Case Classification – Once saved, the new case nature will be added to the data table for easy reference and tracking.

Create New Case Nature

Update Log of Case Nature

This section displays the nature of the case, along with the username and date-time of the latest update.

---

Act:

The Act section allows you to specify the legal act or statute under which a case is filed. This helps categorize cases according to the relevant laws or regulations, ensuring that each case is properly documented and aligned with the appropriate legal framework.

How to Use:

1. View Existing Acts – A data table displays all registered legal acts associated with cases.
2. Create a New Act:

Click the Create New button.

A form will open on the right side where you can enter the Act of the Case.

After entering the act details, click "Save" to add the new act to the system.

Efficient Categorization – The newly created act will be displayed in the data table for easy reference and tracking.

Create New Act

Update Log of Act

This section displays the activity name, the user who updated it, and the date and time of the update.

---

Staff Registration :

The Staff Registration section allows you to add new staff members by recording their essential details. This ensures that all staff information is organized and easily accessible for efficient management and quick reference.

How to Use:

1. Register a New Staff Member:

A form will appear where you can enter the following details:

Basic Details (First Name, Last Name, Mobile No , etc.)

Bank Details (Bank Account, IFSC, etc.)

Job Details (Date of Joining, Aadhar No, PAN No, etc.)

After entering the information, click Save to successfully register the new staff member.

Efficient Staff Management – The newly added staff member will be displayed in the data table for easy access and management.

Basic Details

Bank Details

Job Details

1. Registering new cases and scheduling hearings
2. Setting calendar reminders for upcoming hearings and case deadlines.
3. Viewing a list of cases scheduled for hearings.
4. Tracking the status and details of ongoing cases.
5. Generating reports on cases and hearings for detailed insights and status updates.
6. This feature ensures efficient management of legal matters, allowing for effective scheduling and tracking of all related activities.

Create Cases :

The Create Cases section allows you to register new legal cases by entering essential details, such as the case title, parties involved, nature of the case, court information, and more. This ensures that all case information is documented accurately and is easily accessible for future reference and management.

How to Use:

1. View Existing Cases - A data table displays all registered cases, including relevant details.
2. Create a New Case:

Click the Create New button in the data table.

A form will open where you can enter the following details:

Client Name

Case Type

DIN (Document Identification Number)

Notice Reference No

Notice Title And More.....

After filling in the necessary details, click Save to successfully register the new case.

Add New Case

---

Create Hearing :

The Create Hearing section allows you to schedule or register a new hearing for a legal case. This feature involves entering essential details such as the hearing date, time, location (courtroom), participants (lawyers, clients, witnesses), and other important information. It helps in organizing and managing the schedule for legal proceedings, ensuring that all involved parties are informed and prepared for the upcoming hearing.

Hearing

Add Hearing

Hearing Submission

Hearing Additional Notice

Hearing Issues involved

---

Case Report :

This section displays a list of cases that are scheduled for upcoming hearings. It helps users stay informed about upcoming legal proceedings, allowing them to prepare by ensuring all necessary arrangements and documentation are ready before the scheduled dates. This feature supports effective case management, ensuring legal teams and stakeholders are well-prepared for upcoming hearings. An "exceptional case" refers to a legal matter that is unique due to its complexity, significant impact, or special circumstances. These cases may involve novel legal issues, high-profile clients, large stakes, or other factors that differentiate them from routine cases. Managing exceptional cases often requires specialized knowledge, strategic planning, and careful handling to navigate complexities and secure favorable outcomes for all parties involved.

---

Case Hearing Report :

This section displays a list of cases that are scheduled for upcoming hearings. It helps users stay informed about upcoming legal proceedings, allowing them to prepare by ensuring all necessary arrangements and documentation are ready before the scheduled dates. This feature supports effective case management, ensuring legal teams and stakeholders are well-prepared for upcoming hearings. An "exceptional case" refers to a legal matter that is unique due to its complexity, significant impact, or special circumstances. These cases may involve novel legal issues, high-profile clients, large stakes, or other factors that differentiate them from routine cases. Managing exceptional cases often requires specialized knowledge, strategic planning, and careful handling to navigate complexities and secure favorable outcomes for all parties involved.

Staff Work Graph :

This graph shows the staff work progress, including allocated, pending, success, and working tasks. The data reflects real-time performance, and improvements are tracked over time.

---

Combine Report :

The Combine Report displays data on clients, employees, and services in a structured table using DataTables. It provides insights into total, active, working, completed, approved, pending, and rechecked statuses. Users can read this report in CA360.

Combine Report Client

Combine Report Employee

Combine Report Services

---

Task Report :

The Task Report provides a detailed overview of tasks. Users can filter the report by selecting parameters such as Against, Client Name, Financial Year, Date Range (From Date - To Date), and Status. After applying the filters and clicking the Show button, the complete report is displayed. This report can be accessed in CA360.

---

Exceptional Report:

The Exceptional Report provides a detailed analysis of exceptional cases. Users can filter the report by selecting Against and Employee Name. After applying the filters and clicking the Show button, the complete report is displayed. This report can be accessed in CA360

---

Upcoming Task:

The Upcoming Task report provides a detailed view of upcoming tasks. Users can filter the report by selecting the Month, Against, Client Name, and Status. After applying the filters and clicking the Show button, the complete report is displayed. This report can be accessed in CA360.

---

Create New AutoReply

Auto Reply:

An auto-reply is a pre-set response that is automatically sent when someone messages or whatsapp. It helps manage communication efficiently, especially when you're unavailable or need to provide instant responses.

Uses of Auto-Reply:

Informing users that you are unavailable (e.g., out of office, on vacation).

Providing immediate acknowledgment of a message.

Sharing important details like working hours, alternative contact persons, or links to FAQs.

Enhancing customer support by offering instant responses to common queries.

Credential Manager

In this section, credentials are displayed, including the Name, URL, Username, and Password. You can copy the username and password as needed. If auto-login is enabled, clicking 'Open in Browser' will log you in automatically and take you to the dashboard. If auto-login is disabled, clicking 'Open in Browser' will open the login page, where you need to manually enter the username and password.

Create New

About Credential Manager:

A Credential Manager is a tool that securely stores and manages login credentials, such as usernames and passwords, for different applications and websites. It helps users access their accounts easily without having to remember multiple credentials. Key features of a Credential Manager include:

Auto-fill & Auto-login : Automatically fills in login details on websites and applications.

Secure Storage : Encrypts and securely stores credentials to protect against unauthorized access.

Multi-device Sync : Allows users to access stored credentials across different devices.

Integration with Browsers : Works with web browsers to simplify login processes.

When the user clicks Logout they will be securely signed out of the system.