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madrecha / jamku

Jamku: Practice Management software for CPA, CA, CS, Advocates, Consultants to manage tasks, clients, billing, chat, attendance, etc. Feature-rich, blazing fast.
https://madrecha.com/jamku
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Merge JAMKU OFFICE MANAGEMENT and JAMKU IT PORTAL FILING Status #1129

Open arunkumarca93 opened 2 years ago

arunkumarca93 commented 2 years ago

Hi Team, Wont it be the ultimate tool if the IT Portal app and the JAMKU office management solution have a internal database connection to see what is the real date of filing and what is the date as updated by our team members.

Looking forward for the solution.

adarshmadrecha commented 2 years ago

Currently many offices who have have subscribed for Jamku Practice Management and Jamku Portal use 2 ways to integrate.

  1. Extract data from both and use VLOOKUP to create report
  2. Automate this reporting by using Custom Reports feature of both the apps using Power Query.