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Getting Started

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Login / Signup

If you already have an account you can log in by entering your mobile number and password on Jamku Login page. Login in Jamku is mobile number based. Every team member in the office login with their own mobile number. A unique feature of Jamku is that a user can be part of more than one office. If the user is added as a team member of more than one office, then at the time of login user is asked which office he wishes to log in.

If you don’t have an account, you can signup here. After you fill in the form and submit, we review the request and create a free account for you. The account details are shared on the email ID provided. Once you are login, follow the steps below to get started.

 

Sequence of Data Entry

The below chart shows the relationship between data. This will help you in understanding how the data is linked in Jamku.

Team member

(Setting > Team Member) Add team member and give them necessary permissions (authorizations). The owner accounts will be named as owner1 and owner2, so while you are on the team member page rename these to the actual name of the user.

Numbering Setup

(Setting > Office Setup [Numbering]) Setup numbering in the office setup. You can skip this step if you are fine with the default numbering system.

Add Entity

(Setting > Office Setupup [Entity] ) Entity is required for billing and reciept. Each entity is basically sperate legal person for billing.

Add Client Group

(Client > Group Create) Create client group. Client group is for grouping related clients. Example – all clients from a family will be part of a single client group. All the clients will be created under client group. If there is a single client without any related client, still you have to create a client group. Got all your client information in the excel file? Import them into jamku using Data Import feature.

Add Client

(Client > Client Create) A client is a legal person. In simple terms, every PAN number is a client. Create a client for the client group. This information can also be imported from excel using Jamku template which can be found on the client import (Setting > Data Import).

Add Service

(Setting > Service) Service master contains all the services which are provided to the clients. Services can be of 2 types – recurring and non-recurring. Recurring services are called as compliance in Jamku. Here you can also create task stages if required. Set GST rate and default service cost/charge. When a task is created, you get an option to select the service from this service master; however, you are not restricted to these options. You can directly specify the task name which is not appearing in the service master.

Add Compliance

(Client > Client List > Client View [Complaince] ) Once you have create recurring services in service master, you need to assign these services to the client. This is an important step. If you skip this step, you will not be able to create a task (of the compliance nature) for the client. It is at this level we decide the compliance periodicity, compliance start month, compliance end month.

Add Task

Once you have added compliance to the clients, you can start creating tasks. Tasks are of 2 nature

  • Compliance Nature (GSTR1 Filling, IT Return Filling, TDS Return Filling)
  • Other than Compliance Nature (eg – PAN Application, GST Registration)

To create a task of other than compliance nature use Task Create (Task > Task Create). In case of task creation of Compliance Nature, you can automate task creation using compliance report (Task > Compliance Report).

Add Work Done

Team members charge their time on the task by adding work done. This will fill in the timesheet. You can specify the cost of hours by entering the cost per hour in team edit (Setting > Team > Team Edit). Work can be added by 2 ways

  1. Click on the clock button in the Your Task section on the Home Page
  2. Click on the workdone button on Task View page.