Bookkeeping Help Guide

This section covers all the features within the Capium Bookkeeping module in detail, broken down into sections

Bookkeeping Dashboard Overview
Location: Bookkeeping module > Dashboard > Client specific This article will give you a detailed overview of the Bookkeeping Dashboard You can wa...
Thu, 9 Apr, 2020 at 4:51 PM
Sales Dashboard
Location: Bookkeeping module > Dashboard > Client specific > Sales Section Refer to the link  You can create a new Sales invoice by clicking o...
Thu, 9 Apr, 2020 at 12:44 PM
Viewing and Creating Recurring Invoices
Location: Bookkeeping module > Dashboard > Client specific > Sales > Recurring Invoice A recurring invoice is a type of invoicing in which y...
Thu, 9 Apr, 2020 at 1:06 PM
Purchase Dashboard
Location: Bookkeeping module > Dashboard > Client specific > Purchase The purchases dashboard lets the user have a quick view on various sections ...
Thu, 9 Apr, 2020 at 3:54 PM
Adding and Creating Purchase Invoices
Location: Bookkeeping module > Dashboard > Purchase > Purchases Refer to the link To create a new Purchase Invoice, click on ‘New Purchase’...
Fri, 27 Sep, 2019 at 4:07 PM
Recurring Purchases
Recurring Purchases Location: Bookkeeping module > Dashboard > Client specific > Purchase > Recurring Purchases Refer to the link  Click h...
Thu, 9 Apr, 2020 at 4:53 PM
Adding and Creating Sales Quotations
 It lets the user create a Quotation to be provided to a Customer.  Watch the video here Here's more on how to create a quote The Quotation...
Fri, 22 Mar, 2019 at 12:46 PM
Quick Entry Section
Location: Bookkeeping module> Client Dashboard > Quick Entry  Refer to the link  Help/Guide: Quick Entry is a function within Bookkeeping,...
Thu, 9 Apr, 2020 at 4:32 PM
Fixed Assets
Location: Bookkeeping module > Dashboard > Client specific > Fixed Assets Refer to the link You can watch a video here for a fixed asset overv...
Fri, 3 Jul, 2020 at 3:16 PM
Viewing and allocating sales receipts
Location: Bookkeeping module > Dashboard > Client specific > Sales > Receipts  Refer to the link Click here to watch how to create receipt...
Fri, 11 Oct, 2019 at 4:36 PM