Bookkeeping Help Guide

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

A complete walkthrough of Bookkeeping
TABLE OF CONTENTS 1. Getting set up 1a. Setting up the company information and creating accounting periods 1b. Bringing forward opening balances  1c....
Wed, 8 Sep, 2021 at 12:58 PM
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
Adding an Accounting Period
Location:  Bookkeeping module >> Dashboard >> Client specific >> Settings >> Accounting Period Refer to the link   Help/Guide  ...
Fri, 13 Mar, 2020 at 10:37 AM
Adding an Opening Balance
Location:  Bookkeeping module > Dashboard > Client specific > Settings > General Settings > Opening Balance Refer to the link Click here...
Mon, 23 Aug, 2021 at 12:44 PM
Chart of Accounts (COA)
There are two variations of Capium's Chart of Accounts; Client Specific & Master Client Specific COA - changes made will only apply to a spec...
Mon, 18 Jan, 2021 at 4:34 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 Click here to watch how to create a new Purchase Invoice ...
Mon, 23 Aug, 2021 at 12:46 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