Bookkeeping Help Guide

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

Viewing and Creating Sale Items
Location: Bookkeeping module > Dashboard > Client specific > Sales > Items Watch the video here to watch how to create a sales item C...
Fri, 22 Mar, 2019 at 1:08 PM
Multi-currency
Location:  Bookkeeping module > Dashboard > Client specific > Settings > General Settings > Currency It shows the list of currency business ...
Fri, 22 Mar, 2019 at 1:52 PM
Customising invoice sequence numbers
Location:  Bookkeeping module > Dashboard > Client specific > Settings > General Settings > Customise Sequence It shows the list of transact...
Fri, 22 Mar, 2019 at 1:31 PM
Adding an Opening Balance
Location:  Bookkeeping module > Dashboard > Client specific > Settings > General Settings > Opening Balance Refer to the link Opening ...
Fri, 21 Feb, 2020 at 1:49 PM
Bookkeeping Invoice Templates
Location:  Bookkeeping module > Dashboard > Client specific > Settings > General Settings > Invoice Templates Refer to the link Yo...
Mon, 18 May, 2020 at 11:57 AM
Adding a company logo
Location:  Bookkeeping module > Client dashboard > Settings > General Settings >Company Logo Refer to the link Help/Guide: You are able t...
Fri, 18 Oct, 2019 at 1:18 PM
Adding payments to purchase invoices
Location: Bookkeeping Dashboard > Select Client > Purchase > Payments Watch the video here 1. In the Payment details section, the...
Wed, 10 Mar, 2021 at 4:58 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
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 a journal entry
Location: Bookkeeping module > Dashboard > Client specific > Tasks >Journals Refer to the page  You may pass a Journal as well as view the ...
Thu, 9 Apr, 2020 at 4:42 PM