Bookkeeping Help Guide

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

Making Tax Digital - MTD - Bridging
Watch the video here on how to use Capium's MTD Bridging solution
Tue, 13 Apr, 2021 at 3:40 PM
Bulk Delete Transactions (Sales, Purchase & Journals)
Location:  Bookkeeping module > Dashboard > Client specific > Sales > Invoices Location:  Bookkeeping module > Dashboard > Client specifi...
Thu, 11 Jul, 2019 at 12:10 PM
Bulk Delete Transactions (Receipts, Payments, Quick Entry & Bank Transactions)
Location: Bookkeeping module > Dashboard > Client Dashboard > Sales > Receipts Location: Bookkeeping module > Dashboard > Client Dashboar...
Wed, 10 Mar, 2021 at 5:00 PM
Customer Advance Report
Location: Bookkeeping > Dashboard > Client Dashboard > Reports > Customer > Advance Report Refer to the link Help/Guide: Advances can b...
Tue, 23 Jul, 2019 at 5:20 PM
Bulk Approval of Receipts from CapiScan
Location: Bookkeeping Dashboard > CapiScan Refer to the link Help/Guide: Navigate to the general Bookkeeping Dashboard and select CapiScan from the...
Tue, 30 Jul, 2019 at 12:14 PM
CIS Bank Integration
Location: Bookkeeping module > Select a Client > Bank > Select a Bank  Refer to the link Help/Guide: Bank Payments now feed directly into ...
Wed, 8 Jan, 2020 at 11:52 AM
CIS Sub-contractor Invoices
Location: Bookkeeping module > Select a Client > Purchase > Purchases > New Invoice Drop-down: CIS Contracts Refer to the link Help/Guide: ...
Wed, 8 Jan, 2020 at 12:00 PM
Cash Coding
Navigation - Bookkeeping Dashboard >> Select Client >> Bank > Select Bank > Cash Coding button  Refer to the link Help/Guide Cash ...
Tue, 7 Apr, 2020 at 12:46 PM
Auto Bank Reconciliation
Navigation: Bookkeeping > Select Client > Settings > Company Info > Settings > Bank Reconciliation set to Auto  Quick navigation link He...
Tue, 3 Nov, 2020 at 3:44 PM
Postponed VAT Accounting (Latest as at 28/01/2021)
Postponed VAT accounting for imports following the end of the transition period As of 1 January 2021 – with the end of the Brexit transition period occu...
Thu, 28 Jan, 2021 at 5:23 PM