Welcome to our Guide for Books in Capium 365! This guide will walk you through essential initial steps, best practices and key features within the Books section.

 

How to add transactions

  1. Navigate to the client portal
  2. Navigate to the “Books” Tab
  3. Select “+ Add Transaction”
  4. Populate the transaction as required
  5. Select “Save”

 

You can delete transactions. To do this, you need to:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the three dots on the right of the transaction
  4. Select “Delete”

 

You can edit transactions. To do this, you need to:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the edit icon on the right of the transaction


You can query a transaction which allows the accountant to send a message to the end user. To do this, you need to:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the three dots on the right of the transaction
  4. Select “Query Transaction”
  5. Populate the query as required
  6. Select “Post”

 

You can add a CIS Deduction. To do this, you need to:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the add cis deduction icon on the right of the transaction where a pop-up will appear
  4. Populate the CIS deduction as required
  5. Select “Save”

 

You can remove a CIS deduction. To do this, you need to:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the remove CIS deduction icon on the right of the transaction where a pop-up will appear
  4. Select “Yes”

 

You can attach receipts to a transaction. To do this, you need to:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the three dots icon on the right of the transaction
  4. Select “Attach Receipt”
  5. Select “Upload”
  6. Select “Drag a file/image here” to upload file or drag and drop  
  7. Select “Save”

 

You can split transactions by:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the three dots icon on the right of the transaction
  4. Select “Attach Receipt”
  5. Here if you fill in the details such as date and the number of transactions it is being split by
  6. Once you have filled in the fields, select “Split” and this will create the separate transaction


You can export book transactions. To do this, you need to:

  1. Navigate to client portal
  2. Navigate to the “Books” Tab
  3. Select the three dots in the right-hand corner
  4. Select between Excel, CSV or PDF Format