In order to publish your receipts from Capium 365 into your Bookkeeping module, follow the navigation below:
Navigation: Capium 365 > [Specific Client] > Receipts
You can click here to go to that navigation.
For Purchase Invoices, Receipts, and Credit Notes, you can follow the below steps:
1. Firstly, you have to approve any invoices with the thumb icon:
2. After clicking this icon, a pop-up will appear:
a) In this pop-up you can either press 'Yes', or you can press 'Approve & Publish', which will immediately publish it into your Bookkeeping module.
3. If you only clicked 'Yes', you still have an opportunity to publish to Bookkeeping with this icon:
4. After clicking the icon, you will see it turn green and get a notification that it was successfully published.
5. To unpublish the invoice, you can just click on the same icon again.
Note: if you are unable to approve a transaction, double check that in the details of the invoice, an account name has been designated to the product or service.
