Bookkeeping Help Guide
This section covers all the features within the Capium Bookkeeping module in detail, broken down into sections
Location: Bookkeeping module > Dashboard > Client specific > Tasks > Budgeting Click here to watch the video Click here to watch how to ...
Mon, 23 Aug, 2021 at 1:10 PM
Location: Bookkeeping module > Dashboard > Client specific > Tasks > Dividends Click here to watch how to set up Dividends On clicki...
Fri, 3 Jul, 2020 at 2:59 PM
Click here to watch the how to use Bulk Edit Location: Bookkeeping module > Dashboard > Client specific > Tasks > Bulk Edits Bulk Edit i...
Mon, 18 Jan, 2021 at 4:33 PM
Location: Bookkeeping module > Dashboard > Client specific > Bank > Dashboard Refer to the link Click here to watch a video overview of t...
Mon, 23 Aug, 2021 at 1:11 PM
This is updated 21/12/21. Bank feeds can be set up for £1.50 (plus VAT) per feed per month. Bank transactions will be brought through automatically ...
Fri, 4 Aug, 2023 at 8:42 AM
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
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
Location Client bookkeeping dashboard >> Bank >> Dashboard >> Select the back account from which the transaction needs to be deleted ...
Wed, 7 Jul, 2021 at 5:03 PM
Click here to watch how to search for specific transactions in bank accounts My Admin Navigation: Bookkeeping > Select Client > Bank > Dashboar...
Thu, 27 May, 2021 at 11:02 AM
Navigation: Bookkeeping > Select Client > Bank > Bank Rules > Help Guide Bank rules can help reconcile auto transactions, firstly bank fee...
Thu, 8 Jul, 2021 at 3:34 PM