Check New Feature in Bank Section
Allow your staff members or even your clients, access to our fantastic bookkeeping module. Enable them to stay on top of business accounts. One can enjoy all the features of bookkeeping, with the added value of invoice generation, expenses management, journal entries and bank transactions with advanced reporting features.
Sales dashboard demonstrates you a quick insight of all your clients compiled and correlated professional sales data. Sales summary with previous and current month, debtors list with due balance on a date, recent sales list and more to enhance your experience of an online accounting application while managing your clients. Quick add options to get going from the dashboard itself; sales, customers and sales quote adds up an enhanced value to the function.
Intuitive sales invoicing page listing all the information and quick links handy while managing sales invoices and sales receipts. Sales gives details customer name, invoice due along with invoice amount and its current status-paid or due. Quick links to add invoice & receipts, access invoice PDF, copy, email invoice and even export it into spread sheet and much more in one page. Import bulk sales to the system will prove to be a value added option for you.
Add a new purchase/expenses bill, make payments and download purchase report. Snapshot of purchases for the month, last month, import, export, download and many more.
You will find all the bank accounts list and Cash in hand with current balances on the bank dashboard. You can import CSV directly into a bank account, explain the transactions in bulk under an easy to understand 'cash coding' function. Auto bank reconciliation balance and status at the top of bank account make it handy for day to day use.
We are using Yodlee as an API to link the Bank Accounts and using the same we will get the Bank Feeds (all transactions) directly from your your Bank Account to Capium. The data will be imported by an automated service which runs around midnight automatically, so if you have linked your Account today it will start importing the transactions from the next morning onward on a daily basis automatically.
Each customer, supplier, director or shareholder we add a transaction under a company are saved as contact. Allow you to give a smart bifurcated overview of each contact through easy to navigate tabs on the top for each type of contact. Quick Import and Export contact options are handy while dealing with company contacts. View detailed transactions and balance with particular customer or supplier.
Separate and neat VAT sections allows you view all the VAT submissions you have had made in past along with their easy to understand current status. Managed VAT submission wizard guides you from initiation through to the completion and HMRC submission confirmation. Detailed VAT reporting to see the company's insight from the same section to audit the VAT returns.
HMRC verified CIS300 monthly returns could be filed by construction industries. Use Capium CIS (Construction Industry Scheme) to verify sub-contractors status with HMRC through easy to use verification form. Get instant verification status and file monthly CIS300 returns with the help of easy to setup submission wizard. Generate required verification and monthly reports. Send monthly reports by email directly to sub-contractors.
Capium offers a set of pre-designed customisable invoices to use in a few clicks. Include your bank account details, company logo, payment terms and instructions as per your need. Option to download PDF copy or send by email directly from Capium Bookkeeping module are added value.