Bookkeeping and Accounting

The Chart of Accounts categorizes all sales and expense transactions recorded in the system. This ensures accurate financial organization and...

This guide walks you through managing suppliers in CaseRM’s Accounting module, including how to add, edit, delete, inactivate, and reactivate...

Create billing item Go to Accounting. In the left-side panel, select Products & services. Click Create billing item. Select the...

Create payment method Go to Accounting. In the left-side panel, select Payment methods. Click Create payment method. Enter payment method...