Bookkeeping and Accounting

Learn how to track income and expenses, and maintain accurate financial records.

Add and Manage Company Employees

This guide shows you how to add, edit, delete, inactivate, and reactivate employees in CaseRM’s Accounting module, keeping your company...

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...