This guide shows you how to add, edit, delete, inactivate, and reactivate employees in CaseRM’s Accounting module, keeping your company records accurate and up to … Read more

Create payment method Go to Accounting. In the left-side panel, select Payment methods. Click Create payment method. Enter payment method information, then click Save. Edit … Read more

Create billing item Go to Accounting. In the left-side panel, select Products & services. Click Create billing item. Select the billing item type.Note: Billing item … Read more

This guide walks you through managing suppliers in CaseRM’s Accounting module, including how to add, edit, delete, inactivate, and reactivate them. Add supplier Go to … Read more

The Chart of Accounts categorizes all sales and expense transactions recorded in the system. This ensures accurate financial organization and management, enabling the system to … Read more